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Panagram BBB-B CLO ETF
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Overview Fund Activity

45 hedge funds and large institutions have $212M invested in Panagram BBB-B CLO ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$67.1M
2
SIA
2
Schechter Investment Advisors
Michigan
$22M
3
GI
3
Gradient Investments
Minnesota
$10.8M
4
UBS Group
4
UBS Group
Switzerland
$5.31M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.56M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.25K
3
EW
3
Evoke Wealth
California
$0
4
AWA
4
Authentikos Wealth Advisory
California
$0
5
BAM
5
Belpointe Asset Management
Nevada
$296K
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$785K 29,152 +29,152 New
NA
27
Nordwand Advisors
Pennsylvania
$609K 22,600 – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$562K 20,870 +20,870 New
Cerity Partners
29
Cerity Partners
New York
$399K 14,820 +14,820 New
SFA
30
Sequoia Financial Advisors
Ohio
$296K 10,998 +10,998 New
BAM
31
Belpointe Asset Management
Nevada
$296K 10,979 -1,329 -11%
HI
32
Harbour Investments
Wisconsin
$285K 10,580 +10,580 New
HWM
33
Hohimer Wealth Management
Washington
$269K 10,000 +10,000 New
WAM
34
Worth Asset Management
Texas
$259K 9,625 +9,625 New
Truist Financial
35
Truist Financial
North Carolina
$253K 9,396 +656 +8%
PA
36
Parallel Advisors
California
$108K 4,000 +4,000 New
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$99.8K 3,722 +3,722 New
MFS
38
Mattson Financial Services
Michigan
$81.6K 3,028 +3,028 New
PA
39
Pineridge Advisors
Missouri
$29.7K 1,102 -194 -15%
TWP
40
Triad Wealth Partners
Kansas
$25.5K 945 +945 New
Osaic Holdings
41
Osaic Holdings
Arizona
$24.5K 911 +612 +205%
BFA
42
Brown Financial Advisors
Ohio
$14.8K 548 +548 New
CB
43
Chris Bulman
California
$8.73K 324 +324 New
PCM
44
Penserra Capital Management
California
$8K 295 +295 New
Morgan Stanley
45
Morgan Stanley
New York
$5.25K 194 -118,443 -100%
EW
46
Evoke Wealth
California
– – -8,699 Closed
AWA
47
Authentikos Wealth Advisory
California
– – -8,102 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2