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Panagram BBB-B CLO ETF
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Overview Fund Activity

56 hedge funds and large institutions have $269M invested in Panagram BBB-B CLO ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 13 closing their positions.

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
0.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
19
Reduced
6
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$26.9M
2
AI
2
Atria Investments
North Carolina
$6.93M
3
Mariner
3
Mariner
Kansas
$6.29M
4
SIA
4
Schechter Investment Advisors
Michigan
$28M
5
Jane Street
5
Jane Street
New York
$9.94M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
BCM
3
Bienville Capital Management
New York
$64.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
AWM
5
AE Wealth Management
Kansas
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ECA
26
Elevated Capital Advisors
Utah
$673K 25,038 +25,038 New
NA
27
Nordwand Advisors
Pennsylvania
$607K 22,600 – –
NWM
28
Napa Wealth Management
California
$416K 15,493 +15,493 New
Cerity Partners
29
Cerity Partners
New York
$407K 15,153 +333 +2%
CAM
30
Cresset Asset Management
Illinois
$355K 13,199 +13,199 New
WA
31
Waverly Advisors
Alabama
$333K 12,389 +12,389 New
SFA
32
Sequoia Financial Advisors
Ohio
$302K 11,245 +247 +2%
HI
33
Harbour Investments
Wisconsin
$284K 10,580 – –
Truist Financial
34
Truist Financial
North Carolina
$274K 10,194 +798 +8%
HWM
35
Hohimer Wealth Management
Washington
$269K 10,000 – –
AWA
36
Authentikos Wealth Advisory
California
$267K 9,948 +9,948 New
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$257K 9,568 +9,568 New
BAM
38
Belpointe Asset Management
Nevada
$256K 9,541 -1,438 -13%
SW
39
Simplicity Wealth
New Jersey
$231K 8,577 +8,577 New
LC
40
Lindbrook Capital
California
$228K 8,500 +8,500 New
SC
41
Syon Capital
California
$213K 7,921 +7,921 New
AWA
42
Arete Wealth Advisors
Illinois
$209K 7,764 +7,764 New
RPCA
43
Running Point Capital Advisors
California
$201K 7,474 +7,474 New
PA
44
Parallel Advisors
California
$108K 4,000 – –
MCM
45
Manchester Capital Management
Vermont
$108K 4,000 +4,000 New
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$100K 3,722 – –
MFS
47
Mattson Financial Services
Michigan
$81.6K 3,028 – –
PA
48
Pineridge Advisors
Missouri
$29.5K 1,099 -3 -0.3%
AssetMark Inc
49
AssetMark Inc
California
$19.4K 721 +721 New
CP
50
Castleview Partners
Texas
$17.4K 649 +649 New
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