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Panagram BBB-B CLO ETF
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Overview Fund Activity

62 hedge funds and large institutions have $257M invested in Panagram BBB-B CLO ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
25
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$18.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$21.7M
3
EF
3
Empowered Funds
Pennsylvania
$11.3M
4
SIA
4
Schechter Investment Advisors
Michigan
$36.2M
5
OPAM
5
Ocean Park Asset Management
California
$8.04M

Top Sellers

1
BCM
1
Bienville Capital Management
New York
$0
2
AWM
2
AE Wealth Management
Kansas
$1.46M
3
DMKJ
3
David M. Knott Jr
$1.29M
4
Jane Street
4
Jane Street
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAMF
26
BI Asset Management Fondsmaeglerselskab
Denmark
$1.2M 44,442 +5,164 +13%
BWP
27
Baldwin Wealth Partners
Massachusetts
$1.12M 41,547 -65,999 -61%
MA
28
Mutual Advisors
Nebraska
$1.04M 38,525 +38,525 New
MOS
29
MGO One Seven
Ohio
$1.01M 37,530 +7,959 +27%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$926K 34,372 +3,897 +13%
Citadel Advisors
31
Citadel Advisors
Florida
$794K 29,456 +29,456 New
ECA
32
Elevated Capital Advisors
Utah
$691K 25,637 +599 +2%
NA
33
Nordwand Advisors
Pennsylvania
$609K 22,600 – –
NWM
34
Napa Wealth Management
California
$538K 19,974 +4,481 +29%
APM
35
a16z Perennial Management
California
$509K 18,898 -37,500 -66%
BCA
36
Bay Colony Advisors
Massachusetts
$449K 16,676 +16,676 New
EFG
37
Ethos Financial Group
Pennsylvania
$437K 16,069 +16,069 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$430K 15,970 +15,970 New
WA
39
Waverly Advisors
Alabama
$421K 15,639 +3,250 +26%
CAM
40
Cresset Asset Management
Illinois
$358K 13,199 – –
AA
41
Advisory Alpha
Michigan
$310K 11,504 +11,504 New
SFA
42
Sequoia Financial Advisors
Ohio
$310K 11,498 +253 +2%
BAM
43
Belpointe Asset Management
Nevada
$307K 11,403 +1,862 +20%
HI
44
Harbour Investments
Wisconsin
$285K 10,580 – –
LC
45
Lindbrook Capital
California
$283K 10,500 +2,000 +24%
HWM
46
Hohimer Wealth Management
Washington
$270K 10,000 – –
CB
47
Chris Bulman
California
$266K 9,856 +9,856 New
IWS
48
Insight Wealth Strategies
California
$252K 9,339 +9,339 New
AWA
49
Arete Wealth Advisors
Illinois
$217K 8,062 +298 +4%
Vontobel Holding
50
Vontobel Holding
Switzerland
$216K 8,000 +8,000 New
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