Panagram BBB-B CLO ETF
CLOZ
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.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
27% more capital invested
Capital invested by funds: $212M → $269M (+$56.6M)
24% more funds holding
Funds holding: 45 → 56 (+11)
3.73% more ownership
Funds ownership: 53.54% → 57.27% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$26.8M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.92M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6.28M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$6.16M |
| 5 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.56M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.4M |
| 3 |
BCM
Bienville Capital Management
New York
|
-$2.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.7M |
CLOZ Hedge Fund Activity: Q3 2024 in Review
56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q3 2024, worth a combined $269M — up 27% from $212M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CLOZ positions and 13 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $26.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.56M sold.
- 56 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $269M of Panagram BBB-B CLO ETF stock for Q3 2024, up 27% quarter-over-quarter.
- 24 funds opened new Panagram BBB-B CLO ETF positions in Q3 2024 and 13 closed out, a net change of +11 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q3 2024 was State of New Jersey Common Pension Fund D, an estimated $26.8M added.
- The largest Panagram BBB-B CLO ETF seller in Q3 2024 was JP Morgan Chase, an estimated $4.56M sold.
Based on aggregated 13F filings for Q3 2024.