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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$15.4K 570 -341 -37%
PW
52
Paladin Wealth
Minnesota
$14.1K 523 +523 New
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$6.95K 258,578 +229,426 +787%
Morgan Stanley
54
Morgan Stanley
New York
$5.33K 198 +4 +2%
PMFA
55
Plante Moran Financial Advisors
Michigan
$2.31K 86 +86 New
SCM
56
Sterling Capital Management
North Carolina
$564 21 +21 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
– – -169,279 Closed
EF
58
Empowered Funds
Pennsylvania
– – -163,495 Closed
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
– – -81,788 Closed
Citadel Advisors
60
Citadel Advisors
Florida
– – -52,044 Closed
OPAM
61
Ocean Park Asset Management
California
– – -44,252 Closed
CWA
62
Centennial Wealth Advisory
Michigan
– – -37,171 Closed
MAWAG
63
Mid-American Wealth Advisory Group
Missouri
– – -34,798 Closed
BCA
64
Bay Colony Advisors
Massachusetts
– – -29,435 Closed
WAM
65
Worth Asset Management
Texas
– – -9,625 Closed
TWP
66
Triad Wealth Partners
Kansas
– – -945 Closed
BFA
67
Brown Financial Advisors
Ohio
– – -548 Closed
CB
68
Chris Bulman
California
– – -324 Closed
PCM
69
Penserra Capital Management
California
– – -295 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
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