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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 %
MFS
51
Mattson Financial Services
Michigan
$117K 4,363 +1,335 +44%
PA
52
Parallel Advisors
California
$108K 4,000 – –
MCM
53
Manchester Capital Management
Vermont
$108K 4,000 – –
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$101K 3,722 – –
Morgan Stanley
55
Morgan Stanley
New York
$56K 2,077 +1,879 +949%
AssetMark Inc
56
AssetMark Inc
California
$31.4K 1,165 +444 +62%
PA
57
Pineridge Advisors
Missouri
$12.5K 465 -634 -58%
Osaic Holdings
58
Osaic Holdings
Arizona
$8.68K 321 -249 -44%
PMFA
59
Plante Moran Financial Advisors
Michigan
$2.32K 86 – –
NMG
60
New Millennium Group
Utah
$943 35 +35 New
FWM
61
FLP Wealth Management
Arkansas
$778 29 +29 New
PSFG
62
Park Square Financial Group
Georgia
$46 2 +2 New
BCM
63
Bienville Capital Management
New York
– – -2,385,790 Closed
Jane Street
64
Jane Street
New York
– – -369,780 Closed
FTUS
65
Flow Traders U.S.
New York
– – -120,519 Closed
Cerity Partners
66
Cerity Partners
New York
– – -15,153 Closed
Truist Financial
67
Truist Financial
North Carolina
– – -10,194 Closed
AWA
68
Authentikos Wealth Advisory
California
– – -9,948 Closed
BOSSRA
69
B.O.S.S. Retirement Advisors
Utah
– – -9,568 Closed
SW
70
Simplicity Wealth
New Jersey
– – -8,577 Closed
SC
71
Syon Capital
California
– – -7,921 Closed
RPCA
72
Running Point Capital Advisors
California
– – -7,474 Closed
CP
73
Castleview Partners
Texas
– – -649 Closed
PW
74
Paladin Wealth
Minnesota
– – -523 Closed
SCM
75
Sterling Capital Management
North Carolina
– – -21 Closed
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