Panagram BBB-B CLO ETF
CLOZ
12 hedge funds and large institutions have $66.2M invested in Panagram BBB-B CLO ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
140% more funds holding
Funds holding: 5 → 12 (+7)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $55.7M → $66.2M (+$10.5M)
5.95% less ownership
Funds ownership: 78.32% → 72.37% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFP
Guardian Financial Partners
Orange,
California
|
+$9.37M |
| 2 |
BCM
Bienville Capital Management
New York
|
+$8.25M |
| 3 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$6.21M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.52M |
| 5 |
DMKJ
David M. Knott Jr
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$20.6M |
| 2 |
Citigroup
New York
|
-$3.05M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.65M |
CLOZ Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q3 2023, worth a combined $66.2M — up 19% from $55.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CLOZ positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Guardian Financial Partners, opening a new position worth an estimated $9.37M. The largest seller was Security Benefit Life Insurance Company, exiting entirely with an estimated $20.6M sold.
- 12 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $66.2M of Panagram BBB-B CLO ETF stock for Q3 2023, up 19% quarter-over-quarter.
- 9 funds opened new Panagram BBB-B CLO ETF positions in Q3 2023 and 2 closed out, a net change of +7 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q3 2023 was Guardian Financial Partners, an estimated $9.37M added.
- The largest Panagram BBB-B CLO ETF seller in Q3 2023 was Security Benefit Life Insurance Company, an estimated $20.6M sold.
Based on aggregated 13F filings for Q3 2023.