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Panagram BBB-B CLO ETF
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Overview Fund Activity

20 hedge funds and large institutions have $141M invested in Panagram BBB-B CLO ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
8
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$48.4M
2
DMKJ
2
David M. Knott Jr
$19M
3
AWM
3
AE Wealth Management
Kansas
$19.2M
4
SIA
4
Schechter Investment Advisors
Michigan
$8.46M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.8M

Top Sellers

1
CWA
1
Centennial Wealth Advisory
Michigan
$912K
2
OLVIG
2
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Bienville Capital Management
New York
$48.4M 1,822,665 +622,816 +52%
AWM
2
AE Wealth Management
Kansas
$19.2M 721,454 +508,814 +239%
DMKJ
3
David M. Knott Jr
$19M 719,368 +598,336 +494%
Morgan Stanley
4
Morgan Stanley
New York
$15.8M 600,102 +300,052 +100%
GFP
5
Guardian Financial Partners
California
$10.7M 406,214 +45,363 +13%
BSG
6
Black Swift Group
Colorado
$10.4M 395,520 +156,555 +66%
SIA
7
Schechter Investment Advisors
Michigan
$8.46M 320,524 +320,524 New
GI
8
Gradient Investments
Minnesota
$4.13M 156,506 +156,506 New
CWA
9
Centennial Wealth Advisory
Michigan
$912K 34,537 -1,314 -4%
VFA
10
Valeo Financial Advisors
Indiana
$873K 33,080 +6,789 +26%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$743K 28,138 +28,138 New
FTUS
12
Flow Traders U.S.
New York
$732K 27,734 +9,251 +50%
ARIS
13
Advanced Research Investment Solutions
California
$285K 10,741 +2,217 +26%
BAM
14
Belpointe Asset Management
Nevada
$272K 10,301 +10,301 New
OPAM
15
Ocean Park Asset Management
California
$236K 8,952 – –
Truist Financial
16
Truist Financial
North Carolina
$219K 8,311 +8,311 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$219K 8,295 +8,295 New
PA
18
Pineridge Advisors
Missouri
$53.4K 2,025 +2,025 New
OLVIG
19
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8K 408 -1,021 -71%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$1.51K 57 +57 New
CFGS
21
Concourse Financial Group Securities
Alabama
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