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Panagram BBB-B CLO ETF
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Overview Fund Activity

24 hedge funds and large institutions have $150M invested in Panagram BBB-B CLO ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Schechter Investment Advisors
Michigan
$15.7M
2
GFP
2
Guardian Financial Partners
California
$16.7M
3
KIA
3
KLR Investment Advisors
Rhode Island
$3.3M
4
BSG
4
Black Swift Group
Colorado
$13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.18M
2
AWM
2
AE Wealth Management
Kansas
$15.2M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
ARIS
5
Advanced Research Investment Solutions
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Bienville Capital Management
New York
$50M 1,866,134 +43,469 +2%
DMKJ
2
David M. Knott Jr
$19.3M 719,368 – –
GFP
3
Guardian Financial Partners
California
$16.7M 622,669 +216,455 +53%
SIA
4
Schechter Investment Advisors
Michigan
$15.7M 587,001 +266,477 +83%
AWM
5
AE Wealth Management
Kansas
$15.2M 568,204 -153,250 -21%
BSG
6
Black Swift Group
Colorado
$13M 483,935 +88,415 +22%
GI
7
Gradient Investments
Minnesota
$4.92M 183,604 +27,098 +17%
KIA
8
KLR Investment Advisors
Rhode Island
$3.3M 122,992 +122,992 New
Morgan Stanley
9
Morgan Stanley
New York
$3.18M 118,637 -481,465 -80%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.07M 77,155 +68,860 +830%
VFA
11
Valeo Financial Advisors
Indiana
$1.57M 58,584 +25,504 +77%
BAMF
12
BI Asset Management Fondsmaeglerselskab
Denmark
$970K 36,196 +36,196 New
CWA
13
Centennial Wealth Advisory
Michigan
$954K 35,611 +1,074 +3%
NA
14
Nordwand Advisors
Pennsylvania
$606K 22,600 +22,600 New
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$510K 19,024 +19,024 New
UBS Group
16
UBS Group
Switzerland
$361K 13,470 +13,470 New
BAM
17
Belpointe Asset Management
Nevada
$330K 12,308 +2,007 +19%
OPAM
18
Ocean Park Asset Management
California
$240K 8,952 – –
Truist Financial
19
Truist Financial
North Carolina
$234K 8,740 +429 +5%
EW
20
Evoke Wealth
California
$233K 8,699 +8,699 New
AWA
21
Authentikos Wealth Advisory
California
$217K 8,102 +8,102 New
PA
22
Pineridge Advisors
Missouri
$34.7K 1,296 -729 -36%
Osaic Holdings
23
Osaic Holdings
Arizona
$8.01K 299 +299 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8K 300 +300 New
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
– – -28,138 Closed
1
2