Panagram BBB-B CLO ETF
CLOZ
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.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more funds holding
Funds holding: 20 → 24 (+4)
6% more capital invested
Capital invested by funds: $141M → $150M (+$8.86M)
15.42% less ownership
Funds ownership: 78.16% → 62.74% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$7.09M |
| 2 |
GFP
Guardian Financial Partners
Orange,
California
|
+$5.76M |
| 3 |
KIA
KLR Investment Advisors
Providence,
Rhode Island
|
+$3.27M |
| 4 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$2.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.08M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$743K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$732K |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$19.4K |
CLOZ Hedge Fund Activity: Q1 2024 in Review
24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2024, worth a combined $150M — up 6.3% from $141M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CLOZ positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Schechter Investment Advisors, adding an estimated $7.09M. The largest seller was Morgan Stanley, cutting an estimated $12.8M.
- 24 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2024, up from 20 in Q4 2023.
- Funds reported $150M of Panagram BBB-B CLO ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
- 9 funds opened new Panagram BBB-B CLO ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q1 2024 was Schechter Investment Advisors, an estimated $7.09M added.
- The largest Panagram BBB-B CLO ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2024.