Panagram BBB-B CLO ETF
CLOZ
45 hedge funds and large institutions have $212M invested in Panagram BBB-B CLO ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
88% more funds holding
Funds holding: 24 → 45 (+21)
42% more capital invested
Capital invested by funds: $150M → $212M (+$62.4M)
9.2% less ownership
Funds ownership: 62.74% → 53.54% (-9.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$16.8M |
| 2 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$6.17M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.85M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.92M |
| 5 |
JP Morgan Chase
New York
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DMKJ
David M. Knott Jr
|
-$4.73M |
| 2 |
Morgan Stanley
New York
|
-$3.18M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$233K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$217K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$35.7K |
CLOZ Hedge Fund Activity: Q2 2024 in Review
45 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q2 2024, worth a combined $212M — up 42% from $150M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CLOZ positions and 2 closed out — a net gain of 22 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Bienville Capital Management, adding an estimated $16.8M. The largest seller was David M. Knott Jr, cutting an estimated $4.73M.
- 45 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $212M of Panagram BBB-B CLO ETF stock for Q2 2024, up 42% quarter-over-quarter.
- 24 funds opened new Panagram BBB-B CLO ETF positions in Q2 2024 and 2 closed out, a net change of +22 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q2 2024 was Bienville Capital Management, an estimated $16.8M added.
- The largest Panagram BBB-B CLO ETF seller in Q2 2024 was David M. Knott Jr, an estimated $4.73M sold.
Based on aggregated 13F filings for Q2 2024.