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Panagram BBB-B CLO ETF
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Overview Fund Activity

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.

Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$67.1M
2
SIA
2
Schechter Investment Advisors
Michigan
$22M
3
GI
3
Gradient Investments
Minnesota
$10.8M
4
UBS Group
4
UBS Group
Switzerland
$5.31M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.56M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.25K
3
EW
3
Evoke Wealth
California
$0
4
AWA
4
Authentikos Wealth Advisory
California
$0
5
BAM
5
Belpointe Asset Management
Nevada
$296K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Bienville Capital Management
New York
$67.1M 2,492,306 +626,172 +34%
SIA
2
Schechter Investment Advisors
Michigan
$22M 816,948 +229,947 +39%
GFP
3
Guardian Financial Partners
California
$17.7M 657,618 +34,949 +6%
AWM
4
AE Wealth Management
Kansas
$17M 630,606 +62,402 +11%
DMKJ
5
David M. Knott Jr
$14.6M 542,868 -176,500 -25%
BSG
6
Black Swift Group
Colorado
$13.5M 500,410 +16,475 +3%
GI
7
Gradient Investments
Minnesota
$10.8M 401,764 +218,160 +119%
UBS Group
8
UBS Group
Switzerland
$5.31M 196,945 +183,475 +1,362%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$4.56M 169,279 +169,279 New
Jane Street
10
Jane Street
New York
$4.49M 166,612 +166,612 New
EF
11
Empowered Funds
Pennsylvania
$4.4M 163,495 +163,495 New
BCM
12
Brookstone Capital Management
Illinois
$4.39M 163,090 +163,090 New
AIP
13
Almanack Investment Partners
Pennsylvania
$4.11M 152,581 +152,581 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.16M 117,415 +40,260 +52%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.2M 81,788 +81,488 +27,163%
APM
16
a16z Perennial Management
California
$1.62M 59,988 +59,988 New
VFA
17
Valeo Financial Advisors
Indiana
$1.58M 58,584 – –
Natixis Advisors
18
Natixis Advisors
Massachusetts
$1.56M 57,705 +57,705 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.4M 52,044 +52,044 New
OPAM
20
Ocean Park Asset Management
California
$1.19M 44,252 +35,300 +394%
FTUS
21
Flow Traders U.S.
New York
$1.06M 39,419 +39,419 New
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M 38,644 +2,448 +7%
CWA
23
Centennial Wealth Advisory
Michigan
$1M 37,171 +1,560 +4%
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$937K 34,798 +15,774 +83%
BCA
25
Bay Colony Advisors
Massachusetts
$793K 29,435 +29,435 New
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