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Panagram BBB-B CLO ETF

56 hedge funds and large institutions have $269M invested in Panagram BBB-B CLO ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 13 closing their positions.

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
0.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
19
Reduced
6
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Bienville Capital Management
New York
$64.1M 2,385,790 -106,516 -4%
SIA
2
Schechter Investment Advisors
Michigan
$28M 1,040,999 +224,051 +27%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$26.9M 1,000,000 +1,000,000 New
GFP
4
Guardian Financial Partners
California
$17.9M 667,640 +10,022 +2%
BSG
5
Black Swift Group
Colorado
$15.8M 588,010 +87,600 +18%
AWM
6
AE Wealth Management
Kansas
$15.3M 567,425 -63,181 -10%
DMKJ
7
David M. Knott Jr
$14.6M 542,868
GI
8
Gradient Investments
Minnesota
$11.5M 428,411 +26,647 +7%
Jane Street
9
Jane Street
New York
$9.94M 369,780 +203,168 +122%
AI
10
Atria Investments
North Carolina
$6.93M 257,763 +257,763 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.77M 251,750 +134,335 +114%
Mariner
12
Mariner
Kansas
$6.29M 234,137 +234,137 New
UBS Group
13
UBS Group
Switzerland
$5.68M 211,486 +14,541 +7%
TW
14
Transform Wealth
Colorado
$5.35M 199,123 +199,123 New
AIP
15
Almanack Investment Partners
Pennsylvania
$4.97M 184,880 +32,299 +21%
BCM
16
Brookstone Capital Management
Illinois
$4.49M 167,111 +4,021 +2%
VFA
17
Valeo Financial Advisors
Indiana
$3.43M 127,764 +69,180 +118%
FTUS
18
Flow Traders U.S.
New York
$3.24M 120,519 +81,100 +206%
BWP
19
Baldwin Wealth Partners
Massachusetts
$2.89M 107,546 +107,546 New
Natixis Advisors
20
Natixis Advisors
Massachusetts
$2.57M 95,665 +37,960 +66%
APM
21
a16z Perennial Management
California
$1.52M 56,398 -3,590 -6%
KOMWMG
22
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.45M 54,048 +54,048 New
BAMF
23
BI Asset Management Fondsmaeglerselskab
Denmark
$1.06M 39,278 +634 +2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$819K 30,475 +9,605 +46%
MOS
25
MGO One Seven
Ohio
$795K 29,571 +29,571 New