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Panagram BBB-B CLO ETF
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Overview Fund Activity

62 hedge funds and large institutions have $257M invested in Panagram BBB-B CLO ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
25
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$18.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$21.7M
3
EF
3
Empowered Funds
Pennsylvania
$11.3M
4
SIA
4
Schechter Investment Advisors
Michigan
$36.2M
5
OPAM
5
Ocean Park Asset Management
California
$8.04M

Top Sellers

1
BCM
1
Bienville Capital Management
New York
$0
2
AWM
2
AE Wealth Management
Kansas
$1.46M
3
DMKJ
3
David M. Knott Jr
$1.29M
4
Jane Street
4
Jane Street
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Schechter Investment Advisors
Michigan
$36.2M 1,342,277 +301,278 +29%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$27M 1,000,000 – –
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$21.7M 804,642 +546,064 +211%
GFP
4
Guardian Financial Partners
California
$19M 705,133 +37,493 +6%
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$18.4M 684,170 +684,170 New
BSG
6
Black Swift Group
Colorado
$16.5M 612,520 +24,510 +4%
GI
7
Gradient Investments
Minnesota
$12.3M 456,923 +28,512 +7%
BCM
8
Brookstone Capital Management
Illinois
$11.7M 435,992 +268,881 +161%
EF
9
Empowered Funds
Pennsylvania
$11.3M 418,933 +418,933 New
OPAM
10
Ocean Park Asset Management
California
$8.04M 298,300 +298,300 New
AI
11
Atria Investments
North Carolina
$7.54M 279,896 +22,133 +9%
AIP
12
Almanack Investment Partners
Pennsylvania
$6.95M 257,877 +72,997 +39%
Mariner
13
Mariner
Kansas
$6.78M 251,574 +17,437 +7%
UBS Group
14
UBS Group
Switzerland
$6.25M 231,815 +20,329 +10%
KOMWMG
15
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.32M 197,487 +143,439 +265%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.12M 190,059 -61,691 -25%
TW
17
Transform Wealth
Colorado
$4.62M 170,246 -28,877 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.81M 141,255 +141,255 New
VFA
19
Valeo Financial Advisors
Indiana
$3.34M 123,764 -4,000 -3%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$3.27M 121,249 +25,584 +27%
PWM
21
Perigon Wealth Management
California
$1.98M 73,015 +73,015 New
OMC
22
Old Mission Capital
Illinois
$1.49M 55,143 +55,143 New
AWM
23
AE Wealth Management
Kansas
$1.46M 54,061 -513,364 -90%
FFS
24
Founders Financial Securities
Maryland
$1.38M 51,280 +51,280 New
DMKJ
25
David M. Knott Jr
$1.29M 47,807 -495,061 -91%
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