Panagram BBB-B CLO ETF
CLOZ
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.
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 56 → 62 (+6)
4% less capital invested
Capital invested by funds: $269M → $257M (-$12.1M)
11.29% less ownership
Funds ownership: 57.27% → 45.98% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
+$18.4M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$14.7M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$11.3M |
| 4 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$8.11M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$8.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$64.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.8M |
| 3 |
DMKJ
David M. Knott Jr
|
-$13.3M |
| 4 |
Jane Street
New York
|
-$9.94M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$3.24M |
CLOZ Hedge Fund Activity: Q4 2024 in Review
62 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q4 2024, worth a combined $257M — down 4.5% from $269M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CLOZ positions and 13 closed out — a net gain of 6 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Security Benefit Life Insurance Company, opening a new position worth an estimated $18.4M. The largest seller was Bienville Capital Management, exiting entirely with an estimated $64.1M sold.
- 62 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q4 2024, up from 56 in Q3 2024.
- Funds reported $257M of Panagram BBB-B CLO ETF stock for Q4 2024, down 4.5% quarter-over-quarter.
- 19 funds opened new Panagram BBB-B CLO ETF positions in Q4 2024 and 13 closed out, a net change of +6 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q4 2024 was Security Benefit Life Insurance Company, an estimated $18.4M added.
- The largest Panagram BBB-B CLO ETF seller in Q4 2024 was Bienville Capital Management, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2024.