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Panagram AAA CLO ETF (CLOX) Institutional Ownership

$25.32 +0.15 (+0.60%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Panagram AAA CLO ETF (NYSEARCA:CLOX)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$59.56M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.59M
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CLOX Institutional Buying and Selling by Quarter

Panagram AAA CLO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Copia Wealth Management25,942$662K0.6%N/A0.489%
2/12/2025Knott David M Jr5,766$147K0.1%-70.5%0.268%
2/6/2025Schechter Investment Advisors LLC152,211$3.88M0.3%-13.5%7.080%
2/4/2025Security Benefit Life Insurance Co. KS2,258,806$57.51M18.4%N/A105.061%
1/30/2025Valeo Financial Advisors LLC50,000$1.27M0.0%-33.2%2.326%
10/10/2024Valeo Financial Advisors LLC74,900$1.91M0.1%+261.8%3.484%
1/29/2024Valeo Financial Advisors LLC20,700$524K0.0%+3.5%0.000%
1/17/2024Schechter Investment Advisors LLC19,000$481K0.0%N/A0.000%
11/6/2023Black Swift Group LLC61,325$1.55M0.5%N/A0.000%
10/20/2023Valeo Financial Advisors LLC20,000$506K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CLOX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOX shares?

During the previous two years, the following institutional investors and hedge funds held shares of Panagram AAA CLO ETF shares: Security Benefit Life Insurance Co. KS ($57.51M), Schechter Investment Advisors LLC ($3.88M), Black Swift Group LLC ($1.55M), Valeo Financial Advisors LLC ($1.27M), and Copia Wealth Management ($662K), Knott David M Jr ($147K).Learn more on CLOX's institutional investors.

Which institutional investors have been buying Panagram AAA CLO ETF stock?

The following institutional investors have purchased Panagram AAA CLO ETF stock in the last 24 months: Security Benefit Life Insurance Co. KS ($2.26M), Valeo Financial Advisors LLC ($74.90K), Black Swift Group LLC ($61.33K), Copia Wealth Management ($25.94K), and Schechter Investment Advisors LLC ($19K).

How much institutional buying is happening at Panagram AAA CLO ETF?

Institutional investors have bought a total of 2,439,973 shares in the last 24 months. This purchase volume represents approximately $62.11M in transactions.

Which Panagram AAA CLO ETF major shareholders have been selling company stock?

The following institutional investors have sold Panagram AAA CLO ETF stock in the last 24 months: Valeo Financial Advisors LLC ($24.90K), Schechter Investment Advisors LLC ($23.81K), and Knott David M Jr ($13.81K).

How much institutional selling is happening at Panagram AAA CLO ETF?

Institutional investors have sold a total of 62,512 shares in the last 24 months. This volume of shares sold represents approximately $1.59M in transactions.



This page (NYSEARCA:CLOX) was last updated on 4/20/2025 by MarketBeat.com Staff
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