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Janus Henderson AAA CLO ETF

676 hedge funds and large institutions have $13.3B invested in Janus Henderson AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 353 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $502K | Put options by funds: $41K

296% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 45

207% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 115

53% more funds holding in top 10

Funds holding in top 10: 77118 (+41)

48% more capital invested

Capital invested by funds: $8.98B → $13.3B (+$4.27B)

22% more funds holding

Funds holding: 554676 (+122)

499.55% less ownership

Funds ownership: 570.04%70.49% (-500%)

Holders
676
Holders Change
+122
Holders Change %
+22.02%
% of All Funds
8.9%
Holding in Top 10
118
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+53.25%
% of All Funds
1.55%
New
178
Increased
353
Reduced
115
Closed
45
Calls
$502K
Puts
$41K
Net Calls
+$461K
Net Calls Change
+$761K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$94.2M +$5.49M +108,183 +6%
IWA
27
Inspirion Wealth Advisors
Illinois
$93.5M -$7.29M -143,525 -7%
Renaissance Technologies
28
Renaissance Technologies
New York
$91.5M +$8.1M +159,400 +10%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$88.8M -$1.41M -27,680 -2%
BCM
30
Brookstone Capital Management
Illinois
$86.3M +$33.4M +658,305 +63%
AWM
31
AE Wealth Management
Kansas
$82.1M +$9.79M +192,803 +14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$75.1M +$18.4M +361,899 +32%
KAM
33
Kensington Asset Management
Texas
$74.5M
HCM
34
Hilton Capital Management
New York
$74.3M -$7.09M -139,687 -9%
MWM
35
Modern Wealth Management
Kansas
$64.4M +$47M +925,177 +268%
KAS
36
Kestra Advisory Services
Texas
$64.1M +$13.7M +269,113 +27%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$63.9M +$9.06M +178,422 +16%
RA
38
RFG Advisory
Alabama
$58.3M +$4.54M +89,304 +8%
TC
39
TownSquare Capital
Utah
$57.7M +$39.3M +774,396 +213%
GI
40
Gradient Investments
Minnesota
$55.1M +$9.41M +185,272 +21%
CI
41
CX Institutional
Indiana
$55M +$17M +334,788 +45%
SQA
42
Simon Quick Advisors
New Jersey
$54.9M +$26.7M +525,576 +94%
ECM
43
Evergreen Capital Management
Washington
$50.4M +$31.8M +626,086 +170%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$49.7M +$1.33M +26,183 +3%
OWP
45
Obermeyer Wealth Partners
Colorado
$47.8M +$21.3M +419,822 +80%
AP
46
Atwood & Palmer
Missouri
$44.9M +$2.72M +53,630 +6%
AAS
47
Ameritas Advisory Services
Nebraska
$44.7M +$16.9M +333,465 +61%
SPWG
48
Syntegra Private Wealth Group
Missouri
$40.5M +$2.73M +53,731 +7%
MIH
49
Meitav Investment House
Israel
$40M -$40.1M -790,000 -50%
PAG
50
Private Advisor Group
New Jersey
$39.4M +$4.6M +90,571 +13%

JAAA Hedge Fund Activity: Q4 2024 in Review

676 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q4 2024, worth a combined $13.3B — up 48% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new JAAA positions and 45 closed out — a net gain of 133 holders — while 353 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $539M. The largest seller was Freestone Capital Holdings, cutting an estimated $114M.

  • 676 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q4 2024, up from 554 in Q3 2024.
  • Funds reported $13.3B of Janus Henderson AAA CLO ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 178 funds opened new Janus Henderson AAA CLO ETF positions in Q4 2024 and 45 closed out, a net change of +133 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q4 2024 was Bank of America, an estimated $539M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q4 2024 was Freestone Capital Holdings, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2024.