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Janus Henderson AAA CLO ETF

748 hedge funds and large institutions have $14.5B invested in Janus Henderson AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 404 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 55

145% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 165

21% more funds holding in top 10

Funds holding in top 10: 118143 (+25)

11% more funds holding

Funds holding: 676748 (+72)

10% more capital invested

Capital invested by funds: $13.3B → $14.5B (+$1.27B)

2.24% less ownership

Funds ownership: 70.49%68.25% (-2.2%)

93% less call options, than puts

Call options by funds: $903K | Put options by funds: $13.2M

Holders
748
Holders Change
+72
Holders Change %
+10.65%
% of All Funds
10.03%
Holding in Top 10
143
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.19%
% of All Funds
1.92%
New
141
Increased
404
Reduced
165
Closed
55
Calls
$903K
Puts
$13.2M
Net Calls
-$12.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
701
TCTC Holdings
Texas
$60.6K
HWA
702
Heritage Wealth Advisors
Virginia
$59K +$508 +10 +0.9%
MG
703
Mather Group
Illinois
$55.4K +$10.2K +200 +22%
BFS
704
Burkett Financial Services
South Carolina
$54.4K +$54.4K +1,072 New
PSFG
705
Park Square Financial Group
Georgia
$54.2K -$11.1K -219 -17%
MHR
706
Matthew Hamilton Rosenberg
$53.9K +$18.5K +365 +52%
HI
707
Horizon Investments
North Carolina
$50.8K
HIA
708
HFM Investment Advisors
New Jersey
$50K +$50K +985 New
GCM
709
Gables Capital Management
Florida
$39.5K
MEG
710
Millstone Evans Group
Colorado
$37.3K
CWP
711
Concord Wealth Partners
Virginia
$36.5K -$3.2K -63 -8%
CCM
712
Coldstream Capital Management
Washington
$33.9K +$34K +669 New
BCMLT
713
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.3K +$32.3K +636 New
FHA
714
First Horizon Advisors
Tennessee
$30.4K
SIS
715
Sound Income Strategies
Florida
$26.9K +$19K +374 +240%
FNWM
716
Financial Network Wealth Management
Utah
$26K +$26.9K +529 New
PA
717
Parallel Advisors
California
$26K +$254 +5 +1%
CSC
718
Caldwell Sutter Capital
California
$25.4K -$9.14K -180 -26%
LCM
719
Logan Capital Management
Pennsylvania
$25.1K +$25.1K +494 New
OWP
720
ORG Wealth Partners
Texas
$22.7K +$22.8K +449 New
GSWM
721
Golden State Wealth Management
California
$20.7K -$20.1K -396 -49%
IHWM
722
Iron Horse Wealth Management
Iowa
$17.7K +$17.7K +349 New
FGAM
723
Financial Gravity Asset Management
Texas
$14.9K +$14.9K +293 New
HFS
724
Hantz Financial Services
Michigan
$14K +$13.7K +269 New
CIBC Private Wealth Group
725
CIBC Private Wealth Group
Georgia
$10.9K +$11K +217 New

JAAA Hedge Fund Activity: Q1 2025 in Review

748 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q1 2025, worth a combined $14.5B — up 9.6% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new JAAA positions and 55 closed out — a net gain of 86 holders — while 404 added to existing stakes and 165 trimmed.

The largest buyer was Allianz Investment Management US, adding an estimated $377M. The largest seller was Arch Capital Group, cutting an estimated $202M.

  • 748 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q1 2025, up from 676 in Q4 2024.
  • Funds reported $14.5B of Janus Henderson AAA CLO ETF stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 141 funds opened new Janus Henderson AAA CLO ETF positions in Q1 2025 and 55 closed out, a net change of +86 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q1 2025 was Allianz Investment Management US, an estimated $377M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q1 2025 was Arch Capital Group, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2025.