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Janus Henderson AAA CLO ETF

142 hedge funds and large institutions have $1.36B invested in Janus Henderson AAA CLO ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.15B → $1.36B (+$213M)

7.12% more ownership

Funds ownership: 80.76%87.87% (+7.1%)

4% more funds holding

Funds holding: 137142 (+5)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
2.45%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.47%
New
27
Increased
67
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
KCS Wealth Advisory
California
$4.88M +$4.89M +99,435 New
Truist Financial
52
Truist Financial
North Carolina
$4.73M +$587K +11,921 +14%
SAS
53
Sage Advisory Services
Texas
$4.55M +$438K +8,910 +11%
EP
54
EPIQ Partners
Minnesota
$4.52M +$566K +11,500 +14%
TCWA
55
Ten Capital Wealth Advisors
Washington
$4.49M +$2.26M +45,851 +100%
MWM
56
Mascoma Wealth Management
New Hampshire
$4.16M -$53.2K -1,081 -1%
GFP
57
Guardian Financial Partners
California
$4.13M +$4.14M +84,066 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$4.09M +$2.2M +44,666 +116%
CB
59
Community Bank
New York
$3.8M -$12.1K -245 -0.3%
SIG
60
Sargent Investment Group
Maryland
$3.57M -$31.4K -638 -0.9%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$3.4M +$178K +3,618 +6%
WEG
62
World Equity Group
Illinois
$3.25M +$1.88M +38,210 +137%
ARG
63
Advisory Resource Group
Oklahoma
$3.15M +$242K +4,925 +8%
OWA
64
Outlook Wealth Advisors
Texas
$3.08M +$1.67M +33,995 +118%
ECA
65
Elevated Capital Advisors
Utah
$2.88M +$2.89M +58,655 New
ECM
66
Evergreen Capital Management
Washington
$2.88M -$96K -1,950 -3%
TCA
67
Transcend Capital Advisors
New Jersey
$2.73M -$28.5K -579 -1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$2.63M -$4.95M -100,688 -65%
MIM
69
Macroview Investment Management
Maryland
$2.56M -$301K -6,119 -10%
RJA
70
Raymond James & Associates
Florida
$2.29M -$10.2M -206,963 -82%
NW
71
NewEdge Wealth
Pennsylvania
$2.21M +$2.22M +45,080 New
BCI
72
Brinker Capital Investments
Pennsylvania
$1.88M +$1.88M +38,272 New
AssetMark Inc
73
AssetMark Inc
California
$1.55M +$882K +17,931 +131%
PAG
74
Private Advisor Group
New Jersey
$1.43M -$592K -12,020 -29%
ASN
75
Advisory Services Network
Georgia
$1.4M +$408K +8,285 +41%