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Janus Henderson AAA CLO ETF

206 hedge funds and large institutions have $2.01B invested in Janus Henderson AAA CLO ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

17% more capital invested

Capital invested by funds: $1.72B → $2.01B (+$290M)

16.38% more ownership

Funds ownership: 112.81%129.19% (+16%)

14% more funds holding

Funds holding: 180206 (+26)

Holders
206
Holders Change
+26
Holders Change %
+14.44%
% of All Funds
3.28%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
43
Increased
90
Reduced
63
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$8.15M +$7.36M +148,297 +910%
TWP
52
Tower Wealth Partners
Pennsylvania
$8.06M +$115K +2,317 +1%
AWA
53
Aaron Wealth Advisors
Illinois
$8.03M +$1.62M +32,588 +25%
WWC
54
Waypoint Wealth Counsel
Georgia
$7.75M +$393K +7,928 +5%
OCM
55
One Capital Management
California
$7.61M -$858K -17,280 -10%
DWP
56
Destiny Wealth Partners
Florida
$7.4M -$828K -16,676 -10%
Truist Financial
57
Truist Financial
North Carolina
$6.89M +$1.85M +37,326 +37%
HCM
58
Hall Capital Management
Rhode Island
$6.25M -$299K -6,019 -5%
ARG
59
Advisory Resource Group
Oklahoma
$5.76M +$3.03M +60,982 +110%
BCI
60
Brinker Capital Investments
Pennsylvania
$5.57M +$2.44M +49,218 +78%
OPS
61
Orion Portfolio Solutions
Nebraska
$5.57M +$5.38M +108,371 +2,616%
Renaissance Technologies
62
Renaissance Technologies
New York
$5.15M +$1.14M +22,900 +28%
EP
63
EPIQ Partners
Minnesota
$5.14M +$820K +16,520 +19%
LCGC
64
Legacy Capital Group California
California
$5.1M +$5.11M +102,995 New
AIA
65
Avalon Investment & Advisory
Texas
$4.93M +$744 +15 +0%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$4.93M +$2.72M +54,786 +122%
WA
67
WP Advisors
California
$4.82M +$13.2K +266 +0.3%
AAS
68
Ameritas Advisory Services
Nebraska
$4.73M -$532K -10,721 -10%
GWA
69
GGM Wealth Advisors
Maryland
$4.63M -$330K -6,640 -7%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$4.51M -$885K -17,836 -16%
SIA
71
Sovereign Investment Advisors
Arizona
$4.25M +$200K +4,026 +5%
RWPA
72
Richard W. Paul & Associates
Michigan
$4.13M -$45K -906 -1%
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$4.04M +$4.05M +81,549 New
SIG
74
Sargent Investment Group
Maryland
$4.01M +$339K +6,831 +9%
FTUS
75
Flow Traders U.S.
New York
$3.99M +$4M +80,654 New

JAAA Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q1 2023, worth a combined $2.01B — up 17% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAAA positions and 13 closed out — a net gain of 30 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Bank of America, adding an estimated $75.1M. The largest seller was Jane Street, cutting an estimated $154M.

  • 206 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q1 2023, up from 180 in Q4 2022.
  • Funds reported $2.01B of Janus Henderson AAA CLO ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 43 funds opened new Janus Henderson AAA CLO ETF positions in Q1 2023 and 13 closed out, a net change of +30 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q1 2023 was Bank of America, an estimated $75.1M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q1 2023 was Jane Street, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.