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Janus Henderson AAA CLO ETF

254 hedge funds and large institutions have $3.25B invested in Janus Henderson AAA CLO ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

110% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 58

49.98% more ownership

Funds ownership: 157.02%207.01% (+50%)

39% more funds holding in top 10

Funds holding in top 10: 3346 (+13)

32% more capital invested

Capital invested by funds: $2.47B → $3.25B (+$783M)

16% more funds holding

Funds holding: 219254 (+35)

Holders
254
Holders Change
+35
Holders Change %
+15.98%
% of All Funds
4.03%
Holding in Top 10
46
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+39.39%
% of All Funds
0.73%
New
57
Increased
122
Reduced
58
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
51
Compass Financial Group (Florida)
Florida
$11.4M +$133K +2,654 +1%
ACG
52
Allen Capital Group
Nebraska
$11.4M +$4.56K +91 +0%
CA
53
Crumly & Associates
Illinois
$11.4M +$11.3M +225,514 New
SPI
54
Santori & Peters Inc
Pennsylvania
$11.1M +$131K +2,613 +1%
FEG
55
Financial Enhancement Group
Indiana
$11M -$11.5M -228,968 -51%
GCM
56
Gibraltar Capital Management
Oklahoma
$10.3M +$258K +5,159 +3%
Corient Private Wealth
57
Corient Private Wealth
Florida
$9.9M +$4.3M +85,847 +77%
TWP
58
Tower Wealth Partners
Pennsylvania
$9.24M -$34.7K -693 -0.4%
SIA
59
Sovereign Investment Advisors
Arizona
$9.21M +$1.75M +34,963 +24%
CWA
60
Centennial Wealth Advisory
Michigan
$8.93M -$672K -13,417 -7%
RA
61
RiverTree Advisors
Florida
$8.92M -$33.1K -661 -0.4%
MFG
62
Merit Financial Group
Georgia
$8.85M +$8.81M +175,895 New
FHC
63
First Heartland Consultants
Missouri
$8.84M +$8.8M +175,662 New
SWP
64
Stratos Wealth Partners
Ohio
$8.82M +$4.6M +91,843 +110%
IFS
65
Ifrah Financial Services
Arkansas
$8.62M +$138K +2,746 +2%
IWS
66
Insight Wealth Strategies
California
$8.43M +$8.39M +167,501 New
GWA
67
GGM Wealth Advisors
Maryland
$8.04M +$5.29M +105,595 +195%
BCI
68
Brinker Capital Investments
Pennsylvania
$7.75M +$81.6K +1,629 +1%
OPS
69
Orion Portfolio Solutions
Nebraska
$7.75M +$81.6K +1,629 +1%
Jane Street
70
Jane Street
New York
$7.63M -$11.5M -230,245 -60%
WWC
71
Waypoint Wealth Counsel
Georgia
$7.44M -$343K -6,839 -4%
KPWS
72
Kestra Private Wealth Services
Texas
$7.13M +$1.77M +35,435 +33%
ARG
73
Advisory Resource Group
Oklahoma
$6.76M +$296K +5,905 +5%
HWP
74
Highline Wealth Partners
California
$6.55M +$6.44M +128,496 +8,195%
HCM
75
Hall Capital Management
Rhode Island
$6.53M -$119K -2,385 -2%

JAAA Hedge Fund Activity: Q3 2023 in Review

254 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q3 2023, worth a combined $3.25B — up 32% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new JAAA positions and 20 closed out — a net gain of 37 holders — while 122 added to existing stakes and 58 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $152M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $17.4M sold.

  • 254 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q3 2023, up from 219 in Q2 2023.
  • Funds reported $3.25B of Janus Henderson AAA CLO ETF stock for Q3 2023, up 32% quarter-over-quarter.
  • 57 funds opened new Janus Henderson AAA CLO ETF positions in Q3 2023 and 20 closed out, a net change of +37 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q3 2023 was Advance Capital Management, an estimated $152M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q3 2023 was Janney Montgomery Scott, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2023.