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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
FCM
76
Fourpath Capital Management
Oklahoma
$1.15M +$645K +13,105 +126%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.08M +$157K +3,181 +17%
GIA
78
Gladstone Institutional Advisory
Florida
$1.06M +$260K +5,291 +32%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$925K -$134K -2,726 -13%
AWM
80
Aprio Wealth Management
Georgia
$860K -$12.9M -263,115 -94%
AWM
81
Apollon Wealth Management
South Carolina
$857K +$859K +17,449 New
NRI
82
NFP Retirement Inc
California
$812K -$213K -4,336 -21%
CW
83
CreativeOne Wealth
Kansas
$775K +$444K +9,018 +133%
VWM
84
Venturi Wealth Management
Texas
$696K +$40.2K +816 +6%
MAG
85
Mayfair Advisory Group
Alabama
$694K -$246 -5 -0%
BRWA
86
B. Riley Wealth Advisors
Florida
$680K +$680K +13,821 New
RCM
87
Raleigh Capital Management
North Carolina
$640K +$372K +7,565 +138%
PP
88
Patron Partners
Texas
$633K +$11.7K +237 +2%
BAM
89
BTS Asset Management
Massachusetts
$629K -$17K -346 -3%
DC
90
Davenport & Co
Virginia
$619K +$368K +7,485 +146%
AWM
91
Axxcess Wealth Management
California
$600K +$328K +6,671 +120%
AWM
92
Altus Wealth Management
Kentucky
$599K -$49.2K -1,000 -8%
CAN
93
Cetera Advisor Networks
California
$595K +$596K +12,115 New
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$586K +$228K +4,628 +63%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$523K +$210K +4,260 +67%
TFA
96
Transamerica Financial Advisors
Florida
$514K +$82.2K +1,671 +19%
SIA
97
SkyView Investment Advisors
New Jersey
$491K +$492K +10,000 New
AWS
98
Atria Wealth Solutions
New York
$478K +$271K +5,502 +130%
SWM
99
Spire Wealth Management
Virginia
$474K -$6.45K -131 -1%
LNC
100
Lincoln National Corp
Pennsylvania
$437K -$837 -17 -0.2%