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Janus Henderson AAA CLO ETF

180 hedge funds and large institutions have $1.72B invested in Janus Henderson AAA CLO ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

27% more funds holding

Funds holding: 142180 (+38)

26% more capital invested

Capital invested by funds: $1.36B → $1.72B (+$360M)

24.93% more ownership

Funds ownership: 87.87%112.81% (+25%)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

Holders
180
Holders Change
+38
Holders Change %
+26.76%
% of All Funds
2.89%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.47%
New
49
Increased
62
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$3.12M +$1.23M +25,023 +65%
CAN
77
Cetera Advisor Networks
California
$3.05M +$2.44M +49,753 +411%
MWM
78
Mascoma Wealth Management
New Hampshire
$3.04M -$1.13M -22,952 -27%
OWA
79
Outlook Wealth Advisors
Texas
$3M -$87.4K -1,782 -3%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$2.9M +$2.65M +54,044 +1,097%
ECA
81
Elevated Capital Advisors
Utah
$2.77M -$119K -2,431 -4%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$2.74M +$2.35M +47,823 +614%
ARG
83
Advisory Resource Group
Oklahoma
$2.73M -$428K -8,722 -14%
TCA
84
Transcend Capital Advisors
New Jersey
$2.67M -$66.9K -1,365 -2%
ECM
85
Evergreen Capital Management
Washington
$2.59M -$292K -5,950 -10%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$2.21M +$2.2M +44,768 New
MIM
87
Macroview Investment Management
Maryland
$2.15M -$417K -8,507 -16%
NW
88
NewEdge Wealth
Pennsylvania
$2.15M -$69.4K -1,416 -3%
SOS
89
Silver Oak Securities
Tennessee
$1.87M +$1.69M +34,376 +976%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.85M +$764K +15,587 +71%
AssetMark Inc
91
AssetMark Inc
California
$1.46M -$97K -1,979 -6%
RFN
92
RDA Financial Network
Iowa
$1.43M +$1.43M +29,122 New
Stifel Financial
93
Stifel Financial
Missouri
$1.34M -$4.67M -95,286 -78%
BRWA
94
B. Riley Wealth Advisors
Florida
$1.24M +$552K +11,263 +81%
Citadel Advisors
95
Citadel Advisors
Florida
$1.12M +$1.11M +22,697 New
GWM
96
Greenwich Wealth Management
Connecticut
$1.06M +$1.06M +21,551 New
CSPAM
97
Cary Street Partners Asset Management
Virginia
$1.05M +$1.05M +21,391 New
TFA
98
Toth Financial Advisory
Virginia
$1.01M +$601K +12,263 +147%
GIA
99
Gladstone Institutional Advisory
Florida
$1.01M -$56.2K -1,146 -5%
VAS
100
Vestmark Advisory Solutions
Massachusetts
$1M +$75.9K +1,547 +8%

JAAA Hedge Fund Activity: Q4 2022 in Review

180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q4 2022, worth a combined $1.72B — up 26% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JAAA positions and 9 closed out — a net gain of 40 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $162M. The largest seller was Allen Capital Group, exiting entirely with an estimated $16.8M sold.

  • 180 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q4 2022, up from 142 in Q3 2022.
  • Funds reported $1.72B of Janus Henderson AAA CLO ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 49 funds opened new Janus Henderson AAA CLO ETF positions in Q4 2022 and 9 closed out, a net change of +40 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q4 2022 was Jane Street, an estimated $162M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q4 2022 was Allen Capital Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2022.