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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
CPC
76
Consolidated Planning Corp
Georgia
$3.95M +$754K +15,186 +24%
AAMC
77
Asset Allocation & Management Company
Illinois
$3.94M -$2.74M -55,300 -41%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$3.89M +$973K +19,610 +33%
SAS
79
Sage Advisory Services
Texas
$3.78M -$888K -17,889 -19%
CF
80
Centaurus Financial
California
$3.74M +$221K +4,453 +6%
UWM
81
USAdvisors Wealth Management
Minnesota
$3.63M -$222K -4,468 -6%
CAN
82
Cetera Advisor Networks
California
$3.63M +$566K +11,408 +18%
GFP
83
Guardian Financial Partners
California
$3.59M -$324K -6,534 -8%
SFS
84
Sowell Financial Services
Arkansas
$3.58M +$3.58M +72,202 New
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$3.34M +$3.34M +67,382 New
CB
86
Community Bank
New York
$3.25M -$78.7K -1,585 -2%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$3.11M +$361K +7,277 +13%
SWM
88
Seed Wealth Management
Illinois
$3.02M -$128K -2,580 -4%
OWA
89
Outlook Wealth Advisors
Texas
$2.98M -$40.9K -824 -1%
GWM
90
Greenwich Wealth Management
Connecticut
$2.77M +$1.71M +34,494 +160%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.71M +$846K +17,040 +45%
TCA
92
Transcend Capital Advisors
New Jersey
$2.7M +$15.6K +314 +0.6%
ECA
93
Elevated Capital Advisors
Utah
$2.63M -$153K -3,083 -5%
AWE
94
Avidian Wealth Enterprises
Texas
$2.56M +$2.57M +51,741 New
SPIA
95
Steward Partners Investment Advisory
New York
$2.53M +$2.25M +45,425 +814%
PAG
96
Private Advisor Group
New Jersey
$2.43M +$1.04M +20,975 +74%
NW
97
NewEdge Wealth
Pennsylvania
$2.39M +$231K +4,653 +11%
KAS
98
Kestra Advisory Services
Texas
$2.39M -$1.71M -34,396 -42%
EIA
99
Eldridge Investment Advisors
New Hampshire
$2.37M -$2.54M -51,180 -52%
KWM
100
Kingsview Wealth Management
Oregon
$2.06M -$1.51M -30,408 -42%

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.