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Janus Henderson AAA CLO ETF

554 hedge funds and large institutions have $8.98B invested in Janus Henderson AAA CLO ETF in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 291 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 39

145% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 119

87.07% more ownership

Funds ownership: 482.97%570.04% (+87%)

16% more capital invested

Capital invested by funds: $7.72B → $8.98B (+$1.26B)

15% more funds holding

Funds holding: 480554 (+74)

10% more funds holding in top 10

Funds holding in top 10: 7077 (+7)

47% less call options, than puts

Call options by funds: $341K | Put options by funds: $641K

Holders
554
Holders Change
+74
Holders Change %
+15.42%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10%
% of All Funds
1.11%
New
117
Increased
291
Reduced
119
Closed
39
Calls
$341K
Puts
$641K
Net Calls
-$300K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
101
Tower Wealth Partners
Pennsylvania
$13.6M +$120K +2,363 +0.9%
AI
102
Atria Investments
North Carolina
$13.5M +$662K +13,051 +5%
KPWS
103
Kestra Private Wealth Services
Texas
$13.3M -$3.93M -77,329 -23%
KCM
104
Kathmere Capital Management
Pennsylvania
$13.3M +$4.05M +79,876 +44%
SHA
105
Seneca House Advisors
Virginia
$12.9M +$778K +15,323 +6%
AWS
106
Atria Wealth Solutions
New York
$12.7M +$3.14M +61,840 +33%
BAG
107
Bridgewealth Advisory Group
California
$12.7M +$7.52M +148,233 +146%
QWM
108
Quaker Wealth Management
New Jersey
$12.4M +$12.4M +244,114 New
GWM
109
Geneos Wealth Management
Colorado
$12.1M +$5.84M +115,098 +95%
OIA
110
OneDigital Investment Advisors
Kansas
$12M +$262K +5,171 +2%
HCA
111
Heck Capital Advisors
Wisconsin
$12M -$2.02M -39,813 -14%
PA
112
Paragon Advisors
Texas
$11.9M +$219K +4,311 +2%
BMM
113
Buffington Mohr McNeal
Idaho
$11.8M +$8.78M +172,990 +293%
CFGF
114
Compass Financial Group (Florida)
Florida
$11.7M +$3.86K +76 +0%
GRP
115
Global Retirement Partners
California
$11.4M -$23.7M -466,135 -68%
SPI
116
Santori & Peters Inc
Pennsylvania
$11.2M +$2.84K +56 +0%
SOS
117
Silver Oak Securities
Tennessee
$11M +$2.81M +55,284 +34%
CA
118
Cornerstone Advisory
Maryland
$11M -$1.49M -29,427 -12%
SIM
119
SSI Investment Management
California
$10.8M +$4.06M +80,054 +61%
SPIA
120
Steward Partners Investment Advisory
New York
$10.7M +$1.6M +31,582 +18%
RA
121
RiverTree Advisors
Florida
$10.6M +$249K +4,897 +2%
SFS
122
Symphony Financial Services
Ohio
$10.6M -$1.87M -36,876 -15%
DWP
123
Destiny Wealth Partners
Florida
$10.6M +$305K +6,013 +3%
WCG
124
Weaver Consulting Group
California
$10.5M +$1.16M +22,876 +13%
MOS
125
MGO One Seven
Ohio
$10.4M +$6.39M +125,950 +159%

JAAA Hedge Fund Activity: Q3 2024 in Review

554 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q3 2024, worth a combined $8.98B — up 16% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JAAA positions and 39 closed out — a net gain of 78 holders — while 291 added to existing stakes and 119 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $166M. The largest seller was JP Morgan Chase, cutting an estimated $187M.

  • 554 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $8.98B of Janus Henderson AAA CLO ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 117 funds opened new Janus Henderson AAA CLO ETF positions in Q3 2024 and 39 closed out, a net change of +78 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $166M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q3 2024 was JP Morgan Chase, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2024.