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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
MA
126
Mutual Advisors
Nebraska
$2.21M +$1.31M +26,188 +147%
MA
127
MJP Associates
Connecticut
$2.15M +$2.14M +42,697 New
PFS
128
Prospera Financial Services
Texas
$2.14M +$2.13M +42,537 New
AWM
129
Apollon Wealth Management
South Carolina
$2.11M +$477K +9,527 +29%
GWM
130
Geneos Wealth Management
Colorado
$2.02M +$1.24M +24,825 +161%
SWM
131
Seed Wealth Management
Illinois
$1.97M -$1.08M -21,590 -35%
AO
132
Advisor OS
Illinois
$1.96M +$1.96M +39,037 New
BEI
133
Benjamin Edwards Inc
Missouri
$1.85M +$683K +13,641 +59%
CIA
134
Cape Investment Advisory
Georgia
$1.82M +$5.61K +112 +0.3%
MIM
135
Macroview Investment Management
Maryland
$1.8M -$45.3K -904 -2%
ECM
136
Evergreen Capital Management
Washington
$1.8M
FA
137
Fountainhead AM
New Jersey
$1.74M +$412K +8,225 +31%
DMKJ
138
David M. Knott Jr
$1.58M +$1.57M +31,432 New
SPC
139
Sigma Planning Corp
Michigan
$1.5M +$1.49M +29,707 New
AWS
140
Atria Wealth Solutions
New York
$1.47M +$1.02M +20,412 +230%
IWM
141
IHT Wealth Management
Illinois
$1.47M +$423K +8,454 +41%
RFN
142
RDA Financial Network
Iowa
$1.46M -$81.1K -1,619 -5%
NL
143
Navalign LLC
California
$1.38M +$1.37M +27,327 New
BRWA
144
B. Riley Wealth Advisors
Florida
$1.37M +$255K +5,095 +23%
VIA
145
Virtus Investment Advisers
Connecticut
$1.34M +$1.33M +26,645 New
WP
146
WealthSource Partners
California
$1.33M +$532K +10,611 +67%
UW
147
Unique Wealth
Florida
$1.33M +$247K +4,925 +23%
NA
148
Nottingham Advisors
New York
$1.21M -$66.8K -1,333 -5%
DADC
149
D.A. Davidson & Co
Montana
$1.19M +$80.1K +1,600 +7%
AWA
150
Arete Wealth Advisors
Illinois
$1.13M +$1.13M +22,474 New

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.