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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
OPS
151
Orion Portfolio Solutions
Nebraska
$8M -$420K -8,269 -5%
WWM
152
WT Wealth Management
Arizona
$7.96M -$783K -15,423 -9%
MWM
153
Maltin Wealth Management
New Jersey
$7.96M +$181K +3,557 +2%
BHWA
154
Beacon Harbor Wealth Advisors
Virginia
$7.75M +$430K +8,479 +6%
CW
155
CreativeOne Wealth
Kansas
$7.73M +$5.92M +116,674 +331%
LCC
156
Lincoln Capital Corp
Rhode Island
$7.7M -$57.6K -1,135 -0.7%
WWC
157
Waypoint Wealth Counsel
Georgia
$7.61M +$409K +8,050 +6%
MFG
158
Merit Financial Group
Georgia
$7.6M -$291K -5,735 -4%
AIP
159
Ameritas Investment Partners
Nebraska
$7.6M +$1.14M +22,505 +18%
IFG
160
Independent Financial Group
California
$7.59M +$345K +6,792 +5%
SB
161
Strategic Blueprint
Georgia
$7.49M +$1.02M +20,108 +16%
EH
162
Equitable Holdings
New York
$7.43M +$2.18M +43,039 +42%
SFA
163
Source Financial Advisors
New York
$7.37M +$704K +13,870 +11%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$7.26M +$1.08M +21,348 +18%
DPI
165
Diversified Portfolios Inc
Michigan
$7.19M +$2.38M +46,886 +50%
GWA
166
GGM Wealth Advisors
Maryland
$7.05M -$445K -8,776 -6%
VIM
167
Vista Investment Management
Pennsylvania
$7.02M +$703K +13,858 +11%
MW
168
MBL Wealth
North Carolina
$6.96M +$102K +2,009 +1%
SWP
169
Stratos Wealth Partners
Ohio
$6.83M +$2.64M +51,985 +63%
SWAG
170
Spectrum Wealth Advisory Group
California
$6.78M +$6.77M +133,348 New
CG
171
Cynosure Group
Utah
$6.67M -$75.1K -1,479 -1%
AA
172
Ancora Advisors
Ohio
$6.55M +$6.1M +120,173 +1,392%
KWM
173
Kingsview Wealth Management
Oregon
$6.55M +$2.2M +43,309 +51%
GFP
174
Guardian Financial Partners
California
$6.55M +$113K +2,228 +2%
BHPW
175
Beverly Hills Private Wealth
California
$6.54M +$1.06M +20,863 +19%

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.