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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
GSEP
176
Golden State Equity Partners
California
$202K +$203K +4,083 New
BWAM
177
Boyd Watterson Asset Management
Ohio
$173K
IA
178
IFP Advisors
Florida
$173K -$23.4K -471 -12%
HIA
179
Harbor Investment Advisory
Maryland
$164K +$165K +3,321 New
GRP
180
Global Retirement Partners
California
$157K +$157K +3,170 New
GWM
181
Geneos Wealth Management
Colorado
$128K -$17.3K -349 -12%
BI
182
Bramshill Investments
Florida
$115K +$115K +2,318 New
HWP
183
Highline Wealth Partners
California
$76.5K +$645 +13 +0.8%
BWM
184
BerganKDV Wealth Management
Minnesota
$71.1K +$71.3K +1,437 New
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$64.4K -$9.93K -200 -13%
FFA
186
Farther Finance Advisors
California
$50.4K +$24.5K +493 +94%
APC
187
Aspire Private Capital
North Carolina
$49.6K +$99 +2 +0.2%
WT
188
Washington Trust
Rhode Island
$49K
FHA
189
First Horizon Advisors
Tennessee
$37.5K
UBS Group
190
UBS Group
Switzerland
$32.2K +$8.14K +164 +34%
GWS
191
Glassman Wealth Services
Virginia
$30.4K +$30.4K +613 New
GFWA
192
Grey Fox Wealth Advisors
Delaware
$27K +$27K +545 New
HWA
193
HHM Wealth Advisors
Tennessee
$24.1K +$24.2K +487 New
WWM
194
Wolff Wiese Magana
California
$15.7K
US Bancorp
195
US Bancorp
Minnesota
$11.7K -$20.8K -419 -64%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$6.29K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$6.04K +$6.05K +122 New
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$5.83K +$1.01M +20,289 +21%
HWA
199
Heritage Wealth Advisors
Virginia
$5.27K +$5.26K +106 New
JP Morgan Chase
200
JP Morgan Chase
New York
$4.98K -$29K -585 -85%

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.