We are live on ! Find out more
JAAA icon

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
OWA
176
Opal Wealth Advisors
New York
$680K +$676K +13,501 New
BW
177
Bison Wealth
Georgia
$672K +$669K +13,352 New
MMM
178
Mendel Money Management
Illinois
$653K +$170K +3,403 +36%
PP
179
Patron Partners
Texas
$639K +$16.1K +321 +3%
NRI
180
NFP Retirement Inc
California
$636K -$35.8K -715 -5%
PF
181
Parker Financial
Washington
$631K +$2.9K +58 +0.5%
FCM
182
Fourpath Capital Management
Oklahoma
$629K +$626K +12,501 New
GIA
183
Gladstone Institutional Advisory
Florida
$626K -$175K -3,503 -22%
DC
184
Davenport & Co
Virginia
$610K +$25.7K +514 +4%
LA
185
Lane & Associates
New Jersey
$588K -$35.3K -704 -6%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$581K -$39.3K -785 -6%
TW
187
TrinityPoint Wealth
Connecticut
$577K +$29K +579 +5%
TFA
188
Transamerica Financial Advisors
Florida
$565K +$44.5K +889 +9%
CW
189
CreativeOne Wealth
Kansas
$550K -$292K -5,824 -35%
RCM
190
Raleigh Capital Management
North Carolina
$517K -$14.8K -296 -3%
RWP
191
RWA Wealth Partners
Massachusetts
$493K +$490K +9,787 New
BSG
192
Black Swift Group
Colorado
$463K +$50.1K +1,000 +12%
GM
193
GeoWealth Management
Illinois
$454K -$19.4K -387 -4%
IA
194
IFP Advisors
Florida
$433K +$255K +5,092 +145%
AAS
195
Avantax Advisory Services
Texas
$430K +$428K +8,540 New
SIA
196
SkyView Investment Advisors
New Jersey
$401K -$1.81M -36,036 -82%
CCM
197
Cox Capital Management
Massachusetts
$378K +$28K +559 +8%
CRC
198
Curi RMB Capital
Illinois
$376K
FIBT
199
First International Bank & Trust
North Dakota
$376K
PCA
200
Pallas Capital Advisors
Massachusetts
$367K +$366K +7,310 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.