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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
RJT
201
Raymond James Trust
Florida
$364K +$145K +2,900 +67%
CG
202
Cynosure Group
Utah
$345K +$344K +6,864 New
AFP
203
Ausdal Financial Partners
Iowa
$344K +$342K +6,825 New
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$327K -$57.6K -1,150 -15%
VWM
205
Venturi Wealth Management
Texas
$320K -$39.4K -787 -11%
HWM
206
HB Wealth Management
Georgia
$303K
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$275K +$274K +5,472 New
FAAM
208
First Ascent Asset Management
Colorado
$270K -$40.9K -817 -13%
AWA
209
Aaron Wealth Advisors
Illinois
$261K +$6.01K +120 +2%
WIA
210
World Investment Advisors
California
$245K -$16.1K -322 -6%
CAAS
211
Capital Asset Advisory Services
Michigan
$236K -$4.36K -87 -2%
WA
212
WESPAC Advisors
California
$233K +$231K +4,620 New
PIM
213
Provident Investment Management
Michigan
$232K +$231K +4,615 New
VFPI
214
Vantage Financial Partners (Illinois)
Illinois
$214K +$213K +4,259 New
BWM
215
Bulltick Wealth Management
Florida
$210K +$209K +4,174 New
HI
216
Harbour Investments
Wisconsin
$209K -$86.2K -1,721 -29%
TI
217
tru Independence
Oregon
$200K +$199K +3,981 New
SOS
218
Silver Oak Securities
Tennessee
$177K -$1.81M -36,049 -91%
GRP
219
Global Retirement Partners
California
$160K +$2.5K +50 +2%
MWM
220
Mascoma Wealth Management
New Hampshire
$149K -$17.3K -346 -10%
UBS Group
221
UBS Group
Switzerland
$135K +$8.67K +173 +7%
HFM
222
Hartford Financial Management
Connecticut
$130K +$129K +2,573 New
NFSG
223
Newbridge Financial Services Group
Florida
$126K +$125K +2,500 New
SWM
224
Spire Wealth Management
Virginia
$110K -$46K -918 -30%
BI
225
Bramshill Investments
Florida
$104K -$49.1K -981 -32%

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.