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Janus Henderson AAA CLO ETF

53 hedge funds and large institutions have $313M invested in Janus Henderson AAA CLO ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

134% more capital invested

Capital invested by funds: $134M → $313M (+$179M)

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

71% more funds holding

Funds holding: 3153 (+22)

24.24% more ownership

Funds ownership: 59.53%83.76% (+24%)

Holders
53
Holders Change
+22
Holders Change %
+70.97%
% of All Funds
0.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
25
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$34.1M +$34.1M +676,455 New
CWM
2
Congress Wealth Management
Massachusetts
$33.9M +$34M +672,908 New
FEG
3
Financial Enhancement Group
Indiana
$29.6M +$2.09M +41,421 +8%
DJSG
4
D.J. St. Germain
Massachusetts
$21.1M +$21.1M +418,833 New
AP
5
Atwood & Palmer
Missouri
$19.9M +$1.09M +21,676 +6%
GCM
6
Gibraltar Capital Management
Oklahoma
$19.1M +$19.1M +378,689 New
VCM
7
Vigilant Capital Management
Maine
$15.4M +$15.4M +305,549 New
CI
8
CX Institutional
Indiana
$14.7M +$14.6M +289,584 +9,650%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.4M +$1.93M +38,324 +15%
CFGF
10
Compass Financial Group (Florida)
Florida
$11M +$7.22M +143,010 +192%
RJA
11
Raymond James & Associates
Florida
$10.5M -$64.2K -1,272 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.54M -$639K -12,663 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.47M +$4.58M +90,840 +118%
EP
14
EPIQ Partners
Minnesota
$6.08M -$6.59M -130,640 -52%
NA
15
Nottingham Advisors
New York
$5.87M +$4.06M +80,403 +223%
DWP
16
Destiny Wealth Partners
Florida
$5.15M +$52.6K +1,042 +1%
IFS
17
Ifrah Financial Services
Arkansas
$5.11M +$5.12M +101,426 New
AA
18
AlphaMark Advisors
Kentucky
$5.04M +$175K +3,464 +4%
RA
19
Rise Advisors
New York
$4.78M +$4.79M +94,922 New
SAS
20
Sage Advisory Services
Texas
$4.09M -$117K -2,323 -3%
Jane Street
21
Jane Street
New York
$3.37M +$1.93M +38,283 +134%
HCA
22
Heck Capital Advisors
Wisconsin
$3.34M +$3.35M +66,345 New
HighTower Advisors
23
HighTower Advisors
Illinois
$3.29M +$3.29M +65,194 New
Citadel Advisors
24
Citadel Advisors
Florida
$3.15M +$3.16M +62,568 New
ARG
25
Advisory Resource Group
Oklahoma
$2.56M +$1.48M +29,344 +137%