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Janus Henderson AAA CLO ETF

142 hedge funds and large institutions have $1.36B invested in Janus Henderson AAA CLO ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.15B → $1.36B (+$213M)

7.12% more ownership

Funds ownership: 80.76%87.87% (+7.1%)

4% more funds holding

Funds holding: 137142 (+5)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
2.45%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.47%
New
27
Increased
67
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$246M +$12.2M +246,970 +5%
RBA
2
Richard Bernstein Advisors
New York
$150M +$2.53M +51,357 +2%
KeyBank National Association
3
KeyBank National Association
Ohio
$77.3M +$6.72M +136,577 +9%
Wells Fargo
4
Wells Fargo
California
$65.5M +$39.7M +806,211 +153%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$58.3M +$29.4M +596,525 +101%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$50.6M +$9.24M +187,778 +22%
AIM
7
Astor Investment Management
Illinois
$35.4M +$19.1M +389,023 +117%
BWL
8
Bogart Wealth LLC
Virginia
$32.7M +$2.4M +48,717 +8%
NA
9
Nottingham Advisors
New York
$26.1M -$84.2K -1,710 -0.3%
SFI
10
SPC Financial Inc
Maryland
$25.7M +$332K +6,744 +1%
CWM
11
Congress Wealth Management
Massachusetts
$25.1M +$43K +874 +0.2%
DJSG
12
D.J. St. Germain
Massachusetts
$24.3M
AWM
13
AE Wealth Management
Kansas
$23.4M +$12.9M +262,897 +123%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$22M +$22M +447,774 New
CI
15
CX Institutional
Indiana
$21.6M +$10.7M +217,252 +97%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21.3M +$2.9M +58,913 +16%
AP
17
Atwood & Palmer
Missouri
$21.3M +$1.11M +22,501 +5%
AF
18
Affiance Financial
Minnesota
$19.3M +$692K +14,069 +4%
FEG
19
Financial Enhancement Group
Indiana
$19.2M +$4.31M +87,540 +29%
IWA
20
Inspirion Wealth Advisors
Illinois
$17.5M +$3.73M +75,850 +27%
ACG
21
Allen Capital Group
Nebraska
$16.8M -$1.14M -23,105 -6%
VCM
22
Vigilant Capital Management
Maine
$15.4M +$472K +9,585 +3%
GCM
23
Gibraltar Capital Management
Oklahoma
$14M -$235K -4,783 -2%
HCM
24
Hilton Capital Management
New York
$12.7M +$12.8M +259,267 New
HighTower Advisors
25
HighTower Advisors
Illinois
$12.6M +$1.28M +25,982 +11%