JAAA icon

Janus Henderson AAA CLO ETF
JAAA

Overview Fund Activity

253 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, 121 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
4.04%
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
121
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$180M
2
Bank of America
2
Bank of America
North Carolina
$502M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$105M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
OPAM
5
Ocean Park Asset Management
California
$29.3M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$7.63M
3
FEG
3
Financial Enhancement Group
Indiana
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$3.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$502M 9,966,795 +2,291,142 +30%
Morgan Stanley
2
Morgan Stanley
New York
$189M 3,751,844 +1,335,066 +55%
ACM
3
Advance Capital Management
Michigan
$180M 3,569,524 +3,029,218 +561%
RBA
4
Richard Bernstein Advisors
New York
$159M 3,156,189 -117,899 -4%
Wells Fargo
5
Wells Fargo
California
$125M 2,484,548 +512,109 +26%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$105M 2,077,524 +2,067,423 +20,468%
KeyBank National Association
7
KeyBank National Association
Ohio
$97M 1,927,769 -5,349 -0.3%
SMA
8
Sage Mountain Advisors
Georgia
$96.2M 1,910,529 +486,008 +34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$82.9M 1,646,849 +235,766 +17%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$75.5M 1,500,000 – –
TA
11
TruWealth Advisors
Louisiana
$65.6M 1,302,863 +36,386 +3%
GI
12
Gradient Investments
Minnesota
$52.4M 1,041,875 +18,540 +2%
IWA
13
Inspirion Wealth Advisors
Illinois
$47.4M 940,928 +102,547 +12%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$46.1M 915,920 +95,231 +12%
LPL Financial
15
LPL Financial
California
$45.1M 896,914 +143,272 +19%
HCM
16
Hilton Capital Management
New York
$44M 874,520 +292,362 +50%
Renaissance Technologies
17
Renaissance Technologies
New York
$41.9M 832,100 +399,100 +92%
CWM
18
Congress Wealth Management
Massachusetts
$37.6M 747,394 +12,638 +2%
AWM
19
AE Wealth Management
Kansas
$36.2M 719,184 +141,274 +24%
BWL
20
Bogart Wealth LLC
Virginia
$35.9M 714,214 +8,197 +1%
AP
21
Atwood & Palmer
Missouri
$35.3M 701,681 +220,679 +46%
RA
22
RFG Advisory
Alabama
$34.7M 689,685 +68,793 +11%
DJSG
23
D.J. St. Germain
Massachusetts
$34M 676,225 +36,727 +6%
CI
24
CX Institutional
Indiana
$33.3M 661,626 +80,777 +14%
RVPG
25
Relative Value Partners Group
$31.4M 622,971 +44,500 +8%
1
2 3 4 5