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Janus Henderson AAA CLO ETF

480 hedge funds and large institutions have $7.72B invested in Janus Henderson AAA CLO ETF in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 234 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 36

234% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 70

120.12% more ownership

Funds ownership: 362.85%482.97% (+120%)

44% more call options, than puts

Call options by funds: $249K | Put options by funds: $173K

33% more capital invested

Capital invested by funds: $5.8B → $7.72B (+$1.92B)

29% more funds holding

Funds holding: 371480 (+109)

15% more funds holding in top 10

Funds holding in top 10: 6170 (+9)

Holders
480
Holders Change
+109
Holders Change %
+29.38%
% of All Funds
6.93%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.01%
New
150
Increased
234
Reduced
70
Closed
36
Calls
$249K
Puts
$173K
Net Calls
+$76K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$767M +$53.2M +1,049,221 +7%
Morgan Stanley
2
Morgan Stanley
New York
$697M +$255M +5,027,260 +58%
JP Morgan Chase
3
JP Morgan Chase
New York
$242M +$240M +4,727,440 +15,154%
Wells Fargo
4
Wells Fargo
California
$223M +$43.8M +864,071 +25%
ACM
5
Advance Capital Management
Michigan
$202M +$1.69M +33,339 +0.8%
LPL Financial
6
LPL Financial
California
$188M +$58.1M +1,144,645 +45%
UBS Group
7
UBS Group
Switzerland
$174M +$136M +2,676,823 +360%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$173M +$19.9M +392,471 +13%
SMA
9
Sage Mountain Advisors
Georgia
$168M +$37.5M +740,046 +29%
FCH
10
Freestone Capital Holdings
Washington
$165M +$1.46M +28,754 +0.9%
KAM
11
Kensington Asset Management
Texas
$152M +$147M +2,907,745 +3,520%
KeyBank National Association
12
KeyBank National Association
Ohio
$145M +$23.3M +460,389 +19%
HighTower Advisors
13
HighTower Advisors
Illinois
$141M +$11.9M +235,420 +9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$124M +$32.9M +648,384 +36%
TA
15
TruWealth Advisors
Louisiana
$120M +$48.3M +953,164 +68%
ACG
16
Arch Capital Group
Bermuda
$115M -$91.5M -1,804,183 -44%
IWA
17
Inspirion Wealth Advisors
Illinois
$104M +$43M +847,902 +71%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$104M +$103M +2,040,015 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$94.1M +$2.97M +58,547 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$92.8M +$19.7M +388,866 +27%
MWA
21
Midland Wealth Advisors
Illinois
$90.6M +$6.06M +119,499 +7%
Mariner
22
Mariner
Kansas
$80.3M +$4.67M +92,178 +6%
Renaissance Technologies
23
Renaissance Technologies
New York
$77.2M -$304K -6,000 -0.4%
HCM
24
Hilton Capital Management
New York
$76.7M +$5.18M +102,232 +7%
1WM
25
1900 Wealth Management
Texas
$74.6M +$14M +276,483 +23%