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Janus Henderson AAA CLO ETF
JAAA

676 hedge funds and large institutions have $13.3B invested in Janus Henderson AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 353 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $502K | Put options by funds: $41K

296% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 45

207% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 115

53% more funds holding in top 10

Funds holding in top 10: 77 → 118 (+41)

48% more capital invested

Capital invested by funds: $8.98B → $13.3B (+$4.27B)

22% more funds holding

Funds holding: 554 → 676 (+122)

499.55% less ownership

Funds ownership: 570.04% → 70.49% (-500%)

Holders
676
Holders Change
+122
Holders Change %
+22.02%
% of All Funds
8.9%
Holding in Top 10
118
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+53.25%
% of All Funds
1.55%
New
178
Increased
353
Reduced
115
Closed
45
Calls
$502K
Puts
$41K
Net Calls
+$461K
Net Calls Change
+$761K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$539M
2
Charles Schwab
Charles Schwab
California
+$176M
3
Morgan Stanley
Morgan Stanley
New York
+$166M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$138M
5
ACG
Arch Capital Group
Bermuda
+$132M

Top Sellers

Rank Fund Capital Flow
1
FCH
Freestone Capital Holdings
Washington
-$114M
2
Goldman Sachs
Goldman Sachs
New York
-$51.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$47.3M
4
MIH
Meitav Investment House
Israel
-$40.1M
5
BlackRock
BlackRock
New York
-$38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.56B +$354K +6,963 +29%
Bank of America
2
Bank of America
North Carolina
$1.42B +$539M +10,611,706 +61%
Morgan Stanley
3
Morgan Stanley
New York
$944M +$166M +3,272,084 +21%
ACG
4
Arch Capital Group
Bermuda
$401M +$132M +2,607,700 +49%
LPL Financial
5
LPL Financial
California
$352M +$92.8M +1,827,523 +36%
Raymond James Financial
6
Raymond James Financial
Florida
$305M +$306M +6,016,979 New
Wells Fargo
7
Wells Fargo
California
$303M +$46.2M +909,482 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$293M +$33.8M +664,760 +13%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$251M +$47.3M +932,158 +23%
UBS Group
10
UBS Group
Switzerland
$242M +$66.8M +1,314,506 +38%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$232M +$19M +373,799 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$218M +$138M +2,721,442 +172%
SMA
13
Sage Mountain Advisors
Georgia
$206M +$42.2M +830,166 +26%
HighTower Advisors
14
HighTower Advisors
Illinois
$202M +$38.4M +755,814 +23%
KeyBank National Association
15
KeyBank National Association
Ohio
$181M +$9.06M +178,350 +5%
Charles Schwab
16
Charles Schwab
California
$176M +$176M +3,465,261 New
MWA
17
Midland Wealth Advisors
Illinois
$155M +$8.39M +165,213 +6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$154M +$6.64M +130,672 +5%
RIG
19
RiverFront Investment Group
Virginia
$121M +$1.77M +34,807 +1%
Invesco
20
Invesco
Georgia
$117M -$27.4M -538,584 -19%
TA
21
TruWealth Advisors
Louisiana
$113M -$13M -256,494 -10%
Truist Financial
22
Truist Financial
North Carolina
$112M +$9.3M +183,076 +9%
1WM
23
1900 Wealth Management
Texas
$104M +$9.91M +195,071 +11%
ACM
24
Advance Capital Management
Michigan
$100M +$3.23M +63,542 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$99.6M +$20M +394,108 +25%
1
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JAAA Hedge Fund Activity: Q4 2024 in Review

676 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson AAA CLO ETF (JAAA) for Q4 2024, worth a combined $13.3B — up 48% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new JAAA positions and 45 closed out — a net gain of 133 holders — while 353 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $539M. The largest seller was Freestone Capital Holdings, cutting an estimated $114M.

  • 676 institutional investors held Janus Henderson AAA CLO ETF (JAAA) as of Q4 2024, up from 554 in Q3 2024.
  • Funds reported $13.3B of Janus Henderson AAA CLO ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 178 funds opened new Janus Henderson AAA CLO ETF positions in Q4 2024 and 45 closed out, a net change of +133 holders.
  • The largest Janus Henderson AAA CLO ETF buyer in Q4 2024 was Bank of America, an estimated $539M added.
  • The largest Janus Henderson AAA CLO ETF seller in Q4 2024 was Freestone Capital Holdings, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2024.