Janus Henderson B-BBB CLO ETF
JBBB
25 hedge funds and large institutions have $66.1M invested in Janus Henderson B-BBB CLO ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
79% more funds holding
Funds holding: 14 → 25 (+11)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $59.6M → $66.1M (+$6.48M)
10.41% less ownership
Funds ownership: 68.01% → 57.6% (-10%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$5.41M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$3.48M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.64M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$1.24M |
| 5 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFP
Guardian Financial Partners
Orange,
California
|
-$7.96M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$3.77M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.91M |
| 4 |
WWC
Waypoint Wealth Counsel
Atlanta,
Georgia
|
-$833K |
| 5 |
HCM
Hall Capital Management
Barrington,
Rhode Island
|
-$482K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $1.33K | +$1.32K | +28 | New |
|
|
GFP
27
Guardian Financial Partners
Orange,
California
| – | -$7.96M | -173,439 | Closed |
|
|
FTUS
28
Flow Traders U.S.
New York
| – | -$1.91M | -41,700 | Closed |
|
JBBB Hedge Fund Activity: Q3 2023 in Review
25 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q3 2023, worth a combined $66.1M — up 11% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JBBB positions and 2 closed out — a net gain of 11 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Adams Wealth Management, opening a new position worth an estimated $5.41M. The largest seller was Guardian Financial Partners, exiting entirely with an estimated $7.96M sold.
- 25 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q3 2023, up from 14 in Q2 2023.
- Funds reported $66.1M of Janus Henderson B-BBB CLO ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 13 funds opened new Janus Henderson B-BBB CLO ETF positions in Q3 2023 and 2 closed out, a net change of +11 holders.
- The largest Janus Henderson B-BBB CLO ETF buyer in Q3 2023 was Adams Wealth Management, an estimated $5.41M added.
- The largest Janus Henderson B-BBB CLO ETF seller in Q3 2023 was Guardian Financial Partners, an estimated $7.96M sold.
Based on aggregated 13F filings for Q3 2023.