Janus Henderson B-BBB CLO ETF
JBBB
28 hedge funds and large institutions have $81.1M invested in Janus Henderson B-BBB CLO ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $66.1M → $81.1M (+$15.1M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
12% more funds holding
Funds holding: 25 → 28 (+3)
1.64% less ownership
Funds ownership: 57.6% → 55.96% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$8.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.51M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$3.35M |
| 4 |
Jane Street
New York
|
+$2.25M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$919K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hall Capital Management
Barrington,
Rhode Island
|
-$2.82M |
| 2 |
WWC
Waypoint Wealth Counsel
Atlanta,
Georgia
|
-$1.41M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$1.25M |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.24M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$442K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $36.5K | +$36K | +762 | New |
|
|
HI
27
Horizon Investments
Charlotte,
North Carolina
| $10.2K | +$5.01K | +106 | +99% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$9.08K | +192 | New |
|
29
Morgan Stanley
New York
| $106 | -$1.23K | -26 | -93% |
|
|
OPAM
30
Ocean Park Asset Management
Santa Monica,
California
| – | -$1.25M | -26,400 | Closed |
|
|
31
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$442K | -9,300 | Closed |
|
|
NL
32
Navalign LLC
Encino,
California
| – | -$205K | -4,308 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$171K | -3,609 | Closed |
|
JBBB Hedge Fund Activity: Q4 2023 in Review
28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q4 2023, worth a combined $81.1M — up 23% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JBBB positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $8.3M. The largest seller was Hall Capital Management, cutting an estimated $2.82M.
- 28 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $81.1M of Janus Henderson B-BBB CLO ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 8 funds opened new Janus Henderson B-BBB CLO ETF positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest Janus Henderson B-BBB CLO ETF buyer in Q4 2023 was Destiny Wealth Partners, an estimated $8.3M added.
- The largest Janus Henderson B-BBB CLO ETF seller in Q4 2023 was Hall Capital Management, an estimated $2.82M sold.
Based on aggregated 13F filings for Q4 2023.