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Janus Henderson B-BBB CLO ETF

59 hedge funds and large institutions have $249M invested in Janus Henderson B-BBB CLO ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 4

207% more capital invested

Capital invested by funds: $81.1M → $249M (+$168M)

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

111% more funds holding

Funds holding: 2859 (+31)

14.88% more ownership

Funds ownership: 55.96%70.84% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+31
Holders Change %
+110.71%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
15
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.17M +$1.15M +23,831 New
OPS
27
Orion Portfolio Solutions
Nebraska
$1.17M +$1.15M +23,831 New
NA
28
NewEdge Advisors
Louisiana
$1.08M +$383K +7,911 +56%
CAM
29
Cresset Asset Management
Illinois
$978K +$968K +20,000 New
AAS
30
Ameritas Advisory Services
Nebraska
$797K +$406K +8,400 +106%
OPAM
31
Ocean Park Asset Management
California
$720K +$713K +14,726 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$657K +$94.5K +1,953 +17%
Truist Financial
33
Truist Financial
North Carolina
$569K +$565K +11,687 New
KCM
34
Kathmere Capital Management
Pennsylvania
$532K +$526K +10,881 New
Stifel Financial
35
Stifel Financial
Missouri
$512K +$507K +10,475 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$491K +$486K +10,041 New
SWPG
37
Strategic Wealth Partners Group
Illinois
$471K +$466K +9,632 New
FA
38
Faithward Advisors
Pennsylvania
$419K +$415K +8,576 New
BEI
39
Benjamin Edwards Inc
Missouri
$414K +$410K +8,469 New
BAM
40
BTS Asset Management
Massachusetts
$361K +$28.1K +581 +9%
AWM
41
Able Wealth Management
New Jersey
$328K +$324K +6,699 New
MFG
42
Magnus Financial Group
New York
$310K +$307K +6,343 New
UBS Group
43
UBS Group
Switzerland
$271K +$268K +5,533 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$266K +$263K +5,433 New
CCG
45
Capital CS Group
California
$264K +$261K +5,399 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$255K +$252K +5,216 New
CAAS
47
Capital Asset Advisory Services
Michigan
$246K +$244K +5,040 New
FTUS
48
Flow Traders U.S.
New York
$238K +$236K +4,878 New
VWM
49
Venturi Wealth Management
Texas
$109K +$108K +2,233 New
GWS
50
Glassman Wealth Services
Virginia
$40.7K

JBBB Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q1 2024, worth a combined $249M — up 207% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JBBB positions and 4 closed out — a net gain of 32 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $60.9M. The largest seller was Financial Enhancement Group, cutting an estimated $6.03M.

  • 59 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q1 2024, up from 28 in Q4 2023.
  • Funds reported $249M of Janus Henderson B-BBB CLO ETF stock for Q1 2024, up 207% quarter-over-quarter.
  • 36 funds opened new Janus Henderson B-BBB CLO ETF positions in Q1 2024 and 4 closed out, a net change of +32 holders.
  • The largest Janus Henderson B-BBB CLO ETF buyer in Q1 2024 was Bank of America, an estimated $60.9M added.
  • The largest Janus Henderson B-BBB CLO ETF seller in Q1 2024 was Financial Enhancement Group, an estimated $6.03M sold.

Based on aggregated 13F filings for Q1 2024.