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Janus Henderson B-BBB CLO ETF

118 hedge funds and large institutions have $734M invested in Janus Henderson B-BBB CLO ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 8

457% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 7

194% more capital invested

Capital invested by funds: $249M → $734M (+$485M)

100% more funds holding

Funds holding: 59118 (+59)

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

6.32% more ownership

Funds ownership: 70.84%77.17% (+6.3%)

Holders
118
Holders Change
+59
Holders Change %
+100%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
68
Increased
39
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$4.66M -$61.1K -1,249 -1%
MW
27
MBL Wealth
North Carolina
$4.01M +$3.99M +81,480 New
OPAM
28
Ocean Park Asset Management
California
$3.93M +$3.19M +65,187 +443%
FIA
29
Foundations Investment Advisors
Arizona
$3.79M +$3.77M +77,011 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.68M +$1.25M +25,537 +52%
CFIM
31
Client First Investment Management
Wisconsin
$3.17M +$3.16M +64,530 New
CSPAM
32
Cary Street Partners Asset Management
Virginia
$3.04M +$1.28M +26,102 +73%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$2.89M +$2.87M +58,711 New
IA
34
Inspire Advisors
Idaho
$2.61M +$2.6M +53,034 New
WWC
35
Waypoint Wealth Counsel
Georgia
$2.57M +$80.5K +1,645 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.07M +$892K +18,230 +76%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.07M +$892K +18,230 +76%
AI
38
AXS Investments
New York
$1.97M +$1.96M +40,130 New
GWM
39
Gibbs Wealth Management
Georgia
$1.87M +$1.87M +38,123 New
PP
40
Paloma Partners
Connecticut
$1.72M +$1.71M +35,000 New
MFG
41
Magnus Financial Group
New York
$1.61M +$1.29M +26,358 +416%
Stifel Financial
42
Stifel Financial
Missouri
$1.61M +$1.09M +22,183 +212%
OC
43
Oppenheimer & Co
New York
$1.59M +$1.58M +32,247 New
SMA
44
Sage Mountain Advisors
Georgia
$1.5M -$111K -2,274 -7%
AWS
45
Atria Wealth Solutions
New York
$1.46M +$1.45M +29,590 New
Renaissance Technologies
46
Renaissance Technologies
New York
$1.45M +$1.44M +29,400 New
TCA
47
Transcend Capital Advisors
New Jersey
$1.37M +$1.37M +27,952 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.33M +$837K +17,093 +170%
SA
49
Sanctuary Advisors
Indiana
$1.29M +$1.29M +26,420 New
AWM
50
Apollon Wealth Management
South Carolina
$1.25M +$1.25M +25,447 New

JBBB Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q2 2024, worth a combined $734M — up 194% from $249M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JBBB positions and 8 closed out — a net gain of 60 holders — while 39 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $120M. The largest seller was Black Swift Group, cutting an estimated $2.45M.

  • 118 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $734M of Janus Henderson B-BBB CLO ETF stock for Q2 2024, up 194% quarter-over-quarter.
  • 68 funds opened new Janus Henderson B-BBB CLO ETF positions in Q2 2024 and 8 closed out, a net change of +60 holders.
  • The largest Janus Henderson B-BBB CLO ETF buyer in Q2 2024 was Bank of America, an estimated $120M added.
  • The largest Janus Henderson B-BBB CLO ETF seller in Q2 2024 was Black Swift Group, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2024.