Janus Henderson B-BBB CLO ETF
JBBB
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.
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: 28 → 59 (+31)
14.88% more ownership
Funds ownership: 55.96% → 70.84% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$60.9M |
| 2 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$28.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$24.3M |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$11.8M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$9.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$6.03M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$3.03M |
| 3 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$1.73M |
| 4 |
EP
EPIQ Partners
Minneapolis,
Minnesota
|
-$813K |
| 5 |
Jane Street
New York
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $37.3K | – | – | – |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $19.6K | +$19.4K | +400 | New |
|
|
DF
53
DecisionPoint Financial
Mesa,
Arizona
| $14.7K | +$14.5K | +300 | New |
|
|
HI
54
Horizon Investments
Charlotte,
North Carolina
| $10.3K | – | – | – |
|
|
PS
55
Principal Securities
Des Moines,
Iowa
| $4.3K | +$4.26K | +88 | New |
|
56
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$5.08K | -105 | -55% |
|
57
US Bancorp
Minneapolis,
Minnesota
| $2.4K | +$2.37K | +49 | New |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.2K | +$2.18K | +45 | New |
|
59
Comerica Bank
Dallas,
Texas
| $1.22K | +$1.21K | +25 | New |
|
|
IA
60
Inspire Advisors
Meridian,
Idaho
| – | -$3.03M | -63,136 | Closed |
|
|
WWM
61
Whalen Wealth Management
Las Vegas,
Nevada
| – | -$1.73M | -36,031 | Closed |
|
|
HCM
62
Hall Capital Management
Barrington,
Rhode Island
| – | -$210K | -4,389 | Closed |
|
63
Morgan Stanley
New York
| – | -$106 | -2 | Closed |
|
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.