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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.24M +$1.23M +25,189 New
ACA
52
Aptus Capital Advisors
Alabama
$1.23M +$19.2K +393 +2%
BW
53
Bison Wealth
Georgia
$1.21M
Truist Financial
54
Truist Financial
North Carolina
$1.21M +$628K +12,832 +110%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.19M +$930K +19,003 +364%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.19M +$1.18M +24,162 New
KCM
57
Kathmere Capital Management
Pennsylvania
$1.06M +$526K +10,744 +99%
DAS
58
Diversify Advisory Services
Utah
$1.02M +$1.02M +20,742 New
OIA
59
OneDigital Investment Advisors
Kansas
$999K +$995K +20,322 New
AAS
60
Ameritas Advisory Services
Nebraska
$977K +$171K +3,500 +21%
AI
61
Atria Investments
North Carolina
$943K +$938K +19,165 New
BHPW
62
Beverly Hills Private Wealth
California
$927K -$449K -9,164 -33%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$913K +$251K +5,119 +38%
BEI
64
Benjamin Edwards Inc
Missouri
$838K +$420K +8,572 +101%
PWG
65
Portside Wealth Group
Utah
$759K +$755K +15,434 New
HWM
66
Hohimer Wealth Management
Washington
$738K +$734K +15,000 New
AWM
67
Able Wealth Management
New Jersey
$727K +$395K +8,074 +121%
GWM
68
Geneos Wealth Management
Colorado
$705K +$702K +14,345 New
PAG
69
Private Advisor Group
New Jersey
$678K +$675K +13,787 New
BSG
70
Black Swift Group
Colorado
$671K -$2.45M -50,000 -79%
FA
71
Faithward Advisors
Pennsylvania
$652K +$230K +4,689 +55%
FAIM
72
Financial Advocates Investment Management
Washington
$632K +$629K +12,845 New
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$531K +$528K +10,792 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$524K +$255K +5,215 +96%
TW
75
TrinityPoint Wealth
Connecticut
$484K +$482K +9,845 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.