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Janus Henderson B-BBB CLO ETF

176 hedge funds and large institutions have $1.04B invested in Janus Henderson B-BBB CLO ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 78 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

160% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 30

153% more call options, than puts

Call options by funds: $560K | Put options by funds: $221K

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

34% more capital invested

Capital invested by funds: $774M → $1.04B (+$264M)

28% more funds holding

Funds holding: 138176 (+38)

1.13% less ownership

Funds ownership: 74.83%73.71% (-1.1%)

Holders
176
Holders Change
+38
Holders Change %
+27.54%
% of All Funds
2.32%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
56
Increased
78
Reduced
30
Closed
16
Calls
$560K
Puts
$221K
Net Calls
+$339K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Centiva Capital
New York
$3.2M +$3.2M +65,000 New
WWC
52
Waypoint Wealth Counsel
Georgia
$2.85M +$215K +4,374 +8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.82M +$714K +14,519 +34%
PIWA
54
Prevail Innovative Wealth Advisors
Kansas
$2.82M -$6.74K -137 -0.2%
LWA
55
LifeGoal Wealth Advisors
New York
$2.73M +$2.74M +55,628 New
AWM
56
Apollon Wealth Management
South Carolina
$2.53M +$311K +6,318 +14%
MFG
57
Magnus Financial Group
New York
$2.49M +$1.34M +27,150 +115%
SMA
58
Sage Mountain Advisors
Georgia
$2.4M +$907K +18,432 +61%
BW
59
Bison Wealth
Georgia
$2.16M +$135K +2,753 +7%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2.11M +$433K +8,804 +26%
OC
61
Oppenheimer & Co
New York
$2.1M +$174K +3,538 +9%
CCMG
62
Clark Capital Management Group
Pennsylvania
$2.09M +$60.3K +1,225 +3%
CFG
63
Cooper Financial Group
California
$2.07M +$701K +14,243 +51%
AI
64
Auour Investments
Massachusetts
$2.03M +$377K +7,671 +23%
BCI
65
Brinker Capital Investments
Pennsylvania
$2.03M +$2.03M +41,282 New
OPS
66
Orion Portfolio Solutions
Nebraska
$2.03M +$2.03M +41,282 New
Stifel Financial
67
Stifel Financial
Missouri
$2.01M +$180K +3,655 +10%
WWM
68
Whalen Wealth Management
Nevada
$1.99M +$1.99M +40,456 New
GWM
69
Gibbs Wealth Management
Georgia
$1.99M -$225K -4,568 -10%
Truist Financial
70
Truist Financial
North Carolina
$1.88M +$1.57M +31,843 +490%
MWM
71
Maltin Wealth Management
New Jersey
$1.82M +$455K +9,257 +33%
NA
72
NewEdge Advisors
Louisiana
$1.75M +$784K +15,938 +81%
MOS
73
MGO One Seven
Ohio
$1.73M +$1.33M +27,032 +335%
AWS
74
Atria Wealth Solutions
New York
$1.71M +$120K +2,431 +8%
SWP
75
Stratos Wealth Partners
Ohio
$1.68M +$944K +19,187 +128%

JBBB Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q4 2024, worth a combined $1.04B — up 34% from $774M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JBBB positions and 16 closed out — a net gain of 40 holders — while 78 added to existing stakes and 30 trimmed.

The largest buyer was Bienville Capital Management, opening a new position worth an estimated $41.2M. The largest seller was Jane Street, exiting entirely with an estimated $21.6M sold.

  • 176 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $1.04B of Janus Henderson B-BBB CLO ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 56 funds opened new Janus Henderson B-BBB CLO ETF positions in Q4 2024 and 16 closed out, a net change of +40 holders.
  • The largest Janus Henderson B-BBB CLO ETF buyer in Q4 2024 was Bienville Capital Management, an estimated $41.2M added.
  • The largest Janus Henderson B-BBB CLO ETF seller in Q4 2024 was Jane Street, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2024.