We are live on ! Find out more
JBBB icon

Janus Henderson B-BBB CLO ETF

138 hedge funds and large institutions have $774M invested in Janus Henderson B-BBB CLO ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

33% more call options, than puts

Call options by funds: $299K | Put options by funds: $225K

17% more funds holding

Funds holding: 118138 (+20)

5% more capital invested

Capital invested by funds: $734M → $774M (+$39.9M)

2.33% less ownership

Funds ownership: 77.17%74.83% (-2.3%)

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
45
Increased
48
Reduced
36
Closed
24
Calls
$299K
Puts
$225K
Net Calls
+$74K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$49.7K +$49.6K +1,016 New
HI
127
Harbour Investments
Wisconsin
$37.3K
FFA
128
Farther Finance Advisors
California
$26.8K +$26.7K +547 New
CA
129
Clearstead Advisors
Ohio
$19.6K
GM
130
GeoWealth Management
Illinois
$16.6K +$16.6K +339 New
HI
131
Horizon Investments
North Carolina
$10.3K
SPIA
132
Steward Partners Investment Advisory
New York
$8.66K +$8.65K +177 New
LIS
133
Legacy Investment Solutions
Idaho
$3.74K +$3.71K +76 New
LWMI
134
Legacy Wealth Management (Idaho)
Idaho
$3.74K +$3.71K +76 New
SWS
135
SYSTM Wealth Solutions
Illinois
$2.22K -$1.17K -24 -35%
S
136
SignatureFD
Georgia
$1.92K
GRP
137
Global Retirement Partners
California
$1.61K +$1.61K +33 New
NS
138
NBC Securities
Alabama
$1K
SAMU
139
SONA Asset Management (US)
New York
-$34.4M -700,000 Closed
HCM
140
Hilton Capital Management
New York
-$23.7M -482,682 Closed
OPAM
141
Ocean Park Asset Management
California
-$3.93M -79,913 Closed
BCI
142
Brinker Capital Investments
Pennsylvania
-$2.07M -42,061 Closed
OPS
143
Orion Portfolio Solutions
Nebraska
-$2.07M -42,061 Closed
PP
144
Paloma Partners
Connecticut
-$1.72M -35,000 Closed
BHPW
145
Beverly Hills Private Wealth
California
-$927K -18,851 Closed
BEI
146
Benjamin Edwards Inc
Missouri
-$838K -17,041 Closed
FA
147
Faithward Advisors
Pennsylvania
-$652K -13,265 Closed
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
-$531K -10,792 Closed
BAM
149
BTS Asset Management
Massachusetts
-$422K -8,572 Closed
BCA
150
Bay Colony Advisors
Massachusetts
-$417K -8,480 Closed

JBBB Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson B-BBB CLO ETF (JBBB) for Q3 2024, worth a combined $774M — up 5.4% from $734M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JBBB positions and 24 closed out — a net gain of 21 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $21.3M. The largest seller was SONA Asset Management (US), exiting entirely with an estimated $34.4M sold.

  • 138 institutional investors held Janus Henderson B-BBB CLO ETF (JBBB) as of Q3 2024, up from 118 in Q2 2024.
  • Funds reported $774M of Janus Henderson B-BBB CLO ETF stock for Q3 2024, up 5.4% quarter-over-quarter.
  • 45 funds opened new Janus Henderson B-BBB CLO ETF positions in Q3 2024 and 24 closed out, a net change of +21 holders.
  • The largest Janus Henderson B-BBB CLO ETF buyer in Q3 2024 was Jane Street, an estimated $21.3M added.
  • The largest Janus Henderson B-BBB CLO ETF seller in Q3 2024 was SONA Asset Management (US), an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.