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Janus Henderson Securitized Income ETF

25 hedge funds and large institutions have $179M invested in Janus Henderson Securitized Income ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more capital invested

Capital invested by funds: $62.2M → $179M (+$116M)

178% more funds holding

Funds holding: 925 (+16)

22.98% less ownership

Funds ownership: 115.39%92.4% (-23%)

Holders
25
Holders Change
+16
Holders Change %
+177.78%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
7
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$39.4M +$39.2M +762,611 New
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$31.1M
FEG
3
Financial Enhancement Group
Indiana
$22.6M +$10.9M +212,778 +93%
NA
4
Nottingham Advisors
New York
$13.5M +$13.4M +260,620 New
AP
5
Atwood & Palmer
Missouri
$12.3M +$11.6M +225,710 +1,689%
ARG
6
Advisory Resource Group
Oklahoma
$10.8M +$2.61M +50,775 +32%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$10.3M +$10.3M +200,000 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.57M +$8.53M +165,955 New
VFPI
9
Vantage Financial Partners (Illinois)
Illinois
$6.59M +$2.44M +47,486 +59%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.15M +$6.13M +119,199 New
FM
11
Family Management
New York
$3.88M +$2.28M +44,433 +144%
Jane Street
12
Jane Street
New York
$3.57M +$2.75M +53,413 +339%
Corient Private Wealth
13
Corient Private Wealth
Florida
$3.08M +$251K +4,878 +9%
MTWM
14
Masso Torrence Wealth Management
New Jersey
$1.71M +$1.7M +33,033 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$1.56M +30,265 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.34M
AWM
17
Apollon Wealth Management
South Carolina
$667K +$664K +12,912 New
FTUS
18
Flow Traders U.S.
New York
$521K +$519K +10,087 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$377K +$376K +7,311 New
KAS
20
Kestra Advisory Services
Texas
$318K +$317K +6,167 New
CB
21
Community Bank
New York
$245K +$244K +4,752 New
CFGS
22
Concourse Financial Group Securities
Alabama
$51.5K +$51.3K +998 New
Osaic Holdings
23
Osaic Holdings
Arizona
$5.01K +$4.99K +97 New
UBS Group
24
UBS Group
Switzerland
$1.19K +$1.18K +23 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.08K +$1.08K +21 New

JSI Hedge Fund Activity: Q1 2024 in Review

25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Securitized Income ETF (JSI) for Q1 2024, worth a combined $179M — up 187% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JSI positions and 0 closed out — a net gain of 16 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $39.2M.

  • 25 institutional investors held Janus Henderson Securitized Income ETF (JSI) as of Q1 2024, up from 9 in Q4 2023.
  • Funds reported $179M of Janus Henderson Securitized Income ETF stock for Q1 2024, up 187% quarter-over-quarter.
  • 16 funds opened new Janus Henderson Securitized Income ETF positions in Q1 2024 and 0 closed out, a net change of +16 holders.
  • The largest Janus Henderson Securitized Income ETF buyer in Q1 2024 was Congress Wealth Management, an estimated $39.2M added.

Based on aggregated 13F filings for Q1 2024.