We are live on ! Find out more
JSI icon

Janus Henderson Securitized Income ETF

69 hedge funds and large institutions have $449M invested in Janus Henderson Securitized Income ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

53% more funds holding

Funds holding: 4569 (+24)

45% more capital invested

Capital invested by funds: $310M → $449M (+$139M)

7.26% more ownership

Funds ownership: 85.38%92.65% (+7.3%)

Holders
69
Holders Change
+24
Holders Change %
+53.33%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
29
Increased
31
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$83.7M +$24.6M +472,628 +41%
CWM
2
Congress Wealth Management
Massachusetts
$52.8M +$4M +76,773 +8%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$32.9M +$10.5M +201,100 +46%
FEG
4
Financial Enhancement Group
Indiana
$25.2M +$25.4M +488,386 New
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$23.6M
NA
6
Nottingham Advisors
New York
$22M -$422K -8,110 -2%
AP
7
Atwood & Palmer
Missouri
$18.6M +$2.53M +48,499 +16%
FAM
8
Flaharty Asset Management
Florida
$16.8M +$16.9M +323,678 New
Goldman Sachs
9
Goldman Sachs
New York
$15.5M +$14.6M +279,339 +1,400%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$15.1M +$1.66M +31,899 +12%
ARG
11
Advisory Resource Group
Oklahoma
$12.2M +$594K +11,397 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10M +$267K +5,126 +3%
LJAC
13
L.J. Altfest & Co
New York
$10M +$10.1M +193,755 New
UBS Group
14
UBS Group
Switzerland
$9.7M +$8.97M +172,262 +1,158%
EP
15
EPIQ Partners
Minnesota
$8.53M +$8.57M +164,580 New
AWM
16
AE Wealth Management
Kansas
$6.83M +$6.87M +131,823 New
Corient Private Wealth
17
Corient Private Wealth
Florida
$6.55M +$2.26M +43,467 +52%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.85M +$57.8K +1,110 +1%
LPL Financial
19
LPL Financial
California
$5.75M +$5.78M +110,997 New
AWM
20
Apollon Wealth Management
South Carolina
$5.08M +$522K +10,015 +11%
PVI
21
Pine Valley Investments
New Jersey
$5.02M +$366K +7,028 +8%
BFA
22
Brown Financial Advisors
Ohio
$4.96M +$1.55M +29,719 +45%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.87M +$578K +11,097 +17%
PW
24
Paladin Wealth
Minnesota
$3.18M +$964K +18,499 +43%
BIP
25
Blue Investment Partners
California
$3.06M +$3.08M +59,089 New

JSI Hedge Fund Activity: Q4 2024 in Review

69 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Securitized Income ETF (JSI) for Q4 2024, worth a combined $449M — up 45% from $310M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JSI positions and 5 closed out — a net gain of 24 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $25.4M. The largest seller was Annex Advisory Services, cutting an estimated $12.1M.

  • 69 institutional investors held Janus Henderson Securitized Income ETF (JSI) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $449M of Janus Henderson Securitized Income ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 29 funds opened new Janus Henderson Securitized Income ETF positions in Q4 2024 and 5 closed out, a net change of +24 holders.
  • The largest Janus Henderson Securitized Income ETF buyer in Q4 2024 was Financial Enhancement Group, an estimated $25.4M added.
  • The largest Janus Henderson Securitized Income ETF seller in Q4 2024 was Annex Advisory Services, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.