Janus Henderson Net Zero Transition Resources ETF
JZRO
JZRO was delisted on the 19th of October, 2023.
6 hedge funds and large institutions have $76.9M invested in Janus Henderson Net Zero Transition Resources ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
84% more capital invested
Capital invested by funds: $41.8M → $76.9M (+$35.1M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$40.2M |
| 2 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$411K |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$250K |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$14.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.7K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.76K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Janus Henderson Group
London,
United Kingdom
| $73.1M | +$40.2M | +1,810,412 | +101% |
|
|
LWP
2
Laurel Wealth Planning
Edina,
Minnesota
| $3.33M | +$411K | +18,496 | +13% |
|
|
NA
3
Nottingham Advisors
Amherst,
New York
| $249K | +$14.8K | +668 | +6% |
|
|
WCFA
4
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $228K | +$250K | +11,246 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $14K | -$19.7K | -888 | -56% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | -$3.76K | -169 | -37% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$13K | -600 | Closed |
|
|
SWM
8
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -150 | Closed |
|
JZRO Hedge Fund Activity: Q3 2022 in Review
6 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Net Zero Transition Resources ETF (JZRO) for Q3 2022, worth a combined $76.9M — up 84% from $41.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JZRO and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Janus Henderson Group, adding an estimated $40.2M. The largest seller was UBS Group, cutting an estimated $19.7K.
- 6 institutional investors held Janus Henderson Net Zero Transition Resources ETF (JZRO) as of Q3 2022, down from 7 in Q2 2022.
- Funds reported $76.9M of Janus Henderson Net Zero Transition Resources ETF stock for Q3 2022, up 84% quarter-over-quarter.
- 1 fund opened new Janus Henderson Net Zero Transition Resources ETF positions in Q3 2022 and 2 closed out, a net change of -1 holder.
- The largest Janus Henderson Net Zero Transition Resources ETF buyer in Q3 2022 was Janus Henderson Group, an estimated $40.2M added.
- The largest Janus Henderson Net Zero Transition Resources ETF seller in Q3 2022 was UBS Group, an estimated $19.7K sold.
Based on aggregated 13F filings for Q3 2022.