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Janus Henderson Short Duration Income ETF

44 hedge funds and large institutions have $146M invested in Janus Henderson Short Duration Income ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

92% more capital invested

Capital invested by funds: $76.3M → $146M (+$69.9M)

63% more funds holding

Funds holding: 2744 (+17)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13.23% more ownership

Funds ownership: 56.16%69.4% (+13%)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
21
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35.3M +$17M +338,400 +93%
FEG
2
Financial Enhancement Group
Indiana
$12.9M +$1.58M +31,355 +14%
LPL Financial
3
LPL Financial
California
$11.1M +$2.09M +41,492 +23%
Stifel Financial
4
Stifel Financial
Missouri
$9.52M +$9.55M +189,821 New
AW
5
ACG Wealth
Georgia
$8.93M +$8.95M +177,936 New
Morgan Stanley
6
Morgan Stanley
New York
$7.08M +$7.09M +141,046 New
TWM
7
Titus Wealth Management
California
$5.83M +$5.84M +116,202 New
AA
8
AlphaMark Advisors
Kentucky
$5.56M +$329K +6,538 +6%
BCI
9
Brinker Capital Investments
Pennsylvania
$5.27M +$2.26M +45,000 +75%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.65M +$419K +8,323 +10%
AP
11
Atwood & Palmer
Missouri
$4.46M +$1.36M +26,975 +44%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.2M +$2.69M +53,417 +176%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.89M +$878K +17,454 +29%
BRA
14
Biechele Royce Advisors
Indiana
$3.37M +$3.38M +67,238 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3M +$3.01M +59,904 New
SWA
16
SFMG Wealth Advisors
Texas
$2.81M +$384K +7,630 +16%
IWM
17
IHT Wealth Management
Illinois
$1.71M +$111K +2,208 +7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.57M -$1.66M -33,100 -51%
OC
19
Oppenheimer & Co
New York
$1.43M -$137K -2,716 -9%
CFA
20
Carroll Financial Associates
North Carolina
$1.38M +$435K +8,654 +46%
RJA
21
Raymond James & Associates
Florida
$1.19M +$527K +10,481 +80%
GWM
22
Greenwich Wealth Management
Connecticut
$1.18M +$65.8K +1,308 +6%
OIA
23
OneDigital Investment Advisors
Kansas
$1.11M +$1.11M +22,037 New
WA
24
WP Advisors
California
$984K -$664K -13,209 -40%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$942K +$737K +14,663 +356%

VNLA Hedge Fund Activity: Q4 2017 in Review

44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Short Duration Income ETF (VNLA) for Q4 2017, worth a combined $146M — up 92% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VNLA positions and 0 closed out — a net gain of 17 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.66M.

  • 44 institutional investors held Janus Henderson Short Duration Income ETF (VNLA) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $146M of Janus Henderson Short Duration Income ETF stock for Q4 2017, up 92% quarter-over-quarter.
  • 17 funds opened new Janus Henderson Short Duration Income ETF positions in Q4 2017 and 0 closed out, a net change of +17 holders.
  • The largest Janus Henderson Short Duration Income ETF buyer in Q4 2017 was Bank of America, an estimated $17M added.
  • The largest Janus Henderson Short Duration Income ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2017.