Janus Henderson Mortgage-Backed Securities ETF
JMBS
33 hedge funds and large institutions have $166M invested in Janus Henderson Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
50% more funds holding
Funds holding: 22 → 33 (+11)
38% more capital invested
Capital invested by funds: $121M → $166M (+$45.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.14% less ownership
Funds ownership: 84.2% → 84.06% (-0.14%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$16M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$12.3M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$9.62M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.51M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.54M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $389K | +$63.6K | +1,216 | +19% |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| $286K | +$68.8K | +1,315 | +31% |
|
|
ATC
28
Argent Trust Co
Nashville,
Tennessee
| $260K | +$261K | +5,000 | New |
|
29
Envestnet Asset Management
Chicago,
Illinois
| $241K | +$242K | +4,624 | New |
|
|
SC
30
SouthState Corp
Winter Haven,
Florida
| $212K | +$213K | +4,065 | New |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $10K | +$10.3K | +197 | New |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $2K | +$2.09K | +40 | New |
|
34
Jane Street
New York
| – | -$592K | -11,292 | Closed |
|
|
CWP
35
Capital Wealth Planning
Naples,
Florida
| – | -$384K | -7,332 | Closed |
|
JMBS Hedge Fund Activity: Q4 2019 in Review
33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2019, worth a combined $166M — up 38% from $121M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JMBS positions and 2 closed out — a net gain of 12 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16M. The largest seller was Bank of America, cutting an estimated $1.61M.
- 33 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2019, up from 22 in Q3 2019.
- Funds reported $166M of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2019, up 38% quarter-over-quarter.
- 14 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2019 and 2 closed out, a net change of +12 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2019 was Morgan Stanley, an estimated $16M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2019 was Bank of America, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2019.