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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

42 hedge funds and large institutions have $265M invested in Janus Henderson Mortgage-Backed Securities ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
13
Increased
20
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.7M
2
Bank of America
2
Bank of America
North Carolina
$44.5M
3
AIA
3
Avalon Investment & Advisory
Texas
$15.4M
4
PAG
4
Pinnacle Advisory Group
Maryland
$47.9M
5
FAM
5
Flaharty Asset Management
Florida
$7.72M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$687K
2
HI
2
Horizon Investments
North Carolina
$6.49M
3
MW
3
Marcum Wealth
Ohio
$234K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$581K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$616K – – –
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$581K -$393K -7,540 -40%
ATC
28
Argent Trust Co
Tennessee
$510K +$250K +4,794 +96%
SIG
29
Sargent Investment Group
Maryland
$429K +$36.4K +700 +9%
CWP
30
Capital Wealth Planning
Florida
$395K +$395K +7,598 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$361K +$75.3K +1,450 +26%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$280K +$39.5K +760 +16%
PI
33
PFS Investments
Georgia
$270K +$270K +5,183 New
MW
34
Marcum Wealth
Ohio
$234K -$413K -7,950 -64%
AWM
35
Apollon Wealth Management
South Carolina
$217K +$217K +4,166 New
LPT
36
Legacy Private Trust
Wisconsin
$209K +$209K +4,023 New
NFG
37
Next Financial Group
Texas
$169K +$169K +3,244 New
IA
38
IFP Advisors
Florida
$107K +$107K +2,088 New
SPIA
39
Steward Partners Investment Advisory
New York
$31K +$31K +613 New
AIC
40
Ameritas Investment Company
Nebraska
$14K +$14K +274 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
GWM
42
Geneos Wealth Management
Colorado
$2K – – –
SC
43
SouthState Corp
Florida
– -$212K -4,065 Closed
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