Janus Henderson Mortgage-Backed Securities ETF
JMBS
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.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
59% more capital invested
Capital invested by funds: $166M → $265M (+$98.5M)
27% more funds holding
Funds holding: 33 → 42 (+9)
6.17% less ownership
Funds ownership: 84.06% → 77.89% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 3 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$15.5M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$13.7M |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$854K |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$702K |
| 3 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$416K |
| 4 |
Rockefeller Capital Management
New York
|
-$395K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$236K |
JMBS Hedge Fund Activity: Q1 2020 in Review
42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2020, worth a combined $265M — up 59% from $166M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JMBS positions and 1 closed out — a net gain of 12 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.7M. The largest seller was Truist Financial, cutting an estimated $854K.
- 42 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2020, up from 33 in Q4 2019.
- Funds reported $265M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2020, up 59% quarter-over-quarter.
- 13 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2020 and 1 closed out, a net change of +12 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2020 was Morgan Stanley, an estimated $21.7M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2020 was Truist Financial, an estimated $854K sold.
Based on aggregated 13F filings for Q1 2020.