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Janus Henderson Mortgage-Backed Securities ETF
JMBS

70 hedge funds and large institutions have $541M invested in Janus Henderson Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

20% more capital invested

Capital invested by funds: $453M → $541M (+$88.7M)

13% more funds holding

Funds holding: 62 → 70 (+8)

5.93% more ownership

Funds ownership: 72.36% → 78.3% (+5.9%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
13
Increased
31
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
+$27.6M
2
HI
Horizon Investments
North Carolina
+$13.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.94M
4
Morgan Stanley
Morgan Stanley
New York
+$8.43M
5
Bank of America
Bank of America
North Carolina
+$7.71M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$8.85M
2
LPL Financial
LPL Financial
California
-$4.72M
3
CCFM
Clear Creek Financial Management
Washington
-$2.02M
4
WWM
Western Wealth Management
Colorado
-$1.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
Macroview Investment Management
Maryland
$3.11M +$1.21M +22,747 +63%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.06M +$968K +18,135 +46%
FFN
28
Focus Financial Network
Minnesota
$2.88M +$2.9M +54,249 New
Jane Street
29
Jane Street
New York
$2.7M +$2.72M +50,920 New
MCC
30
Money Concepts Capital
Florida
$2.5M -$27.3K -511 -1%
HT
31
Heritage Trust
Oklahoma
$2.2M +$20.5K +384 +0.9%
GIA
32
Gladstone Institutional Advisory
Florida
$2.19M +$91.6K +1,716 +4%
PI
33
PFS Investments
Georgia
$2.13M +$355K +6,643 +20%
MIAN
34
Mariner Independent Advisor Network
Kansas
$1.96M +$1.97M +36,975 New
IWA
35
Inspirion Wealth Advisors
Illinois
$1.5M +$1.51M +28,231 New
ATC
36
Argent Trust Co
Tennessee
$1.3M +$96.1K +1,800 +8%
CAL
37
Capital Analysts LLC
Pennsylvania
$1.23M +$1.24M +23,246 New
PA
38
PFG Advisors
Arizona
$942K +$122K +2,276 +15%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$837K -$85.4K -1,600 -9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$781K -$747K -13,993 -49%
LWM
41
Laidlaw Wealth Management
New York
$771K +$386K +7,235 +99%
IWP
42
Icon Wealth Partners
Texas
$603K – – –
SFS
43
Sowell Financial Services
Arkansas
$583K -$5.13K -96 -0.9%
Citadel Advisors
44
Citadel Advisors
Florida
$572K +$19.1K +357 +3%
Creative Planning
45
Creative Planning
Kansas
$572K +$88.1K +1,650 +18%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$568K -$184K -3,441 -24%
SIG
47
Sargent Investment Group
Maryland
$526K +$81.2K +1,520 +18%
HH
48
Hilltop Holdings
Texas
$470K +$473K +8,852 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$412K -$15.4K -289 -4%
FAM
50
Flaharty Asset Management
Florida
$402K -$1.55K -29 -0.4%
1
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JMBS Hedge Fund Activity: Q1 2021 in Review

70 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2021, worth a combined $541M — up 20% from $453M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JMBS positions and 5 closed out — a net gain of 8 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Pinnacle Advisory Group, adding an estimated $27.6M. The largest seller was Financial Enhancement Group, cutting an estimated $8.85M.

  • 70 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2021, up from 62 in Q4 2020.
  • Funds reported $541M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 13 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2021 and 5 closed out, a net change of +8 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2021 was Pinnacle Advisory Group, an estimated $27.6M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2021 was Financial Enhancement Group, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2021.