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Janus Henderson Mortgage-Backed Securities ETF
JMBS

95 hedge funds and large institutions have $633M invested in Janus Henderson Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $594M → $633M (+$38.3M)

3% more funds holding

Funds holding: 92 → 95 (+3)

0.62% less ownership

Funds ownership: 76.44% → 75.83% (-0.62%)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
16
Increased
36
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$32M
2
Bank of America
Bank of America
North Carolina
+$27.6M
3
Morgan Stanley
Morgan Stanley
New York
+$16M
4
Jane Street
Jane Street
New York
+$6.42M
5
MFG
Merit Financial Group
Georgia
+$3.21M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$26.8M
2
CWM
Congress Wealth Management
Massachusetts
-$26.8M
3
MAM
Madison Asset Management
Wisconsin
-$3.99M
4
CAI
Capital Advisors Inc
Oklahoma
-$2.42M
5
RSS
Rosenblum Silverman Sutton
California
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Bensler
Washington
$2.62M +$186K +4,115 +8%
GLA
27
Good Life Advisors
Pennsylvania
$2.59M +$2.44K +54 +0.1%
MIM
28
Macroview Investment Management
Maryland
$2.58M +$23.3K +515 +0.9%
MMM
29
Mendel Money Management
Illinois
$2.2M +$73K +1,615 +3%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.1M -$79.5K -1,759 -4%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2M -$726K -16,057 -27%
TCWA
32
Ten Capital Wealth Advisors
Washington
$1.98M -$59.8K -1,323 -3%
KW
33
KWB Wealth
California
$1.89M +$1.62M +35,749 +620%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$1.84M – – –
HT
35
Heritage Trust
Oklahoma
$1.68M -$30.3K -671 -2%
SWM
36
Seed Wealth Management
Illinois
$1.61M +$1.6M +35,445 New
CCFM
37
Clear Creek Financial Management
Washington
$1.54M -$76.5K -1,692 -5%
AWM
38
Apollon Wealth Management
South Carolina
$1.46M +$852K +18,857 +143%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.33M +$1.32M +29,175 New
SI
40
Saxon Interests
Texas
$1.25M +$1.21M +26,874 New
TFA
41
Transamerica Financial Advisors
Florida
$1.18M -$40K -886 -3%
RIA
42
Regal Investment Advisors
Michigan
$1.17M -$31.3K -693 -3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.09M +$573K +12,675 +112%
CGFA
44
Colton Groome Financial Advisors
North Carolina
$1.08M +$55K +1,218 +5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.04M +$119K +2,623 +13%
CAN
46
Cetera Advisor Networks
California
$988K +$504K +11,153 +105%
SAS
47
Sage Advisory Services
Texas
$984K +$904 +20 +0.1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$922K -$84.4K -1,867 -8%
CMS
49
Capital Market Strategies
Florida
$851K -$340K -7,525 -29%
PAG
50
Private Advisor Group
New Jersey
$841K +$13K +288 +1%
1
2
3 4 5

JMBS Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2022, worth a combined $633M — up 6.5% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JMBS positions and 11 closed out — a net gain of 5 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $32M. The largest seller was Financial Enhancement Group, cutting an estimated $26.8M.

  • 95 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2022, up from 92 in Q3 2022.
  • Funds reported $633M of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 16 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2022 and 11 closed out, a net change of +5 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2022 was SPC Financial Inc, an estimated $32M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2022 was Financial Enhancement Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2022.