We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF
JMBS

102 hedge funds and large institutions have $911M invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

44% more capital invested

Capital invested by funds: $633M → $911M (+$279M)

7% more funds holding

Funds holding: 95 → 102 (+7)

4.37% more ownership

Funds ownership: 75.83% → 80.2% (+4.4%)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
20
Increased
52
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$63.1M
2
Morgan Stanley
Morgan Stanley
New York
+$57.9M
3
CWM
Congress Wealth Management
Massachusetts
+$50.8M
4
UBS Group
UBS Group
Switzerland
+$22.9M
5
Bank of America
Bank of America
North Carolina
+$14.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.29M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2M
3
CAI
Capital Advisors Inc
Oklahoma
-$1.11M
4
MA
Mutual Advisors
Nebraska
-$586K
5
OMC
Old Mission Capital
Illinois
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.16M -$40.2K -867 -1%
CFD
27
Creative Financial Designs
Indiana
$3.67M +$43.4K +937 +1%
TCWA
28
Ten Capital Wealth Advisors
Washington
$3.33M +$1.29M +27,830 +64%
APW
29
Acima Private Wealth
Virginia
$3.26M +$3.23M +69,719 New
ARG
30
Advisory Resource Group
Oklahoma
$2.97M +$15.4K +333 +0.5%
B
31
Bensler
Washington
$2.96M +$265K +5,729 +10%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.72M +$551K +11,893 +26%
OPS
33
Orion Portfolio Solutions
Nebraska
$2.72M +$2.32M +50,156 +626%
MIM
34
Macroview Investment Management
Maryland
$2.67M +$19.9K +429 +0.8%
GLA
35
Good Life Advisors
Pennsylvania
$2.54M -$122K -2,640 -5%
AWM
36
Apollon Wealth Management
South Carolina
$2.48M +$976K +21,067 +66%
PVI
37
Pine Valley Investments
New Jersey
$2.47M +$2.47M +53,315 New
MMM
38
Mendel Money Management
Illinois
$2.35M +$94.4K +2,038 +4%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$2.35M +$454K +9,800 +24%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.17M +$797K +17,214 +59%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.97M +$1.95M +42,135 New
KW
42
KWB Wealth
California
$1.89M +$1.71K +37 +0.1%
TFA
43
Transamerica Financial Advisors
Florida
$1.73M +$510K +11,010 +42%
HT
44
Heritage Trust
Oklahoma
$1.7M -$26.7K -576 -2%
SWM
45
Seed Wealth Management
Illinois
$1.7M +$39.8K +860 +2%
SI
46
Saxon Interests
Texas
$1.59M +$336K +7,254 +27%
CCFM
47
Clear Creek Financial Management
Washington
$1.58M -$3.66K -79 -0.2%
CGFA
48
Colton Groome Financial Advisors
North Carolina
$1.41M +$292K +6,303 +26%
CAN
49
Cetera Advisor Networks
California
$1.38M +$362K +7,809 +36%
GWM
50
Greenwich Wealth Management
Connecticut
$1.31M +$1.3M +28,088 New
1
2
3 4 5

JMBS Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2023, worth a combined $911M — up 44% from $633M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMBS positions and 12 closed out — a net gain of 8 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $63.1M. The largest seller was Jane Street, exiting entirely with an estimated $8.29M sold.

  • 102 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2023, up from 95 in Q4 2022.
  • Funds reported $911M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2023, up 44% quarter-over-quarter.
  • 20 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2023 and 12 closed out, a net change of +8 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2023 was Gradient Investments, an estimated $63.1M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2023 was Jane Street, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2023.