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Janus Henderson Mortgage-Backed Securities ETF
JMBS

114 hedge funds and large institutions have $1.23B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 16

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

35% more capital invested

Capital invested by funds: $911M → $1.23B (+$318M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

12% more funds holding

Funds holding: 102 → 114 (+12)

4.19% more ownership

Funds ownership: 80.2% → 84.39% (+4.2%)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
1.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
24
Increased
63
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$130M
2
RBA
Richard Bernstein Advisors
New York
+$60.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$38.2M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
GI
Gradient Investments
Minnesota
+$17.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$5.24M
2
AI
Atria Investments
North Carolina
-$1.08M
3
SAS
Sage Advisory Services
Texas
-$1.01M
4
CAI
Capital Advisors Inc
Oklahoma
-$717K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
26
Inspirion Wealth Advisors
Illinois
$6.5M +$1.01M +21,912 +18%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.66M +$1.05M +22,793 +23%
SKK
28
Shepherd Kaplan Krochuk
Massachusetts
$5.25M +$142K +3,080 +3%
BCI
29
Brinker Capital Investments
Pennsylvania
$4.86M +$2.22M +48,015 +83%
OPS
30
Orion Portfolio Solutions
Nebraska
$4.86M +$2.22M +48,015 +83%
RIA
31
Regal Investment Advisors
Michigan
$4.7M +$316K +6,842 +7%
TCWA
32
Ten Capital Wealth Advisors
Washington
$3.37M +$104K +2,261 +3%
B
33
Bensler
Washington
$3.24M +$342K +7,412 +12%
APW
34
Acima Private Wealth
Virginia
$3.22M +$26.1K +565 +0.8%
RSS
35
Rosenblum Silverman Sutton
California
$3.18M +$3.21M +69,470 New
KW
36
KWB Wealth
California
$3.15M +$1.26M +27,344 +66%
ARG
37
Advisory Resource Group
Oklahoma
$2.95M +$41.4K +897 +1%
CFD
38
Creative Financial Designs
Indiana
$2.91M -$686K -14,864 -19%
MMM
39
Mendel Money Management
Illinois
$2.85M +$552K +11,956 +24%
AWM
40
Apollon Wealth Management
South Carolina
$2.73M +$303K +6,560 +12%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.72M +$804K +17,405 +41%
Jane Street
42
Jane Street
New York
$2.64M +$2.66M +57,698 New
MIM
43
Macroview Investment Management
Maryland
$2.63M +$9.37K +203 +0.4%
PVI
44
Pine Valley Investments
New Jersey
$2.6M +$162K +3,508 +7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.51M +$395K +8,564 +18%
SIA
46
SeaBridge Investment Advisors
New Jersey
$2.44M +$2.47M +53,414 New
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$2.3M – – –
GLA
48
Good Life Advisors
Pennsylvania
$2.26M -$230K -4,972 -9%
SWM
49
Seed Wealth Management
Illinois
$1.86M +$205K +4,430 +12%
TFA
50
Transamerica Financial Advisors
Florida
$1.68M -$13K -281 -0.8%
1
2
3 4 5

JMBS Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2023, worth a combined $1.23B — up 35% from $911M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMBS positions and 10 closed out — a net gain of 14 holders — while 63 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was Horizon Investments, cutting an estimated $5.24M.

  • 114 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $1.23B of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2023, up 35% quarter-over-quarter.
  • 24 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2023 and 10 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2023 was Bank of America, an estimated $130M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2023 was Horizon Investments, an estimated $5.24M sold.

Based on aggregated 13F filings for Q2 2023.