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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

196 hedge funds and large institutions have $3.82B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
2.85%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
41
Increased
88
Reduced
48
Closed
13
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$505M
2
HTC
2
Haverford Trust Company
Pennsylvania
$50.1M
3
TWM
3
TMD Wealth Management
Arizona
$19.2M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$104M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
GI
2
Gradient Investments
Minnesota
$63.4M
3
RBA
3
Richard Bernstein Advisors
New York
$467M
4
Bank of America
4
Bank of America
North Carolina
$728M
5
PPW
5
Parcion Private Wealth
Washington
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$21.9M +$566K +12,679 +3%
HI
27
Horizon Investments
North Carolina
$19.2M -$3.86M -87,226 -17%
TWM
28
TMD Wealth Management
Arizona
$19.2M +$19.2M +429,258 New
IWA
29
Inspirion Wealth Advisors
Illinois
$18.9M +$649K +14,531 +4%
FEG
30
Financial Enhancement Group
Indiana
$18.5M -$1.73M -37,882 -9%
TCM
31
Towneley Capital Management
California
$17.2M +$555K +12,429 +3%
PA
32
Parallel Advisors
California
$17.1M +$1.96M +43,917 +13%
PPW
33
Parcion Private Wealth
Washington
$15.9M -$12M -267,789 -43%
BCM
34
Brookstone Capital Management
Illinois
$15.7M +$15.7M +345,351 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$15M +$245K +5,498 +2%
ACM
36
Advance Capital Management
Michigan
$13.5M -$496K -11,101 -4%
KIM
37
Kestra Investment Management
Texas
$12.6M +$12.6M +282,121 New
LWL
38
Leo Wealth LLC
Texas
$12.1M -$1.99M -44,854 -14%
RA
39
Rise Advisors
New York
$12.1M +$1.23M +27,580 +11%
MFG
40
Merit Financial Group
Georgia
$11.8M +$300K +6,723 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$11.8M +$127K +2,855 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$11.3M -$380K -8,507 -3%
AT
43
Arden Trust
Delaware
$10.7M -$13.5K -303 -0.1%
SFS
44
Symphony Financial Services
Ohio
$10.3M +$10.3M +230,104 New
PCA
45
Pallas Capital Advisors
Massachusetts
$8.84M +$555K +12,271 +7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$8.82M +$921K +20,625 +12%
BEC
47
Blue Edge Capital
Virginia
$8.44M +$152K +3,406 +2%
AC
48
Asio Capital
Kentucky
$7.86M +$1.33M +29,838 +20%
TFA
49
Transamerica Financial Advisors
Florida
$7.39M – – –
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$7M +$629K +14,082 +10%
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