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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

200 hedge funds and large institutions have $4.26B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
28
Increased
94
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$78.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$591M
3
Wells Fargo
3
Wells Fargo
California
$70.8M
4
UBS Group
4
UBS Group
Switzerland
$81.5M
5
AFG
5
Albion Financial Group
Utah
$22.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$468M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
FEG
3
Financial Enhancement Group
Indiana
$11.4M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$15.1M
5
MAM
5
Madison Asset Management
Wisconsin
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Arvest Investments
Arkansas
$29.8M -$64.1K -1,375 -0.2%
PA
27
Parallel Advisors
California
$25.7M +$7.83M +167,844 +44%
AFG
28
Albion Financial Group
Utah
$22.2M +$22.2M +475,212 +36,981%
LPT
29
Legacy Private Trust
Wisconsin
$22.2M -$630K -13,514 -3%
HI
30
Horizon Investments
North Carolina
$20.3M +$248K +5,354 +1%
TCM
31
Towneley Capital Management
California
$18.3M +$321K +6,888 +2%
ACM
32
Advance Capital Management
Michigan
$17.7M +$3.66M +78,450 +26%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$15.9M +$185K +3,964 +1%
BCM
34
Brookstone Capital Management
Illinois
$15.8M -$317K -6,802 -2%
LWL
35
Leo Wealth LLC
Texas
$15.4M +$2.64M +56,626 +21%
IWA
36
Inspirion Wealth Advisors
Illinois
$15.1M -$4.65M -99,669 -24%
GIM
37
Goelzer Investment Management
Indiana
$14.1M +$14.1M +302,852 New
RA
38
Rise Advisors
New York
$14.1M +$1.41M +30,247 +11%
KIM
39
Kestra Investment Management
Texas
$13.4M +$277K +5,938 +2%
SFS
40
Symphony Financial Services
Ohio
$13.1M +$2.36M +50,599 +22%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$12.7M +$380K +8,150 +3%
MFG
42
Merit Financial Group
Georgia
$12.2M -$166K -3,548 -1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$11.8M +$54.8K +1,174 +0.5%
TW
44
Transform Wealth
Colorado
$11.5M +$11.5M +247,241 New
FEG
45
Financial Enhancement Group
Indiana
$11.4M -$7.35M -158,878 -39%
SL
46
Sentinus LLC
Illinois
$11.4M +$1.42M +7,944 +14%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$9.44M +$232K +4,983 +3%
BEC
48
Blue Edge Capital
Virginia
$8.88M +$65.9K +1,412 +0.7%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$8.67M +$2.93M +62,853 +51%
AC
50
Asio Capital
Kentucky
$8.51M +$295K +6,318 +4%
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