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Janus Henderson Mortgage-Backed Securities ETF
JMBS

48 hedge funds and large institutions have $379M invested in Janus Henderson Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $265M → $379M (+$115M)

14% more funds holding

Funds holding: 42 → 48 (+6)

6.78% more ownership

Funds ownership: 77.89% → 84.67% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
24
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$20.7M
2
PAG
Pinnacle Advisory Group
Maryland
+$19.3M
3
SFI
SPC Financial Inc
Maryland
+$17.7M
4
Truist Financial
Truist Financial
North Carolina
+$14.4M
5
Morgan Stanley
Morgan Stanley
New York
+$14.3M

Top Sellers

1
FAM
Flaharty Asset Management
Florida
-$7.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$884K
4
AIA
Avalon Investment & Advisory
Texas
-$513K
5
RJA
Raymond James & Associates
Florida
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
– -$111K -2,088 Closed
AIC
52
Ameritas Investment Company
Nebraska
– -$14K -274 Closed
1 2
3

JMBS Hedge Fund Activity: Q2 2020 in Review

48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2020, worth a combined $379M — up 43% from $265M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMBS positions and 4 closed out — a net gain of 6 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Horizon Investments, adding an estimated $20.7M. The largest seller was Flaharty Asset Management, cutting an estimated $7.59M.

  • 48 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $379M of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 10 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2020 and 4 closed out, a net change of +6 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2020 was Horizon Investments, an estimated $20.7M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2020 was Flaharty Asset Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q2 2020.