Janus Henderson Mortgage-Backed Securities ETF
JMBS
70 hedge funds and large institutions have $541M invested in Janus Henderson Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
20% more capital invested
Capital invested by funds: $453M → $541M (+$88.7M)
13% more funds holding
Funds holding: 62 → 70 (+8)
5.93% more ownership
Funds ownership: 72.36% → 78.3% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$27.6M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$13.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.94M |
| 4 |
Morgan Stanley
New York
|
+$8.43M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$8.85M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.72M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$2.02M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$747K |
JMBS Hedge Fund Activity: Q1 2021 in Review
70 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2021, worth a combined $541M — up 20% from $453M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JMBS positions and 5 closed out — a net gain of 8 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Pinnacle Advisory Group, adding an estimated $27.6M. The largest seller was Financial Enhancement Group, cutting an estimated $8.85M.
- 70 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2021, up from 62 in Q4 2020.
- Funds reported $541M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 13 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2021 and 5 closed out, a net change of +8 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2021 was Pinnacle Advisory Group, an estimated $27.6M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2021 was Financial Enhancement Group, an estimated $8.85M sold.
Based on aggregated 13F filings for Q1 2021.