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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

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
Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
1.8%
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
1
Bank of America
North Carolina
$214M
2
RBA
2
Richard Bernstein Advisors
New York
$60.3M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$37.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$169M
5
GI
5
Gradient Investments
Minnesota
$79.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$20.8M
2
AI
2
Atria Investments
North Carolina
$0
3
SAS
3
Sage Advisory Services
Texas
$0
4
CAI
4
Capital Advisors Inc
Oklahoma
$54.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
51
Heritage Trust
Oklahoma
$1.66M – – –
MW
52
Marcum Wealth
Ohio
$1.63M +$652K +14,239 +67%
CCFM
53
Clear Creek Financial Management
Washington
$1.58M +$35.6K +777 +2%
CAN
54
Cetera Advisor Networks
California
$1.56M +$205K +4,487 +15%
Citadel Advisors
55
Citadel Advisors
Florida
$1.46M +$1.46M +31,874 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.45M +$445K +9,715 +44%
Stifel Financial
57
Stifel Financial
Missouri
$1.45M +$660K +14,428 +84%
TCA
58
Transcend Capital Advisors
New Jersey
$1.22M +$1.22M +26,659 New
SI
59
Saxon Interests
Texas
$1.18M -$378K -8,256 -24%
HIA
60
Harbor Investment Advisory
Maryland
$1.09M +$1.06M +23,135 +3,856%
IA
61
Inspire Advisors
Idaho
$1.05M +$1.05M +22,986 New
PAG
62
Private Advisor Group
New Jersey
$1.04M +$99.1K +2,175 +10%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$944K +$33.2K +725 +4%
CGFA
64
Colton Groome Financial Advisors
North Carolina
$906K -$473K -10,340 -34%
AWS
65
Atria Wealth Solutions
New York
$876K +$127K +2,776 +17%
CMS
66
Capital Market Strategies
Florida
$783K -$47.6K -1,040 -6%
IA
67
IFP Advisors
Florida
$744K +$103K +2,253 +16%
GWM
68
Greenwich Wealth Management
Connecticut
$731K -$555K -12,116 -43%
KAS
69
Kestra Advisory Services
Texas
$689K +$226K +4,947 +49%
TFA
70
Tranquilli Financial Advisor
New Jersey
$663K +$104K +2,273 +19%
FAM
71
Flaharty Asset Management
Florida
$631K +$3.43K +75 +0.5%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$583K -$592K -12,946 -50%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$576K +$576K +12,590 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$546K -$9.88K -216 -2%
WAS
75
WESPAC Advisors SoCal
California
$521K +$84.7K +1,850 +19%
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3
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