We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF
JMBS

125 hedge funds and large institutions have $1.64B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $1.23B → $1.64B (+$408M)

10% more funds holding

Funds holding: 114 → 125 (+11)

3.4% more ownership

Funds ownership: 84.39% → 87.79% (+3.4%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
66
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$144M
2
RBA
Richard Bernstein Advisors
New York
+$101M
3
RJA
Raymond James & Associates
Florida
+$90.5M
4
MAM
Madison Asset Management
Wisconsin
+$41.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
AT
Arden Trust
Delaware
-$7.23M
2
AP
Atwood & Palmer
Missouri
-$6.78M
3
HI
Horizon Investments
North Carolina
-$3.73M
4
B
Bensler
Washington
-$3.24M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.18M – – –
Comerica Bank
52
Comerica Bank
Texas
$2.09M +$2.15M +48,140 New
GLA
53
Good Life Advisors
Pennsylvania
$2.08M -$61.9K -1,384 -3%
GWM
54
Greenwich Wealth Management
Connecticut
$2.08M +$1.43M +31,979 +200%
CAN
55
Cetera Advisor Networks
California
$1.94M +$480K +10,725 +32%
SWM
56
Seed Wealth Management
Illinois
$1.93M +$171K +3,825 +9%
AWM
57
Apollon Wealth Management
South Carolina
$1.91M -$704K -15,722 -26%
TFA
58
Transamerica Financial Advisors
Florida
$1.79M +$196K +4,389 +12%
CCFM
59
Clear Creek Financial Management
Washington
$1.77M +$279K +6,233 +18%
MW
60
Marcum Wealth
Ohio
$1.68M +$141K +3,141 +9%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.62M +$1.67M +37,300 New
HT
62
Heritage Trust
Oklahoma
$1.58M -$3.31K -74 -0.2%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.46M +$586K +13,089 +63%
OMC
64
Old Mission Capital
Illinois
$1.43M +$1.48M +33,003 New
PAG
65
Private Advisor Group
New Jersey
$1.42M +$433K +9,681 +42%
IA
66
Inspire Advisors
Idaho
$1.38M +$396K +8,856 +39%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.2M +$1.24M +27,681 New
AI
68
Atria Investments
North Carolina
$1.04M +$1.08M +24,074 New
AWS
69
Atria Wealth Solutions
New York
$807K -$25K -559 -3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$789K +$526K +11,756 +183%
FAM
71
Flaharty Asset Management
Florida
$742K +$148K +3,300 +24%
WAS
72
WESPAC Advisors SoCal
California
$720K +$233K +5,199 +46%
CSPAM
73
Cary Street Partners Asset Management
Virginia
$699K +$336K +7,509 +87%
AP
74
Atwood & Palmer
Missouri
$679K -$6.78M -151,405 -91%
PCM
75
Presidio Capital Management
California
$676K +$697K +15,569 New
1 2
3
4 5

JMBS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2023, worth a combined $1.64B — up 33% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMBS positions and 9 closed out — a net gain of 14 holders — while 66 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $144M. The largest seller was Arden Trust, cutting an estimated $7.23M.

  • 125 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2023, up from 114 in Q2 2023.
  • Funds reported $1.64B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2023, up 33% quarter-over-quarter.
  • 23 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2023 and 9 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2023 was Bank of America, an estimated $144M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2023 was Arden Trust, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2023.