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Janus Henderson Mortgage-Backed Securities ETF
JMBS

163 hedge funds and large institutions have $3.71B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

277% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 22

127% more capital invested

Capital invested by funds: $1.64B → $3.71B (+$2.07B)

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

30% more funds holding

Funds holding: 125 → 163 (+38)

15.48% more ownership

Funds ownership: 87.79% → 103.27% (+15%)

Holders
163
Holders Change
+38
Holders Change %
+30.4%
% of All Funds
2.38%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
51
Increased
83
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$440M
2
Bank of America
Bank of America
North Carolina
+$404M
3
RBA
Richard Bernstein Advisors
New York
+$342M
4
Charles Schwab
Charles Schwab
California
+$333M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$9.68M
2
Jane Street
Jane Street
New York
-$5.88M
3
RIA
Regal Investment Advisors
Michigan
-$4.63M
4
APW
Acima Private Wealth
Virginia
-$3.91M
5
ARG
Advisory Resource Group
Oklahoma
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Seed Wealth Management
Illinois
$3.58M +$1.48M +33,799 +76%
SKK
52
Shepherd Kaplan Krochuk
Massachusetts
$3.48M -$364K -8,301 -10%
GWM
53
Greenwich Wealth Management
Connecticut
$3.46M +$1.2M +27,312 +57%
AI
54
Atria Investments
North Carolina
$3.23M +$2.02M +46,149 +192%
CFD
55
Creative Financial Designs
Indiana
$3.11M +$61.4K +1,402 +2%
HIA
56
Harbor Investment Advisory
Maryland
$2.9M +$131K +3,001 +5%
MMM
57
Mendel Money Management
Illinois
$2.87M +$13.7K +313 +0.5%
Bessemer Group
58
Bessemer Group
New Jersey
$2.67M +$2.54M +58,103 New
SIA
59
SeaBridge Investment Advisors
New Jersey
$2.63M +$77.2K +1,763 +3%
KW
60
KWB Wealth
California
$2.63M -$411K -9,393 -14%
EWM
61
EPG Wealth Management
Georgia
$2.49M +$2.45M +55,931 New
BCI
62
Brinker Capital Investments
Pennsylvania
$2.41M -$4.16K -95 -0.2%
OPS
63
Orion Portfolio Solutions
Nebraska
$2.41M -$4.16K -95 -0.2%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$2.31M – – –
BAM
65
Belpointe Asset Management
Nevada
$2.23M +$1.79M +40,842 +537%
GLA
66
Good Life Advisors
Pennsylvania
$2.17M -$31.5K -719 -1%
CCFM
67
Clear Creek Financial Management
Washington
$2.06M +$172K +3,923 +10%
TFA
68
Transamerica Financial Advisors
Florida
$2.01M +$117K +2,662 +6%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.99M +$1.9M +43,390 New
EFG
70
Ehrlich Financial Group
California
$1.98M +$1.89M +43,153 New
MW
71
Marcum Wealth
Ohio
$1.91M +$127K +2,910 +8%
IA
72
Inspire Advisors
Idaho
$1.71M +$235K +5,367 +17%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.6M +$1.52M +34,596 +27,677%
AWM
74
Apollon Wealth Management
South Carolina
$1.56M -$439K -10,015 -23%
PP
75
Patron Partners
Texas
$1.55M +$966K +22,047 +189%
1 2
3
4 5

JMBS Hedge Fund Activity: Q4 2023 in Review

163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2023, worth a combined $3.71B — up 127% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JMBS positions and 13 closed out — a net gain of 38 holders — while 83 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $440M. The largest seller was Financial Enhancement Group, cutting an estimated $9.68M.

  • 163 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $3.71B of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2023, up 127% quarter-over-quarter.
  • 51 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2023 and 13 closed out, a net change of +38 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $440M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2023.