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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

200 hedge funds and large institutions have $4.26B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
28
Increased
94
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$78.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$591M
3
Wells Fargo
3
Wells Fargo
California
$70.8M
4
UBS Group
4
UBS Group
Switzerland
$81.5M
5
AFG
5
Albion Financial Group
Utah
$22.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$468M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
FEG
3
Financial Enhancement Group
Indiana
$11.4M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$15.1M
5
MAM
5
Madison Asset Management
Wisconsin
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
51
Allen Capital Group
Nebraska
$7.9M +$841K +18,029 +12%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$7.86M +$546K +11,701 +7%
MML Investors Services
53
MML Investors Services
Massachusetts
$7.09M +$809K +17,351 +13%
PVI
54
Pine Valley Investments
New Jersey
$6.94M +$721K +15,461 +12%
TCA
55
Transcend Capital Advisors
New Jersey
$6.93M -$223K -4,786 -3%
TFA
56
Transamerica Financial Advisors
Florida
$6.82M -$897K -19,233 -12%
PAG
57
Private Advisor Group
New Jersey
$6.72M +$319K +6,846 +5%
LCC
58
Lincoln Capital Corp
Rhode Island
$6.12M +$287K +6,145 +5%
TC
59
TownSquare Capital
Utah
$6.01M +$77.3K +1,657 +1%
Osaic Holdings
60
Osaic Holdings
Arizona
$5.89M +$1.6M +34,269 +37%
AWM
61
Apollon Wealth Management
South Carolina
$5.56M +$949K +20,338 +21%
SA
62
Sanctuary Advisors
Indiana
$5.43M -$288K -6,433 -5%
PIWA
63
Prevail Innovative Wealth Advisors
Kansas
$5.33M +$1.68M +35,998 +46%
SWM
64
Seed Wealth Management
Illinois
$5.21M +$570K +12,218 +12%
SAM
65
Secure Asset Management
Michigan
$5.04M +$5.04M +108,066 New
Truist Financial
66
Truist Financial
North Carolina
$4.95M +$26.9K +577 +0.5%
Stifel Financial
67
Stifel Financial
Missouri
$4.86M -$613K -13,134 -11%
DWP
68
Destiny Wealth Partners
Florida
$4.25M -$56.5K -1,212 -1%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.85M +$187K +4,000 +5%
AI
70
Atria Investments
North Carolina
$3.75M +$85K +1,822 +2%
GC
71
Guggenheim Capital
Illinois
$3.68M +$2.63M +56,464 +251%
MW
72
Marcum Wealth
Ohio
$3.68M +$307K +6,576 +9%
CSPAM
73
Cary Street Partners Asset Management
Virginia
$3.66M -$2.05K -44 -0.1%
Comerica Bank
74
Comerica Bank
Texas
$3.61M -$166K -3,568 -4%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$3.52M +$265K +5,681 +8%
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3
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