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Janus Henderson Mortgage-Backed Securities ETF

92 hedge funds and large institutions have $663M invested in Janus Henderson Mortgage-Backed Securities ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

35% more funds holding

Funds holding: 6892 (+24)

32% more capital invested

Capital invested by funds: $501M → $663M (+$162M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12.51% more ownership

Funds ownership: 63.91%76.41% (+13%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

Holders
92
Holders Change
+24
Holders Change %
+35.29%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
28
Increased
29
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Advisors Asset Management
Colorado
$105K -$4.65K -88 -4%
Bessemer Group
77
Bessemer Group
New Jersey
$84K +$84.5K +1,599 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$62K +$58.9K +1,114 +1,857%
FAG
79
Fortitude Advisory Group
Washington
$31K +$30.9K +585 New
HIA
80
Harbor Investment Advisory
Maryland
$29K
IA
81
IFP Advisors
Florida
$22K -$8.4K -159 -28%
HI
82
Harbour Investments
Wisconsin
$8K -$3.7K -70 -32%
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K +$6.66K +126 New
LS
84
Leelyn Smith
Illinois
$5K +$4.97K +94 New
SBL
85
Sargent Bickham Lagudis
Colorado
$3K +$2.85K +54 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.91K +55 New
FHA
87
First Horizon Advisors
Tennessee
$3K +$3.38K +64 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$2K
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$1K +$1K +19 New
US Bancorp
90
US Bancorp
Minnesota
$1K +$1.06K +20 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1K +$1.48K +28 New
CP
92
Castleview Partners
Texas
$555 +$1.55M +29,237 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
-$2.59M -48,806 Closed
LWM
94
Laidlaw Wealth Management
New York
-$477K -8,970 Closed
AWM
95
Apollon Wealth Management
South Carolina
-$235K -4,414 Closed
RCA
96
Ranch Capital Advisors
Florida
-$61K -1,155 Closed

JMBS Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2021, worth a combined $663M — up 32% from $501M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new JMBS positions and 4 closed out — a net gain of 24 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $24.1M. The largest seller was Bank of America, cutting an estimated $7.38M.

  • 92 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $663M of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 28 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2021 and 4 closed out, a net change of +24 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2021 was Madison Asset Management, an estimated $24.1M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2021 was Bank of America, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2021.