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Janus Henderson Mortgage-Backed Securities ETF

102 hedge funds and large institutions have $911M invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

44% more capital invested

Capital invested by funds: $633M → $911M (+$279M)

7% more funds holding

Funds holding: 95102 (+7)

4.37% more ownership

Funds ownership: 75.83%80.2% (+4.4%)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
20
Increased
52
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$244K -$586K -12,655 -71%
FFS
77
Founders Financial Securities
Maryland
$240K -$139 -3 -0.1%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$237K +$235K +5,066 New
CA
79
Cetera Advisors
Colorado
$234K +$232K +5,003 New
HW
80
Hancock Whitney
Mississippi
$233K +$231K +4,980 New
AAM
81
Advisors Asset Management
Colorado
$215K +$82.2K +1,774 +63%
NSIM
82
North Star Investment Management
Illinois
$198K -$4.82K -104 -2%
JIR
83
James Investment Research
Ohio
$131K +$61.2K +1,320 +89%
SPIA
84
Steward Partners Investment Advisory
New York
$104K +$232 +5 +0.2%
CHC
85
City Holding Co
West Virginia
$101K -$123K -2,660 -55%
GRP
86
Global Retirement Partners
California
$99.6K +$47.3K +1,021 +92%
GFWA
87
Grey Fox Wealth Advisors
Delaware
$96.7K +$95.9K +2,071 New
GWS
88
Glassman Wealth Services
Virginia
$50.6K +$50.2K +1,083 New
CFFP
89
Center for Financial Planning
Michigan
$43.5K
PTC
90
Private Trust Company
Ohio
$39.3K
APC
91
Aspire Private Capital
North Carolina
$36K
HIA
92
Harbor Investment Advisory
Maryland
$28K +$27.8K +600 New
CFGS
93
Concourse Financial Group Securities
Alabama
$27.9K -$15.5K -334 -36%
AF
94
Allworth Financial
California
$26.1K
GWM
95
Geneos Wealth Management
Colorado
$23.1K +$556 +12 +2%
S
96
SignatureFD
Georgia
$16.5K +$16.4K +354 New
JP Morgan Chase
97
JP Morgan Chase
New York
$14.7K -$30.7K -662 -68%
TAM
98
Tucker Asset Management
Colorado
$4.48K +$4.45K +96 New
FHA
99
First Horizon Advisors
Tennessee
$4.18K
US Bancorp
100
US Bancorp
Minnesota
$3.08K +$2.46K +53 +408%

JMBS Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2023, worth a combined $911M — up 44% from $633M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMBS positions and 12 closed out — a net gain of 8 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $63.1M. The largest seller was Jane Street, exiting entirely with an estimated $8.29M sold.

  • 102 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2023, up from 95 in Q4 2022.
  • Funds reported $911M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2023, up 44% quarter-over-quarter.
  • 20 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2023 and 12 closed out, a net change of +8 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2023 was Gradient Investments, an estimated $63.1M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2023 was Jane Street, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2023.