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Janus Henderson Mortgage-Backed Securities ETF
JMBS

114 hedge funds and large institutions have $1.23B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 16

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

35% more capital invested

Capital invested by funds: $911M → $1.23B (+$318M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

12% more funds holding

Funds holding: 102 → 114 (+12)

4.19% more ownership

Funds ownership: 80.2% → 84.39% (+4.2%)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
1.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
24
Increased
63
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$130M
2
RBA
Richard Bernstein Advisors
New York
+$60.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$38.2M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
GI
Gradient Investments
Minnesota
+$17.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$5.24M
2
AI
Atria Investments
North Carolina
-$1.08M
3
SAS
Sage Advisory Services
Texas
-$1.01M
4
CAI
Capital Advisors Inc
Oklahoma
-$717K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$490K +$494K +10,702 New
AAS
77
Avantax Advisory Services
Texas
$489K +$493K +10,680 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$480K -$92.3K -2,000 -16%
SWM
79
SeaCrest Wealth Management
New York
$459K -$15.1K -327 -3%
AP
80
Americana Partners
Texas
$457K +$461K +9,992 New
CSPAM
81
Cary Street Partners Asset Management
Virginia
$394K +$397K +8,605 New
GIA
82
Gladstone Institutional Advisory
Florida
$387K +$390K +8,447 New
SFG
83
StrategIQ Financial Group
Indiana
$318K +$321K +6,952 New
AAM
84
Advisors Asset Management
Colorado
$310K +$100K +2,169 +47%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$294K +$23.8K +515 +9%
BAM
86
Belpointe Asset Management
Nevada
$289K -$525K -11,373 -64%
FFS
87
Founders Financial Securities
Maryland
$279K +$44.1K +956 +19%
CA
88
Cetera Advisors
Colorado
$268K +$39K +845 +17%
RJT
89
Raymond James Trust
Florida
$252K +$8.68K +188 +4%
AC
90
AlphaCore Capital
California
$249K +$251K +5,431 New
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$241K +$9.23K +200 +4%
MA
92
Mutual Advisors
Nebraska
$239K – – –
TPW
93
Transatlantique Private Wealth
New York
$221K +$223K +4,824 New
TW
94
TrinityPoint Wealth
Connecticut
$212K +$214K +4,637 New
NSIM
95
North Star Investment Management
Illinois
$195K +$1.34K +29 +0.7%
FNBOSM
96
First National Bank of South Miami
Florida
$171K +$173K +3,739 New
VWM
97
Venturi Wealth Management
Texas
$128K +$129K +2,794 New
SPIA
98
Steward Partners Investment Advisory
New York
$102K +$462 +10 +0.5%
GRP
99
Global Retirement Partners
California
$97.3K – – –
CHC
100
City Holding Co
West Virginia
$55.7K -$43.4K -940 -44%
1 2 3
4
5

JMBS Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2023, worth a combined $1.23B — up 35% from $911M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMBS positions and 10 closed out — a net gain of 14 holders — while 63 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was Horizon Investments, cutting an estimated $5.24M.

  • 114 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $1.23B of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2023, up 35% quarter-over-quarter.
  • 24 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2023 and 10 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2023 was Bank of America, an estimated $130M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2023 was Horizon Investments, an estimated $5.24M sold.

Based on aggregated 13F filings for Q2 2023.