We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF

125 hedge funds and large institutions have $1.64B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $1.23B → $1.64B (+$408M)

10% more funds holding

Funds holding: 114125 (+11)

3.4% more ownership

Funds ownership: 84.39%87.79% (+3.4%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
66
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$662K +$683K +15,257 New
TFA
77
Tranquilli Financial Advisor
New Jersey
$660K +$32.8K +733 +5%
EWM
78
Executive Wealth Management
Michigan
$653K +$674K +15,051 New
IA
79
IFP Advisors
Florida
$617K -$91.5K -2,045 -13%
CGFA
80
Colton Groome Financial Advisors
North Carolina
$583K -$285K -6,371 -32%
KAS
81
Kestra Advisory Services
Texas
$553K -$104K -2,316 -15%
WEG
82
World Equity Group
Illinois
$546K +$563K +12,575 New
GIA
83
Gladstone Institutional Advisory
Florida
$526K +$165K +3,682 +44%
Mariner
84
Mariner
Kansas
$521K +$58.2K +1,300 +12%
PP
85
Patron Partners
Texas
$507K +$522K +11,672 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$456K
TW
87
TrinityPoint Wealth
Connecticut
$445K +$252K +5,626 +121%
SFG
88
StrategIQ Financial Group
Indiana
$445K +$148K +3,310 +48%
CA
89
Cetera Advisors
Colorado
$443K +$195K +4,365 +75%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$433K -$88K -1,966 -16%
CMS
91
Capital Market Strategies
Florida
$418K -$325K -7,260 -42%
AAM
92
Advisors Asset Management
Colorado
$407K +$116K +2,602 +38%
AAS
93
Avantax Advisory Services
Texas
$406K -$59.2K -1,322 -12%
MML Investors Services
94
MML Investors Services
Massachusetts
$370K +$381K +8,520 New
BAM
95
Belpointe Asset Management
Nevada
$330K +$57.6K +1,288 +20%
SWM
96
SeaCrest Wealth Management
New York
$320K -$120K -2,677 -27%
MAG
97
Mayfair Advisory Group
Alabama
$280K +$291K +6,505 New
VA
98
Valmark Advisers
Ohio
$273K +$281K +6,287 New
FFS
99
Founders Financial Securities
Maryland
$265K +$134 +3 +0%
UCB
100
United Community Bank
South Carolina
$258K +$266K +5,954 New

JMBS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2023, worth a combined $1.64B — up 33% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMBS positions and 9 closed out — a net gain of 14 holders — while 66 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $144M. The largest seller was Arden Trust, cutting an estimated $7.23M.

  • 125 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2023, up from 114 in Q2 2023.
  • Funds reported $1.64B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2023, up 33% quarter-over-quarter.
  • 23 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2023 and 9 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2023 was Bank of America, an estimated $144M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2023 was Arden Trust, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2023.