We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF
JMBS

163 hedge funds and large institutions have $3.71B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

277% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 22

127% more capital invested

Capital invested by funds: $1.64B → $3.71B (+$2.07B)

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

30% more funds holding

Funds holding: 125 → 163 (+38)

15.48% more ownership

Funds ownership: 87.79% → 103.27% (+15%)

Holders
163
Holders Change
+38
Holders Change %
+30.4%
% of All Funds
2.38%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
51
Increased
83
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$440M
2
Bank of America
Bank of America
North Carolina
+$404M
3
RBA
Richard Bernstein Advisors
New York
+$342M
4
Charles Schwab
Charles Schwab
California
+$333M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$9.68M
2
Jane Street
Jane Street
New York
-$5.88M
3
RIA
Regal Investment Advisors
Michigan
-$4.63M
4
APW
Acima Private Wealth
Virginia
-$3.91M
5
ARG
Advisory Resource Group
Oklahoma
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
76
Macroview Investment Management
Maryland
$1.55M -$996K -22,748 -40%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.49M +$1.05M +23,890 +280%
HT
78
Heritage Trust
Oklahoma
$1.48M -$180K -4,114 -11%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.47M +$607K +13,865 +76%
RSS
80
Rosenblum Silverman Sutton
California
$1.44M -$1.56M -35,560 -53%
TW
81
TrinityPoint Wealth
Connecticut
$1.4M +$882K +20,132 +196%
AWS
82
Atria Wealth Solutions
New York
$1.37M +$496K +11,323 +61%
NFA
83
Northwest Financial Advisors
Virginia
$1.37M +$1.3M +29,769 New
CA
84
Cetera Advisors
Colorado
$1.27M +$763K +17,424 +171%
EIA
85
Eldridge Investment Advisors
New Hampshire
$1.24M +$1.18M +27,000 New
Mariner
86
Mariner
Kansas
$1.21M +$624K +14,245 +119%
TFA
87
Tranquilli Financial Advisor
New Jersey
$1.19M +$472K +10,771 +71%
PCM
88
Presidio Capital Management
California
$1.19M +$456K +10,408 +67%
AWM
89
Axxcess Wealth Management
California
$1.18M +$455K +10,395 +68%
FA
90
FDx Advisors
Illinois
$1.14M +$1.09M +24,876 New
SFG
91
StrategIQ Financial Group
Indiana
$1.14M +$639K +14,591 +142%
AC
92
ASB Consultores
Florida
$1.03M +$982K +22,425 New
Renaissance Technologies
93
Renaissance Technologies
New York
$960K -$718K -16,400 -44%
WAS
94
WESPAC Advisors SoCal
California
$919K +$150K +3,429 +21%
EMAM
95
Encompass More Asset Management
California
$883K +$842K +19,231 New
Truist Financial
96
Truist Financial
North Carolina
$844K +$805K +18,368 New
MAG
97
Mayfair Advisory Group
Alabama
$791K +$474K +10,825 +166%
T
98
Tidemark
California
$790K +$754K +17,204 New
FAM
99
Flaharty Asset Management
Florida
$785K – – –
OMC
100
Old Mission Capital
Illinois
$764K -$717K -16,381 -50%
2 3
4
5 6

JMBS Hedge Fund Activity: Q4 2023 in Review

163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2023, worth a combined $3.71B — up 127% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JMBS positions and 13 closed out — a net gain of 38 holders — while 83 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $440M. The largest seller was Financial Enhancement Group, cutting an estimated $9.68M.

  • 163 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $3.71B of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2023, up 127% quarter-over-quarter.
  • 51 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2023 and 13 closed out, a net change of +38 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $440M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2023.