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Janus Henderson Mortgage-Backed Securities ETF
JMBS

203 hedge funds and large institutions have $4.27B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 61

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

12% more capital invested

Capital invested by funds: $3.82B → $4.27B (+$447M)

3% more funds holding

Funds holding: 197 → 203 (+6)

0.12% more ownership

Funds ownership: 91.8% → 91.92% (+0.12%)

Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
2.91%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
29
Increased
96
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$77.7M
2
Morgan Stanley
Morgan Stanley
New York
+$62.3M
3
Wells Fargo
Wells Fargo
California
+$35.4M
4
IAIM
International Assets Investment Management
Florida
+$26.7M
5
UBS Group
UBS Group
Switzerland
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
-$19.6M
2
PPW
Parcion Private Wealth
Washington
-$15.9M
3
FEG
Financial Enhancement Group
Indiana
-$7.3M
4
IWA
Inspirion Wealth Advisors
Illinois
-$4.58M
5
MAM
Madison Asset Management
Wisconsin
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
76
Shepherd Kaplan Krochuk
Massachusetts
$3.52M +$261K +5,681 +8%
CCP
77
Carmel Capital Partners
California
$3.49M +$434K +9,433 +14%
SIA
78
SeaBridge Investment Advisors
New Jersey
$3.44M +$589K +12,815 +21%
MMM
79
Mendel Money Management
Illinois
$3.29M +$498K +10,845 +18%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$3.25M -$16.3K -354 -0.5%
KW
81
KWB Wealth
California
$3.22M +$480K +10,454 +17%
PW
82
Paladin Wealth
Minnesota
$3.21M +$3.17M +68,867 New
BFA
83
Brown Financial Advisors
Ohio
$3.11M +$133K +2,884 +5%
RSS
84
Rosenblum Silverman Sutton
California
$3.04M +$345K +7,515 +13%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$2.99M +$2.95M +64,150 New
WWA
86
WCG Wealth Advisors
Nevada
$2.97M +$2.93M +63,723 New
GWM
87
Gibbs Wealth Management
Georgia
$2.93M +$7.12K +155 +0.2%
GWM
88
Greenwich Wealth Management
Connecticut
$2.78M -$151K -3,285 -5%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$2.75M +$2.71M +58,879 New
Bessemer Group
90
Bessemer Group
New Jersey
$2.59M – – –
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$2.57M +$211K +4,600 +9%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.56M +$127K +2,755 +5%
MIM
93
Macroview Investment Management
Maryland
$2.55M +$10.8K +234 +0.4%
WAS
94
WESPAC Advisors SoCal
California
$2.55M +$758K +16,494 +43%
EWM
95
EPG Wealth Management
Georgia
$2.48M +$2.44M +53,177 New
Renaissance Technologies
96
Renaissance Technologies
New York
$2.44M +$2.4M +52,200 New
AA
97
Ancora Advisors
Ohio
$2.37M +$2.31M +50,343 +9,153%
HIA
98
Harbor Investment Advisory
Maryland
$2.3M +$270K +5,866 +13%
BCI
99
Brinker Capital Investments
Pennsylvania
$2.15M -$59.8K -1,300 -3%
OPS
100
Orion Portfolio Solutions
Nebraska
$2.15M -$59.8K -1,300 -3%
2 3
4
5 6

JMBS Hedge Fund Activity: Q3 2024 in Review

203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2024, worth a combined $4.27B — up 12% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JMBS positions and 19 closed out — a net gain of 10 holders — while 96 added to existing stakes and 61 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $77.7M. The largest seller was Richard Bernstein Advisors, cutting an estimated $19.6M.

  • 203 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $4.27B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 29 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2024 and 19 closed out, a net change of +10 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $77.7M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2024 was Richard Bernstein Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2024.