Janus Henderson Mortgage-Backed Securities ETF
JMBS
214 hedge funds and large institutions have $4.36B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 23 closing their positions.
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
39% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 67
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
5% more funds holding
Funds holding: 203 → 214 (+11)
1.22% more ownership
Funds ownership: 91.92% → 93.14% (+1.2%)
2% more capital invested
Capital invested by funds: $4.27B → $4.36B (+$92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$145M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$32.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$23M |
| 4 |
Goldman Sachs
New York
|
+$16.4M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$48.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$16.4M |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$16.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.8M |
JMBS Hedge Fund Activity: Q4 2024 in Review
214 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2024, worth a combined $4.36B — up 2.2% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new JMBS positions and 23 closed out — a net gain of 19 holders — while 93 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Congress Wealth Management, cutting an estimated $48.2M.
- 214 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $4.36B of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
- 42 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2024 and 23 closed out, a net change of +19 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2024 was Morgan Stanley, an estimated $145M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2024 was Congress Wealth Management, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2024.