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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

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
Holders
163
Holders Change
+38
Holders Change %
+30.4%
% of All Funds
2.39%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$646M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
RBA
3
Richard Bernstein Advisors
New York
$523M
4
Charles Schwab
4
Charles Schwab
California
$350M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.4M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$33M
2
Jane Street
2
Jane Street
New York
$0
3
RIA
3
Regal Investment Advisors
Michigan
$334K
4
APW
4
Acima Private Wealth
Virginia
$0
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$749K +$164K +3,569 +28%
VWM
102
Venturi Wealth Management
Texas
$670K +$437K +9,511 +188%
WEG
103
World Equity Group
Illinois
$635K +$57.2K +1,246 +10%
AWS
104
Aspen Wealth Strategies
Colorado
$626K +$626K +13,632 New
GIA
105
Gladstone Institutional Advisory
Florida
$624K +$66.8K +1,455 +12%
AP
106
Atwood & Palmer
Missouri
$623K -$96.3K -2,096 -13%
B
107
Bensler
Washington
$583K +$583K +12,692 New
CGFA
108
Colton Groome Financial Advisors
North Carolina
$580K -$36.9K -804 -6%
SAS
109
Sage Advisory Services
Texas
$506K +$506K +11,010 New
FFS
110
Founders Financial Securities
Maryland
$485K +$205K +4,454 +73%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$465K +$7.17K +156 +2%
AP
112
Americana Partners
Texas
$458K +$458K +9,971 New
AAM
113
Advisors Asset Management
Colorado
$439K +$8.87K +193 +2%
SI
114
Saxon Interests
Texas
$398K +$398K +8,657 New
AAS
115
Avantax Advisory Services
Texas
$389K -$40.5K -882 -9%
BWM
116
Bulltick Wealth Management
Florida
$376K +$376K +8,175 New
BRWA
117
B. Riley Wealth Advisors
Florida
$351K +$351K +7,647 New
EWM
118
Executive Wealth Management
Michigan
$343K -$349K -7,594 -50%
CSIA
119
Charles Schwab Investment Advisory
California
$339K +$339K +7,385 New
RIA
120
Regal Investment Advisors
Michigan
$334K -$4.86M -105,725 -94%
SW
121
SVB Wealth
Massachusetts
$326K +$326K +7,099 New
VA
122
Valmark Advisers
Ohio
$293K +$3.68K +80 +1%
RJT
123
Raymond James Trust
Florida
$291K +$37.5K +817 +15%
AWM
124
Able Wealth Management
New Jersey
$287K +$287K +6,246 New
UCB
125
United Community Bank
South Carolina
$285K +$11.6K +253 +4%
3 4
5
6 7