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
KAS
101
Kestra Advisory Services
Texas
$749K +$156K +3,569 +28%
VWM
102
Venturi Wealth Management
Texas
$670K +$417K +9,511 +188%
WEG
103
World Equity Group
Illinois
$635K +$54.6K +1,246 +10%
AWS
104
Aspen Wealth Strategies
Colorado
$626K +$597K +13,632 New
GIA
105
Gladstone Institutional Advisory
Florida
$624K +$63.7K +1,455 +12%
AP
106
Atwood & Palmer
Missouri
$623K -$91.8K -2,096 -13%
B
107
Bensler
Washington
$583K +$556K +12,692 New
CGFA
108
Colton Groome Financial Advisors
North Carolina
$580K -$35.2K -804 -6%
SAS
109
Sage Advisory Services
Texas
$506K +$482K +11,010 New
FFS
110
Founders Financial Securities
Maryland
$485K +$195K +4,454 +73%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$465K +$6.83K +156 +2%
AP
112
Americana Partners
Texas
$458K +$437K +9,971 New
AAM
113
Advisors Asset Management
Colorado
$439K +$8.45K +193 +2%
SI
114
Saxon Interests
Texas
$398K +$379K +8,657 New
AAS
115
Avantax Advisory Services
Texas
$389K -$38.6K -882 -9%
BWM
116
Bulltick Wealth Management
Florida
$376K +$358K +8,175 New
BRWA
117
B. Riley Wealth Advisors
Florida
$351K +$335K +7,647 New
EWM
118
Executive Wealth Management
Michigan
$343K -$333K -7,594 -50%
CSIA
119
Charles Schwab Investment Advisory
California
$339K +$323K +7,385 New
RIA
120
Regal Investment Advisors
Michigan
$334K -$4.63M -105,725 -94%
SW
121
SVB Wealth
Massachusetts
$326K +$311K +7,099 New
VA
122
Valmark Advisers
Ohio
$293K +$3.5K +80 +1%
RJT
123
Raymond James Trust
Florida
$291K +$35.8K +817 +15%
AWM
124
Able Wealth Management
New Jersey
$287K +$274K +6,246 New
UCB
125
United Community Bank
South Carolina
$285K +$11.1K +253 +4%
3 4
5
6 7

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.