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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

170 hedge funds and large institutions have $3.62B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
24
Increased
88
Reduced
48
Closed
16
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$157M
2
PA
2
Parallel Advisors
California
$15.3M
3
ACM
3
Advance Capital Management
Michigan
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$29.6M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$18.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$370M
2
Bank of America
2
Bank of America
North Carolina
$749M
3
RBA
3
Richard Bernstein Advisors
New York
$492M
4
RJA
4
Raymond James & Associates
Florida
$95.9M
5
FEG
5
Financial Enhancement Group
Indiana
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
101
Northwest Financial Advisors
Virginia
$1.06M -$286K -6,338 -21%
WAS
102
WESPAC Advisors SoCal
California
$1.01M +$112K +2,480 +12%
BCG
103
Breakwater Capital Group
New Jersey
$977K +$977K +21,652 New
KAS
104
Kestra Advisory Services
Texas
$964K +$229K +5,067 +31%
FA
105
FDx Advisors
Illinois
$956K -$166K -3,681 -15%
Truist Financial
106
Truist Financial
North Carolina
$822K -$6.13K -136 -0.7%
FAM
107
Flaharty Asset Management
Florida
$770K -$1.44K -32 -0.2%
GIA
108
Gladstone Institutional Advisory
Florida
$719K +$107K +2,363 +17%
VWM
109
Venturi Wealth Management
Texas
$652K -$5.55K -123 -0.8%
AWS
110
Aspen Wealth Strategies
Colorado
$650K +$35.4K +785 +6%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$644K +$188K +4,159 +41%
WEG
112
World Equity Group
Illinois
$627K +$3.47K +77 +0.6%
B
113
Bensler
Washington
$620K +$47.2K +1,047 +8%
AP
114
Atwood & Palmer
Missouri
$560K -$51.2K -1,135 -8%
FFS
115
Founders Financial Securities
Maryland
$544K +$68.1K +1,510 +14%
RJT
116
Raymond James Trust
Florida
$516K +$230K +5,110 +81%
CGFA
117
Colton Groome Financial Advisors
North Carolina
$506K -$62.9K -1,395 -11%
SAS
118
Sage Advisory Services
Texas
$476K -$21K -466 -4%
AAM
119
Advisors Asset Management
Colorado
$458K +$26.6K +590 +6%
JIR
120
James Investment Research
Ohio
$449K +$234K +5,182 +108%
SI
121
Saxon Interests
Texas
$388K -$2.21K -49 -0.6%
AAS
122
Avantax Advisory Services
Texas
$385K +$3.02K +67 +0.8%
UCB
123
United Community Bank
South Carolina
$383K +$104K +2,295 +37%
William Blair & Company
124
William Blair & Company
Illinois
$340K +$64.8K +1,437 +24%
EWM
125
Executive Wealth Management
Michigan
$333K – – –
3 4
5
6 7