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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

196 hedge funds and large institutions have $3.82B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
2.85%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
41
Increased
88
Reduced
48
Closed
13
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$505M
2
HTC
2
Haverford Trust Company
Pennsylvania
$50.1M
3
TWM
3
TMD Wealth Management
Arizona
$19.2M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$104M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
GI
2
Gradient Investments
Minnesota
$63.4M
3
RBA
3
Richard Bernstein Advisors
New York
$467M
4
Bank of America
4
Bank of America
North Carolina
$728M
5
PPW
5
Parcion Private Wealth
Washington
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
101
Old Mission Capital
Illinois
$1.74M +$1.74M +39,011 New
WAS
102
WESPAC Advisors SoCal
California
$1.71M +$703K +15,738 +70%
Mariner
103
Mariner
Kansas
$1.56M +$374K +8,370 +31%
NFA
104
Northwest Financial Advisors
Virginia
$1.5M +$454K +10,168 +43%
WA
105
Waverly Advisors
Alabama
$1.49M +$261K +5,836 +21%
AWS
106
Atria Wealth Solutions
New York
$1.47M +$75.1K +1,683 +5%
PP
107
Patron Partners
Texas
$1.39M +$2.46K +55 +0.2%
HT
108
Heritage Trust
Oklahoma
$1.37M -$60.5K -1,355 -4%
IWM
109
IHT Wealth Management
Illinois
$1.33M +$1.33M +29,790 New
TW
110
TrinityPoint Wealth
Connecticut
$1.31M +$26.9K +602 +2%
KAS
111
Kestra Advisory Services
Texas
$1.29M +$337K +7,538 +35%
TFA
112
Tranquilli Financial Advisor
New Jersey
$1.23M +$52.8K +1,197 +4%
MFS
113
Mattson Financial Services
Michigan
$1.14M +$1.14M +25,435 New
OFS
114
OneAscent Financial Services
Alabama
$1.11M +$1.11M +24,866 New
Verition Fund Management
115
Verition Fund Management
Connecticut
$1.07M +$1.07M +24,000 New
AC
116
ASB Consultores
Florida
$1.06M – – –
PCM
117
Presidio Capital Management
California
$1.02M -$1.06M -23,753 -51%
GC
118
Guggenheim Capital
Illinois
$1.01M +$1.01M +22,520 New
SAS
119
Sage Advisory Services
Texas
$950K +$479K +10,730 +102%
GIA
120
Gladstone Institutional Advisory
Florida
$799K +$86.5K +1,937 +12%
CCFM
121
Clear Creek Financial Management
Washington
$786K -$1.31M -29,444 -63%
WEG
122
World Equity Group
Illinois
$661K +$40K +896 +6%
AA
123
Axiom Advisory
California
$628K +$628K +14,175 New
AWS
124
Aspen Wealth Strategies
Colorado
$628K -$26.7K -589 -4%
FAM
125
Flaharty Asset Management
Florida
$611K -$151K -3,375 -20%
3 4
5
6 7