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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

200 hedge funds and large institutions have $4.26B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
28
Increased
94
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$78.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$591M
3
Wells Fargo
3
Wells Fargo
California
$70.8M
4
UBS Group
4
UBS Group
Switzerland
$81.5M
5
AFG
5
Albion Financial Group
Utah
$22.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$468M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
FEG
3
Financial Enhancement Group
Indiana
$11.4M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$15.1M
5
MAM
5
Madison Asset Management
Wisconsin
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
101
Ehrlich Financial Group
California
$1.99M +$560 +12 +0%
AFP
102
Alpha Financial Partners
Kentucky
$1.99M +$1.99M +42,727 New
BCG
103
Breakwater Capital Group
New Jersey
$1.96M +$101K +2,171 +5%
GLA
104
Good Life Advisors
Pennsylvania
$1.88M -$226K -4,844 -11%
IA
105
Inspire Advisors
Idaho
$1.78M -$236K -5,049 -12%
MA
106
MONECO Advisors
Connecticut
$1.77M -$744K -15,958 -30%
WA
107
Waverly Advisors
Alabama
$1.73M +$178K +3,814 +11%
AC
108
ASB Consultores
Florida
$1.71M +$601K +12,878 +54%
FA
109
FDx Advisors
Illinois
$1.67M -$311K -6,664 -16%
AWS
110
Atria Wealth Solutions
New York
$1.65M +$109K +2,327 +7%
NFA
111
Northwest Financial Advisors
Virginia
$1.55M -$19.5K -417 -1%
FFA
112
Farther Finance Advisors
California
$1.52M +$1.52M +32,543 New
AFG
113
Argent Financial Group
Louisiana
$1.42M +$1.42M +30,531 New
PP
114
Patron Partners
Texas
$1.41M -$38.6K -828 -3%
TW
115
TrinityPoint Wealth
Connecticut
$1.34M -$31.1K -666 -2%
TFA
116
Tranquilli Financial Advisor
New Jersey
$1.27M -$26K -557 -2%
Goldman Sachs
117
Goldman Sachs
New York
$1.17M +$1.17M +25,000 New
IWM
118
IHT Wealth Management
Illinois
$1.14M -$248K -5,309 -18%
MFS
119
Mattson Financial Services
Michigan
$1.13M -$5.49K -123 -0.5%
SAS
120
Sage Advisory Services
Texas
$950K – – –
GIA
121
Gladstone Institutional Advisory
Florida
$911K +$76.6K +1,642 +9%
KAS
122
Kestra Advisory Services
Texas
$760K -$589K -12,623 -44%
PCM
123
Presidio Capital Management
California
$760K -$303K -6,500 -29%
AA
124
Axiom Advisory
California
$662K +$10.3K +225 +2%
AWS
125
Aspen Wealth Strategies
Colorado
$647K +$2.1K +45 +0.3%
3 4
5
6 7