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Janus Henderson Mortgage-Backed Securities ETF
JMBS

125 hedge funds and large institutions have $1.64B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $1.23B → $1.64B (+$408M)

10% more funds holding

Funds holding: 114 → 125 (+11)

3.4% more ownership

Funds ownership: 84.39% → 87.79% (+3.4%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
66
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$144M
2
RBA
Richard Bernstein Advisors
New York
+$101M
3
RJA
Raymond James & Associates
Florida
+$90.5M
4
MAM
Madison Asset Management
Wisconsin
+$41.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
AT
Arden Trust
Delaware
-$7.23M
2
AP
Atwood & Palmer
Missouri
-$6.78M
3
HI
Horizon Investments
North Carolina
-$3.73M
4
B
Bensler
Washington
-$3.24M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
126
Bensler
Washington
– -$3.24M -70,780 Closed
SI
127
Saxon Interests
Texas
– -$1.18M -25,872 Closed
VAS
128
Vestmark Advisory Solutions
Massachusetts
– -$576K -12,590 Closed
AP
129
Americana Partners
Texas
– -$457K -9,992 Closed
CFGS
130
Concourse Financial Group Securities
Alabama
– -$42.8K -957 Closed
CFFP
131
Center for Financial Planning
Michigan
– -$42.6K -931 Closed
IPW
132
Impact Partnership Wealth
Georgia
– -$24.9K -545 Closed
AWM
133
Abound Wealth Management
Tennessee
– -$6.52K -143 Closed
TAM
134
Tucker Asset Management
Colorado
– -$4.39K -96 Closed
2 3 4 5
6

JMBS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2023, worth a combined $1.64B — up 33% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMBS positions and 9 closed out — a net gain of 14 holders — while 66 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $144M. The largest seller was Arden Trust, cutting an estimated $7.23M.

  • 125 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2023, up from 114 in Q2 2023.
  • Funds reported $1.64B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2023, up 33% quarter-over-quarter.
  • 23 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2023 and 9 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2023 was Bank of America, an estimated $144M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2023 was Arden Trust, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2023.