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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

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
Holders
163
Holders Change
+38
Holders Change %
+30.4%
% of All Funds
2.39%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$646M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
RBA
3
Richard Bernstein Advisors
New York
$523M
4
Charles Schwab
4
Charles Schwab
California
$350M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.4M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$33M
2
Jane Street
2
Jane Street
New York
$0
3
RIA
3
Regal Investment Advisors
Michigan
$334K
4
APW
4
Acima Private Wealth
Virginia
$0
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$280K +$280K +6,102 New
LCWP
127
Legacy Capital Wealth Partners
Arkansas
$257K – – –
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$253K +$4.14K +90 +2%
FBB
129
Fulton Breakefield Broenniman
Maryland
$247K +$247K +5,385 New
LFPWM
130
Leicht Financial Planning & Wealth Management
New Jersey
$239K +$239K +5,208 New
HTC
131
Haverford Trust Company
Pennsylvania
$229K +$229K +4,989 New
UAS
132
United Asset Strategies
New York
$229K +$229K +4,977 New
Fisher Asset Management
133
Fisher Asset Management
Washington
$225K +$225K +4,905 New
TPW
134
Transatlantique Private Wealth
New York
$222K – – –
EFS
135
Essex Financial Services
Connecticut
$221K +$221K +4,803 New
JIR
136
James Investment Research
Ohio
$220K +$220K +4,782 New
CA
137
CoreCap Advisors
Michigan
$209K +$209K +4,548 New
IA
138
IFP Advisors
Florida
$185K -$468K -10,194 -72%
SWS
139
SYSTM Wealth Solutions
Illinois
$180K +$180K +3,920 New
TH
140
TCTC Holdings
Texas
$179K +$179K +3,901 New
NSIM
141
North Star Investment Management
Illinois
$176K -$4.73K -103 -3%
SPIA
142
Steward Partners Investment Advisory
New York
$102K -$459 -10 -0.4%
BF
143
BOK Financial
Oklahoma
$55.7K +$55.7K +1,212 New
BTI
144
Blue Trust Inc
Georgia
$52K +$34.7K +801 +200%
SA
145
Scarborough Advisors
Maryland
$47.8K +$47.8K +1,040 New
PTC
146
Private Trust Company
Ohio
$39K +$322 +7 +0.8%
AF
147
Allworth Financial
California
$37.9K – – –
S
148
SignatureFD
Georgia
$33.5K +$17.5K +380 +109%
Citigroup
149
Citigroup
New York
$32.2K +$32.2K +701 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$30K +$27.5K +604 +1,098%
4 5
6
7 8