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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 %
BRWA
126
B. Riley Wealth Advisors
Florida
$589K +$589K +13,188 New
FFS
127
Founders Financial Securities
Maryland
$563K +$24.6K +551 +5%
VWM
128
Venturi Wealth Management
Texas
$558K -$87.6K -1,961 -14%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$534K -$103K -2,312 -16%
BAM
130
Belpointe Asset Management
Nevada
$529K -$533K -11,932 -50%
JIR
131
James Investment Research
Ohio
$525K +$79.8K +1,787 +18%
RJT
132
Raymond James Trust
Florida
$513K +$1.92K +43 +0.4%
AAM
133
Advisors Asset Management
Colorado
$508K +$55K +1,232 +12%
VCA
134
Verdence Capital Advisors
Maryland
$502K +$502K +11,245 New
CB
135
Chris Bulman
California
$456K +$456K +10,217 New
B
136
Bensler
Washington
$455K -$159K -3,559 -26%
UCB
137
United Community Bank
South Carolina
$436K +$56.8K +1,273 +15%
AP
138
Atwood & Palmer
Missouri
$372K -$183K -4,095 -33%
SI
139
Saxon Interests
Texas
$352K -$32.3K -724 -8%
HFS
140
Haverford Financial Services
Pennsylvania
$335K +$335K +7,501 New
EWM
141
Executive Wealth Management
Michigan
$333K – – –
AAS
142
Avantax Advisory Services
Texas
$332K -$49.1K -1,099 -13%
VA
143
Valmark Advisers
Ohio
$329K +$37.6K +843 +13%
CGFA
144
Colton Groome Financial Advisors
North Carolina
$323K -$179K -4,001 -36%
ATC
145
Argent Trust Co
Tennessee
$321K – – –
BWM
146
Bulltick Wealth Management
Florida
$319K – – –
CPWA
147
Cerro Pacific Wealth Advisors
California
$313K +$313K +7,000 New
AP
148
Americana Partners
Texas
$308K – – –
NCFG
149
New Century Financial Group
New Jersey
$274K +$274K +6,128 New
CA
150
CoreCap Advisors
Michigan
$266K +$5.63K +126 +2%
4 5
6
7 8