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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 %
FAM
126
Flaharty Asset Management
Florida
$639K – – –
CCFM
127
Clear Creek Financial Management
Washington
$636K -$185K -3,970 -23%
BRWA
128
B. Riley Wealth Advisors
Florida
$619K +$4.47K +96 +0.7%
AAM
129
Advisors Asset Management
Colorado
$614K +$83K +1,780 +16%
BAM
130
Belpointe Asset Management
Nevada
$591K +$38.1K +817 +7%
BF
131
BOK Financial
Oklahoma
$581K +$525K +11,330 +935%
RJT
132
Raymond James Trust
Florida
$572K +$36.1K +773 +7%
FFS
133
Founders Financial Securities
Maryland
$570K -$18.5K -396 -3%
VCA
134
Verdence Capital Advisors
Maryland
$554K +$29.9K +640 +6%
PP
135
PDS Planning
Ohio
$524K +$524K +11,237 New
BTI
136
Blue Trust Inc
Georgia
$517K +$297K +6,643 +134%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$488K +$466K +9,999 +2,188%
B
138
Bensler
Washington
$475K – – –
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$470K -$88.6K -1,899 -16%
UCB
140
United Community Bank
South Carolina
$432K -$24K -514 -5%
JIR
141
James Investment Research
Ohio
$424K -$125K -2,670 -23%
GM
142
GeoWealth Management
Illinois
$407K +$146K +3,128 +56%
HFS
143
Haverford Financial Services
Pennsylvania
$402K +$51.9K +1,113 +15%
IWA
144
IVC Wealth Advisors
Pennsylvania
$397K +$397K +8,517 New
VWM
145
Venturi Wealth Management
Texas
$395K -$188K -4,036 -32%
Verition Fund Management
146
Verition Fund Management
Connecticut
$373K -$746K -16,000 -67%
ATC
147
Argent Trust Co
Tennessee
$369K +$32.7K +700 +10%
SI
148
Saxon Interests
Texas
$359K -$8.72K -187 -2%
EWM
149
Executive Wealth Management
Michigan
$348K – – –
CGFA
150
Colton Groome Financial Advisors
North Carolina
$346K +$9.24K +198 +3%
4 5
6
7 8