Janus Henderson Mortgage-Backed Securities ETF
JMBS
203 hedge funds and large institutions have $4.27B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 61 reducing their positions, and 19 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 61
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
12% more capital invested
Capital invested by funds: $3.82B → $4.27B (+$447M)
3% more funds holding
Funds holding: 197 → 203 (+6)
0.12% more ownership
Funds ownership: 91.8% → 91.92% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$77.7M |
| 2 |
Morgan Stanley
New York
|
+$62.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$35.4M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$26.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$19.6M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$15.9M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.3M |
| 4 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$4.58M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$3.83M |
JMBS Hedge Fund Activity: Q3 2024 in Review
203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2024, worth a combined $4.27B — up 12% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new JMBS positions and 19 closed out — a net gain of 10 holders — while 96 added to existing stakes and 61 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $77.7M. The largest seller was Richard Bernstein Advisors, cutting an estimated $19.6M.
- 203 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2024, up from 197 in Q2 2024.
- Funds reported $4.27B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 29 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2024 and 19 closed out, a net change of +10 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $77.7M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2024 was Richard Bernstein Advisors, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2024.