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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.35B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
2.81%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
41
Increased
92
Reduced
66
Closed
22
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$701M
2
PPW
2
Parcion Private Wealth
Washington
$31.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$17.2M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.9M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$90.9M
2
Bank of America
2
Bank of America
North Carolina
$698M
3
RBA
3
Richard Bernstein Advisors
New York
$428M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$1.23M +$512K +11,583 +71%
MFS
127
Mattson Financial Services
Michigan
$1.13M -$47.5K -1,018 -4%
WWA
128
WCG Wealth Advisors
Nevada
$1.13M -$1.68M -38,071 -60%
TW
129
TrinityPoint Wealth
Connecticut
$1.11M -$153K -3,462 -12%
AP
130
Atwood & Palmer
Missouri
$1.11M +$963K +21,800 +647%
CCFM
131
Clear Creek Financial Management
Washington
$1.02M +$419K +9,486 +70%
T
132
Tidemark
California
$688K +$530K +12,003 +337%
AAM
133
Advisors Asset Management
Colorado
$683K +$101K +2,286 +17%
PCM
134
Presidio Capital Management
California
$675K -$45.2K -1,022 -6%
ICP
135
Impact Capital Partners
Colorado
$651K +$651K +14,744 New
BRWA
136
B. Riley Wealth Advisors
Florida
$639K +$51.7K +1,170 +9%
GIA
137
Gladstone Institutional Advisory
Florida
$631K -$232K -5,247 -27%
AWS
138
Aspen Wealth Strategies
Colorado
$628K +$15.1K +341 +2%
FAM
139
Flaharty Asset Management
Florida
$605K – – –
RIS
140
Richmond Investment Services
Wisconsin
$576K +$576K +13,026 New
VCA
141
Verdence Capital Advisors
Maryland
$571K +$46.2K +1,045 +9%
FFS
142
Founders Financial Securities
Maryland
$535K -$4.37K -99 -0.8%
SAS
143
Sage Advisory Services
Texas
$522K -$418K -9,466 -44%
FCM
144
Fire Capital Management
California
$503K +$503K +11,380 New
BAM
145
Belpointe Asset Management
Nevada
$494K -$85.4K -1,867 -15%
HFS
146
Haverford Financial Services
Pennsylvania
$494K +$114K +2,576 +30%
JIR
147
James Investment Research
Ohio
$454K +$52.5K +1,188 +13%
B
148
Bensler
Washington
$450K – – –
BTI
149
Blue Trust Inc
Georgia
$443K -$69.2K -1,566 -14%
IWA
150
IVC Wealth Advisors
Pennsylvania
$402K +$26.2K +592 +7%
4 5
6
7 8