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Janus Henderson Mortgage-Backed Securities ETF
JMBS

214 hedge funds and large institutions have $4.36B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

39% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 67

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

5% more funds holding

Funds holding: 203 → 214 (+11)

1.22% more ownership

Funds ownership: 91.92% → 93.14% (+1.2%)

2% more capital invested

Capital invested by funds: $4.27B → $4.36B (+$92M)

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
2.82%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
42
Increased
93
Reduced
67
Closed
23
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
PPW
Parcion Private Wealth
Washington
+$32.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$23M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
-$48.2M
2
Bank of America
Bank of America
North Carolina
-$23M
3
RBA
Richard Bernstein Advisors
New York
-$16.4M
4
PCA
Pallas Capital Advisors
Massachusetts
-$16.3M
5
Wells Fargo
Wells Fargo
California
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Farther Finance Advisors
California
$1.29M -$151K -3,349 -10%
BPC
127
Banque Pictet & Cie
Switzerland
$1.28M +$1.31M +28,938 New
KAS
128
Kestra Advisory Services
Texas
$1.23M +$522K +11,583 +71%
MFS
129
Mattson Financial Services
Michigan
$1.13M -$45.9K -1,018 -4%
WWA
130
WCG Wealth Advisors
Nevada
$1.13M -$1.72M -38,071 -60%
TW
131
TrinityPoint Wealth
Connecticut
$1.11M -$156K -3,462 -12%
AP
132
Atwood & Palmer
Missouri
$1.11M +$983K +21,800 +647%
CCFM
133
Clear Creek Financial Management
Washington
$1.02M +$428K +9,486 +70%
MWA
134
Medallion Wealth Advisors
Connecticut
$772K +$788K +17,480 New
T
135
Tidemark
California
$688K +$541K +12,003 +337%
AAM
136
Advisors Asset Management
Colorado
$683K +$103K +2,286 +17%
PCM
137
Presidio Capital Management
California
$675K -$46.1K -1,022 -6%
ICP
138
Impact Capital Partners
Colorado
$651K +$665K +14,744 New
BRWA
139
B. Riley Wealth Advisors
Florida
$639K +$52.8K +1,170 +9%
GIA
140
Gladstone Institutional Advisory
Florida
$631K -$237K -5,247 -27%
AWS
141
Aspen Wealth Strategies
Colorado
$628K +$15.4K +341 +2%
FAM
142
Flaharty Asset Management
Florida
$605K – – –
RIS
143
Richmond Investment Services
Wisconsin
$576K +$587K +13,026 New
VCA
144
Verdence Capital Advisors
Maryland
$571K +$47.1K +1,045 +9%
FFS
145
Founders Financial Securities
Maryland
$535K -$4.46K -99 -0.8%
SAS
146
Sage Advisory Services
Texas
$522K -$427K -9,466 -44%
FCM
147
Fire Capital Management
California
$503K +$513K +11,380 New
BAM
148
Belpointe Asset Management
Nevada
$494K -$84.2K -1,867 -15%
HFS
149
Haverford Financial Services
Pennsylvania
$494K +$116K +2,576 +30%
JIR
150
James Investment Research
Ohio
$454K +$53.6K +1,188 +13%
4 5
6
7 8

JMBS Hedge Fund Activity: Q4 2024 in Review

214 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2024, worth a combined $4.36B — up 2.2% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JMBS positions and 23 closed out — a net gain of 19 holders — while 93 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Congress Wealth Management, cutting an estimated $48.2M.

  • 214 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $4.36B of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 42 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2024 and 23 closed out, a net change of +19 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2024 was Morgan Stanley, an estimated $145M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2024 was Congress Wealth Management, an estimated $48.2M sold.

Based on aggregated 13F filings for Q4 2024.