Janus Henderson Mortgage-Backed Securities ETF
JMBS
163 hedge funds and large institutions have $3.71B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 13 closing their positions.
292% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 13
277% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 22
127% more capital invested
Capital invested by funds: $1.64B → $3.71B (+$2.07B)
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
30% more funds holding
Funds holding: 125 → 163 (+38)
15.48% more ownership
Funds ownership: 87.79% → 103.27% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$440M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$404M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$342M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$333M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$9.68M |
| 2 |
Jane Street
New York
|
-$5.88M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$4.63M |
| 4 |
APW
Acima Private Wealth
Richmond,
Virginia
|
-$3.91M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.88M |
JMBS Hedge Fund Activity: Q4 2023 in Review
163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q4 2023, worth a combined $3.71B — up 127% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new JMBS positions and 13 closed out — a net gain of 38 holders — while 83 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $440M. The largest seller was Financial Enhancement Group, cutting an estimated $9.68M.
- 163 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q4 2023, up from 125 in Q3 2023.
- Funds reported $3.71B of Janus Henderson Mortgage-Backed Securities ETF stock for Q4 2023, up 127% quarter-over-quarter.
- 51 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q4 2023 and 13 closed out, a net change of +38 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $440M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $9.68M sold.
Based on aggregated 13F filings for Q4 2023.