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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

196 hedge funds and large institutions have $3.82B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
2.85%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
41
Increased
88
Reduced
48
Closed
13
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$505M
2
HTC
2
Haverford Trust Company
Pennsylvania
$50.1M
3
TWM
3
TMD Wealth Management
Arizona
$19.2M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$104M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
GI
2
Gradient Investments
Minnesota
$63.4M
3
RBA
3
Richard Bernstein Advisors
New York
$467M
4
Bank of America
4
Bank of America
North Carolina
$728M
5
PPW
5
Parcion Private Wealth
Washington
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
151
Legacy Capital Wealth Partners
Arkansas
$250K +$250K +5,600 New
GM
152
GeoWealth Management
Illinois
$250K +$92.1K +2,062 +58%
M&T Bank
153
M&T Bank
New York
$248K +$248K +5,560 New
FNWA
154
Financial Network Wealth Advisors
Utah
$235K +$235K +5,231 New
IA
155
IFP Advisors
Florida
$224K +$23.3K +523 +12%
BTI
156
Blue Trust Inc
Georgia
$223K – – –
TPW
157
Transatlantique Private Wealth
New York
$215K – – –
William Blair & Company
158
William Blair & Company
Illinois
$214K -$122K -2,735 -36%
Creative Planning
159
Creative Planning
Kansas
$206K +$206K +4,617 New
DAS
160
Diversify Advisory Services
Utah
$200K +$200K +4,462 New
T
161
Tidemark
California
$179K +$2.23K +50 +1%
TH
162
TCTC Holdings
Texas
$174K – – –
NSIM
163
North Star Investment Management
Illinois
$171K -$1.07K -24 -0.6%
US Bancorp
164
US Bancorp
Minnesota
$149K +$39.5K +885 +36%
SPIA
165
Steward Partners Investment Advisory
New York
$93.5K -$5.09K -114 -5%
SFA
166
Semmax Financial Advisors
North Carolina
$84.2K +$84.2K +1,826 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$80.5K – – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$74.4K +$74.4K +1,666 New
MG
169
Mather Group
Illinois
$58.5K +$2.71K +60 +5%
AFG
170
Albion Financial Group
Utah
$57.4K +$57.4K +1,285 New
SWM
171
Spire Wealth Management
Virginia
$56.7K +$56.7K +1,270 New
SA
172
Scarborough Advisors
Maryland
$55K +$714 +16 +1%
BF
173
BOK Financial
Oklahoma
$54.1K – – –
HI
174
Harbour Investments
Wisconsin
$40.8K -$268 -6 -0.7%
PTC
175
Private Trust Company
Ohio
$38.7K +$491 +11 +1%
5 6
7
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