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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

200 hedge funds and large institutions have $4.26B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
28
Increased
94
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$78.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$591M
3
Wells Fargo
3
Wells Fargo
California
$70.8M
4
UBS Group
4
UBS Group
Switzerland
$81.5M
5
AFG
5
Albion Financial Group
Utah
$22.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$468M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
FEG
3
Financial Enhancement Group
Indiana
$11.4M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$15.1M
5
MAM
5
Madison Asset Management
Wisconsin
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
Bulltick Wealth Management
Florida
$333K – – –
CC
152
Chicago Capital
Illinois
$325K +$325K +6,974 New
AAS
153
Avantax Advisory Services
Texas
$323K -$23.9K -512 -7%
AP
154
Americana Partners
Texas
$322K – – –
VA
155
Valmark Advisers
Ohio
$319K -$24.9K -533 -7%
CA
156
CoreCap Advisors
Michigan
$316K +$37.2K +797 +13%
CPWA
157
Cerro Pacific Wealth Advisors
California
$313K – – –
MWM
158
Modern Wealth Management
Kansas
$307K +$307K +6,591 New
NCFG
159
New Century Financial Group
New Jersey
$292K +$6.62K +142 +2%
LCWP
160
Legacy Capital Wealth Partners
Arkansas
$278K +$16.4K +351 +6%
CB
161
Chris Bulman
California
$268K -$208K -4,466 -44%
Jane Street
162
Jane Street
New York
$265K -$3.68M -78,967 -93%
AC
163
AIFG Consultants
New York
$230K +$230K +4,941 New
TPW
164
Transatlantique Private Wealth
New York
$225K – – –
4WM
165
49 Wealth Management
Texas
$216K +$216K +4,637 New
CW
166
CreativeOne Wealth
Kansas
$213K +$213K +4,576 New
FNWA
167
Financial Network Wealth Advisors
Utah
$198K -$45.9K -983 -19%
TH
168
TCTC Holdings
Texas
$182K – – –
NSIM
169
North Star Investment Management
Illinois
$178K -$1.07K -23 -0.6%
IA
170
IFP Advisors
Florida
$167K -$66.8K -1,431 -29%
T
171
Tidemark
California
$166K -$20.2K -433 -11%
AP
172
Atwood & Palmer
Missouri
$157K -$231K -4,953 -60%
William Blair & Company
173
William Blair & Company
Illinois
$157K -$67.1K -1,439 -30%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$123K +$123K +2,638 New
SPIA
175
Steward Partners Investment Advisory
New York
$121K +$23.7K +509 +24%
5 6
7
8 9