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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 %
HF
151
HRT Financial
New York
$380K +$380K +8,603 New
EWM
152
Executive Wealth Management
Michigan
$374K +$44.8K +1,013 +14%
ATC
153
Argent Trust Co
Tennessee
$360K +$11K +250 +3%
TPW
154
Transatlantique Private Wealth
New York
$358K +$145K +3,289 +68%
CA
155
CoreCap Advisors
Michigan
$355K +$56K +1,267 +19%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$350K -$95K -2,151 -21%
UCB
157
United Community Bank
South Carolina
$347K -$61.8K -1,398 -15%
SI
158
Saxon Interests
Texas
$327K -$12.9K -291 -4%
AAS
159
Avantax Advisory Services
Texas
$327K +$20.9K +473 +7%
VA
160
Valmark Advisers
Ohio
$326K +$23.9K +540 +8%
AC
161
AIFG Consultants
New York
$319K +$101K +2,290 +46%
SPIA
162
Steward Partners Investment Advisory
New York
$316K +$201K +4,553 +175%
BWM
163
Bulltick Wealth Management
Florida
$316K – – –
EPW
164
Endeavor Private Wealth
Kansas
$312K +$312K +7,058 New
VWM
165
Venturi Wealth Management
Texas
$310K -$63.3K -1,432 -17%
AP
166
Americana Partners
Texas
$305K – – –
CB
167
Chris Bulman
California
$283K +$28.7K +649 +11%
LCWP
168
Legacy Capital Wealth Partners
Arkansas
$273K +$9.81K +222 +4%
NCFG
169
New Century Financial Group
New Jersey
$267K -$9.41K -213 -3%
NA
170
NewEdge Advisors
Louisiana
$255K +$235K +5,326 +1,171%
CGFA
171
Colton Groome Financial Advisors
North Carolina
$235K -$92.7K -2,099 -28%
4WM
172
49 Wealth Management
Texas
$210K +$5.57K +126 +3%
DAS
173
Diversify Advisory Services
Utah
$203K +$203K +4,653 New
UAS
174
United Asset Strategies
New York
$201K +$201K +4,545 New
SFG
175
Stonebridge Financial Group
Pennsylvania
$188K +$188K +4,266 New
5 6
7
8 9