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Janus Henderson Mortgage-Backed Securities ETF
JMBS

14 hedge funds and large institutions have $48.9M invested in Janus Henderson Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

223% more capital invested

Capital invested by funds: $15.2M → $48.9M (+$33.7M)

180% more funds holding

Funds holding: 5 → 14 (+9)

Holders
14
Holders Change
+9
Holders Change %
+180%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$15.7M
2
HI
Horizon Investments
North Carolina
+$7.03M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$5.07M
4
WWM
Western Wealth Management
Colorado
+$2.8M
5
Bank of America
Bank of America
North Carolina
+$2.04M

Top Sellers

1
Citigroup
Citigroup
New York
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$16M +$15.7M +310,472 New
Bank of America
2
Bank of America
North Carolina
$7.39M +$2.04M +40,289 +39%
HI
3
Horizon Investments
North Carolina
$7.13M +$7.03M +138,696 New
LPL Financial
4
LPL Financial
California
$5.8M +$619K +12,199 +12%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$5.14M +$5.07M +100,000 New
WWM
6
Western Wealth Management
Colorado
$2.84M +$2.8M +55,175 New
BCA
7
Bay Colony Advisors
Massachusetts
$1.05M +$758K +14,942 +271%
SWM
8
Sequoia Wealth Management
Illinois
$826K +$816K +16,091 New
UR
9
USCA RIA
Texas
$648K +$639K +12,604 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$639K +$630K +12,425 New
Jane Street
11
Jane Street
New York
$598K +$590K +11,635 New
BRWM
12
B. Riley Wealth Management
Tennessee
$564K +$557K +10,977 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$298K +$60.9K +1,200 +26%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.79K +55 New
Citigroup
15
Citigroup
New York
– -$4.36M -86,607 Closed

JMBS Hedge Fund Activity: Q1 2019 in Review

14 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2019, worth a combined $48.9M — up 223% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMBS positions and 1 closed out — a net gain of 9 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $15.7M. The largest seller was Citigroup, exiting entirely with an estimated $4.36M sold.

  • 14 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2019, up from 5 in Q4 2018.
  • Funds reported $48.9M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2019, up 223% quarter-over-quarter.
  • 10 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2019 and 1 closed out, a net change of +9 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2019 was Financial Enhancement Group, an estimated $15.7M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2019 was Citigroup, an estimated $4.36M sold.

Based on aggregated 13F filings for Q1 2019.