We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF

19 hedge funds and large institutions have $57M invested in Janus Henderson Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

36% more funds holding

Funds holding: 1419 (+5)

17% more capital invested

Capital invested by funds: $48.9M → $57M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$17.7M +$1.58M +30,669 +10%
Bank of America
2
Bank of America
North Carolina
$8.98M +$1.5M +29,183 +20%
HI
3
Horizon Investments
North Carolina
$7.21M
LPL Financial
4
LPL Financial
California
$6.1M +$230K +4,466 +4%
WWM
5
Western Wealth Management
Colorado
$2.51M -$348K -6,774 -12%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.46M +$2.44M +47,381 New
BCA
7
Bay Colony Advisors
Massachusetts
$1.97M +$893K +17,363 +85%
Jane Street
8
Jane Street
New York
$1.86M +$1.25M +24,230 +208%
AP
9
Atwood & Palmer
Missouri
$1.83M +$1.81M +35,170 New
Goldman Sachs
10
Goldman Sachs
New York
$1.67M +$1.66M +32,219 New
Morgan Stanley
11
Morgan Stanley
New York
$1.25M +$1.24M +24,136 New
SWM
12
Sequoia Wealth Management
Illinois
$763K -$69.9K -1,360 -8%
GIA
13
Gladstone Institutional Advisory
Florida
$737K +$730K +14,189 New
UR
14
USCA RIA
Texas
$709K +$53.7K +1,045 +8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$646K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$307K +$5.14K +100 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$225K +$223K +4,334 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3K
BRWM
19
B. Riley Wealth Management
Tennessee
$1.93K +$1.34M +26,076 +238%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
-$5.14M -100,000 Closed

JMBS Hedge Fund Activity: Q2 2019 in Review

19 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2019, worth a combined $57M — up 17% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JMBS positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $2.44M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $5.14M sold.

  • 19 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2019, up from 14 in Q1 2019.
  • Funds reported $57M of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 6 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2019 and 1 closed out, a net change of +5 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $2.44M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2019 was Janus Henderson Group, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2019.