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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

70 hedge funds and large institutions have $541M invested in Janus Henderson Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
13
Increased
31
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$99.2M
2
HI
2
Horizon Investments
North Carolina
$13.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.88M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.5M
5
Bank of America
5
Bank of America
North Carolina
$69.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$21M
2
LPL Financial
2
LPL Financial
California
$6.06M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
WWM
4
Western Wealth Management
Colorado
$361K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$781K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$99.2M 1,869,846 +517,230 +38%
Morgan Stanley
2
Morgan Stanley
New York
$80.5M 1,516,214 +157,878 +12%
Bank of America
3
Bank of America
North Carolina
$69.3M 1,306,947 +144,385 +12%
SFI
4
SPC Financial Inc
Maryland
$40M 753,720 +46,812 +7%
FEG
5
Financial Enhancement Group
Indiana
$21M 396,143 -165,854 -30%
AP
6
Atwood & Palmer
Missouri
$20.8M 392,700 +17,947 +5%
Wells Fargo
7
Wells Fargo
California
$20.5M 385,409 +130,970 +51%
B
8
Bailard
California
$16.7M 315,452 +67,184 +27%
AIA
9
Avalon Investment & Advisory
Texas
$15.5M 291,636 -3,888 -1%
Truist Financial
10
Truist Financial
North Carolina
$15.3M 289,057 -2,738 -0.9%
HI
11
Horizon Investments
North Carolina
$13.8M 260,498 +260,498 New
LPT
12
Legacy Private Trust
Wisconsin
$12.8M 241,661 +59,603 +33%
AWA
13
Aaron Wealth Advisors
Illinois
$9.33M 175,808 +43,536 +33%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.88M 167,408 +167,408 New
AFM
15
Andesa Financial Management
Pennsylvania
$8.83M 166,452 +95,764 +135%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.31M 156,620 +56,572 +57%
SAS
17
Sage Advisory Services
Texas
$7.5M 141,363 -10,682 -7%
BCI
18
Brinker Capital Investments
Pennsylvania
$7.47M 140,691 -6,255 -4%
LPL Financial
19
LPL Financial
California
$6.06M 114,248 -88,442 -44%
MMM
20
Mendel Money Management
Illinois
$4.25M 80,027 +5,274 +7%
RJA
21
Raymond James & Associates
Florida
$3.4M 64,032 -6,841 -10%
AA
22
Altman Advisors
Illinois
$3.26M 61,518 +34,425 +127%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.24M 60,978 +21,380 +54%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.22M 60,770 +1,376 +2%
BRWM
25
B. Riley Wealth Management
Tennessee
$3.17M 59,656 -766 -1%
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