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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

79 hedge funds and large institutions have $460M invested in Janus Henderson Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
17
Increased
28
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$32.9M
2
DP
2
Divergent Planning
Maryland
$11.4M
3
LPL Financial
3
LPL Financial
California
$13.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.5M
5
AIA
5
Avalon Investment & Advisory
Texas
$20.3M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$689K
2
FEG
2
Financial Enhancement Group
Indiana
$11.8M
3
AFM
3
Andesa Financial Management
Pennsylvania
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.34M
5
LPT
5
Legacy Private Trust
Wisconsin
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.1M 1,543,963 +27,749 +2%
Bank of America
2
Bank of America
North Carolina
$67M 1,261,399 -45,548 -3%
SFI
3
SPC Financial Inc
Maryland
$44.8M 842,724 +89,004 +12%
B
4
Bailard
California
$32.9M 618,485 +303,033 +96%
AIA
5
Avalon Investment & Advisory
Texas
$20.3M 382,574 +90,938 +31%
AP
6
Atwood & Palmer
Missouri
$20.3M 381,499 -11,201 -3%
Wells Fargo
7
Wells Fargo
California
$17.9M 337,338 -48,071 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.5M 272,717 +116,097 +74%
HI
9
Horizon Investments
North Carolina
$14.3M 269,892 +9,394 +4%
LPL Financial
10
LPL Financial
California
$13.6M 255,488 +141,240 +124%
FEG
11
Financial Enhancement Group
Indiana
$11.8M 221,448 -174,695 -44%
AWA
12
Aaron Wealth Advisors
Illinois
$11.6M 216,080 +40,272 +23%
DP
13
Divergent Planning
Maryland
$11.4M 215,050 +215,050 New
LPT
14
Legacy Private Trust
Wisconsin
$8.68M 163,247 -78,414 -32%
SAS
15
Sage Advisory Services
Texas
$8.22M 154,740 +13,377 +9%
BCI
16
Brinker Capital Investments
Pennsylvania
$7.13M 134,239 -6,452 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.91M 111,218 +50,240 +82%
MIAN
18
Mariner Independent Advisor Network
Kansas
$5.51M 103,742 +66,767 +181%
Citadel Advisors
19
Citadel Advisors
Florida
$4.59M 86,399 +75,610 +701%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.34M 81,578 -85,830 -51%
AA
21
Altman Advisors
Illinois
$3.9M 73,261 +11,743 +19%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.31M 62,189 +4,431 +8%
BRWM
23
B. Riley Wealth Management
Tennessee
$3.3M 62,076 +2,420 +4%
MMM
24
Mendel Money Management
Illinois
$3.24M 61,012 -19,015 -24%
MIM
25
Macroview Investment Management
Maryland
$3.12M 58,656 +75 +0.1%
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