Janus Henderson Mortgage-Backed Securities ETF
JMBS
84 hedge funds and large institutions have $668M invested in Janus Henderson Mortgage-Backed Securities ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 42 reducing their positions, and 16 closing their positions.
37% more capital inflows, than outflows
Capital inflows: $150M | Capital outflows: $109M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0.75% more ownership
Funds ownership: 76.24% → 76.98% (+0.75%)
8% less funds holding
Funds holding: 91 → 84 (-7)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
40% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$81.1M |
| 2 |
Avalon Investment & Advisory
Houston,
Texas
|
+$13.1M |
| 3 |
Divergent Planning
Bethesda,
Maryland
|
+$11.6M |
| 4 |
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$11.5M |
| 5 |
SPC Financial Inc
Rockville,
Maryland
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
-$20.7M |
| 2 |
Morgan Stanley
New York
|
-$14.5M |
| 3 |
PFS Investments
Duluth,
Georgia
|
-$11.4M |
| 4 |
Madison Asset Management
Madison,
Wisconsin
|
-$10.7M |
| 5 |
Aaron Wealth Advisors
Chicago,
Illinois
|
-$8.82M |
JMBS Hedge Fund Activity: Q1 2022 in Review
84 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2022, worth a combined $668M — up 0.77% from $663M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JMBS and 11 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 25 added.
The largest buyer was Capital Advisors Inc, adding an estimated $81.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $20.7M sold.
- 84 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2022, down from 91 in Q4 2021.
- Funds reported $668M of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2022, up 0.77% quarter-over-quarter.
- 11 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2022 and 16 closed out, a net change of -5 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2022 was Capital Advisors Inc, an estimated $81.1M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2022 was Horizon Investments, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2022.