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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

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 17 closing their positions.

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
11
Increased
25
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$79.1M
2
AIA
2
Avalon Investment & Advisory
Texas
$30.5M
3
DP
3
Divergent Planning
Maryland
$22.8M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$11.2M
5
SFI
5
SPC Financial Inc
Maryland
$49.7M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$62.5M
3
PI
3
PFS Investments
Georgia
$2.13M
4
MAM
4
Madison Asset Management
Wisconsin
$38.3M
5
AWA
5
Aaron Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$88.9M 1,780,691 -35,481 -2%
CAI
2
Capital Advisors Inc
Oklahoma
$79.1M 1,584,654 +1,580,485 +37,910%
Morgan Stanley
3
Morgan Stanley
New York
$62.5M 1,252,193 -283,351 -18%
SFI
4
SPC Financial Inc
Maryland
$49.7M 995,709 +187,045 +23%
Bank of America
5
Bank of America
North Carolina
$49.3M 988,080 -59,290 -6%
B
6
Bailard
California
$41M 821,189 -75,759 -8%
MAM
7
Madison Asset Management
Wisconsin
$38.3M 768,185 -208,844 -21%
AIA
8
Avalon Investment & Advisory
Texas
$30.5M 610,573 +255,455 +72%
FEG
9
Financial Enhancement Group
Indiana
$24M 480,529 +132,156 +38%
DP
10
Divergent Planning
Maryland
$22.8M 459,957 +226,549 +97%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.8M 417,210 -16,021 -4%
AP
12
Atwood & Palmer
Missouri
$19.6M 392,813 -5,218 -1%
LPL Financial
13
LPL Financial
California
$14.5M 290,106 +12,070 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.9M 239,107 -122,437 -34%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$11.2M 224,341 +224,341 New
LPT
16
Legacy Private Trust
Wisconsin
$9.95M 199,364 +35,994 +22%
Wells Fargo
17
Wells Fargo
California
$9.07M 181,701 -159,377 -47%
IWA
18
Inspirion Wealth Advisors
Illinois
$7.91M 158,390 -21,995 -12%
MCC
19
Money Concepts Capital
Florida
$5.89M 117,970 +2,323 +2%
CFD
20
Creative Financial Designs
Indiana
$5.75M 115,096 +115,096 New
MIAN
21
Mariner Independent Advisor Network
Kansas
$5.26M 105,960 +6,416 +6%
MMM
22
Mendel Money Management
Illinois
$3.43M 68,766 +2,051 +3%
BRWM
23
B. Riley Wealth Management
Tennessee
$3.2M 64,183 -4,563 -7%
BCI
24
Brinker Capital Investments
Pennsylvania
$3.01M 60,258 -977 -2%
AI
25
Atria Investments
North Carolina
$2.98M 59,762 -14,657 -20%
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