Janus Henderson Mortgage-Backed Securities ETF
JMBS
115 hedge funds and large institutions have $1.23B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 16 reducing their positions, and 10 closing their positions.
294% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 16
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
35% more capital invested
Capital invested by funds: $912M → $1.23B (+$318M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more funds holding
Funds holding: 103 → 115 (+12)
4.19% more ownership
Funds ownership: 80.2% → 84.39% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$130M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$60.8M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$38.2M |
| 4 |
Morgan Stanley
New York
|
+$20.3M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$5.24M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.08M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$1.01M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$717K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$709K |
JMBS Hedge Fund Activity: Q2 2023 in Review
115 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2023, worth a combined $1.23B — up 35% from $912M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new JMBS positions and 10 closed out — a net gain of 14 holders — while 63 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $130M. The largest seller was Horizon Investments, cutting an estimated $5.24M.
- 115 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2023, up from 103 in Q1 2023.
- Funds reported $1.23B of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2023, up 35% quarter-over-quarter.
- 24 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2023 and 10 closed out, a net change of +14 holders.
- The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2023 was Bank of America, an estimated $130M added.
- The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2023 was Horizon Investments, an estimated $5.24M sold.
Based on aggregated 13F filings for Q2 2023.