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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

125 hedge funds and large institutions have $1.64B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
66
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$343M
2
RBA
2
Richard Bernstein Advisors
New York
$155M
3
RJA
3
Raymond James & Associates
Florida
$99.9M
4
MAM
4
Madison Asset Management
Wisconsin
$79.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.4M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.46M
2
AP
2
Atwood & Palmer
Missouri
$679K
3
HI
3
Horizon Investments
North Carolina
$16.1M
4
B
4
Bensler
Washington
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$343M +$140M +3,222,644 +69%
Morgan Stanley
2
Morgan Stanley
New York
$175M +$14.4M +331,827 +9%
RBA
3
Richard Bernstein Advisors
New York
$155M +$98.2M +2,263,769 +172%
CWM
4
Congress Wealth Management
Massachusetts
$133M +$11.7M +268,526 +10%
RJA
5
Raymond James & Associates
Florida
$99.9M +$87.7M +2,021,255 +718%
MAM
6
Madison Asset Management
Wisconsin
$79.8M +$40.2M +926,945 +102%
GI
7
Gradient Investments
Minnesota
$77.2M +$1.96M +45,186 +3%
CAI
8
Capital Advisors Inc
Oklahoma
$50.9M -$480K -11,049 -0.9%
B
9
Bailard
California
$48.1M +$4.4M +101,291 +10%
FEG
10
Financial Enhancement Group
Indiana
$40.4M +$15.3M +359,848 +61%
Corient Private Wealth
11
Corient Private Wealth
Florida
$37.4M +$1.4M +32,215 +4%
SFI
12
SPC Financial Inc
Maryland
$33.3M +$107K +2,456 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31M +$2.68M +61,648 +9%
UBS Group
14
UBS Group
Switzerland
$27.7M +$3.33M +76,811 +14%
DP
15
Divergent Planning
Maryland
$25.2M +$1.42M +33,028 +6%
LPL Financial
16
LPL Financial
California
$20.7M +$3.19M +73,614 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.4M +$17.8M +410,730 +3,222%
RVPG
18
Relative Value Partners Group
$17.4M +$17.4M +401,514 New
HI
19
Horizon Investments
North Carolina
$16.1M -$3.59M -83,448 -18%
FM
20
Foster & Motley
Ohio
$16M +$1.58M +36,500 +11%
Wells Fargo
21
Wells Fargo
California
$12.5M +$6.15M +141,625 +97%
AT
22
Arden Trust
Delaware
$9.46M -$7.01M -161,526 -43%
MFG
23
Merit Financial Group
Georgia
$9.39M +$904K +20,837 +11%
IWA
24
Inspirion Wealth Advisors
Illinois
$9.06M +$2.9M +66,709 +47%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.5M +$1.39M +32,037 +20%
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