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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

163 hedge funds and large institutions have $3.71B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+38
Holders Change %
+30.4%
% of All Funds
2.39%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
51
Increased
83
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$646M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
RBA
3
Richard Bernstein Advisors
New York
$523M
4
Charles Schwab
4
Charles Schwab
California
$350M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.4M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$33M
2
Jane Street
2
Jane Street
New York
$0
3
RIA
3
Regal Investment Advisors
Michigan
$334K
4
APW
4
Acima Private Wealth
Virginia
$0
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$786M 17,118,179 +9,224,159 +117%
Morgan Stanley
2
Morgan Stanley
New York
$646M 14,060,932 +10,034,450 +249%
RBA
3
Richard Bernstein Advisors
New York
$523M 11,394,434 +7,813,615 +218%
Charles Schwab
4
Charles Schwab
California
$350M 7,612,323 +7,612,323 New
CWM
5
Congress Wealth Management
Massachusetts
$144M 3,137,206 +63,436 +2%
RJA
6
Raymond James & Associates
Florida
$113M 2,459,466 +156,741 +7%
MAM
7
Madison Asset Management
Wisconsin
$89.6M 1,949,729 +111,408 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$88.4M 1,924,031 +1,209,222 +169%
GI
9
Gradient Investments
Minnesota
$88.2M 1,920,675 +141,811 +8%
UBS Group
10
UBS Group
Switzerland
$57.4M 1,249,156 +611,025 +96%
CAI
11
Capital Advisors Inc
Oklahoma
$53.7M 1,168,796 -3,487 -0.3%
B
12
Bailard
California
$52.7M 1,146,912 +39,572 +4%
Corient Private Wealth
13
Corient Private Wealth
Florida
$43.2M 940,078 +80,053 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$38.7M 843,388 +419,912 +99%
SFI
15
SPC Financial Inc
Maryland
$35.5M 773,527 +6,510 +0.8%
FEG
16
Financial Enhancement Group
Indiana
$33M 726,579 -220,960 -23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$32.3M 702,044 +506,103 +258%
DP
18
Divergent Planning
Maryland
$27.9M 611,000 +26,167 +4%
LPL Financial
19
LPL Financial
California
$27.3M 595,074 +118,158 +25%
PPW
20
Parcion Private Wealth
Washington
$25.1M 546,864 +546,864 New
AI
21
Arvest Investments
Arkansas
$24.7M 538,707 +538,707 New
HI
22
Horizon Investments
North Carolina
$23.8M 519,871 +146,134 +39%
RVPG
23
Relative Value Partners Group
$23.7M 515,212 +113,698 +28%
FM
24
Foster & Motley
Ohio
$23M 501,242 +131,712 +36%
CA
25
CGN Advisors
Kansas
$21.7M 473,183 +473,183 New
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