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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

170 hedge funds and large institutions have $3.62B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
24
Increased
88
Reduced
48
Closed
16
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$157M
2
PA
2
Parallel Advisors
California
$15.3M
3
ACM
3
Advance Capital Management
Michigan
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$29.6M
5
IWA
5
Inspirion Wealth Advisors
Illinois
$18.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$370M
2
Bank of America
2
Bank of America
North Carolina
$749M
3
RBA
3
Richard Bernstein Advisors
New York
$492M
4
RJA
4
Raymond James & Associates
Florida
$95.9M
5
FEG
5
Financial Enhancement Group
Indiana
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$749M 16,607,061 -511,118 -3%
RBA
2
Richard Bernstein Advisors
New York
$492M 10,910,972 -483,462 -4%
Morgan Stanley
3
Morgan Stanley
New York
$370M 8,200,262 -5,860,670 -42%
Charles Schwab
4
Charles Schwab
California
$345M 7,644,536 +32,213 +0.4%
HC
5
Hamilton Capital
Ohio
$157M 3,487,411 +3,487,411 New
CWM
6
Congress Wealth Management
Massachusetts
$149M 3,298,122 +160,916 +5%
RJA
7
Raymond James & Associates
Florida
$95.9M 2,126,897 -332,569 -14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$88.9M 1,970,697 +46,666 +2%
MAM
9
Madison Asset Management
Wisconsin
$87.5M 1,940,107 -9,622 -0.5%
GI
10
Gradient Investments
Minnesota
$84.5M 1,873,951 -46,724 -2%
UBS Group
11
UBS Group
Switzerland
$56.3M 1,247,356 -1,800 -0.1%
B
12
Bailard
California
$54.4M 1,206,615 +59,703 +5%
CAI
13
Capital Advisors Inc
Oklahoma
$52.9M 1,173,694 +4,898 +0.4%
Corient Private Wealth
14
Corient Private Wealth
Florida
$47M 1,041,625 +101,547 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.9M 840,278 -3,110 -0.4%
LPL Financial
16
LPL Financial
California
$35.1M 778,618 +183,544 +31%
SFI
17
SPC Financial Inc
Maryland
$35M 775,305 +1,778 +0.2%
FM
18
Foster & Motley
Ohio
$29.9M 662,504 +161,262 +32%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29.7M 657,758 -44,286 -6%
Wells Fargo
20
Wells Fargo
California
$29.6M 657,416 +237,078 +56%
DP
21
Divergent Planning
Maryland
$28.5M 638,785 +27,785 +5%
PPW
22
Parcion Private Wealth
Washington
$28.1M 622,992 +76,128 +14%
RVPG
23
Relative Value Partners Group
$25.5M 555,276 +40,064 +8%
AI
24
Arvest Investments
Arkansas
$24.9M 553,006 +14,299 +3%
HI
25
Horizon Investments
North Carolina
$23.3M 521,179 +1,308 +0.3%
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