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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

196 hedge funds and large institutions have $3.82B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
2.85%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
41
Increased
88
Reduced
48
Closed
13
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$505M
2
HTC
2
Haverford Trust Company
Pennsylvania
$50.1M
3
TWM
3
TMD Wealth Management
Arizona
$19.2M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$104M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
GI
2
Gradient Investments
Minnesota
$63.4M
3
RBA
3
Richard Bernstein Advisors
New York
$467M
4
Bank of America
4
Bank of America
North Carolina
$728M
5
PPW
5
Parcion Private Wealth
Washington
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$728M 16,315,571 -291,490 -2%
Morgan Stanley
2
Morgan Stanley
New York
$505M 11,305,519 +3,105,257 +38%
RBA
3
Richard Bernstein Advisors
New York
$467M 10,468,163 -442,809 -4%
Charles Schwab
4
Charles Schwab
California
$339M 7,597,735 -46,801 -0.6%
HC
5
Hamilton Capital
Ohio
$160M 3,592,021 +104,610 +3%
CWM
6
Congress Wealth Management
Massachusetts
$141M 3,167,441 -130,681 -4%
RJA
7
Raymond James & Associates
Florida
$104M 2,320,264 +193,367 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$91.1M 2,041,315 +70,618 +4%
MAM
9
Madison Asset Management
Wisconsin
$78.6M 1,761,044 -179,063 -9%
GI
10
Gradient Investments
Minnesota
$63.4M 1,419,359 -454,592 -24%
B
11
Bailard
California
$57.2M 1,281,319 +74,704 +6%
UBS Group
12
UBS Group
Switzerland
$53.5M 1,197,674 -49,682 -4%
CAI
13
Capital Advisors Inc
Oklahoma
$51.4M 1,151,175 -22,519 -2%
HTC
14
Haverford Trust Company
Pennsylvania
$50.1M 1,122,608 +1,060,341 +1,703%
Corient Private Wealth
15
Corient Private Wealth
Florida
$49M 1,096,849 +55,224 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$42.7M 956,434 +116,156 +14%
LPL Financial
17
LPL Financial
California
$36.1M 807,656 +29,038 +4%
SFI
18
SPC Financial Inc
Maryland
$35M 784,070 +8,765 +1%
FM
19
Foster & Motley
Ohio
$34.8M 779,199 +116,695 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34M 760,655 +102,897 +16%
Wells Fargo
21
Wells Fargo
California
$33.3M 745,858 +88,442 +13%
DP
22
Divergent Planning
Maryland
$29.9M 671,251 +32,466 +5%
AI
23
Arvest Investments
Arkansas
$28.6M 639,420 +86,414 +16%
CA
24
CGN Advisors
Kansas
$26.2M 587,497 +81,718 +16%
CRA
25
Clear Rock Advisors
Texas
$23.1M 518,185 +9,620 +2%
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