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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

200 hedge funds and large institutions have $4.26B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 19 closing their positions.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
28
Increased
94
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$78.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$591M
3
Wells Fargo
3
Wells Fargo
California
$70.8M
4
UBS Group
4
UBS Group
Switzerland
$81.5M
5
AFG
5
Albion Financial Group
Utah
$22.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$468M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
FEG
3
Financial Enhancement Group
Indiana
$11.4M
4
IWA
4
Inspirion Wealth Advisors
Illinois
$15.1M
5
MAM
5
Madison Asset Management
Wisconsin
$78.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$761M 16,310,643 -4,928 -0%
Morgan Stanley
2
Morgan Stanley
New York
$591M 12,661,787 +1,356,268 +12%
RBA
3
Richard Bernstein Advisors
New York
$468M 10,041,408 -426,755 -4%
Charles Schwab
4
Charles Schwab
California
$354M 7,584,545 -13,190 -0.2%
HC
5
Hamilton Capital
Ohio
$163M 3,616,709 +24,688 +0.7%
CWM
6
Congress Wealth Management
Massachusetts
$146M 3,127,325 -40,116 -1%
RJA
7
Raymond James & Associates
Florida
$121M 2,585,996 +265,732 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$94.4M 2,023,915 -17,400 -0.9%
UBS Group
9
UBS Group
Switzerland
$81.5M 1,747,848 +550,174 +46%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$78.7M 1,691,233 +1,691,233 New
MAM
11
Madison Asset Management
Wisconsin
$78.3M 1,677,710 -83,334 -5%
Wells Fargo
12
Wells Fargo
California
$70.8M 1,517,030 +771,172 +103%
GI
13
Gradient Investments
Minnesota
$66.5M 1,425,925 +6,566 +0.5%
B
14
Bailard
California
$66.1M 1,417,953 +136,634 +11%
HTC
15
Haverford Trust Company
Pennsylvania
$59.2M 1,269,422 +146,814 +13%
LPL Financial
16
LPL Financial
California
$53.5M 1,146,680 +339,024 +42%
Corient Private Wealth
17
Corient Private Wealth
Florida
$53.3M 1,141,803 +44,954 +4%
CAI
18
Capital Advisors Inc
Oklahoma
$53.2M 1,141,462 -9,713 -0.8%
FM
19
Foster & Motley
Ohio
$45.1M 966,240 +187,041 +24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$44.9M 961,471 +200,816 +26%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.7M 916,394 -40,040 -4%
SFI
22
SPC Financial Inc
Maryland
$35.4M 758,181 -25,889 -3%
DP
23
Divergent Planning
Maryland
$32.6M 709,359 +38,108 +6%
CA
24
CGN Advisors
Kansas
$31M 663,530 +76,033 +13%
PCA
25
Pallas Capital Advisors
Massachusetts
$30.5M 672,961 +477,537 +244%
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