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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.35B invested in Janus Henderson Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
2.81%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
41
Increased
92
Reduced
66
Closed
22
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$701M
2
Raymond James Financial
2
Raymond James Financial
Florida
$130M
3
MIA
3
Madison Investment Advisors
Wisconsin
$75.8M
4
PPW
4
Parcion Private Wealth
Washington
$31.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$22.5M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$90.9M
2
Bank of America
2
Bank of America
North Carolina
$698M
3
RBA
3
Richard Bernstein Advisors
New York
$428M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$51.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$701M 15,876,916 +3,215,129 +25%
Bank of America
2
Bank of America
North Carolina
$698M 15,801,763 -508,880 -3%
RBA
3
Richard Bernstein Advisors
New York
$428M 9,678,746 -362,662 -4%
Charles Schwab
4
Charles Schwab
California
$347M 7,845,986 +261,441 +3%
HC
5
Hamilton Capital
Ohio
$157M 3,549,658 -67,051 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$130M 2,949,571 +2,949,571 New
CWM
7
Congress Wealth Management
Massachusetts
$90.9M 2,057,576 -1,069,749 -34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$82.8M 1,875,061 -148,854 -7%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$79.9M 1,807,905 +116,672 +7%
MAM
10
Madison Asset Management
Wisconsin
$75.8M 1,715,313 +37,603 +2%
MIA
11
Madison Investment Advisors
Wisconsin
$75.8M 1,715,313 +1,715,313 New
UBS Group
12
UBS Group
Switzerland
$71.8M 1,624,577 -123,271 -7%
GI
13
Gradient Investments
Minnesota
$68.3M 1,544,857 +118,932 +8%
HTC
14
Haverford Trust Company
Pennsylvania
$65.8M 1,490,395 +220,973 +17%
B
15
Bailard
California
$65.2M 1,475,003 +57,050 +4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$62.9M 1,442,028 +300,225 +26%
FM
17
Foster & Motley
Ohio
$55M 1,245,271 +279,031 +29%
Wells Fargo
18
Wells Fargo
California
$51.5M 1,166,564 -350,466 -23%
CAI
19
Capital Advisors Inc
Oklahoma
$47.6M 1,077,299 -64,163 -6%
LPL Financial
20
LPL Financial
California
$46.9M 1,060,942 -85,738 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$41.8M 945,808 +29,414 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$40.8M 923,596 -37,875 -4%
SFI
23
SPC Financial Inc
Maryland
$34.1M 772,155 +13,974 +2%
CA
24
CGN Advisors
Kansas
$32.4M 732,740 +69,210 +10%
DP
25
Divergent Planning
Maryland
$32.3M 740,025 +30,666 +4%
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