Legacy Capital Reduces Stake in Janus Henderson Mortgage ETF

Legacy Capital Wealth Partners LLC has decreased its holdings in the Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA: JMBS) by 23.1% during the second quarter of 2023. This adjustment resulted in the firm owning 6,724 shares after divesting 2,022 shares during the quarter, with the total value of these holdings amounting to approximately $303,000 at the close of this period.

Several other investment firms have also altered their positions in the Janus Henderson ETF. Charles Schwab Investment Management Inc. increased its stake by 1.6%, acquiring an additional 129,294 shares. This brings their total ownership to 8,051,033 shares, valued at about $362.7 million.

In the first quarter, Raymond James Financial Inc. raised its position by 0.8%, now holding 2,973,132 shares valued at $134.4 million. Similarly, CW Advisors LLC expanded its holdings by 24.1%, resulting in ownership of 2,552,755 shares worth $115.4 million after purchasing an additional 495,179 shares.

The second quarter also saw Envestnet Asset Management Inc. increase its stake by 21.3%, now owning 2,510,104 shares valued at approximately $113.1 million. Additionally, Haverford Trust Co. raised its holdings by an impressive 42.4%, now owning 2,121,705 shares worth around $95.9 million.

Performance Overview of Janus Henderson ETF

As of Monday, shares of the Janus Henderson Mortgage-Backed Securities ETF opened at $45.97. The fund has experienced a one-year low of $43.45 and a one-year high of $46.20. The stock’s 50-day moving average stands at $45.80, while the 200-day moving average is recorded at $45.14.

The Janus Henderson Mortgage-Backed Securities ETF was established on September 12, 2018, and is actively managed based on the Bloomberg U.S. MBS index. The fund aims for a high level of total return through investments in mortgage-backed securities.

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