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Janus Henderson Mortgage-Backed Securities ETF
JMBS

224 hedge funds and large institutions have $4.81B invested in Janus Henderson Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 60

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

26% more call options, than puts

Call options by funds: $176K | Put options by funds: $140K

10% more capital invested

Capital invested by funds: $4.36B → $4.81B (+$450M)

5% more funds holding

Funds holding: 214 → 224 (+10)

0.32% more ownership

Funds ownership: 93.14% → 93.45% (+0.32%)

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.36%
New
35
Increased
119
Reduced
60
Closed
19
Calls
$176K
Puts
$140K
Net Calls
+$36K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$97.8M
2
PCA
Pallas Capital Advisors
Massachusetts
+$40.2M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$31.4M
4
HTC
Haverford Trust Company
Pennsylvania
+$28.2M
5
PA
Parallel Advisors
California
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
2
LWL
Leo Wealth LLC
Texas
-$9.51M
3
MFG
Merit Financial Group
Georgia
-$8.45M
4
Goldman Sachs
Goldman Sachs
New York
-$7.82M
5
RBA
Richard Bernstein Advisors
New York
-$4.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CGN Advisors
Kansas
$33.9M +$763K +17,099 +2%
PPW
27
Parcion Private Wealth
Washington
$33.5M +$1.3M +29,160 +4%
RWA
28
Redhawk Wealth Advisors
Minnesota
$31.9M +$31.4M +704,669 New
ACM
29
Advance Capital Management
Michigan
$29.6M +$12.9M +288,337 +79%
KIM
30
Kestra Investment Management
Texas
$29.1M +$15.5M +347,969 +118%
AI
31
Arvest Investments
Arkansas
$29M +$566K +12,694 +2%
HI
32
Horizon Investments
North Carolina
$27M +$7.08M +158,667 +36%
AFG
33
Albion Financial Group
Utah
$25.6M +$1.05M +23,436 +4%
IWA
34
Inspirion Wealth Advisors
Illinois
$22.4M +$4.34M +97,360 +24%
LPT
35
Legacy Private Trust
Wisconsin
$22.1M -$173K -3,889 -0.8%
Truist Financial
36
Truist Financial
North Carolina
$21.8M +$18.1M +404,860 +530%
FEG
37
Financial Enhancement Group
Indiana
$21.4M -$1.1M -24,595 -5%
TCM
38
Towneley Capital Management
California
$20.2M +$683K +15,303 +4%
MP
39
Moment Partners
California
$19.4M +$724K +16,233 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$18.3M +$1.66M +37,141 +10%
TNA
41
True North Advisors
Texas
$17.5M +$17.2M +386,452 New
MWM
42
Modern Wealth Management
Kansas
$16.7M +$3.59M +80,539 +28%
SMA
43
Sage Mountain Advisors
Georgia
$15.7M +$2.83M +63,352 +22%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$15.3M +$4.84M +108,559 +47%
TW
45
Transform Wealth
Colorado
$15.1M +$1.34M +30,050 +10%
BEC
46
Blue Edge Capital
Virginia
$14.7M +$6.21M +139,088 +74%
RA
47
Rise Advisors
New York
$14.4M +$1.14M +25,586 +9%
BCM
48
Brookstone Capital Management
Illinois
$14.1M -$926K -20,761 -6%
GIM
49
Goelzer Investment Management
Indiana
$14.1M +$510K +11,439 +4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$12.3M +$111K +2,494 +0.9%
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JMBS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q1 2025, worth a combined $4.81B — up 10% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JMBS positions and 19 closed out — a net gain of 16 holders — while 119 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $22.7M sold.

  • 224 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q1 2025, up from 214 in Q4 2024.
  • Funds reported $4.81B of Janus Henderson Mortgage-Backed Securities ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 35 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q1 2025 and 19 closed out, a net change of +16 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q1 2025 was Morgan Stanley, an estimated $97.8M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q1 2025 was Citadel Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2025.