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Janus Henderson Mortgage-Backed Securities ETF

218 hedge funds and large institutions have $5.12B invested in Janus Henderson Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $4.81B → $5.12B (+$314M)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.05% less ownership

Funds ownership: 93.45%92.4% (-1.1%)

3% less funds holding

Funds holding: 224218 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
218
Holders Change
-6
Holders Change %
-2.68%
% of All Funds
2.87%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.34%
New
24
Increased
106
Reduced
75
Closed
26
Calls
$401K
Puts
Net Calls
+$401K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
26
SPC Financial Inc
Maryland
$36.5M +$252K +5,663 +0.7%
DP
27
Divergent Planning
Maryland
$36.4M +$1.58M +35,388 +5%
CA
28
CGN Advisors
Kansas
$36.3M +$2.52M +56,685 +8%
PPW
29
Parcion Private Wealth
Washington
$33M -$371K -8,342 -1%
AI
30
Arvest Investments
Arkansas
$28.7M -$193K -4,345 -0.7%
ACM
31
Advance Capital Management
Michigan
$26.2M -$3.21M -72,010 -11%
TCM
32
Towneley Capital Management
California
$26M +$5.8M +130,309 +29%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$25.6M +$7.25M +162,973 +40%
AFG
34
Albion Financial Group
Utah
$25.6M +$125K +2,818 +0.5%
HI
35
Horizon Investments
North Carolina
$24M -$2.88M -64,641 -11%
IWA
36
Inspirion Wealth Advisors
Illinois
$23.3M +$935K +21,002 +4%
Truist Financial
37
Truist Financial
North Carolina
$22.1M +$376K +8,452 +2%
LPT
38
Legacy Private Trust
Wisconsin
$21.3M -$742K -16,662 -3%
FEG
39
Financial Enhancement Group
Indiana
$21.2M -$332K -7,455 -2%
MP
40
Moment Partners
California
$19.2M -$57.3K -1,288 -0.3%
GC
41
Guggenheim Capital
Illinois
$18M +$5.99M +134,599 +51%
LWL
42
Leo Wealth LLC
Texas
$17.7M +$11.1M +249,229 +174%
SMA
43
Sage Mountain Advisors
Georgia
$17.6M +$1.91M +43,003 +12%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$17.1M +$1.87M +41,931 +12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$15.4M +$4.17M +93,600 +38%
RA
46
Rise Advisors
New York
$15.1M +$794K +17,837 +6%
SIA
47
SeaBridge Investment Advisors
New Jersey
$14.4M +$2.78M +62,435 +24%
BEC
48
Blue Edge Capital
Virginia
$14.3M -$426K -9,580 -3%
GIM
49
Goelzer Investment Management
Indiana
$14M -$757 -17 -0%
BCM
50
Brookstone Capital Management
Illinois
$13.8M -$288K -6,466 -2%

JMBS Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q2 2025, worth a combined $5.12B — up 6.5% from $4.81B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of JMBS and 24 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 106 added.

The largest buyer was Morgan Stanley, adding an estimated $95M. The largest seller was Hamilton Capital, cutting an estimated $67.8M.

  • 218 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q2 2025, down from 224 in Q1 2025.
  • Funds reported $5.12B of Janus Henderson Mortgage-Backed Securities ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 24 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q2 2025 and 26 closed out, a net change of -2 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q2 2025 was Morgan Stanley, an estimated $95M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q2 2025 was Hamilton Capital, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2025.