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Janus Henderson Mortgage-Backed Securities ETF

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: 2027 (+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: 214224 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$12M +$4.54M +101,808 +63%
SIA
52
SeaBridge Investment Advisors
New Jersey
$11.7M +$6.47M +145,100 +128%
MML Investors Services
53
MML Investors Services
Massachusetts
$11.6M +$5.32M +119,207 +87%
AC
54
Asio Capital
Kentucky
$11.3M +$1.7M +38,199 +18%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$11.3M +$430K +9,644 +4%
PVI
56
Pine Valley Investments
New Jersey
$11M +$3.47M +77,764 +47%
SAM
57
Secure Asset Management
Michigan
$9.99M +$4.01M +89,912 +69%
Goldman Sachs
58
Goldman Sachs
New York
$9.64M -$7.82M -175,274 -45%
FDW
59
Fourth Dimension Wealth
Ohio
$9.33M +$2.96M +66,413 +47%
Osaic Holdings
60
Osaic Holdings
Arizona
$9.19M +$1.99M +44,633 +28%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$9.06M +$930K +20,855 +12%
ACG
62
Allen Capital Group
Nebraska
$9.05M +$456K +10,225 +5%
PNAA
63
Pictet North America Advisors
Switzerland
$8.58M -$3.04M -68,035 -26%
SFS
64
Symphony Financial Services
Ohio
$7.63M -$3.26M -73,057 -30%
LWL
65
Leo Wealth LLC
Texas
$6.47M -$9.51M -213,088 -60%
TCA
66
Transcend Capital Advisors
New Jersey
$6.4M +$16K +358 +0.3%
SWM
67
Seed Wealth Management
Illinois
$6.31M +$448K +10,031 +8%
LCC
68
Lincoln Capital Corp
Rhode Island
$6.28M +$191K +4,282 +3%
WAS
69
WESPAC Advisors SoCal
California
$6.18M +$3.02M +67,755 +98%
CWG
70
Cornerstone Wealth Group
North Carolina
$5.89M +$5.81M +130,327 New
SAM
71
Stansberry Asset Management
Texas
$5.8M -$334K -7,491 -6%
RSS
72
Rosenblum Silverman Sutton
California
$5.7M +$1.58M +35,305 +39%
Stifel Financial
73
Stifel Financial
Missouri
$5.59M +$632K +14,169 +13%
AWM
74
Apollon Wealth Management
South Carolina
$5.54M +$89.8K +2,014 +2%
UWS
75
Unique Wealth Strategies
Illinois
$5.33M +$41.8K +938 +0.8%

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.