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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$13.6M +$1.3M +29,154 +11%
PNAA
52
Pictet North America Advisors
Switzerland
$13.6M +$4.99M +112,074 +59%
SAM
53
Stansberry Asset Management
Texas
$13.5M +$7.66M +172,190 +134%
AFA
54
AllGen Financial Advisors
Florida
$13.4M +$13.3M +298,203 New
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$12.4M +$3.37M +75,615 +38%
TNA
56
True North Advisors
Texas
$12.1M -$5.22M -117,182 -30%
AC
57
Asio Capital
Kentucky
$11.7M +$445K +9,997 +4%
PVI
58
Pine Valley Investments
New Jersey
$11.4M +$396K +8,902 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$10.9M -$615K -13,815 -5%
Osaic Holdings
60
Osaic Holdings
Arizona
$10.9M +$1.71M +38,435 +19%
FWM
61
Focused Wealth Management
New York
$10.8M +$10.7M +239,657 New
FDW
62
Fourth Dimension Wealth
Ohio
$10.6M +$1.33M +29,870 +14%
ACG
63
Allen Capital Group
Nebraska
$10.1M +$1.09M +24,514 +12%
SAM
64
Secure Asset Management
Michigan
$9.62M -$332K -7,455 -3%
SFS
65
Symphony Financial Services
Ohio
$7.44M -$161K -3,615 -2%
WAS
66
WESPAC Advisors SoCal
California
$6.97M +$802K +18,008 +13%
SWM
67
Seed Wealth Management
Illinois
$6.66M +$365K +8,205 +6%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$6.66M +$3.42M +76,932 +107%
Stifel Financial
69
Stifel Financial
Missouri
$6.53M +$942K +21,161 +17%
RSS
70
Rosenblum Silverman Sutton
California
$6.27M +$581K +13,045 +10%
LCC
71
Lincoln Capital Corp
Rhode Island
$6.17M -$94.3K -2,119 -2%
SA
72
Sanctuary Advisors
Indiana
$6.1M +$900K +20,218 +18%
CWG
73
Cornerstone Wealth Group
North Carolina
$5.95M +$78.8K +1,771 +1%
UWS
74
Unique Wealth Strategies
Illinois
$5.34M +$30.1K +676 +0.6%
Citadel Advisors
75
Citadel Advisors
Florida
$5.11M +$5.05M +113,519 New

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.