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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
SA
76
Sanctuary Advisors
Indiana
$5.21M -$142K -3,181 -3%
TFA
77
Transamerica Financial Advisors
Florida
$4.97M -$1.47M -32,905 -23%
TC
78
TownSquare Capital
Utah
$4.28M -$247K -5,544 -6%
AA
79
Ancora Advisors
Ohio
$4.28M +$50.2K +1,125 +1%
BFA
80
Brown Financial Advisors
Ohio
$4.2M +$926K +20,754 +29%
DWP
81
Destiny Wealth Partners
Florida
$4.07M -$140K -3,144 -3%
KW
82
KWB Wealth
California
$4.06M +$748K +16,756 +22%
PW
83
Paladin Wealth
Minnesota
$3.8M +$697K +15,613 +23%
BRWM
84
Blue Rock Wealth Management
North Carolina
$3.69M +$58.7K +1,315 +2%
SL
85
Sentinus LLC
Illinois
$3.56M +$542K +12,146 +18%
AI
86
Atria Investments
North Carolina
$3.43M +$95.2K +2,135 +3%
MW
87
Marcum Wealth
Ohio
$3.35M +$40K +897 +1%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$3.25M -$175K -3,933 -5%
SKK
89
Shepherd Kaplan Krochuk
Massachusetts
$3.24M -$27K -605 -0.8%
Comerica Bank
90
Comerica Bank
Texas
$3.2M +$282K +6,318 +10%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$3.11M -$834K -18,705 -21%
MFG
92
Merit Financial Group
Georgia
$3.1M -$8.45M -189,429 -73%
GWM
93
Greenwich Wealth Management
Connecticut
$3.07M +$351K +7,865 +13%
EIA
94
Eldridge Investment Advisors
New Hampshire
$3.02M +$3M +67,200 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$2.97M -$84.9K -1,904 -3%
MMM
96
Mendel Money Management
Illinois
$2.88M -$43.7K -980 -2%
MA
97
MONECO Advisors
Connecticut
$2.67M +$1.13M +25,252 +75%
Mariner
98
Mariner
Kansas
$2.67M +$109K +2,453 +4%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$2.66M +$183K +4,100 +7%
MIM
100
Macroview Investment Management
Maryland
$2.45M -$1.61K -36 -0.1%

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.