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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
TFA
76
Transamerica Financial Advisors
Florida
$4.57M -$376K -8,457 -8%
AA
77
Ancora Advisors
Ohio
$4.37M +$100K +2,251 +2%
BRWM
78
Blue Rock Wealth Management
North Carolina
$4.29M +$609K +13,687 +17%
SKK
79
Shepherd Kaplan Krochuk
Massachusetts
$4.28M +$1.04M +23,331 +33%
MA
80
MONECO Advisors
Connecticut
$4.12M +$1.44M +32,455 +55%
IWA
81
IVC Wealth Advisors
Pennsylvania
$4.1M +$2.76M +62,022 +214%
BFA
82
Brown Financial Advisors
Ohio
$4.1M -$83K -1,865 -2%
DWP
83
Destiny Wealth Partners
Florida
$3.97M -$94.7K -2,127 -2%
AI
84
Atria Investments
North Carolina
$3.94M +$507K +11,392 +15%
SL
85
Sentinus LLC
Illinois
$3.9M +$339K +7,610 +10%
KW
86
KWB Wealth
California
$3.54M -$603K -13,544 -15%
PW
87
Paladin Wealth
Minnesota
$3.51M -$278K -6,239 -7%
BCI
88
Brinker Capital Investments
Pennsylvania
$3.43M +$1.58M +35,575 +88%
Comerica Bank
89
Comerica Bank
Texas
$3.32M +$136K +3,046 +4%
AWM
90
Apollon Wealth Management
South Carolina
$3.21M -$2.29M -51,347 -42%
PIWA
91
Prevail Innovative Wealth Advisors
Kansas
$2.86M +$1.1M +24,705 +64%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$2.85M -$246K -5,527 -8%
MMM
93
Mendel Money Management
Illinois
$2.79M -$79.2K -1,780 -3%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2.74M -$224K -5,023 -8%
KAS
95
Kestra Advisory Services
Texas
$2.7M +$909K +20,423 +52%
GWM
96
Gibbs Wealth Management
Georgia
$2.69M +$347K +7,794 +15%
Mariner
97
Mariner
Kansas
$2.54M -$117K -2,624 -4%
NA
98
NewEdge Advisors
Louisiana
$2.5M +$1.3M +29,263 +112%
MIM
99
Macroview Investment Management
Maryland
$2.48M +$38.9K +873 +2%
EFG
100
Ehrlich Financial Group
California
$2.4M +$481K +10,813 +25%

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.