We are live on ! Find out more
JMBS icon

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
FFS
101
Founders Financial Securities
Maryland
$2.38M +$12.5K +280 +0.5%
WA
102
Waverly Advisors
Alabama
$2.22M +$26.8K +603 +1%
VA
103
VestGen Advisors
Illinois
$2.07M +$121K +2,727 +6%
AIM
104
Acropolis Investment Management
Missouri
$1.98M -$169K -3,800 -8%
HIA
105
Harbor Investment Advisory
Maryland
$1.93M -$368K -8,279 -16%
RWMG
106
Redwood Wealth Management Group
New Jersey
$1.86M -$25K -561 -1%
MFS
107
Mattson Financial Services
Michigan
$1.77M -$23.8K -535 -1%
NFA
108
Northwest Financial Advisors
Virginia
$1.76M -$570K -12,803 -25%
BC
109
Bulwark Capital
Florida
$1.74M +$1.72M +38,548 New
CFG
110
Carter Financial Group
Illinois
$1.73M +$1.71M +38,498 New
P
111
&Partners
Tennessee
$1.65M +$1.63M +36,579 New
MFG
112
Merit Financial Group
Georgia
$1.63M -$1.44M -32,302 -47%
LWM
113
Lionshead Wealth Management
New York
$1.51M +$308K +6,931 +26%
BTI
114
Blue Trust Inc
Georgia
$1.5M +$341K +7,652 +30%
FA
115
FDx Advisors
Illinois
$1.47M -$29.7K -668 -2%
PP
116
Patron Partners
Texas
$1.47M +$245K +5,507 +20%
BPC
117
Banque Pictet & Cie
Switzerland
$1.4M +$36.2K +813 +3%
IWM
118
IHT Wealth Management
Illinois
$1.34M +$74.6K +1,677 +6%
SA
119
Sovran Advisors
California
$1.33M -$480K -10,789 -27%
BRWA
120
B. Riley Wealth Advisors
Florida
$1.33M +$1.31M +29,467 New
GWM
121
Greenwich Wealth Management
Connecticut
$1.29M -$1.75M -39,317 -58%
AC
122
AIFG Consultants
New York
$1.24M +$497K +11,164 +69%
CCFM
123
Clear Creek Financial Management
Washington
$1.21M +$144K +3,244 +14%
PAG
124
Private Advisor Group
New Jersey
$1.16M -$94.1K -2,114 -8%
GLA
125
Good Life Advisors
Pennsylvania
$1.16M -$221K -4,955 -16%

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.