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Janus Henderson Mortgage-Backed Securities ETF
JMBS

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: 20 → 27 (+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: 214 → 224 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$97.8M
2
PCA
Pallas Capital Advisors
Massachusetts
+$40.2M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$31.4M
4
HTC
Haverford Trust Company
Pennsylvania
+$28.2M
5
PA
Parallel Advisors
California
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
2
LWL
Leo Wealth LLC
Texas
-$9.51M
3
MFG
Merit Financial Group
Georgia
-$8.45M
4
Goldman Sachs
Goldman Sachs
New York
-$7.82M
5
RBA
Richard Bernstein Advisors
New York
-$4.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
126
Patron Partners
Texas
$1.22M -$137K -3,068 -10%
LWM
127
Lionshead Wealth Management
New York
$1.2M +$1.18M +26,499 New
FFA
128
Farther Finance Advisors
California
$1.19M -$130K -2,925 -10%
NA
129
NewEdge Advisors
Louisiana
$1.18M +$912K +20,435 +353%
BTI
130
Blue Trust Inc
Georgia
$1.16M +$697K +15,627 +156%
AP
131
Atwood & Palmer
Missouri
$1.09M -$50.9K -1,140 -5%
CCFM
132
Clear Creek Financial Management
Washington
$1.07M +$19.9K +445 +2%
PF
133
PlanWiser Financial
Colorado
$1.01M +$1.01M +22,611 New
HT
134
Heritage Trust
Oklahoma
$1.01M -$362K -8,120 -27%
T
135
Tidemark
California
$932K +$225K +5,047 +32%
ARC
136
Advisor Resource Council
Texas
$910K +$898K +20,130 New
AA
137
AlphaQ Advisors
Florida
$902K +$890K +19,959 New
FCM
138
Fire Capital Management
California
$886K +$367K +8,222 +72%
VCA
139
Verdence Capital Advisors
Maryland
$823K +$235K +5,270 +41%
AFG
140
Atomi Financial Group
New York
$822K +$811K +18,188 New
AAM
141
Advisors Asset Management
Colorado
$771K +$71.8K +1,610 +10%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$767K -$1.87M -41,809 -71%
AWS
143
Aspen Wealth Strategies
Colorado
$750K +$106K +2,385 +17%
TPW
144
Transatlantique Private Wealth
New York
$748K +$376K +8,438 +104%
AC
145
AIFG Consultants
New York
$735K +$403K +9,023 +125%
ICP
146
Impact Capital Partners
Colorado
$693K +$26.5K +593 +4%
MWA
147
Medallion Wealth Advisors
Connecticut
$685K -$104K -2,323 -13%
BCG
148
Breakwater Capital Group
New Jersey
$678K -$1.21M -27,225 -64%
TWP
149
Triad Wealth Partners
Kansas
$677K +$668K +14,974 New
BAM
150
Belpointe Asset Management
Nevada
$642K +$154K +3,462 +32%
4 5
6
7 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.