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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
RIS
126
Richmond Investment Services
Wisconsin
$1.16M +$570K +12,798 +99%
TFA
127
Tranquilli Financial Advisor
New Jersey
$1.09M -$389K -8,735 -26%
AFG
128
Atomi Financial Group
New York
$1.03M +$211K +4,744 +26%
AC
129
ASB Consultores
Florida
$1.03M +$1.01M +22,772 New
AP
130
Atwood & Palmer
Missouri
$1.02M -$62.5K -1,405 -6%
FCM
131
Fire Capital Management
California
$987K +$103K +2,306 +12%
HT
132
Heritage Trust
Oklahoma
$987K -$16.8K -378 -2%
VCA
133
Verdence Capital Advisors
Maryland
$957K +$136K +3,053 +17%
TPW
134
Transatlantique Private Wealth
New York
$943K +$195K +4,382 +26%
HI
135
Harbour Investments
Wisconsin
$891K +$398K +8,953 +83%
AAM
136
Advisors Asset Management
Colorado
$813K +$44.2K +994 +6%
ICP
137
Impact Capital Partners
Colorado
$762K +$70.7K +1,588 +10%
AWS
138
Aspen Wealth Strategies
Colorado
$735K -$12.4K -279 -2%
MWA
139
Medallion Wealth Advisors
Connecticut
$688K +$7.97K +179 +1%
CBA
140
Coastal Bridge Advisors
Connecticut
$660K -$600K -13,470 -48%
HFS
141
Haverford Financial Services
Pennsylvania
$647K +$21.1K +474 +3%
MA
142
Mutual Advisors
Nebraska
$633K
FAM
143
Flaharty Asset Management
Florida
$617K
NB
144
Nicolet Bankshares
Wisconsin
$571K +$565K +12,684 New
BAM
145
Belpointe Asset Management
Nevada
$532K -$110K -2,463 -17%
T
146
Tidemark
California
$531K -$393K -8,830 -43%
JIR
147
James Investment Research
Ohio
$530K +$16.2K +363 +3%
PA
148
PFG Advisors
Arizona
$529K +$523K +11,748 New
SAS
149
Sage Advisory Services
Texas
$505K -$37K -831 -7%
BCG
150
Breakwater Capital Group
New Jersey
$464K -$209K -4,700 -31%

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.