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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
MA
151
Mutual Advisors
Nebraska
$635K +$632K +14,171 New
HFS
152
Haverford Financial Services
Pennsylvania
$628K +$120K +2,695 +24%
FAM
153
Flaharty Asset Management
Florida
$619K
RIS
154
Richmond Investment Services
Wisconsin
$587K -$1.96K -44 -0.3%
CSP
155
Cary Street Partners
Virginia
$579K -$1.28M -28,730 -69%
HF
156
HRT Financial
New York
$559K +$168K +3,769 +44%
SAS
157
Sage Advisory Services
Texas
$544K +$10.3K +232 +2%
SA
158
SFI Advisors
New Jersey
$532K +$525K +11,762 New
JIR
159
James Investment Research
Ohio
$515K +$50.5K +1,132 +11%
HI
160
Harbour Investments
Wisconsin
$490K +$396K +8,867 +451%
CGH
161
Crossmark Global Holdings
Texas
$466K +$460K +10,306 New
B
162
Bensler
Washington
$460K
BWM
163
Bulltick Wealth Management
Florida
$431K +$107K +2,399 +34%
Creative Planning
164
Creative Planning
Kansas
$428K +$422K +9,470 New
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$426K +$67.1K +1,503 +19%
AWA
166
Arkadios Wealth Advisors
Georgia
$406K +$400K +8,973 New
PCM
167
Presidio Capital Management
California
$400K -$287K -6,434 -42%
LCWP
168
Legacy Capital Wealth Partners
Arkansas
$395K +$115K +2,573 +42%
EPW
169
Endeavor Private Wealth
Kansas
$381K +$60.8K +1,362 +19%
Cerity Partners
170
Cerity Partners
New York
$380K +$375K +8,410 New
CA
171
CoreCap Advisors
Michigan
$377K +$13.4K +301 +4%
VWM
172
Venturi Wealth Management
Texas
$361K +$42.9K +961 +14%
AAS
173
Avantax Advisory Services
Texas
$337K +$2.19K +49 +0.7%
VA
174
Valmark Advisers
Ohio
$321K -$12.3K -276 -4%
UCB
175
United Community Bank
South Carolina
$315K -$39.8K -892 -11%

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.