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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
B
151
Bensler
Washington
$443K -$15.4K -346 -3%
AWA
152
Arkadios Wealth Advisors
Georgia
$431K +$26.8K +602 +7%
BWM
153
Bulltick Wealth Management
Florida
$430K
VWM
154
Venturi Wealth Management
Texas
$387K +$26.8K +602 +8%
Creative Planning
155
Creative Planning
Kansas
$386K -$40.5K -909 -10%
AWS
156
Atria Wealth Solutions
New York
$385K -$1.55M -34,760 -80%
CA
157
CoreCap Advisors
Michigan
$378K +$2.45K +55 +0.7%
PCM
158
Presidio Capital Management
California
$360K -$37.8K -849 -10%
EPW
159
Endeavor Private Wealth
Kansas
$360K -$19.1K -430 -5%
OCPWS
160
One Charles Private Wealth Services
Massachusetts
$356K +$351K +7,897 New
ATC
161
Argent Trust Co
Tennessee
$352K +$348K +7,816 New
VA
162
Valmark Advisers
Ohio
$346K +$26.4K +593 +8%
EC
163
Elequin Capital
New York
$338K +$334K +7,496 New
CGH
164
Crossmark Global Holdings
Texas
$330K -$133K -2,984 -29%
TC
165
TownSquare Capital
Utah
$313K -$3.91M -87,837 -93%
AP
166
Americana Partners
Texas
$311K
OFS
167
OneAscent Financial Services
Alabama
$309K -$1.53M -34,338 -83%
UCB
168
United Community Bank
South Carolina
$308K -$5.79K -130 -2%
LCWP
169
Legacy Capital Wealth Partners
Arkansas
$303K -$90K -2,022 -23%
TWP
170
Triad Wealth Partners
Kansas
$303K -$368K -8,258 -55%
CSP
171
Cary Street Partners
Virginia
$288K -$285K -6,408 -50%
AAS
172
Avantax Advisory Services
Texas
$286K -$49K -1,100 -15%
SI
173
Saxon Interests
Texas
$272K
AWA
174
Aaron Wealth Advisors
Illinois
$254K -$21.4K -481 -8%
HighTower Advisors
175
HighTower Advisors
Illinois
$253K -$11.2K -252 -4%

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.