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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
AP
176
Americana Partners
Texas
$312K
CB
177
Chris Bulman
California
$289K
AWA
178
Aaron Wealth Advisors
Illinois
$277K +$273K +6,126 New
SI
179
Saxon Interests
Texas
$272K -$61.8K -1,386 -19%
HighTower Advisors
180
HighTower Advisors
Illinois
$265K -$1.16M -26,006 -82%
JFGLC
181
Johnson Financial Group LLC (Colorado)
Colorado
$229K +$226K +5,073 New
4WM
182
49 Wealth Management
Texas
$211K -$4.51K -101 -2%
CGFA
183
Colton Groome Financial Advisors
North Carolina
$208K -$32.1K -719 -13%
GIA
184
Gladstone Institutional Advisory
Florida
$200K -$439K -9,846 -69%
GM
185
GeoWealth Management
Illinois
$199K +$75.1K +1,684 +62%
AC
186
AlphaCore Capital
California
$197K +$194K +4,353 New
SFGP
187
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$193K
TH
188
TCTC Holdings
Texas
$176K
AWM
189
AE Wealth Management
Kansas
$173K +$34.4K +771 +25%
BlackRock
190
BlackRock
New York
$163K +$23.7K +531 +17%
NSIM
191
North Star Investment Management
Illinois
$155K -$19.2K -431 -11%
SPIA
192
Steward Partners Investment Advisory
New York
$155K -$167K -3,733 -52%
William Blair & Company
193
William Blair & Company
Illinois
$153K +$312 +7 +0.2%
SW
194
SVB Wealth
Massachusetts
$145K +$143K +3,203 New
IA
195
IFP Advisors
Florida
$136K -$35.2K -789 -21%
EWM
196
EPG Wealth Management
Georgia
$128K -$2M -44,797 -94%
US Bancorp
197
US Bancorp
Minnesota
$88.7K +$25.6K +574 +41%
MCM
198
MAI Capital Management
Ohio
$86.3K +$38.3K +858 +82%
FNWA
199
Financial Network Wealth Advisors
Utah
$78.2K +$22K +494 +40%
RPCA
200
Running Point Capital Advisors
California
$66.7K +$65.8K +1,476 New

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.