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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
TCM
176
Traub Capital Management
Massachusetts
$241K +$238K +5,350 New
SPIA
177
Steward Partners Investment Advisory
New York
$237K +$82.3K +1,849 +54%
4WM
178
49 Wealth Management
Texas
$213K +$2.63K +59 +1%
ICP
179
Interchange Capital Partners
Pennsylvania
$200K +$198K +4,440 New
AC
180
AlphaCore Capital
California
$196K +$134 +3 +0.1%
GM
181
GeoWealth Management
Illinois
$183K -$14.8K -333 -8%
TH
182
TCTC Holdings
Texas
$176K
BlackRock
183
BlackRock
New York
$163K
NS
184
NBC Securities
Alabama
$154K +$119K +2,684 +358%
US Bancorp
185
US Bancorp
Minnesota
$150K +$60.4K +1,358 +69%
NSIM
186
North Star Investment Management
Illinois
$140K -$14.3K -322 -9%
AWM
187
AE Wealth Management
Kansas
$131K -$40.6K -912 -24%
EWM
188
EPG Wealth Management
Georgia
$112K -$15K -336 -12%
BIG
189
Brooklyn Investment Group
New York
$101K +$99.5K +2,236 New
IA
190
IFP Advisors
Florida
$98.9K -$35.9K -806 -27%
FNWA
191
Financial Network Wealth Advisors
Utah
$77.9K
AF
192
Allworth Financial
California
$75.1K +$49.3K +1,108 +198%
RPCA
193
Running Point Capital Advisors
California
$66.5K
PS
194
Principal Securities
Iowa
$61.9K +$39.5K +888 +183%
JP Morgan Chase
195
JP Morgan Chase
New York
$58.6K +$8.86K +199 +18%
SA
196
Scarborough Advisors
Maryland
$58.6K +$57.9K +1,300 New
MCM
197
MAI Capital Management
Ohio
$48.4K -$37.2K -836 -44%
S
198
SignatureFD
Georgia
$44.6K +$2.85K +64 +7%
GWM
199
Geneos Wealth Management
Colorado
$33.7K +$16.8K +377 +101%
CAL
200
Capital Analysts LLC
Pennsylvania
$23K +$267 +6 +1%

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.