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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
SVCP
201
Silicon Valley Capital Partners
California
$21.3K +$21.1K +473 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.49K +56 +14%
WB
203
Webster Bank
Connecticut
$19.8K -$15.6K -350 -44%
NC
204
NewSquare Capital
Pennsylvania
$15.3K
TCOT
205
Trust Company of Toledo
Ohio
$13.2K +$13.1K +294 New
SIS
206
Sound Income Strategies
Florida
$12.6K
FFA
207
Farther Finance Advisors
California
$12.5K -$1.16M -25,991 -99%
CTC
208
Central Trust Company
Missouri
$12K +$11.8K +266 New
T
209
Transce3nd
Texas
$10.8K +$10.7K +240 New
HNB
210
Huntington National Bank
Ohio
$10.7K
GRP
211
Global Retirement Partners
California
$10.1K +$10K +225 New
AIM
212
Anchor Investment Management
South Carolina
$9.01K +$8.9K +200 New
MEG
213
Millstone Evans Group
Colorado
$7.48K
FHA
214
First Horizon Advisors
Tennessee
$6.48K -$2.58K -58 -29%
NFSG
215
Newbridge Financial Services Group
Florida
$6.17K -$490 -11 -7%
AssetMark Inc
216
AssetMark Inc
California
$3.92K +$1.16K +26 +43%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$2.97K -$6.14K -138 -68%
CFD
218
Creative Financial Designs
Indiana
$2.86K +$2.85K +64 New
PB
219
Pinnacle Bancorp
Nebraska
$1.4K
RWA
220
Redhawk Wealth Advisors
Minnesota
-$31.9M -704,669 Closed
Goldman Sachs
221
Goldman Sachs
New York
-$9.64M -213,199 Closed
TCA
222
Transcend Capital Advisors
New Jersey
-$6.4M -141,505 Closed
EIA
223
Eldridge Investment Advisors
New Hampshire
-$3.02M -67,200 Closed
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
-$2.66M -59,000 Closed
PF
225
PlanWiser Financial
Colorado
-$1.01M -22,611 Closed

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.