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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
Morgan Stanley
1
Morgan Stanley
New York
$817M +$97.8M +2,193,081 +14%
Bank of America
2
Bank of America
North Carolina
$738M +$23.3M +522,949 +3%
RBA
3
Richard Bernstein Advisors
New York
$433M -$4.67M -104,652 -1%
Charles Schwab
4
Charles Schwab
California
$358M +$3.38M +75,753 +1%
HC
5
Hamilton Capital
Ohio
$158M -$2.6M -58,257 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$134M +$1.05M +23,561 +0.8%
CWM
7
Congress Wealth Management
Massachusetts
$115M +$22.1M +495,179 +24%
HTC
8
Haverford Trust Company
Pennsylvania
$95.9M +$28.2M +631,310 +42%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$93.7M +$11.8M +264,569 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$93.6M +$8.7M +195,010 +10%
GI
11
Gradient Investments
Minnesota
$89.9M +$19.8M +444,851 +29%
MAM
12
Madison Asset Management
Wisconsin
$83.5M +$5.94M +133,125 +8%
UBS Group
13
UBS Group
Switzerland
$73.5M +$61.3K +1,375 +0.1%
B
14
Bailard
California
$64.8M -$1.87M -41,925 -3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$62.6M -$2.55M -57,077 -4%
FM
16
Foster & Motley
Ohio
$62.5M +$6.09M +136,479 +11%
Wells Fargo
17
Wells Fargo
California
$58.2M +$5.42M +121,557 +10%
PCA
18
Pallas Capital Advisors
Massachusetts
$54.8M +$40.2M +900,205 +288%
PA
19
Parallel Advisors
California
$54.3M +$26.6M +596,248 +99%
CAI
20
Capital Advisors Inc
Oklahoma
$48.7M +$36.7K +823 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$46.4M +$4.59M +102,908 +11%
LPL Financial
22
LPL Financial
California
$45.4M -$2.5M -56,064 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$42.3M -$441K -9,880 -1%
SFI
24
SPC Financial Inc
Maryland
$36.4M +$1.45M +32,502 +4%
DP
25
Divergent Planning
Maryland
$35.3M +$1.67M +37,330 +5%

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.