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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

219 hedge funds and large institutions have $4.78B invested in Janus Henderson Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
2.98%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.35%
New
35
Increased
116
Reduced
58
Closed
19
Calls
$176K
Puts
$140K
Net Calls
+$36K
Net Calls Change
-$30K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$817M
2
PCA
2
Pallas Capital Advisors
Massachusetts
$54.8M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$31.9M
4
HTC
4
Haverford Trust Company
Pennsylvania
$95.9M
5
PA
5
Parallel Advisors
California
$54.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
LWL
2
Leo Wealth LLC
Texas
$6.47M
3
MFG
3
Merit Financial Group
Georgia
$3.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.64M
5
RBA
5
Richard Bernstein Advisors
New York
$433M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$817M 18,069,997 +2,193,081 +14%
Bank of America
2
Bank of America
North Carolina
$738M 16,324,712 +522,949 +3%
RBA
3
Richard Bernstein Advisors
New York
$433M 9,574,094 -104,652 -1%
Charles Schwab
4
Charles Schwab
California
$358M 7,921,739 +75,753 +1%
HC
5
Hamilton Capital
Ohio
$158M 3,491,401 -58,257 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$134M 2,973,132 +23,561 +0.8%
CWM
7
Congress Wealth Management
Massachusetts
$115M 2,552,755 +495,179 +24%
HTC
8
Haverford Trust Company
Pennsylvania
$95.9M 2,121,705 +631,310 +42%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$93.7M 2,072,474 +264,569 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$93.6M 2,070,071 +195,010 +10%
GI
11
Gradient Investments
Minnesota
$89.9M 1,989,708 +444,851 +29%
MAM
12
Madison Asset Management
Wisconsin
$83.5M 1,848,438 +133,125 +8%
UBS Group
13
UBS Group
Switzerland
$73.5M 1,625,952 +1,375 +0.1%
B
14
Bailard
California
$64.8M 1,433,078 -41,925 -3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$62.6M 1,384,951 -57,077 -4%
FM
16
Foster & Motley
Ohio
$62.5M 1,381,750 +136,479 +11%
Wells Fargo
17
Wells Fargo
California
$58.2M 1,288,121 +121,557 +10%
PCA
18
Pallas Capital Advisors
Massachusetts
$54.8M 1,212,305 +900,205 +288%
PA
19
Parallel Advisors
California
$54.3M 1,200,559 +596,248 +99%
CAI
20
Capital Advisors Inc
Oklahoma
$48.7M 1,078,122 +823 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$46.4M 1,026,504 +102,908 +11%
LPL Financial
22
LPL Financial
California
$45.4M 1,004,878 -56,064 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$42.3M 935,928 -9,880 -1%
SFI
24
SPC Financial Inc
Maryland
$36.4M 804,657 +32,502 +4%
DP
25
Divergent Planning
Maryland
$35.3M 777,355 +37,330 +5%
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