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Janus Henderson Mortgage-Backed Securities ETF
JMBS

Overview Fund Activity

211 hedge funds and large institutions have $5.09B invested in Janus Henderson Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
2.83%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
24
Increased
99
Reduced
76
Closed
27
Calls
$401K
Puts
–
Net Calls
+$401K
Net Calls Change
+$365K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$910M
2
Bank of America
2
Bank of America
North Carolina
$821M
3
RBA
3
Richard Bernstein Advisors
New York
$463M
4
MWM
4
Modern Wealth Management
Kansas
$38.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$88.7M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
MAM
5
Madison Asset Management
Wisconsin
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$910M +$96.2M +2,135,075 +12%
Bank of America
2
Bank of America
North Carolina
$821M +$85.3M +1,893,960 +12%
RBA
3
Richard Bernstein Advisors
New York
$463M +$31.6M +700,883 +7%
Charles Schwab
4
Charles Schwab
California
$363M +$5.82M +129,294 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$138M +$4.22M +93,774 +3%
CWM
6
Congress Wealth Management
Massachusetts
$119M +$3.56M +78,921 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$113M +$19.8M +440,033 +21%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$111M +$17.8M +395,974 +19%
HTC
9
Haverford Trust Company
Pennsylvania
$111M +$15.4M +342,820 +16%
UBS Group
10
UBS Group
Switzerland
$90M +$16.7M +371,727 +23%
GI
11
Gradient Investments
Minnesota
$89.6M -$71K -1,575 -0.1%
HC
12
Hamilton Capital
Ohio
$88.7M -$68.6M -1,522,891 -44%
MAM
13
Madison Asset Management
Wisconsin
$77.8M -$5.49M -121,891 -7%
FM
14
Foster & Motley
Ohio
$67.7M +$5.44M +120,724 +9%
Corient Private Wealth
15
Corient Private Wealth
Florida
$66.1M +$3.68M +81,620 +6%
B
16
Bailard
California
$63.9M -$636K -14,127 -1%
PCA
17
Pallas Capital Advisors
Massachusetts
$63.4M +$8.83M +196,025 +16%
Wells Fargo
18
Wells Fargo
California
$62.8M +$4.78M +106,109 +8%
LPL Financial
19
LPL Financial
California
$58.2M +$12.9M +286,116 +28%
PA
20
Parallel Advisors
California
$58.1M +$3.99M +88,517 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$55M +$8.74M +193,936 +19%
CAI
22
Capital Advisors Inc
Oklahoma
$48.9M +$284K +6,306 +0.6%
KIM
23
Kestra Investment Management
Texas
$47.3M +$18.3M +404,973 +63%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$43.9M +$1.74M +38,642 +4%
MWM
25
Modern Wealth Management
Kansas
$38.4M +$21.8M +483,688 +131%
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