In the second quarter, money-market and mutual funds upped their holdings of MBS by 10.9% to an estimated $814.18 billion.

Ginnie Mae continued to set the pace in the agency single-family servicing market as its outstanding MBS rose 2.1% to $2.270 trillion.

Money-market and mutual funds continued to invest heavily in the MBS market during the second quarter. Some of the burden may shift to foreign investors, experts suggest. (Includes two data charts.)

The GSEs effectively ended commingling of collateral in Supers securitizations last year. Despite a sharp reduction in the commingling fee, there was only a modest rebound in the practice in the second quarter. (Includes two data charts.)

A handful of top servicers fell out of the market during the second quarter, while banks reported a huge gain in their ARM portfolios. (Includes three data charts.)

The top three REIT holders of MBS at June 30: Annaly, AGNC and Two Harbors...

An estimated $50 billion of jumbo mortgages were originated in the second quarter.

Bank holdings of auto ABS were up in the second quarter due to a big gain at U.S. Bank, while Ameriprise reported a sharp drop in its portfolio of commercial/industrial ABS. (Includes two data charts.)

Although REITs’ total MBS holdings were down in the second quarter, the industry recorded a modest increase in its agency MBS investment portfolio. (Includes two data charts.)

The pace of house-price appreciation has slowed markedly over the past year, though there are still some hot pockets. And the FHFA's HPA index is pointing to another significant increase in the conforming loan limit for 2024. (Includes three data charts.)