Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
31 hedge funds and large institutions have $46.1M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0.23% more ownership
Funds ownership: 61.77% → 62% (+0.23%)
3% less funds holding
Funds holding: 32 → 31 (-1)
29% less capital invested
Capital invested by funds: $64.6M → $46.1M (-$18.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.4M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.2M |
| 3 |
Morgan Stanley
New York
|
+$1.06M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$570K |
| 5 |
QWM
QP Wealth Management
Eatontown,
New Jersey
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$595K |
| 3 |
LPL Financial
San Diego,
California
|
-$378K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$271K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $129K | – | – | – |
|
|
AA
27
Advisory Alpha
Holland,
Michigan
| $45.1K | +$45 | +1 | +0.1% |
|
28
Fidelity Investments
Boston,
Massachusetts
| $36K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $5K | – | – | – |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| $4K | +$5.14K | +115 | New |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $3K | +$2.99K | +67 | +258% |
|
|
PIA
32
Perennial Investment Advisors
Los Angeles,
California
| – | -$271K | -5,636 | Closed |
|
|
RJT
33
Raymond James Trust
St. Petersburg,
Florida
| – | -$208K | -4,331 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$69K | -1,456 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$45 | -1 | Closed |
|
JSMD Hedge Fund Activity: Q1 2020 in Review
31 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2020, worth a combined $46.1M — down 29% from $64.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JSMD positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.4M. The largest seller was Raymond James & Associates, cutting an estimated $3.21M.
- 31 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2020, down from 32 in Q4 2019.
- Funds reported $46.1M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2020, down 29% quarter-over-quarter.
- 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2020 and 4 closed out, a net change of +1 holder.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2020 was Citadel Advisors, an estimated $1.4M added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2020 was Raymond James & Associates, an estimated $3.21M sold.
Based on aggregated 13F filings for Q1 2020.