Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
32 hedge funds and large institutions have $76M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.
65% more capital invested
Capital invested by funds: $46.1M → $76M (+$29.9M)
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
4.43% more ownership
Funds ownership: 62% → 66.42% (+4.4%)
3% more funds holding
Funds holding: 31 → 32 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$10.2M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$4.64M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$3.55M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.23M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$3.56M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 5 |
LPL Financial
San Diego,
California
|
-$777K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $46K | +$41.5K | +974 | New |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $35K | +$31K | +727 | New |
|
28
Fidelity Investments
Boston,
Massachusetts
| $28K | -$17.9K | -420 | -42% |
|
|
AWA
29
Arkadios Wealth Advisors
Atlanta,
Georgia
| $17.4K | +$15.3K | +359 | New |
|
|
IRC
30
Investors Research Corp
Atlanta,
Georgia
| $6K | +$1.11K | +26 | +28% |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $5K | -$475K | -11,155 | -99% |
|
|
32
Truist Financial
Charlotte,
North Carolina
| – | -$3.56M | -99,594 | Closed |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$1.12M | -31,405 | Closed |
|
34
Jane Street
New York
| – | -$207K | -5,801 | Closed |
|
|
EWM
35
EPG Wealth Management
Atlanta,
Georgia
| – | -$139K | -3,880 | Closed |
|
|
AA
36
Advisory Alpha
Holland,
Michigan
| – | -$45.1K | -1,168 | Closed |
|
|
SPIA
37
Steward Partners Investment Advisory
New York
| – | -$5K | -143 | Closed |
|
|
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4K | -115 | Closed |
|
39
Wells Fargo
San Francisco,
California
| – | +$43 | +1 | New |
|
JSMD Hedge Fund Activity: Q2 2020 in Review
32 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2020, worth a combined $76M — up 65% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JSMD positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $10.2M. The largest seller was Truist Financial, exiting entirely with an estimated $3.56M sold.
- 32 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2020, up from 31 in Q1 2020.
- Funds reported $76M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2020, up 65% quarter-over-quarter.
- 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2020 and 7 closed out, a net change of +1 holder.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2020 was First Heartland Consultants, an estimated $10.2M added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2020 was Truist Financial, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2020.