Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
34 hedge funds and large institutions have $68.9M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
6% more funds holding
Funds holding: 32 → 34 (+2)
5.79% less ownership
Funds ownership: 66.42% → 60.64% (-5.8%)
9% less capital invested
Capital invested by funds: $76M → $68.9M (-$7.05M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.9M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.78M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$1.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$897K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$11.4M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$5.76M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.93M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$590K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $338K | +$16.4K | +321 | +5% |
|
|
RJT
27
Raymond James Trust
St. Petersburg,
Florida
| $202K | +$200K | +3,916 | New |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $167K | -$20.2K | -395 | -11% |
|
|
AA
29
Advisory Alpha
Holland,
Michigan
| $64K | +$59.7K | +1,168 | New |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $38K | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $25K | -$4.6K | -90 | -15% |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| $12.6K | -$6.85K | -134 | -37% |
|
|
IRC
33
Investors Research Corp
Atlanta,
Georgia
| $11K | +$4.45K | +87 | +73% |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $6K | – | – | – |
|
|
FHC
35
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$11.4M | -239,391 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$46K | -974 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$51 | -1 | Closed |
|
JSMD Hedge Fund Activity: Q3 2020 in Review
34 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2020, worth a combined $68.9M — down 9.3% from $76M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JSMD positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.9M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $11.4M sold.
- 34 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2020, up from 32 in Q2 2020.
- Funds reported $68.9M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2020, down 9.3% quarter-over-quarter.
- 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2020 was Citadel Advisors, an estimated $1.9M added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2020 was First Heartland Consultants, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2020.