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Janus Henderson Small/Mid Cap Growth Alpha ETF

43 hedge funds and large institutions have $97.5M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $80.7M → $97.5M (+$16.8M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more funds holding

Funds holding: 3943 (+4)

3.8% more ownership

Funds ownership: 53.6%57.4% (+3.8%)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$651K +$176K +2,648 +38%
SFS
27
Sowell Financial Services
Arkansas
$608K -$14.6K -219 -2%
LB
28
Leo Brokerage
Texas
$288K +$22.6K +340 +9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$287K +$70.7K +1,063 +33%
CFA
30
Carroll Financial Associates
North Carolina
$284K -$135K -2,032 -32%
RJT
31
Raymond James Trust
Florida
$278K -$997 -15 -0.4%
SWP
32
Stratos Wealth Partners
Ohio
$265K +$66 +1 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$229K +$1.2K +18 +0.5%
EWM
34
EPG Wealth Management
Georgia
$222K -$19.8K -298 -8%
NL
35
NWAM LLC
Washington
$208K +$206K +3,099 New
HI
36
Harbour Investments
Wisconsin
$187K +$185K +2,783 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$129K +$128K +1,926 New
IRC
38
Investors Research Corp
Georgia
$52K +$26.5K +399 +105%
CFD
39
Creative Financial Designs
Indiana
$49K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$24K -$4.85K -73 -17%
AIC
41
Ameritas Investment Company
Nebraska
$14.3K +$14.2K +213 New
GWM
42
Geneos Wealth Management
Colorado
$8K
Citadel Advisors
43
Citadel Advisors
Florida
-$845K -13,480 Closed
QWM
44
QP Wealth Management
New Jersey
-$749K -11,946 Closed
VFA
45
Valeo Financial Advisors
Indiana
-$5K -80 Closed
Wells Fargo
46
Wells Fargo
California
+$66 +1 New

JSMD Hedge Fund Activity: Q1 2021 in Review

43 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2021, worth a combined $97.5M — up 21% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSMD positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $7.35M. The largest seller was Bank of America, cutting an estimated $964K.

  • 43 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2021, up from 39 in Q4 2020.
  • Funds reported $97.5M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 7 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2021 and 3 closed out, a net change of +4 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2021 was Horizon Investments, an estimated $7.35M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2021 was Bank of America, an estimated $964K sold.

Based on aggregated 13F filings for Q1 2021.