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Janus Henderson Small/Mid Cap Growth Alpha ETF

41 hedge funds and large institutions have $123M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.62M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4241 (-1)

4.51% less ownership

Funds ownership: 61.17%56.66% (-4.5%)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$366K -$7.25K -108 -2%
AAS
27
Ameritas Advisory Services
Nebraska
$302K +$299K +4,451 New
EWM
28
EPG Wealth Management
Georgia
$264K +$403 +6 +0.2%
CTC
29
Central Trust Company
Missouri
$258K +$127K +1,894 +99%
SWP
30
Stratos Wealth Partners
Ohio
$250K -$4.16K -62 -2%
CFA
31
Carroll Financial Associates
North Carolina
$220K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$211K -$29.7K -442 -12%
CBFP
33
Cedar Brook Financial Partners
Ohio
$205K +$203K +3,018 New
IRC
34
Investors Research Corp
Georgia
$197K +$53.6K +799 +38%
HI
35
Harbour Investments
Wisconsin
$119K -$7.05K -105 -6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$65K
CFD
37
Creative Financial Designs
Indiana
$49K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$24K
TRCT
39
Tower Research Capital (TRC)
New York
$11K +$10.9K +162 New
CAL
40
Capital Advisors Ltd
Ohio
$10K
GWM
41
Geneos Wealth Management
Colorado
$8K
HI
42
Horizon Investments
North Carolina
-$7.53M -115,976 Closed
FTUS
43
Flow Traders U.S.
New York
-$743K -11,449 Closed
AWA
44
Arkadios Wealth Advisors
Georgia
-$148K -2,293 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$2K -32 Closed
Wells Fargo
46
Wells Fargo
California
-$67 -1 Closed

JSMD Hedge Fund Activity: Q4 2021 in Review

41 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2021, worth a combined $123M — up 5.7% from $116M a quarter earlier.

Fund positioning in JSMD was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $5.91M. The largest seller was Horizon Investments, exiting entirely with an estimated $7.53M sold.

  • 41 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2021, down from 42 in Q3 2021.
  • Funds reported $123M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2021, up 5.7% quarter-over-quarter.
  • 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2021 was Legacy Capital Wealth Partners, an estimated $5.91M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2021 was Horizon Investments, an estimated $7.53M sold.

Based on aggregated 13F filings for Q4 2021.