We are live on ! Find out more
JSMD icon

Janus Henderson Small/Mid Cap Growth Alpha ETF

48 hedge funds and large institutions have $113M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $105M → $113M (+$8.64M)

0.71% more ownership

Funds ownership: 61.32%62.02% (+0.71%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

8% less funds holding

Funds holding: 5248 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
16
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
26
Investors Research Corp
Georgia
$474K +$17.5K +312 +4%
SFS
27
Sowell Financial Services
Arkansas
$448K +$448K +7,984 New
ASN
28
Advisory Services Network
Georgia
$404K +$310K +5,517 +330%
RIA
29
Regal Investment Advisors
Michigan
$402K -$84.3K -1,502 -17%
IA
30
IFG Advisory
Georgia
$401K -$4.72K -84 -1%
AAS
31
Ameritas Advisory Services
Nebraska
$392K +$80.2K +1,428 +26%
IAIM
32
International Assets Investment Management
Florida
$374K +$436K +7,773 New
GIA
33
Gladstone Institutional Advisory
Florida
$373K -$96.4K -1,717 -21%
CA
34
Cetera Advisors
Colorado
$248K
CW
35
Channel Wealth
California
$209K +$209K +3,724 New
EWM
36
EPG Wealth Management
Georgia
$154K
US Bancorp
37
US Bancorp
Minnesota
$51.3K
HI
38
Harbour Investments
Wisconsin
$44.4K
CFD
39
Creative Financial Designs
Indiana
$40.8K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$33.5K -$5.73K -102 -15%
FFA
41
Farther Finance Advisors
California
$11.9K
JP Morgan Chase
42
JP Morgan Chase
New York
$11.9K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$7.08K -$53.5K -953 -88%
CAL
44
Capital Advisors Ltd
Ohio
$7K
GWM
45
Geneos Wealth Management
Colorado
$6.91K
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.6K -$24.8K -441 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$1.57K +$1.57K +28 New
Wells Fargo
48
Wells Fargo
California
$30 -$56 -1 Closed
TC
49
TownSquare Capital
Utah
-$1.33M -25,527 Closed
BBW
50
Blue Barn Wealth
Utah
-$1.13M -21,709 Closed

JSMD Hedge Fund Activity: Q1 2023 in Review

48 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2023, worth a combined $113M — up 8.3% from $105M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JSMD and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.63M. The largest seller was UBS Group, cutting an estimated $4M.

  • 48 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2023, down from 52 in Q4 2022.
  • Funds reported $113M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 6 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $3.63M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2023 was UBS Group, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2023.