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Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD

53 hedge funds and large institutions have $174M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $143M → $174M (+$30.8M)

3.02% more ownership

Funds ownership: 66.23% → 69.25% (+3%)

0% more funds holding

Funds holding: 53 → 53 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
27
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$30.4M
2
LPL Financial
LPL Financial
California
+$4.29M
3
Mariner
Mariner
Kansas
+$2.11M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
5
BWL
Bogart Wealth LLC
Virginia
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
-$2.84M
2
LS
Leelyn Smith
Illinois
-$784K
3
IAIM
International Assets Investment Management
Florida
-$435K
4
MFG
Merit Financial Group
Georgia
-$344K
5
CW
Channel Wealth
California
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1M +$136K +2,203 +15%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1M +$339K +5,501 +47%
CTC
28
Central Trust Company
Missouri
$799K +$21.2K +344 +3%
Comerica Bank
29
Comerica Bank
Texas
$636K +$670K +10,880 New
IRC
30
Investors Research Corp
Georgia
$516K +$10.6K +172 +2%
AAS
31
Ameritas Advisory Services
Nebraska
$413K +$437K +7,093 New
IA
32
IFG Advisory
Georgia
$396K +$418K +6,782 New
ACM
33
Arlington Capital Management
Illinois
$386K +$4.37K +71 +1%
GIA
34
Gladstone Institutional Advisory
Florida
$301K -$32.5K -528 -9%
RIA
35
Regal Investment Advisors
Michigan
$278K -$148K -2,411 -34%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$274K +$40.5K +658 +16%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$263K -$138K -2,244 -33%
SAM
38
Secure Asset Management
Michigan
$260K +$35.1K +570 +15%
WP
39
Wealthspan Partners
Iowa
$237K +$250K +4,058 New
CA
40
Cetera Advisors
Colorado
$222K -$37.7K -612 -14%
KAS
41
Kestra Advisory Services
Texas
$205K +$216K +3,505 New
EWM
42
EPG Wealth Management
Georgia
$129K +$6.59K +107 +5%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$121K +$86.2K +1,399 +209%
US Bancorp
44
US Bancorp
Minnesota
$98.8K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$73.9K -$1.48K -24 -2%
CFD
46
Creative Financial Designs
Indiana
$52.7K +$10.8K +175 +24%
HI
47
Harbour Investments
Wisconsin
$46.2K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$33.2K -$1.66K -27 -5%
FFA
49
Farther Finance Advisors
California
$12.3K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$12.3K – – –
1
2
3

JSMD Hedge Fund Activity: Q3 2023 in Review

53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2023, worth a combined $174M — up 21% from $143M a quarter earlier.

Fund positioning in JSMD was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 27 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $2.84M sold.

  • 53 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $174M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2023 was Vestmark Advisory Solutions, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2023.