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Janus Henderson Small/Mid Cap Growth Alpha ETF

65 hedge funds and large institutions have $280M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

61% more capital invested

Capital invested by funds: $174M → $280M (+$107M)

23% more funds holding

Funds holding: 5365 (+12)

19.9% more ownership

Funds ownership: 69.25%89.15% (+20%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
29
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.16M -$289K -4,861 -22%
NW
27
NewEdge Wealth
Pennsylvania
$1.11M -$119K -1,998 -11%
CTC
28
Central Trust Company
Missouri
$852K -$42.7K -718 -5%
SWP
29
Stratos Wealth Partners
Ohio
$813K +$735K +12,367 New
Comerica Bank
30
Comerica Bank
Texas
$785K +$62.6K +1,054 +10%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$704K -$1.19M -20,037 -65%
Goldman Sachs
32
Goldman Sachs
New York
$697K +$630K +10,599 New
IRC
33
Investors Research Corp
Georgia
$617K +$33.3K +560 +6%
GIA
34
Gladstone Institutional Advisory
Florida
$591K +$228K +3,833 +74%
IA
35
IFG Advisory
Georgia
$425K -$18.5K -312 -5%
WP
36
Wealthspan Partners
Iowa
$377K +$99.2K +1,670 +41%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$376K +$217K +3,655 +177%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$310K +$280K +4,720 New
RIA
39
Regal Investment Advisors
Michigan
$307K -$5.46K -92 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$299K -$8.44K -142 -3%
SAM
41
Secure Asset Management
Michigan
$292K +$238 +4 +0.1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$291K -$4.87K -82 -2%
IAIM
43
International Assets Investment Management
Florida
$272K +$246K +4,141 New
SOS
44
Silver Oak Securities
Tennessee
$262K +$236K +3,979 New
KAS
45
Kestra Advisory Services
Texas
$246K +$13.7K +231 +7%
AAS
46
Ameritas Advisory Services
Nebraska
$245K -$202K -3,394 -48%
CA
47
Cetera Advisors
Colorado
$226K -$21.6K -364 -10%
MFG
48
Merit Financial Group
Georgia
$224K +$202K +3,400 New
EWM
49
EPG Wealth Management
Georgia
$139K -$5.11K -86 -4%
US Bancorp
50
US Bancorp
Minnesota
$111K

JSMD Hedge Fund Activity: Q4 2023 in Review

65 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2023, worth a combined $280M — up 61% from $174M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JSMD positions and 1 closed out — a net gain of 12 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.19M.

  • 65 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $280M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2023, up 61% quarter-over-quarter.
  • 13 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2023 and 1 closed out, a net change of +12 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.8M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.