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Janus Henderson Small/Mid Cap Growth Alpha ETF

68 hedge funds and large institutions have $268M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

5% more funds holding

Funds holding: 6568 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $280M → $268M (-$12.3M)

14.67% less ownership

Funds ownership: 89.15%74.48% (-15%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
27
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.41M +$65.8K +991 +5%
NW
27
NewEdge Wealth
Pennsylvania
$1.09M -$29K -437 -3%
SWP
28
Stratos Wealth Partners
Ohio
$831K -$31.6K -476 -4%
CTC
29
Central Trust Company
Missouri
$829K -$72.8K -1,096 -8%
Comerica Bank
30
Comerica Bank
Texas
$791K -$41.3K -621 -5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$743K +$325K +4,899 +86%
Goldman Sachs
32
Goldman Sachs
New York
$741K
IRC
33
Investors Research Corp
Georgia
$703K +$43.8K +660 +7%
AAS
34
Ameritas Advisory Services
Nebraska
$653K +$383K +5,763 +156%
GIA
35
Gladstone Institutional Advisory
Florida
$652K +$22.3K +335 +4%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$500K +$162K +2,437 +52%
WP
37
Wealthspan Partners
Iowa
$487K +$82K +1,235 +22%
SOS
38
Silver Oak Securities
Tennessee
$416K +$131K +1,967 +49%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$386K +$366K +5,516 New
SAM
40
Secure Asset Management
Michigan
$327K +$15.4K +232 +5%
RIA
41
Regal Investment Advisors
Michigan
$326K
PA
42
PFG Advisors
Arizona
$324K +$307K +4,628 New
CA
43
Cetera Advisors
Colorado
$310K +$66.6K +1,003 +29%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$293K -$24.2K -365 -8%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$287K -$1.37M -20,603 -83%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$280K -$27.5K -414 -9%
KAS
47
Kestra Advisory Services
Texas
$238K -$22.1K -333 -9%
IAIM
48
International Assets Investment Management
Florida
$207K -$77.1K -1,160 -28%
ACA
49
Aptus Capital Advisors
Alabama
$206K +$196K +2,944 New
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$196K +2,944 New

JSMD Hedge Fund Activity: Q1 2024 in Review

68 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2024, worth a combined $268M — down 4.4% from $280M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JSMD positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 68 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $268M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2024 and 5 closed out, a net change of +3 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $3.82M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.