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Janus Henderson Small/Mid Cap Growth Alpha ETF

65 hedge funds and large institutions have $258M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 74.48%74.18% (-0.3%)

4% less capital invested

Capital invested by funds: $268M → $258M (-$9.92M)

4% less funds holding

Funds holding: 6865 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
33
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
26
NewEdge Wealth
Pennsylvania
$1.09M -$3.15K -47 -0.3%
KWM
27
Kingsview Wealth Management
Oregon
$980K -$363K -5,410 -27%
WP
28
Wealthspan Partners
Iowa
$929K +$470K +7,008 +101%
CTC
29
Central Trust Company
Missouri
$828K +$39.8K +593 +5%
GIA
30
Gladstone Institutional Advisory
Florida
$718K +$98.2K +1,463 +16%
Goldman Sachs
31
Goldman Sachs
New York
$705K
AAS
32
Ameritas Advisory Services
Nebraska
$694K +$65.2K +971 +10%
IRC
33
Investors Research Corp
Georgia
$677K +$8.52K +127 +1%
Osaic Holdings
34
Osaic Holdings
Arizona
$624K -$933K -13,900 -60%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$552K -$156K -2,331 -22%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$548K +$72.5K +1,081 +15%
Comerica Bank
37
Comerica Bank
Texas
$503K -$252K -3,754 -33%
SOS
38
Silver Oak Securities
Tennessee
$431K +$35.9K +535 +9%
IA
39
IFG Advisory
Georgia
$424K +$428K +6,378 New
SA
40
Sanctuary Advisors
Indiana
$358K +$361K +5,375 New
SAM
41
Secure Asset Management
Michigan
$311K +$134 +2 +0%
RIA
42
Regal Investment Advisors
Michigan
$311K +$336 +5 +0.1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$300K -$67.2K -1,002 -18%
SWP
44
Stratos Wealth Partners
Ohio
$277K -$519K -7,730 -65%
KAS
45
Kestra Advisory Services
Texas
$274K +$47.6K +710 +21%
PA
46
PFG Advisors
Arizona
$265K -$43.1K -643 -14%
ACA
47
Aptus Capital Advisors
Alabama
$196K +$134 +2 +0.1%
IAIM
48
International Assets Investment Management
Florida
$170K -$28.9K -430 -14%
EWM
49
EPG Wealth Management
Georgia
$141K -$142K -2,115 Closed
US Bancorp
50
US Bancorp
Minnesota
$112K

JSMD Hedge Fund Activity: Q2 2024 in Review

65 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2024, worth a combined $258M — down 3.7% from $268M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JSMD and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was LPL Financial, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $1.46M.

  • 65 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2024, down from 68 in Q1 2024.
  • Funds reported $258M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 4 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2024 was LPL Financial, an estimated $2.11M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2024.