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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.29M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$2.84M |
| 2 |
LS
Leelyn Smith
Geneva,
Illinois
|
-$784K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$435K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$344K |
| 5 |
CW
Channel Wealth
Santa Barbara,
California
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $8.77K | +$9.24K | +150 | New |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $7.19K | – | – | – |
|
|
CAL
53
Capital Advisors Ltd
Shaker Heights,
Ohio
| $7K | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $23 | -$31.3K | -508 | Closed |
|
|
VAS
55
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$2.84M | -45,626 | Closed |
|
|
IAIM
56
International Assets Investment Management
Orlando,
Florida
| – | -$435K | -8,723 | Closed |
|
|
MFG
57
Merit Financial Group
Alpharetta,
Georgia
| – | -$344K | -5,535 | Closed |
|
|
CW
58
Channel Wealth
Santa Barbara,
California
| – | -$215K | -3,463 | Closed |
|
|
JMPWA
59
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$209K | -3,364 | Closed |
|
|
BTI
60
Blue Trust Inc
Alpharetta,
Georgia
| – | -$9K | -157 | Closed |
|
61
Citigroup
New York
| – | -$8.52K | -137 | Closed |
|
|
HT
62
Headlands Technologies
Chicago,
Illinois
| – | -$4.17K | -67 | Closed |
|
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.