Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
7 hedge funds and large institutions have $8.5M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less capital invested
Capital invested by funds: $9.17M → $8.5M (-$666K)
8.04% less ownership
Funds ownership: 73.21% → 65.18% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$252K |
| 2 |
LPL Financial
San Diego,
California
|
+$88.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.5K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$25.7K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$881K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$599K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $5.37M | -$881K | -27,456 | -14% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.25M | +$71.5K | +2,229 | +6% |
|
|
3
LPL Financial
San Diego,
California
| $883K | +$88.1K | +2,746 | +11% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $581K | +$252K | +7,843 | +79% |
|
|
NPC
5
National Planning Corporation
El Segundo,
California
| $292K | +$25.7K | +800 | +10% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $117K | +$20.6K | +641 | +22% |
|
7
UBS Group
Zurich,
Switzerland
| $6K | +$5.9K | +184 | New |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$599K | -19,128 | Closed |
|
JSMD Hedge Fund Activity: Q1 2017 in Review
7 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2017, worth a combined $8.5M — down 7.3% from $9.17M a quarter earlier.
Fund positioning in JSMD was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was IFP Advisors, adding an estimated $252K. The largest seller was ACG Wealth, cutting an estimated $881K.
- 7 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $8.5M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2017, down 7.3% quarter-over-quarter.
- 1 fund opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2017 was IFP Advisors, an estimated $252K added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2017 was ACG Wealth, an estimated $881K sold.
Based on aggregated 13F filings for Q1 2017.