Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
9 hedge funds and large institutions have $11.9M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
40% more capital invested
Capital invested by funds: $8.5M → $11.9M (+$3.43M)
29% more funds holding
Funds holding: 7 → 9 (+2)
1.67% less ownership
Funds ownership: 65.18% → 63.51% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$682K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$658K |
| 4 |
LPL Financial
San Diego,
California
|
+$401K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$564K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$59.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $7.05M | +$1.39M | +41,749 | +25% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.01M | +$682K | +20,422 | +53% |
|
|
3
LPL Financial
San Diego,
California
| $1.33M | +$401K | +12,009 | +44% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $793K | +$658K | +19,686 | +550% |
|
|
NPC
5
National Planning Corporation
El Segundo,
California
| $251K | -$59.1K | -1,770 | -20% |
|
|
VKH
6
Virtu KCG Holdings
New York
| $246K | +$242K | +7,233 | New |
|
|
CAAS
7
Capital Asset Advisory Services
Williamston,
Michigan
| $211K | +$206K | +6,154 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $31K | -$564K | -16,890 | -95% |
|
9
Morgan Stanley
New York
| $7K | +$6.68K | +200 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$6K | -184 | Closed |
|
JSMD Hedge Fund Activity: Q2 2017 in Review
9 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2017, worth a combined $11.9M — up 40% from $8.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JSMD positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was ACG Wealth, adding an estimated $1.39M. The largest seller was IFP Advisors, cutting an estimated $564K.
- 9 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2017, up from 7 in Q1 2017.
- Funds reported $11.9M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2017, up 40% quarter-over-quarter.
- 3 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2017 and 1 closed out, a net change of +2 holders.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2017 was ACG Wealth, an estimated $1.39M added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2017 was IFP Advisors, an estimated $564K sold.
Based on aggregated 13F filings for Q2 2017.