Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
8 hedge funds and large institutions have $13M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
9% more capital invested
Capital invested by funds: $11.9M → $13M (+$1.04M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.04% less ownership
Funds ownership: 63.51% → 60.48% (-3%)
11% less funds holding
Funds holding: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$494K |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$357K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$33.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.56K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$140K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$31K |
| 3 |
Morgan Stanley
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $7.75M | +$357K | +10,291 | +5% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.11M | +$8.56K | +247 | +0.4% |
|
|
3
LPL Financial
San Diego,
California
| $1.25M | -$140K | -4,052 | -10% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $867K | +$33.8K | +975 | +4% |
|
|
VF
5
Virtu Financial
New York
| $510K | +$494K | +14,255 | New |
|
|
NPC
6
National Planning Corporation
El Segundo,
California
| $261K | – | – | – |
|
|
CAAS
7
Capital Asset Advisory Services
Williamston,
Michigan
| $222K | +$1.73K | +50 | +0.8% |
|
|
8
UBS Group
Zurich,
Switzerland
| $4K | +$4.12K | +119 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$31K | -923 | Closed |
|
|
10
Morgan Stanley
New York
| – | -$7K | -200 | Closed |
|
JSMD Hedge Fund Activity: Q3 2017 in Review
8 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 Q3 2017, worth a combined $13M — up 8.7% from $11.9M a quarter earlier.
Fund positioning in JSMD was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $494K. The largest seller was LPL Financial, cutting an estimated $140K.
- 8 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2017, down from 9 in Q2 2017.
- Funds reported $13M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2017, up 8.7% quarter-over-quarter.
- 2 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2017 was Virtu Financial, an estimated $494K added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2017 was LPL Financial, an estimated $140K sold.
Based on aggregated 13F filings for Q3 2017.