Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
10 hedge funds and large institutions have $18.5M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
43% more capital invested
Capital invested by funds: $13M → $18.5M (+$5.53M)
25% more funds holding
Funds holding: 8 → 10 (+2)
18.97% more ownership
Funds ownership: 60.48% → 79.44% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.55M |
| 2 |
LPL Financial
San Diego,
California
|
+$361K |
| 3 |
VF
Virtu Financial
New York
|
+$262K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$244K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$261K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $11.1M | +$2.55M | +68,429 | +32% |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.35M | +$52.1K | +1,401 | +2% |
|
|
3
LPL Financial
San Diego,
California
| $1.74M | +$361K | +9,713 | +28% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $986K | +$42.4K | +1,139 | +5% |
|
|
CRWM
5
Castle Rock Wealth Management
Walnut Creek,
California
| $922K | +$884K | +23,748 | New |
|
|
VF
6
Virtu Financial
New York
| $827K | +$262K | +7,054 | +49% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $255K | +$244K | +6,568 | New |
|
|
CAAS
8
Capital Asset Advisory Services
Williamston,
Michigan
| $253K | +$11.3K | +304 | +5% |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| $111K | +$106K | +2,851 | New |
|
|
NPC
10
National Planning Corporation
El Segundo,
California
| – | -$261K | -7,295 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$4.05K | -109 | -92% |
|
JSMD Hedge Fund Activity: Q4 2017 in Review
10 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2017, worth a combined $18.5M — up 43% from $13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JSMD positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was ACG Wealth, adding an estimated $2.55M. The largest seller was National Planning Corporation, exiting entirely with an estimated $261K sold.
- 10 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2017, up from 8 in Q3 2017.
- Funds reported $18.5M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2017, up 43% quarter-over-quarter.
- 3 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2017 was ACG Wealth, an estimated $2.55M added.
- The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2017 was National Planning Corporation, an estimated $261K sold.
Based on aggregated 13F filings for Q4 2017.