We are live on ! Find out more
JSMD icon

Janus Henderson Small/Mid Cap Growth Alpha ETF

18 hedge funds and large institutions have $34.9M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $24.2M → $34.9M (+$10.7M)

20% more funds holding

Funds holding: 1518 (+3)

3.76% less ownership

Funds ownership: 67.21%63.44% (-3.8%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
ACG Wealth
Georgia
$14.5M +$1.97M +43,746 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.44M +$2.49M +55,293 +88%
LPL Financial
3
LPL Financial
California
$2.88M +$288K +6,396 +11%
BCA
4
Bay Colony Advisors
Massachusetts
$2.69M +$865K +19,174 +49%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.48M -$35.6K -789 -2%
PAG
6
Private Advisor Group
New Jersey
$1.45M +$1.09M +24,076 +323%
CRWM
7
Castle Rock Wealth Management
California
$1.37M -$857K -18,993 -36%
Bank of America
8
Bank of America
North Carolina
$1.3M +$1.06M +23,607 +505%
Citadel Advisors
9
Citadel Advisors
Florida
$1.06M +$1.04M +22,957 New
AG
10
Advisor Group
Arizona
$957K +$12.4K +274 +1%
GWM
11
Geneos Wealth Management
Colorado
$702K +$687K +15,242 New
MML Investors Services
12
MML Investors Services
Massachusetts
$392K +$384K +8,516 New
FAAS
13
First Allied Advisory Services
California
$355K +$345K +7,661 New
ASN
14
Advisory Services Network
Georgia
$199K -$115K -2,561 -37%
SWP
15
Stratos Wealth Partners
Ohio
$106K +$104K +2,305 New
RWA
16
River Wealth Advisors
Pennsylvania
$44K
Wells Fargo
17
Wells Fargo
California
$12K
IA
18
IFP Advisors
Florida
$9K
VF
19
Virtu Financial
New York
-$687K -16,124 Closed
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$30K -700 Closed

JSMD Hedge Fund Activity: Q3 2018 in Review

18 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2018, worth a combined $34.9M — up 44% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JSMD positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.49M. The largest seller was Castle Rock Wealth Management, cutting an estimated $857K.

  • 18 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2018, up from 15 in Q2 2018.
  • Funds reported $34.9M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2018, up 44% quarter-over-quarter.
  • 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2018 and 2 closed out, a net change of +3 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $2.49M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2018 was Castle Rock Wealth Management, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2018.