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Janus Henderson Small/Mid Cap Growth Alpha ETF

31 hedge funds and large institutions have $46.1M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.23% more ownership

Funds ownership: 61.77%62% (+0.23%)

3% less funds holding

Funds holding: 3231 (-1)

29% less capital invested

Capital invested by funds: $64.6M → $46.1M (-$18.5M)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$7.84M +$1.2M +26,773 +14%
UBS Group
2
UBS Group
Switzerland
$4.53M -$595K -13,330 -10%
RJA
3
Raymond James & Associates
Florida
$4.47M -$3.21M -71,943 -36%
HI
4
Horizon Investments
North Carolina
$4.16M
Truist Financial
5
Truist Financial
North Carolina
$3.56M +$70.9K +1,588 +2%
LPL Financial
6
LPL Financial
California
$2.5M -$378K -8,456 -11%
Morgan Stanley
7
Morgan Stanley
New York
$2.2M +$1.06M +23,792 +63%
Bank of America
8
Bank of America
North Carolina
$2.13M -$60.6K -1,356 -2%
IWP
9
IAG Wealth Partners
Wisconsin
$1.93M +$449K +10,056 +23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.75M +$158K +3,534 +8%
AW
11
ACG Wealth
Georgia
$1.6M +$570K +12,761 +40%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.48M +$5.21M +116,552 New
PAG
13
Private Advisor Group
New Jersey
$1.25M -$92.7K -2,076 -6%
Citadel Advisors
14
Citadel Advisors
Florida
$1.12M +$1.4M +31,405 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$920K +$270K +6,040 +31%
GIA
16
Gladstone Institutional Advisory
Florida
$642K -$202K -4,526 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$637K +$13.9K +311 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$629K +$377K +8,448 +92%
LS
19
Leelyn Smith
Illinois
$588K +$8.62K +193 +1%
IA
20
IFG Advisory
Georgia
$416K +$304K +6,801 +140%
QWM
21
QP Wealth Management
New Jersey
$413K +$477K +10,683 New
GWM
22
Geneos Wealth Management
Colorado
$395K +$2.37K +53 +0.5%
SFS
23
Sowell Financial Services
Arkansas
$338K +$3.13K +70 +0.7%
Jane Street
24
Jane Street
New York
$207K +$259K +5,801 New
EWM
25
EPG Wealth Management
Georgia
$139K +$10.8K +241 +7%

JSMD Hedge Fund Activity: Q1 2020 in Review

31 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2020, worth a combined $46.1M — down 29% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JSMD positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.4M. The largest seller was Raymond James & Associates, cutting an estimated $3.21M.

  • 31 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2020, down from 32 in Q4 2019.
  • Funds reported $46.1M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2020 was Citadel Advisors, an estimated $1.4M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2020 was Raymond James & Associates, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2020.