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Janus Henderson Small/Mid Cap Growth Alpha ETF

32 hedge funds and large institutions have $76M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $46.1M → $76M (+$29.9M)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4.43% more ownership

Funds ownership: 62%66.42% (+4.4%)

3% more funds holding

Funds holding: 3132 (+1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1
First Heartland Consultants
Missouri
$11.4M +$10.2M +239,391 New
HI
2
Horizon Investments
North Carolina
$10.7M +$4.64M +108,969 +94%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.98M -$425K -9,985 -5%
RJA
4
Raymond James & Associates
Florida
$7.15M +$1.06M +24,827 +20%
AW
5
ACG Wealth
Georgia
$6.11M +$3.55M +83,401 +186%
UBS Group
6
UBS Group
Switzerland
$4.11M -$1.73M -40,640 -32%
Morgan Stanley
7
Morgan Stanley
New York
$3.29M +$317K +7,439 +12%
IWP
8
IAG Wealth Partners
Wisconsin
$3.04M +$414K +9,714 +18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.54M +$184K +4,325 +9%
LPL Financial
10
LPL Financial
California
$2.46M -$777K -18,245 -26%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.4M -$2.82M -66,206 -57%
Bank of America
12
Bank of America
North Carolina
$2.31M -$479K -11,255 -19%
PAG
13
Private Advisor Group
New Jersey
$1.71M +$37.7K +886 +3%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.38M +$1.23M +28,941 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.24M +$7.41K +174 +0.7%
LS
16
Leelyn Smith
Illinois
$978K +$175K +4,112 +25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$905K +$48.8K +1,147 +6%
GIA
18
Gladstone Institutional Advisory
Florida
$839K -$15.5K -363 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$820K -$17K -400 -2%
IA
20
IFG Advisory
Georgia
$625K +$62.4K +1,465 +13%
QWM
21
QP Wealth Management
New Jersey
$522K +$11.8K +278 +3%
SFS
22
Sowell Financial Services
Arkansas
$463K +$10.7K +252 +3%
KWM
23
Kingsview Wealth Management
Oregon
$354K +$317K +7,434 New
Ameriprise
24
Ameriprise
Minnesota
$297K +$265K +6,222 New
CFA
25
Carroll Financial Associates
North Carolina
$173K

JSMD Hedge Fund Activity: Q2 2020 in Review

32 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2020, worth a combined $76M — up 65% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JSMD positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was First Heartland Consultants, opening a new position worth an estimated $10.2M. The largest seller was Truist Financial, exiting entirely with an estimated $3.56M sold.

  • 32 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2020, up from 31 in Q1 2020.
  • Funds reported $76M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2020 and 7 closed out, a net change of +1 holder.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2020 was First Heartland Consultants, an estimated $10.2M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2020 was Truist Financial, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2020.