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Janus Henderson Small/Mid Cap Growth Alpha ETF

39 hedge funds and large institutions have $80.7M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $68.9M → $80.7M (+$11.7M)

15% more funds holding

Funds holding: 3439 (+5)

7.04% less ownership

Funds ownership: 60.64%53.6% (-7%)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
11
Closed
2
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
$11.8M -$528K -9,179 -5%
RJA
2
Raymond James & Associates
Florida
$8.95M -$82.7K -1,438 -1%
UBS Group
3
UBS Group
Switzerland
$6.76M +$234K +4,069 +4%
Morgan Stanley
4
Morgan Stanley
New York
$4.93M +$546K +9,487 +14%
IWP
5
IAG Wealth Partners
Wisconsin
$4.47M +$192K +3,331 +5%
AW
6
ACG Wealth
Georgia
$4.11M -$1.43M -24,809 -27%
LPL Financial
7
LPL Financial
California
$3.9M +$363K +6,313 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.61M +$240K +4,170 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.39M +$1.49M +25,935 +92%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$3.35M +$1.09M +18,967 +55%
Bank of America
11
Bank of America
North Carolina
$2.73M +$20.5K +357 +0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.67M -$461K -8,009 -16%
LS
13
Leelyn Smith
Illinois
$2.36M +$824K +14,322 +62%
PAG
14
Private Advisor Group
New Jersey
$2.31M +$69.1K +1,202 +3%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.13M +$231K +4,015 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.65M +$62.4K +1,084 +4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.4M +$1.28M +22,269 New
GIA
18
Gladstone Institutional Advisory
Florida
$1.29M +$113K +1,959 +11%
AWA
19
Arkadios Wealth Advisors
Georgia
$1.24M +$1.12M +19,496 +8,665%
IA
20
IFG Advisory
Georgia
$1.11M +$135K +2,349 +15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$912K -$9.89K -172 -1%
Citadel Advisors
22
Citadel Advisors
Florida
$845K -$1.37M -23,742 -64%
QWM
23
QP Wealth Management
New Jersey
$749K -$27.6K -480 -4%
KWM
24
Kingsview Wealth Management
Oregon
$744K +$164K +2,847 +32%
SFS
25
Sowell Financial Services
Arkansas
$582K -$26.1K -453 -5%

JSMD Hedge Fund Activity: Q4 2020 in Review

39 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2020, worth a combined $80.7M — up 17% from $68.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSMD positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was Horizon Investments, exiting entirely with an estimated $5.83M sold.

  • 39 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $80.7M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 7 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2020 and 2 closed out, a net change of +5 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.49M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2020 was Horizon Investments, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2020.