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Janus Henderson Small/Mid Cap Growth Alpha ETF

43 hedge funds and large institutions have $106M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $97.5M → $106M (+$8.49M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.39% less ownership

Funds ownership: 57.4%57.01% (-0.39%)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.4M +$3.65M +53,946 +37%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.3M +$987K +14,597 +8%
RIA
3
Regal Investment Advisors
Michigan
$8.74M +$8.75M +129,300 New
RJA
4
Raymond James & Associates
Florida
$8.05M -$1.88M -27,733 -19%
HI
5
Horizon Investments
North Carolina
$7.71M +$235K +3,477 +3%
Morgan Stanley
6
Morgan Stanley
New York
$7.06M +$216K +3,191 +3%
IWP
7
IAG Wealth Partners
Wisconsin
$5.46M +$314K +4,637 +6%
LPL Financial
8
LPL Financial
California
$4.55M +$607K +8,968 +15%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$4.29M +$621K +9,183 +17%
LS
10
Leelyn Smith
Illinois
$4.24M +$977K +14,441 +30%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.13M +$323K +4,782 +8%
PAG
12
Private Advisor Group
New Jersey
$2.63M +$87.9K +1,300 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.06M -$1.58M -23,348 -43%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.96M -$11.2K -165 -0.6%
Bank of America
15
Bank of America
North Carolina
$1.9M -$58.6K -866 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.88M -$1.01M -14,875 -35%
AAS
17
Avantax Advisory Services
Texas
$1.87M +$1.22M +17,994 +185%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.76M +$1.76K +26 +0.1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.63M +$1.63M +24,069 New
GIA
20
Gladstone Institutional Advisory
Florida
$1.38M -$54.8K -810 -4%
Ameriprise
21
Ameriprise
Minnesota
$1.15M -$5.01K -74 -0.4%
KWM
22
Kingsview Wealth Management
Oregon
$1.06M +$26.4K +390 +3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$904K +$49.2K +727 +6%
AW
24
ACG Wealth
Georgia
$850K -$3.44M -50,789 -80%
ASN
25
Advisory Services Network
Georgia
$687K +$687K +10,161 New

JSMD Hedge Fund Activity: Q2 2021 in Review

43 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2021, worth a combined $106M — up 8.7% from $97.5M a quarter earlier.

Fund positioning in JSMD was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 16 trimmed.

The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $8.75M. The largest seller was ACG Wealth, cutting an estimated $3.44M.

  • 43 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $106M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 4 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2021 was Regal Investment Advisors, an estimated $8.75M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2021 was ACG Wealth, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2021.