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Janus Henderson Small/Mid Cap Growth Alpha ETF

41 hedge funds and large institutions have $123M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.62M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4241 (-1)

4.51% less ownership

Funds ownership: 61.17%56.66% (-4.5%)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Leelyn Smith
Illinois
$21.4M +$1.11M +16,572 +6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$14.3M +$1.6M +23,855 +13%
UBS Group
3
UBS Group
Switzerland
$13M -$425K -6,336 -3%
RIA
4
Regal Investment Advisors
Michigan
$9.53M +$31.9K +476 +0.3%
RJA
5
Raymond James & Associates
Florida
$8.95M +$307K +4,577 +4%
Morgan Stanley
6
Morgan Stanley
New York
$6.51M -$584K -8,697 -8%
LCWP
7
Legacy Capital Wealth Partners
Arkansas
$5.97M +$5.91M +88,102 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.38M +$177K +2,642 +3%
IWP
9
IAG Wealth Partners
Wisconsin
$4.85M -$950K -14,159 -17%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$4.41M +$37.7K +561 +0.9%
LPL Financial
11
LPL Financial
California
$3.23M -$576K -8,576 -15%
PAG
12
Private Advisor Group
New Jersey
$2.88M +$54.9K +818 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.8M +$743K +11,072 +37%
Bank of America
14
Bank of America
North Carolina
$2.51M +$271K +4,033 +12%
AAS
15
Avantax Advisory Services
Texas
$2.49M +$350K +5,215 +17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.83M -$4.3K -64 -0.2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.63M +$158K +2,347 +11%
GIA
18
Gladstone Institutional Advisory
Florida
$1.52M +$44.2K +658 +3%
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.41M +$1.39M +20,722 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$1.38M +$62.4K +929 +5%
Ameriprise
21
Ameriprise
Minnesota
$1.24M +$79.2K +1,180 +7%
KWM
22
Kingsview Wealth Management
Oregon
$1.02M -$48K -715 -5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$906K -$7.58K -113 -0.8%
AW
24
ACG Wealth
Georgia
$775K -$78.1K -1,163 -9%
IA
25
IFG Advisory
Georgia
$386K +$40.1K +598 +12%

JSMD Hedge Fund Activity: Q4 2021 in Review

41 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2021, worth a combined $123M — up 5.7% from $116M a quarter earlier.

Fund positioning in JSMD was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $5.91M. The largest seller was Horizon Investments, exiting entirely with an estimated $7.53M sold.

  • 41 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2021, down from 42 in Q3 2021.
  • Funds reported $123M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2021, up 5.7% quarter-over-quarter.
  • 5 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2021 was Legacy Capital Wealth Partners, an estimated $5.91M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2021 was Horizon Investments, an estimated $7.53M sold.

Based on aggregated 13F filings for Q4 2021.