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Janus Henderson Small/Mid Cap Growth Alpha ETF

43 hedge funds and large institutions have $94.6M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

16% more funds holding

Funds holding: 3743 (+6)

3% more capital invested

Capital invested by funds: $92.2M → $94.6M (+$2.38M)

0.12% more ownership

Funds ownership: 58.78%58.91% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Leelyn Smith
Illinois
$15.3M -$1.76M -32,312 -9%
Bank of America
2
Bank of America
North Carolina
$13.6M +$357K +6,561 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$13M +$458K +8,415 +3%
UBS Group
4
UBS Group
Switzerland
$6.21M +$3.13M +57,501 +83%
RJA
5
Raymond James & Associates
Florida
$6.09M -$143K -2,629 -2%
RCA
6
Resonant Capital Advisors
Wisconsin
$5.21M +$1.08M +19,767 +23%
Morgan Stanley
7
Morgan Stanley
New York
$4.96M -$517K -9,493 -9%
LPL Financial
8
LPL Financial
California
$3.85M +$182K +3,340 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.79M -$32K -589 -0.8%
IWP
10
IAG Wealth Partners
Wisconsin
$2.39M -$108K -1,980 -4%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2.26M -$30.7K -565 -1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.12M +$79.2K +1,455 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$1.98M +$2.2M +40,482 New
PAG
14
Private Advisor Group
New Jersey
$1.86M -$30.8K -566 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.71M +$85.1K +1,564 +5%
AAS
16
Avantax Advisory Services
Texas
$1.4M +$52.9K +973 +4%
Ameriprise
17
Ameriprise
Minnesota
$1.35M +$1.5M +27,625 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.34M -$9.69K -178 -0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.14M -$272K -5,003 -18%
KWM
20
Kingsview Wealth Management
Oregon
$758K +$106K +1,945 +14%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$613K +$681K +12,515 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$602K -$109 -2 -0%
GIA
23
Gladstone Institutional Advisory
Florida
$520K -$204K -3,758 -26%
AW
24
ACG Wealth
Georgia
$449K -$2.07K -38 -0.4%
RIA
25
Regal Investment Advisors
Michigan
$442K -$10.9K -201 -2%

JSMD Hedge Fund Activity: Q3 2022 in Review

43 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2022, worth a combined $94.6M — up 2.6% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JSMD positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $3.13M. The largest seller was Leelyn Smith, cutting an estimated $1.76M.

  • 43 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $94.6M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2022 and 2 closed out, a net change of +6 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2022 was UBS Group, an estimated $3.13M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2022 was Leelyn Smith, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2022.