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Janus Henderson Small/Mid Cap Growth Alpha ETF

48 hedge funds and large institutions have $113M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $105M → $113M (+$8.64M)

0.71% more ownership

Funds ownership: 61.32%62.02% (+0.71%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

8% less funds holding

Funds holding: 5248 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
16
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Leelyn Smith
Illinois
$20.1M +$1.67M +29,692 +9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16M +$550K +9,794 +4%
Bank of America
3
Bank of America
North Carolina
$15.7M +$62.2K +1,107 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$7.61M +$889K +15,830 +13%
RCA
5
Resonant Capital Advisors
Wisconsin
$6.79M +$536K +9,539 +9%
RJA
6
Raymond James & Associates
Florida
$6.42M -$816K -14,527 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.32M +$3.63M +64,573 +215%
LPL Financial
8
LPL Financial
California
$4.73M +$146K +2,597 +3%
UBS Group
9
UBS Group
Switzerland
$2.74M -$4M -71,178 -59%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.68M -$161K -2,861 -6%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2.56M -$111K -1,982 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.52M -$2.14M -38,027 -46%
WFAG
13
Worth Financial Advisory Group
North Carolina
$2.43M +$2.43M +43,257 New
PAG
14
Private Advisor Group
New Jersey
$2.41M +$47.1K +838 +2%
IWP
15
IAG Wealth Partners
Wisconsin
$2.11M -$191K -3,400 -8%
AAS
16
Avantax Advisory Services
Texas
$1.76M +$4.1K +73 +0.2%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$1.29M -$55.6K -990 -4%
Ameriprise
18
Ameriprise
Minnesota
$1.05M +$18.4K +327 +2%
KWM
19
Kingsview Wealth Management
Oregon
$984K +$25K +446 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$846K -$177K -3,157 -17%
BCG
21
Breakwater Capital Group
New Jersey
$822K +$306K +5,443 +59%
CTC
22
Central Trust Company
Missouri
$725K +$33.8K +602 +5%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$661K -$29.4K -524 -4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$490K -$123K -2,193 -20%
FTUS
25
Flow Traders U.S.
New York
$486K +$486K +8,646 New

JSMD Hedge Fund Activity: Q1 2023 in Review

48 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2023, worth a combined $113M — up 8.3% from $105M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JSMD and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.63M. The largest seller was UBS Group, cutting an estimated $4M.

  • 48 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2023, down from 52 in Q4 2022.
  • Funds reported $113M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 6 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $3.63M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2023 was UBS Group, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2023.