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Janus Henderson Small/Mid Cap Growth Alpha ETF

53 hedge funds and large institutions have $143M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $113M → $143M (+$29.9M)

10% more funds holding

Funds holding: 4853 (+5)

4.21% more ownership

Funds ownership: 62.02%66.23% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Leelyn Smith
Illinois
$22.2M +$13.7K +237 +0.1%
Bank of America
2
Bank of America
North Carolina
$21.4M +$3.7M +64,180 +23%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$18.7M +$912K +15,836 +6%
Morgan Stanley
4
Morgan Stanley
New York
$11.3M +$2.67M +46,279 +34%
RCA
5
Resonant Capital Advisors
Wisconsin
$10.5M +$2.8M +48,692 +40%
LPL Financial
6
LPL Financial
California
$8.62M +$3.15M +54,608 +65%
RJA
7
Raymond James & Associates
Florida
$5.99M -$1.04M -18,029 -16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.09M -$739K -12,838 -14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.54M +$1.63M +28,271 +63%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.98M +$14.9K +258 +0.5%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2.84M +$2.3K +40 +0.1%
PAG
12
Private Advisor Group
New Jersey
$2.74M +$68.5K +1,189 +3%
AAS
13
Avantax Advisory Services
Texas
$2.71M +$710K +12,334 +39%
WFAG
14
Worth Financial Advisory Group
North Carolina
$2.66M -$28.5K -495 -1%
IWP
15
IAG Wealth Partners
Wisconsin
$2.17M -$155K -2,691 -7%
UBS Group
16
UBS Group
Switzerland
$1.99M -$966K -16,767 -34%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.9M +$119K +2,065 +7%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.75M +$1.62M +28,193 New
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$1.45M +$18.5K +321 +1%
BCG
20
Breakwater Capital Group
New Jersey
$1.36M +$414K +7,192 +49%
KWM
21
Kingsview Wealth Management
Oregon
$1.16M +$67.2K +1,167 +7%
Ameriprise
22
Ameriprise
Minnesota
$1.1M -$49.8K -865 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$932K -$3.97K -69 -0.5%
CTC
24
Central Trust Company
Missouri
$829K +$24K +416 +3%
NW
25
NewEdge Wealth
Pennsylvania
$781K +$723K +12,557 New

JSMD Hedge Fund Activity: Q2 2023 in Review

53 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2023, worth a combined $143M — up 26% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JSMD positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $3.7M. The largest seller was Raymond James & Associates, cutting an estimated $1.04M.

  • 53 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $143M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 12 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2023 and 7 closed out, a net change of +5 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2023 was Bank of America, an estimated $3.7M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2023 was Raymond James & Associates, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2023.