We are live on ! Find out more
JSMD icon

Janus Henderson Small/Mid Cap Growth Alpha ETF

53 hedge funds and large institutions have $174M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $143M → $174M (+$30.8M)

3.02% more ownership

Funds ownership: 66.23%69.25% (+3%)

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
27
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$30.4M +494,008 +272%
Bank of America
2
Bank of America
North Carolina
$21.1M +$1.08M +17,600 +5%
LS
3
Leelyn Smith
Illinois
$20.2M -$784K -12,726 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.5M +$936K +15,202 +5%
LPL Financial
5
LPL Financial
California
$12.2M +$4.29M +69,617 +50%
RCA
6
Resonant Capital Advisors
Wisconsin
$10M +$102K +1,662 +1%
RJA
7
Raymond James & Associates
Florida
$5.58M -$55.2K -897 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.9M +$123K +2,002 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.58M +$327K +5,309 +7%
PAG
10
Private Advisor Group
New Jersey
$3.17M +$628K +10,190 +23%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.82M +$14.5K +235 +0.5%
AAS
12
Avantax Advisory Services
Texas
$2.8M +$259K +4,209 +10%
WFAG
13
Worth Financial Advisory Group
North Carolina
$2.65M +$161K +2,617 +6%
Mariner
14
Mariner
Kansas
$2M +$2.11M +34,270 New
IWP
15
IAG Wealth Partners
Wisconsin
$1.93M -$107K -1,739 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.82M +$35.6K +578 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.8M +$157K +2,553 +9%
BCG
18
Breakwater Capital Group
New Jersey
$1.76M +$622K +10,094 +46%
UBS Group
19
UBS Group
Switzerland
$1.67M -$212K -3,436 -11%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$1.38M +$13K +211 +0.9%
Citadel Advisors
21
Citadel Advisors
Florida
$1.32M +$1.39M +22,555 New
BWL
22
Bogart Wealth LLC
Virginia
$1.28M +$1.34M +21,836 New
KWM
23
Kingsview Wealth Management
Oregon
$1.14M +$46.3K +752 +4%
NW
24
NewEdge Wealth
Pennsylvania
$1.1M +$389K +6,318 +50%
Ameriprise
25
Ameriprise
Minnesota
$1.02M -$23.2K -376 -2%

JSMD Hedge Fund Activity: Q3 2023 in Review

53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2023, worth a combined $174M — up 21% from $143M a quarter earlier.

Fund positioning in JSMD was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 27 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $2.84M sold.

  • 53 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $174M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2023 was Vestmark Advisory Solutions, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2023.