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Janus Henderson Small/Mid Cap Growth Alpha ETF

65 hedge funds and large institutions have $280M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

61% more capital invested

Capital invested by funds: $174M → $280M (+$107M)

23% more funds holding

Funds holding: 5365 (+12)

19.9% more ownership

Funds ownership: 69.25%89.15% (+20%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
29
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$96.2M +$46.8M +787,964 +117%
Bank of America
2
Bank of America
North Carolina
$26.8M +$2.73M +46,019 +13%
LPL Financial
3
LPL Financial
California
$25.2M +$10.4M +174,732 +84%
LS
4
Leelyn Smith
Illinois
$23.2M +$449K +7,560 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$21.6M +$765K +12,870 +4%
RCA
6
Resonant Capital Advisors
Wisconsin
$12M +$686K +11,556 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.48M +$3.01M +50,591 +65%
RJA
8
Raymond James & Associates
Florida
$7.37M +$985K +16,576 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.08M +$513K +8,631 +10%
WANY
10
Wealthspire Advisors (New York)
New York
$4.23M +$3.82M +64,321 New
Mariner
11
Mariner
Kansas
$3.87M +$1.46M +24,633 +72%
PAG
12
Private Advisor Group
New Jersey
$3.83M +$240K +4,032 +7%
AAS
13
Avantax Advisory Services
Texas
$3.25M +$89.5K +1,507 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.19M +$22.6K +381 +0.8%
WFAG
15
Worth Financial Advisory Group
North Carolina
$3.11M +$115K +1,932 +4%
IWP
16
IAG Wealth Partners
Wisconsin
$2.64M +$424K +7,129 +22%
Ameriprise
17
Ameriprise
Minnesota
$2.57M +$991K +16,676 +96%
UBS Group
18
UBS Group
Switzerland
$2.42M +$489K +8,224 +29%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.24M +$1.01M +16,985 +99%
BCG
20
Breakwater Capital Group
New Jersey
$2.05M -$41.2K -694 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.01M -$28.4K -478 -2%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$1.62M +$66.3K +1,116 +5%
BWL
23
Bogart Wealth LLC
Virginia
$1.6M +$146K +2,463 +11%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.46M +$294K +4,943 +29%
KWM
25
Kingsview Wealth Management
Oregon
$1.26M -$17.3K -291 -1%

JSMD Hedge Fund Activity: Q4 2023 in Review

65 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2023, worth a combined $280M — up 61% from $174M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JSMD positions and 1 closed out — a net gain of 12 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.19M.

  • 65 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $280M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2023, up 61% quarter-over-quarter.
  • 13 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2023 and 1 closed out, a net change of +12 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.8M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.