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Janus Henderson Small/Mid Cap Growth Alpha ETF

68 hedge funds and large institutions have $268M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

5% more funds holding

Funds holding: 6568 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $280M → $268M (-$12.3M)

14.67% less ownership

Funds ownership: 89.15%74.48% (-15%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
27
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.4M -$39.9M -599,931 -41%
LPL Financial
2
LPL Financial
California
$30.7M +$3.7M +55,745 +15%
Bank of America
3
Bank of America
North Carolina
$28.2M -$285K -4,290 -1%
LS
4
Leelyn Smith
Illinois
$25.2M +$496K +7,466 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.5M -$438K -6,598 -2%
RCA
6
Resonant Capital Advisors
Wisconsin
$13.4M +$578K +8,695 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.18M +$154K +2,319 +2%
RJA
8
Raymond James & Associates
Florida
$7.79M -$40.8K -614 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.95M +$457K +6,886 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.16M +$3.82M +57,530 +188%
PAG
11
Private Advisor Group
New Jersey
$4.33M +$243K +3,659 +6%
MC
12
McCarthy & Cox
Ohio
$4.29M +$4.07M +61,338 New
WANY
13
Wealthspire Advisors (New York)
New York
$3.97M -$499K -7,511 -12%
Mariner
14
Mariner
Kansas
$3.67M -$429K -6,457 -11%
WFAG
15
Worth Financial Advisory Group
North Carolina
$3.55M +$228K +3,428 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.38M -$15.4K -232 -0.5%
AAS
17
Avantax Advisory Services
Texas
$3.25M -$188K -2,830 -6%
IWP
18
IAG Wealth Partners
Wisconsin
$2.74M -$68.8K -1,036 -3%
UBS Group
19
UBS Group
Switzerland
$2.64M +$70K +1,053 +3%
Ameriprise
20
Ameriprise
Minnesota
$2.59M +$203K +3,058 +9%
ASN
21
Advisory Services Network
Georgia
$2.24M +$2.05M +30,785 +2,553%
BCG
22
Breakwater Capital Group
New Jersey
$2.18M -$4.25K -64 -0.2%
BWL
23
Bogart Wealth LLC
Virginia
$1.8M +$98.6K +1,484 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.63M +$76K +1,144 +5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.45M +$668K +10,056 +94%

JSMD Hedge Fund Activity: Q1 2024 in Review

68 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q1 2024, worth a combined $268M — down 4.4% from $280M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JSMD positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 68 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $268M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q1 2024 and 5 closed out, a net change of +3 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $3.82M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.