We are live on ! Find out more
JSMD icon

Janus Henderson Small/Mid Cap Growth Alpha ETF

65 hedge funds and large institutions have $258M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 74.48%74.18% (-0.3%)

4% less capital invested

Capital invested by funds: $268M → $258M (-$9.92M)

4% less funds holding

Funds holding: 6865 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
33
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56M -$1.46M -21,721 -3%
LPL Financial
2
LPL Financial
California
$31.3M +$2.11M +31,379 +7%
Bank of America
3
Bank of America
North Carolina
$27.2M +$419K +6,251 +2%
LS
4
Leelyn Smith
Illinois
$24.4M +$414K +6,171 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20.5M -$974K -14,522 -5%
RCA
6
Resonant Capital Advisors
Wisconsin
$14.1M +$1.32M +19,737 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.44M +$712K +10,609 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.11M +$505K +7,522 +8%
RJA
9
Raymond James & Associates
Florida
$7.03M -$389K -5,790 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.23M +$369K +5,506 +6%
MC
11
McCarthy & Cox
Ohio
$4.41M +$336K +5,000 +8%
PAG
12
Private Advisor Group
New Jersey
$4.15M +$28.1K +419 +0.7%
WFAG
13
Worth Financial Advisory Group
North Carolina
$3.56M +$189K +2,815 +6%
Mariner
14
Mariner
Kansas
$3.53M +$46.4K +691 +1%
UBS Group
15
UBS Group
Switzerland
$3.23M +$716K +10,672 +28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.2M -$16.2K -242 -0.5%
AAS
17
Avantax Advisory Services
Texas
$3.17M +$75.6K +1,126 +2%
WANY
18
Wealthspire Advisors (New York)
New York
$2.75M -$1.04M -15,538 -27%
IWP
19
IAG Wealth Partners
Wisconsin
$2.52M -$86.4K -1,287 -3%
Ameriprise
20
Ameriprise
Minnesota
$2.5M +$33.9K +505 +1%
ASN
21
Advisory Services Network
Georgia
$2.23M +$99.5K +1,483 +5%
BCG
22
Breakwater Capital Group
New Jersey
$2.18M +$110K +1,640 +5%
BWL
23
Bogart Wealth LLC
Virginia
$1.8M +$89.2K +1,330 +5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.42M +$33.9K +505 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$1.4M +$1.41M +21,039 New

JSMD Hedge Fund Activity: Q2 2024 in Review

65 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q2 2024, worth a combined $258M — down 3.7% from $268M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JSMD and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was LPL Financial, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $1.46M.

  • 65 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q2 2024, down from 68 in Q1 2024.
  • Funds reported $258M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 4 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q2 2024 was LPL Financial, an estimated $2.11M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2024.