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Janus Henderson Small/Mid Cap Growth Alpha ETF

69 hedge funds and large institutions have $283M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $258M → $283M (+$25.1M)

6% more funds holding

Funds holding: 6569 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.24% less ownership

Funds ownership: 74.18%73.93% (-0.24%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
23
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.7M -$1.4M -20,194 -2%
Bank of America
2
Bank of America
North Carolina
$35.2M +$5.28M +76,085 +19%
LPL Financial
3
LPL Financial
California
$34.5M +$342K +4,927 +1%
LS
4
Leelyn Smith
Illinois
$27.2M +$553K +7,958 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.2M -$98.9K -1,424 -0.5%
RCA
6
Resonant Capital Advisors
Wisconsin
$15.9M +$565K +8,139 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.8M +$517K +7,453 +5%
RJA
8
Raymond James & Associates
Florida
$7.35M -$303K -4,371 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.29M -$450K -6,485 -6%
MC
10
McCarthy & Cox
Ohio
$4.52M -$282K -4,065 -6%
PAG
11
Private Advisor Group
New Jersey
$4.49M -$40.3K -581 -0.9%
WFAG
12
Worth Financial Advisory Group
North Carolina
$4.14M +$243K +3,495 +7%
UBS Group
13
UBS Group
Switzerland
$3.99M +$446K +6,422 +13%
Mariner
14
Mariner
Kansas
$3.86M +$2.29K +33 +0.1%
AAS
15
Avantax Advisory Services
Texas
$3.82M +$342K +4,922 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.52M +$25.1K +362 +0.8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.11M +$2.98M +42,849 New
IWP
18
IAG Wealth Partners
Wisconsin
$2.73M -$19.3K -278 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$2.67M -$62.6K -902 -2%
WANY
20
Wealthspire Advisors (New York)
New York
$2.61M -$366K -5,267 -13%
BCG
21
Breakwater Capital Group
New Jersey
$2.41M +$29.6K +426 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.25M -$4.35M -62,598 -67%
ASN
23
Advisory Services Network
Georgia
$2.23M
NW
24
NewEdge Wealth
Pennsylvania
$1.07M -$114K -1,646 -10%
KWM
25
Kingsview Wealth Management
Oregon
$1.01M -$60.5K -872 -6%

JSMD Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q3 2024, worth a combined $283M — up 9.7% from $258M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JSMD positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $5.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.35M.

  • 69 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $283M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 8 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q3 2024 was Bank of America, an estimated $5.28M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2024.