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Janus Henderson Small/Mid Cap Growth Alpha ETF

79 hedge funds and large institutions have $305M invested in Janus Henderson Small/Mid Cap Growth Alpha ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more funds holding

Funds holding: 6979 (+10)

8% more capital invested

Capital invested by funds: $283M → $305M (+$21.9M)

0.44% less ownership

Funds ownership: 73.93%73.5% (-0.44%)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
30
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
$63.8M +$2.14M +27,963 +3%
LPL Financial
2
LPL Financial
California
$37.7M +$2.1M +27,487 +6%
Bank of America
3
Bank of America
North Carolina
$37.6M +$1.19M +15,524 +3%
LS
4
Leelyn Smith
Illinois
$27.7M -$385K -5,028 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.8M -$182K -2,374 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$20.6M +$21M +274,593 New
RCA
7
Resonant Capital Advisors
Wisconsin
$17M +$541K +7,071 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.58M +$41.2K +539 +0.5%
MC
9
McCarthy & Cox
Ohio
$4.82M +$148K +1,937 +3%
PAG
10
Private Advisor Group
New Jersey
$4.67M +$32.3K +422 +0.7%
Mariner
11
Mariner
Kansas
$4.48M +$494K +6,458 +12%
AAS
12
Avantax Advisory Services
Texas
$4.33M +$393K +5,143 +10%
WFAG
13
Worth Financial Advisory Group
North Carolina
$4.31M +$23.2K +304 +0.5%
UBS Group
14
UBS Group
Switzerland
$4.21M +$90.1K +1,178 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.79M +$148K +1,935 +4%
BRWM
16
Blue Rock Wealth Management
North Carolina
$3.26M +$3.32M +43,361 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.22M +$7.95K +104 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.86M +$542K +7,092 +23%
IWP
19
IAG Wealth Partners
Wisconsin
$2.75M -$72.3K -946 -3%
Ameriprise
20
Ameriprise
Minnesota
$2.73M -$30.9K -404 -1%
BCG
21
Breakwater Capital Group
New Jersey
$2.39M -$106K -1,381 -4%
WANY
22
Wealthspire Advisors (New York)
New York
$2.23M -$478K -6,252 -17%
AIA
23
AssuredPartners Investment Advisors
Florida
$1.78M +$1.81M +23,700 New
CTC
24
Central Trust Company
Missouri
$1.22M +$202K +2,646 +19%
NW
25
NewEdge Wealth
Pennsylvania
$1.11M -$76 -1 -0%

JSMD Hedge Fund Activity: Q4 2024 in Review

79 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) for Q4 2024, worth a combined $305M — up 7.7% from $283M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JSMD positions and 5 closed out — a net gain of 12 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.14M. The largest seller was Advisory Services Network, cutting an estimated $2.19M.

  • 79 institutional investors held Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $305M of Janus Henderson Small/Mid Cap Growth Alpha ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 17 funds opened new Janus Henderson Small/Mid Cap Growth Alpha ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF buyer in Q4 2024 was Morgan Stanley, an estimated $2.14M added.
  • The largest Janus Henderson Small/Mid Cap Growth Alpha ETF seller in Q4 2024 was Advisory Services Network, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2024.