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Janus Henderson Small Cap Growth Alpha ETF

39 hedge funds and large institutions have $85.7M invested in Janus Henderson Small Cap Growth Alpha ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

142% more capital invested

Capital invested by funds: $35.4M → $85.7M (+$50.3M)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more funds holding

Funds holding: 2939 (+10)

18.96% more ownership

Funds ownership: 48.64%67.6% (+19%)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
14
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.9M +$14.2M +209,258 +514%
EWP
2
Engrave Wealth Partners
Texas
$14.5M +$14.6M +214,113 New
SMG
3
Smart Money Group
Texas
$9.03M -$986K -14,507 -10%
FHC
4
First Heartland Consultants
Missouri
$7.67M +$7.72M +113,522 New
SFS
5
Sowell Financial Services
Arkansas
$5.74M +$5.44M +80,022 +1,153%
PWM
6
Purus Wealth Management
California
$5.05M -$5.71K -84 -0.1%
UBS Group
7
UBS Group
Switzerland
$3.89M +$3.81M +56,019 +3,543%
GVAG
8
Great Valley Advisor Group
Delaware
$2.99M +$118K +1,743 +4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.15M +$39.8K +585 +2%
IWP
10
IAG Wealth Partners
Wisconsin
$1.91M +$145K +2,136 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.15M +16,844 +152%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.82M +$6.25K +92 +0.3%
LPL Financial
13
LPL Financial
California
$1.82M +$242K +3,563 +15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.46M +$48.8K +718 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.36M +$1.37M +20,191 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$920K +$349K +5,131 +60%
MCC
17
Money Concepts Capital
Florida
$865K -$138K -2,024 -14%
QWM
18
QP Wealth Management
New Jersey
$851K -$11.6K -171 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$847K -$357K -5,249 -30%
FEM
20
Fulcrum Equity Management
Texas
$841K +$847K +12,454 New
IFG
21
Independent Financial Group
California
$466K +$51.5K +757 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$450K +$73.8K +1,086 +20%
NFG
23
Next Financial Group
Texas
$417K +$374K +5,500 +821%
SWP
24
Stratos Wealth Partners
Ohio
$341K -$370K -5,439 -52%
GSWM
25
Golden State Wealth Management
California
$312K +$314K +4,626 New

JSML Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small Cap Growth Alpha ETF (JSML) for Q1 2021, worth a combined $85.7M — up 142% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JSML positions and 1 closed out — a net gain of 10 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Engrave Wealth Partners, opening a new position worth an estimated $14.6M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $1.22M sold.

  • 39 institutional investors held Janus Henderson Small Cap Growth Alpha ETF (JSML) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $85.7M of Janus Henderson Small Cap Growth Alpha ETF stock for Q1 2021, up 142% quarter-over-quarter.
  • 11 funds opened new Janus Henderson Small Cap Growth Alpha ETF positions in Q1 2021 and 1 closed out, a net change of +10 holders.
  • The largest Janus Henderson Small Cap Growth Alpha ETF buyer in Q1 2021 was Engrave Wealth Partners, an estimated $14.6M added.
  • The largest Janus Henderson Small Cap Growth Alpha ETF seller in Q1 2021 was Belpointe Asset Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2021.