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Janus Henderson Small Cap Growth Alpha ETF

39 hedge funds and large institutions have $28.3M invested in Janus Henderson Small Cap Growth Alpha ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $25.6M → $28.3M (+$2.69M)

8% more funds holding

Funds holding: 3639 (+3)

4.25% more ownership

Funds ownership: 36.4%40.65% (+4.2%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
11
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1
Great Valley Advisor Group
Delaware
$3.67M -$632K -12,486 -15%
PWM
2
Purus Wealth Management
California
$3.54M -$23.1K -456 -0.6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.93M -$55K -1,088 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.01M -$81.7K -1,615 -4%
Bank of America
5
Bank of America
North Carolina
$1.96M -$491K -9,710 -20%
LPL Financial
6
LPL Financial
California
$1.89M +$118K +2,341 +7%
KWM
7
Kingsview Wealth Management
Oregon
$1.81M +$1.43M +28,215 +357%
FFN
8
Focus Financial Network
Minnesota
$1.64M +$1.65M +32,709 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.15M +$31.1K +614 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.07M +$570K +11,261 +113%
IWP
11
IAG Wealth Partners
Wisconsin
$796K -$205K -4,045 -20%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$626K
GPA
13
Guerra Pan Advisors
New Jersey
$580K
WA
14
Win Advisors
Florida
$580K -$293K -5,785 -33%
Osaic Holdings
15
Osaic Holdings
Arizona
$552K +$130K +2,571 +30%
IA
16
IFP Advisors
Florida
$547K -$494K -9,773 -42%
DWMS
17
Dominguez Wealth Management Solutions
Virginia
$402K +$708 +14 +0.2%
AAS
18
Avantax Advisory Services
Texas
$360K
UBS Group
19
UBS Group
Switzerland
$328K -$109K -2,163 -25%
HAG
20
HF Advisory Group
Maryland
$296K -$1.01K -20 -0.3%
PA
21
PFG Advisors
Arizona
$275K +$9.31K +184 +3%
SOS
22
Silver Oak Securities
Tennessee
$249K +$9.97K +197 +4%
CAN
23
Cetera Advisor Networks
California
$221K +$222K +4,395 New
IA
24
IFG Advisory
Georgia
$210K +$212K +4,191 New
CAL
25
Capital Advisors Ltd
Ohio
$181K

JSML Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small Cap Growth Alpha ETF (JSML) for Q1 2023, worth a combined $28.3M — up 10% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JSML positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Focus Financial Network, opening a new position worth an estimated $1.65M. The largest seller was Great Valley Advisor Group, cutting an estimated $632K.

  • 39 institutional investors held Janus Henderson Small Cap Growth Alpha ETF (JSML) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $28.3M of Janus Henderson Small Cap Growth Alpha ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 6 funds opened new Janus Henderson Small Cap Growth Alpha ETF positions in Q1 2023 and 2 closed out, a net change of +4 holders.
  • The largest Janus Henderson Small Cap Growth Alpha ETF buyer in Q1 2023 was Focus Financial Network, an estimated $1.65M added.
  • The largest Janus Henderson Small Cap Growth Alpha ETF seller in Q1 2023 was Great Valley Advisor Group, an estimated $632K sold.

Based on aggregated 13F filings for Q1 2023.