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Janus Henderson Small Cap Growth Alpha ETF

51 hedge funds and large institutions have $128M invested in Janus Henderson Small Cap Growth Alpha ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $90.9M → $128M (+$36.7M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more funds holding

Funds holding: 4551 (+6)

4.94% more ownership

Funds ownership: 64.8%69.73% (+4.9%)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
15
Closed
4
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$64.8M +$7.16M +136,851 +14%
LPL Financial
2
LPL Financial
California
$7.84M +$1.14M +21,757 +20%
GVAG
3
Great Valley Advisor Group
Delaware
$6.6M +$880K +16,818 +18%
Ameriprise
4
Ameriprise
Minnesota
$5.24M +$3.88M +74,135 +508%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.61M +$4.09M +78,145 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.41M +$1.28M +24,417 +49%
PWM
7
Purus Wealth Management
California
$3.87M -$90.5K -1,729 -3%
PAG
8
Private Advisor Group
New Jersey
$2.89M +$752K +14,368 +41%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.6M +$128K +2,445 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.27M +$35.7K +682 +2%
HFW
11
Horizon Family Wealth
Illinois
$2.21M
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$9.47K +181 +0.5%
RWA
13
Redhawk Wealth Advisors
Minnesota
$1.78M +$1.58M +30,210 New
LNC
14
Lincoln National Corp
Pennsylvania
$1.6M +$1.42M +27,195 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.3M -$273K -5,223 -19%
Bank of America
16
Bank of America
North Carolina
$1.1M -$374K -7,142 -28%
GPA
17
Guerra Pan Advisors
New Jersey
$957K +$99.9K +1,909 +13%
IA
18
IFP Advisors
Florida
$941K +$119K +2,276 +17%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$789K -$443K -8,455 -39%
TSWM
20
Triangle Securities Wealth Management
North Carolina
$744K +$660K +12,604 New
AAS
21
Avantax Advisory Services
Texas
$730K -$33.6K -642 -5%
IWP
22
IAG Wealth Partners
Wisconsin
$706K -$33.6K -642 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$554K -$350K -6,685 -42%
PA
24
PFG Advisors
Arizona
$536K +$89K +1,701 +23%
DWMS
25
Dominguez Wealth Management Solutions
Virginia
$496K -$4.71K -90 -1%

JSML Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small Cap Growth Alpha ETF (JSML) for Q4 2023, worth a combined $128M — up 40% from $90.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSML positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $7.16M. The largest seller was Focus Financial Network, cutting an estimated $2.04M.

  • 51 institutional investors held Janus Henderson Small Cap Growth Alpha ETF (JSML) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $128M of Janus Henderson Small Cap Growth Alpha ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 10 funds opened new Janus Henderson Small Cap Growth Alpha ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest Janus Henderson Small Cap Growth Alpha ETF buyer in Q4 2023 was Orgel Wealth Management, an estimated $7.16M added.
  • The largest Janus Henderson Small Cap Growth Alpha ETF seller in Q4 2023 was Focus Financial Network, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2023.