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Janus Henderson Small Cap Growth Alpha ETF

58 hedge funds and large institutions have $159M invested in Janus Henderson Small Cap Growth Alpha ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $128M → $159M (+$31.5M)

14% more funds holding

Funds holding: 5158 (+7)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

3.71% more ownership

Funds ownership: 69.73%73.44% (+3.7%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$85.6M +$18.4M +317,082 +29%
LPL Financial
2
LPL Financial
California
$8.95M +$881K +15,162 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.89M +$4M +68,900 +88%
GVAG
4
Great Valley Advisor Group
Delaware
$7.19M +$405K +6,974 +6%
Ameriprise
5
Ameriprise
Minnesota
$5.98M +$617K +10,613 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.77M +$243K +4,186 +6%
PWM
7
Purus Wealth Management
California
$3.92M -$47.8K -823 -1%
PAG
8
Private Advisor Group
New Jersey
$3.2M +$223K +3,843 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.69M +$478K +8,228 +23%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.49M +$156K +2,689 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.41M -$243K -4,181 -9%
CRI
12
Colonial River Investments
Virginia
$2.09M +$2.01M +34,570 New
LNC
13
Lincoln National Corp
Pennsylvania
$1.91M +$256K +4,396 +16%
RWA
14
Redhawk Wealth Advisors
Minnesota
$1.8M -$23.5K -404 -1%
GSC
15
Grey Street Capital
Illinois
$1.6M +$1.54M +26,507 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.48M +$144K +2,470 +11%
GPA
17
Guerra Pan Advisors
New Jersey
$944K -$34.7K -597 -4%
Bank of America
18
Bank of America
North Carolina
$895K -$228K -3,915 -21%
TSWM
19
Triangle Securities Wealth Management
North Carolina
$860K +$94.1K +1,619 +13%
AAS
20
Avantax Advisory Services
Texas
$860K +$107K +1,841 +15%
IA
21
IFP Advisors
Florida
$804K -$154K -2,649 -17%
IWP
22
IAG Wealth Partners
Wisconsin
$681K -$41.3K -710 -6%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$590K -$209K -3,604 -27%
PA
24
PFG Advisors
Arizona
$576K +$25.1K +431 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$564K +$542K +9,322 New

JSML Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Small Cap Growth Alpha ETF (JSML) for Q1 2024, worth a combined $159M — up 25% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JSML positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $18.4M. The largest seller was Horizon Family Wealth, exiting entirely with an estimated $2.21M sold.

  • 58 institutional investors held Janus Henderson Small Cap Growth Alpha ETF (JSML) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $159M of Janus Henderson Small Cap Growth Alpha ETF stock for Q1 2024, up 25% quarter-over-quarter.
  • 11 funds opened new Janus Henderson Small Cap Growth Alpha ETF positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest Janus Henderson Small Cap Growth Alpha ETF buyer in Q1 2024 was Orgel Wealth Management, an estimated $18.4M added.
  • The largest Janus Henderson Small Cap Growth Alpha ETF seller in Q1 2024 was Horizon Family Wealth, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2024.