Ballast Small/Mid Cap ETF
MGMT
MGMT
39 hedge funds and large institutions have $109M invested in Ballast Small/Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0.73% less ownership
Funds ownership: 71.46% → 70.73% (-0.73%)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Holders
39
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.34M | |
| 2 | +$1M | |
| 3 | +$560K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$549K |
| 5 |
V
VeraBank
Henderson,
Texas
|
+$377K |
Top Sellers
| 1 | -$2.85M | |
| 2 | -$1.26M | |
| 3 | -$1.03M | |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$465K |
| 5 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
-$362K |
