Ballast Small/Mid Cap ETF
MGMT
MGMT
29 hedge funds and large institutions have $77.9M invested in Ballast Small/Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
14.63% more ownership
Funds ownership: 56.01% → 70.63% (+15%)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
Holders
29
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$13.2M | |
| 2 | +$6.61M | |
| 3 | +$3.3M | |
| 4 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
+$2.3M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.18M |
Top Sellers
| 1 | -$706K | |
| 2 | -$122K | |
| 3 | -$68.9K | |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$53.6K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$40.9K |