Ballast Small/Mid Cap ETF
MGMT
MGMT
38 hedge funds and large institutions have $104M invested in Ballast Small/Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
20
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.46M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.97M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.48M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.38M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IAN
26
Integrated Advisors Network
Dallas,
Texas
| $552K | +$552K | +14,555 | New |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $446K | +$36.6K | +966 | +9% |
|
|
HWM
28
HB Wealth Management
Atlanta,
Georgia
| $417K | +$5.69K | +150 | +1% |
|
|
HT
29
Heritage Trust
Oklahoma City,
Oklahoma
| $413K | +$413K | +10,883 | New |
|
|
TA
30
Tactive Advisors
Jacksonville,
Florida
| $396K | +$396K | +10,456 | New |
|
|
CWM
31
Centric Wealth Management
Chicago,
Illinois
| $389K | -$1.68K | -47 | -0.4% |
|
|
RJT
32
Raymond James Trust
St. Petersburg,
Florida
| $289K | -$89.8K | -2,368 | -24% |
|
|
SB
33
Strategic Blueprint
Atlanta,
Georgia
| $229K | -$31.2K | -823 | -12% |
|
34
Osaic Holdings
Scottsdale,
Arizona
| $23.1K | -$22.6K | -597 | -50% |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $6.79K | – | – | – |
|
36
UBS Group
Zurich,
Switzerland
| $3.91K | -$21.7K | -573 | -85% |
|
37
Morgan Stanley
New York
| $3.56K | -$12K | -316 | -77% |
|
38
Wells Fargo
San Francisco,
California
| $35 | – | – | – |
|