Ballast Small/Mid Cap ETF
MGMT
MGMT
40 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, 14 increasing their positions, 16 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: →
0.7% less ownership
Funds ownership: 71.64% → 70.94% (-0.7%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Holders
40
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.23M | |
| 2 | +$958K | |
| 3 | +$534K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$524K |
| 5 |
V
VeraBank
Henderson,
Texas
|
+$360K |
Top Sellers
| 1 | -$2.73M | |
| 2 | -$1.21M | |
| 3 | -$981K | |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$465K |
| 5 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
-$346K |