Ballast Small/Mid Cap ETF
MGMT
MGMT
43 hedge funds and large institutions have $107M invested in Ballast Small/Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 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 funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
3.7% less ownership
Funds ownership: 70.94% → 67.24% (-3.7%)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Holders
43
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.5M | |
| 2 | +$1.98M | |
| 3 | +$1.08M | |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$686K |
| 5 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
+$496K |
Top Sellers
| 1 | -$12.5M | |
| 2 | -$3.95M | |
| 3 | -$3.05M | |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$1.1M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$725K |
