Ballast Small/Mid Cap ETF
MGMT
MGMT
47 hedge funds and large institutions have $119M invested in Ballast Small/Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Holders
47
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$6.5M | |
| 2 | +$3.53M | |
| 3 | +$3.42M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$832K |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$670K |
Top Sellers
| 1 | -$1.17M | |
| 2 | -$942K | |
| 3 | -$489K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$455K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$345K |
