We are live on
!
Find out more
Ballast Small/Mid Cap ETF
MGMT
MGMT
48 hedge funds and large institutions have $125M invested in Ballast Small/Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more capital invested
Capital invested by funds: $119M → $125M (+$5.94M)
2% more funds holding
Funds holding: 47 → 48 (+1)
0.86% less ownership
Funds ownership: 77.57% → 76.71% (-0.86%)
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
7
Increased
20
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EH
Equitable Holdings
New York
|
+$4.29M |
| 2 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$1.84M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$1.71M |
| 4 |
EFA
Englebert Financial Advisers
Allentown,
Pennsylvania
|
+$977K |
| 5 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$952K |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.43M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.25M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$907K |
| 4 |
GS
GTS Securities
New York
|
-$365K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$222K |
