Ballast Small/Mid Cap ETF
MGMT
MGMT
10 hedge funds and large institutions have $10.2M invested in Ballast Small/Mid Cap ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
HighTower Advisors
Chicago,
Illinois
| $4.8M | +$4.35M | +120,791 | +969% |
|
|
TI
2
Tidal Investments
Milwaukee,
Wisconsin
| $2.98M | -$244K | -6,773 | -8% |
|
|
BS
3
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $849K | +$849K | +23,562 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $500K | +$500K | +13,890 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $471K | +$81.7K | +2,267 | +21% |
|
|
HB
6
Homrich & Berg
Atlanta,
Georgia
| $386K | – | – | – |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $105K | +$105K | +2,907 | New |
|
8
Rockefeller Capital Management
New York
| $36K | +$36K | +1,006 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $19K | +$19K | +530 | New |
|
10
UBS Group
Zurich,
Switzerland
| $6K | +$3.9K | +111 | +185% |
|