Ballast Small/Mid Cap ETF
MGMT
20 hedge funds and large institutions have $24.8M invested in Ballast Small/Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
84% more capital invested
Capital invested by funds: $13.5M → $24.8M (+$11.3M)
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
43% more funds holding
Funds holding: 14 → 20 (+6)
14.43% more ownership
Funds ownership: 35.78% → 50.21% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.37M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.3M |
| 3 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
+$1.26M |
| 4 |
Rockefeller Capital Management
New York
|
+$549K |
| 5 |
RPG
Resource Planning Group
Atlanta,
Georgia
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
-$102K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$98.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$73.8K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$67K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$23K |
MGMT Hedge Fund Activity: Q4 2021 in Review
20 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Ballast Small/Mid Cap ETF (MGMT) for Q4 2021, worth a combined $24.8M — up 84% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MGMT positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $2.37M. The largest seller was Boenning & Scattergood, cutting an estimated $102K.
- 20 institutional investors held Ballast Small/Mid Cap ETF (MGMT) as of Q4 2021, up from 14 in Q3 2021.
- Funds reported $24.8M of Ballast Small/Mid Cap ETF stock for Q4 2021, up 84% quarter-over-quarter.
- 8 funds opened new Ballast Small/Mid Cap ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
- The largest Ballast Small/Mid Cap ETF buyer in Q4 2021 was HighTower Advisors, an estimated $2.37M added.
- The largest Ballast Small/Mid Cap ETF seller in Q4 2021 was Boenning & Scattergood, an estimated $102K sold.
Based on aggregated 13F filings for Q4 2021.