Ballast Small/Mid Cap ETF
MGMT
MGMT
34 hedge funds and large institutions have $88.1M invested in Ballast Small/Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.45% more ownership
Funds ownership: 70.63% → 71.09% (+0.45%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
34
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.48M | |
| 2 | +$860K | |
| 3 | +$762K | |
| 4 |
Rockefeller Capital Management
New York
|
+$745K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$656K |
Top Sellers
| 1 | -$1.56M | |
| 2 | -$662K | |
| 3 | -$662K | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$650K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$372K |