Ballast Small/Mid Cap ETF
MGMT
MGMT
38 hedge funds and large institutions have $104M invested in Ballast Small/Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.81% more ownership
Funds ownership: 71.09% → 72.9% (+1.8%)
Holders
38
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.46M | |
| 2 | +$1.97M | |
| 3 | +$1.48M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.38M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| 1 | -$2.02M | |
| 2 | -$432K | |
| 3 | -$250K | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$158K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$89.8K |