Ballast Small/Mid Cap ETF
MGMT
MGMT
38 hedge funds and large institutions have $105M invested in Ballast Small/Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.61% less ownership
Funds ownership: 72.9% → 72.29% (-0.61%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
38
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.97M | |
| 2 | +$1.27M | |
| 3 | +$876K | |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$699K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$645K |
Top Sellers
| 1 | -$1.5M | |
| 2 | -$1.28M | |
| 3 | -$738K | |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$675K |
| 5 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$389K |