Ballast Small/Mid Cap ETF
MGMT
MGMT
38 hedge funds and large institutions have $110M invested in Ballast Small/Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0% more funds holding
Funds holding: 38 → 38 (0)
0.97% less ownership
Funds ownership: 72.29% → 71.32% (-0.97%)
Holders
38
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$3.53M | |
| 2 | +$997K | |
| 3 | +$901K | |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$855K |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$487K |
Top Sellers
| 1 | -$1.73M | |
| 2 | -$1.72M | |
| 3 | -$1.62M | |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$597K |