Ballast Small/Mid Cap ETF
MGMT
MGMT
37 hedge funds and large institutions have $108M invested in Ballast Small/Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 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: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 39 → 37 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Holders
37
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.93M | |
| 2 | +$834K | |
| 3 | +$542K | |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$507K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$435K |
Top Sellers
| 1 | -$1.25M | |
| 2 | -$457K | |
| 3 | -$411K | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$361K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$307K |
