Ballast Small/Mid Cap ETF
MGMT
48 hedge funds and large institutions have $125M invested in Ballast Small/Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
117% more capital inflows, than outflows
Capital inflows: $16.4M | Capital outflows: $7.56M
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more funds holding
Funds holding: 47 → 48 (+1)
0.86% less ownership
Funds ownership: 77.57% → 76.71% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitable Holdings
New York
|
+$4.29M |
| 2 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$1.84M |
| 3 |
HB Wealth Management
Atlanta,
Georgia
|
+$1.71M |
| 4 |
EFA
Englebert Financial Advisers
Allentown,
Pennsylvania
|
+$977K |
| 5 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.43M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.25M |
| 3 |
Waverly Advisors
Birmingham,
Alabama
|
-$907K |
| 4 |
GTS Securities
Miami,
Florida
|
-$365K |
| 5 |
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$222K |
MGMT Hedge Fund Activity: Q1 2026 in Review
48 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in Ballast Small/Mid Cap ETF (MGMT) for Q1 2026, worth a combined $125M — up 5% from $119M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MGMT positions and 2 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $4.29M. The largest seller was Stifel Financial, cutting an estimated $4.43M.
- 48 institutional investors held Ballast Small/Mid Cap ETF (MGMT) as of Q1 2026, up from 47 in Q4 2025.
- Funds reported $125M of Ballast Small/Mid Cap ETF stock for Q1 2026, up 5% quarter-over-quarter.
- 7 funds opened new Ballast Small/Mid Cap ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
- The largest Ballast Small/Mid Cap ETF buyer in Q1 2026 was Equitable Holdings, an estimated $4.29M added.
- The largest Ballast Small/Mid Cap ETF seller in Q1 2026 was Stifel Financial, an estimated $4.43M sold.
Based on aggregated 13F filings for Q1 2026.