Ballast Small/Mid Cap ETF
MGMT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions 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: $ → $
2% more funds holding
Funds holding: 47 → 48 (+1)
0.86% less ownership
Funds ownership: 77.57% → 76.71% (-0.86%)
Holders
48
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.29M | |
| 2 | +$1.84M | |
| 3 | +$1.71M | |
| 4 |
EFA
Englebert Financial Advisers
Allentown,
Pennsylvania
|
+$977K |
| 5 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$952K |
Top Sellers
| 1 | -$4.43M | |
| 2 | -$1.25M | |
| 3 | -$907K | |
| 4 |
GS
GTS Securities
New York
|
-$365K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$222K |
