SGRT

SMART Earnings Growth 30 ETF
SGRT

8 hedge funds and large institutions have $9.63M invested in SMART Earnings Growth 30 ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
8
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$429K
2
+$23.9K

Top Sellers

1
-$12.8M
2
-$2.07M
3
-$1.76M
4
AWA
Authentikos Wealth Advisory
California
-$497K
5
UBS Group
UBS Group
Switzerland
-$40.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Authentikos Wealth Advisory
California
$3.55M
SW
2
SMART Wealth
Nebraska
$3M
Morgan Stanley
3
Morgan Stanley
New York
$1.37M
BCM
4
Brookstone Capital Management
Illinois
$868K
Brown Advisory
5
Brown Advisory
Maryland
$421K
AWM
6
AE Wealth Management
Kansas
$385K
SAM
7
Smartleaf Asset Management
Massachusetts
$22.5K
Q1WB
8
Quest 10 Wealth Builders
Virginia
$14.2K
UBS Group
9
UBS Group
Switzerland
–