SGRT
SMART Earnings Growth 30 ETF
SGRT
SGRT
7 hedge funds and large institutions have $24.4M invested in SMART Earnings Growth 30 ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
7
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$5.64M | |
| 2 | +$3.73M | |
| 3 | +$2.86M | |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$819K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$70.8K |
Top Sellers
| 1 | -$501K | |
| 2 | -$302K | |
| 3 | -$189K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$72.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $12.6M |
|
|||
|
SW
2
SMART Wealth
Omaha,
Nebraska
| $4.71M |
|
|||
|
AWA
3
Authentikos Wealth Advisory
Morgan Hill,
California
| $3.79M |
|
|||
4
Morgan Stanley
New York
| $2.91M |
|
|||
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $381K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $40.4K |
|
|||
|
Q1WB
7
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $13.4K |
|
|||
8
Citadel Advisors
Miami,
Florida
| – |
|
|||
9
Jane Street
New York
| – |
|
|||
10
JP Morgan Chase
New York
| – |
|