SMART Earnings Growth 30 ETF
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.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
113% more capital invested
Capital invested by funds: $11.5M → $24.4M (+$12.9M)
17.56% more ownership
Funds ownership: 108.32% → 125.89% (+18%)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.64M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$3.73M |
| 3 |
Morgan Stanley
New York
|
+$2.86M |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$819K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$70.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$501K |
| 2 |
Jane Street
New York
|
-$302K |
| 3 |
JP Morgan Chase
New York
|
-$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 | +$5.64M | +229,266 | +84% |
|
|
SW
2
SMART Wealth
Omaha,
Nebraska
| $4.71M | +$819K | +33,293 | +21% |
|
|
AWA
3
Authentikos Wealth Advisory
Morgan Hill,
California
| $3.79M | +$3.73M | +151,483 | New |
|
|
4
Morgan Stanley
New York
| $2.91M | +$2.86M | +116,245 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $381K | +$70.8K | +2,877 | +23% |
|
|
6
UBS Group
Zurich,
Switzerland
| $40.4K | -$72.1K | -2,929 | -64% |
|
|
Q1WB
7
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $13.4K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$501K | -21,260 | Closed |
|
|
9
Jane Street
New York
| – | -$302K | -12,803 | Closed |
|
|
10
JP Morgan Chase
New York
| – | -$189K | -8,021 | Closed |
|
SGRT Hedge Fund Activity: Q4 2025 in Review
7 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in SMART Earnings Growth 30 ETF (SGRT) for Q4 2025, worth a combined $24.4M — up 113% from $11.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SGRT and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Brookstone Capital Management, adding an estimated $5.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $501K sold.
- 7 institutional investors held SMART Earnings Growth 30 ETF (SGRT) as of Q4 2025, down from 8 in Q3 2025.
- Funds reported $24.4M of SMART Earnings Growth 30 ETF stock for Q4 2025, up 113% quarter-over-quarter.
- 2 funds opened new SMART Earnings Growth 30 ETF positions in Q4 2025 and 3 closed out, a net change of -1 holder.
- The largest SMART Earnings Growth 30 ETF buyer in Q4 2025 was Brookstone Capital Management, an estimated $5.64M added.
- The largest SMART Earnings Growth 30 ETF seller in Q4 2025 was Citadel Advisors, an estimated $501K sold.
Based on aggregated 13F filings for Q4 2025.