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)
29.14% more ownership
Funds ownership: 29.1% → 58.25% (+29%)
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 |
SGRT Hedge Fund Activity: Q4 2025 in Review
7 of the 8,281 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.