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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
61% less capital invested
Capital invested by funds: $24.4M → $9.63M (-$14.8M)
90.66% less ownership
Funds ownership: 125.89% → 35.22% (-91%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$429K |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$12.8M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$2.07M |
| 3 |
Morgan Stanley
New York
|
-$1.76M |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$497K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$40.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Authentikos Wealth Advisory
Morgan Hill,
California
| $3.55M | -$497K | -18,291 | -12% |
|
|
SW
2
SMART Wealth
Omaha,
Nebraska
| $3M | -$2.07M | -75,970 | -40% |
|
|
3
Morgan Stanley
New York
| $1.37M | -$1.76M | -64,835 | -56% |
|
|
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $868K | -$12.8M | -469,728 | -94% |
|
|
5
Brown Advisory
Baltimore,
Maryland
| $421K | +$429K | +15,778 | New |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $385K | -$22K | -810 | -5% |
|
|
SAM
7
Smartleaf Asset Management
Boston,
Massachusetts
| $22.5K | +$23.9K | +880 | New |
|
|
Q1WB
8
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $14.2K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$40.4K | -1,616 | Closed |
|
SGRT Hedge Fund Activity: Q1 2026 in Review
8 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SMART Earnings Growth 30 ETF (SGRT) for Q1 2026, worth a combined $9.63M — down 61% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SGRT positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Brown Advisory, opening a new position worth an estimated $429K. The largest seller was Brookstone Capital Management, cutting an estimated $12.8M.
- 8 institutional investors held SMART Earnings Growth 30 ETF (SGRT) as of Q1 2026, up from 7 in Q4 2025.
- Funds reported $9.63M of SMART Earnings Growth 30 ETF stock for Q1 2026, down 61% quarter-over-quarter.
- 2 funds opened new SMART Earnings Growth 30 ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest SMART Earnings Growth 30 ETF buyer in Q1 2026 was Brown Advisory, an estimated $429K added.
- The largest SMART Earnings Growth 30 ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2026.