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Bahl & Gaynor Small/Mid Cap Income Growth ETF

52 hedge funds and large institutions have $669M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
30
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$256M 8,865,949 +1,518,914 +21%
Morgan Stanley
2
Morgan Stanley
New York
$163M 5,646,653 +711,354 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.7M 2,277,809 +84,766 +4%
UBS Group
4
UBS Group
Switzerland
$54.7M 1,894,330 +433,629 +30%
Raymond James Financial
5
Raymond James Financial
Florida
$17.7M 613,345 -66,647 -10%
LPL Financial
6
LPL Financial
California
$12.9M 448,422 +219,226 +96%
PCIA
7
Prime Capital Investment Advisors
Kansas
$8.54M 295,975 +230,074 +349%
US Bancorp
8
US Bancorp
Minnesota
$8.51M 294,976 +2,515 +0.9%
Truist Financial
9
Truist Financial
North Carolina
$6.73M 233,288 +37,797 +19%
CWM
10
Castle Wealth Management
Florida
$6.27M 216,985 +13,815 +7%
JGCM
11
Joseph Group Capital Management
Ohio
$5.46M 189,089 +189,089 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$4.9M 169,712 +4,172 +3%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$4.81M 166,589 -1,628 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.6M 159,426 +9,766 +7%
Stifel Financial
15
Stifel Financial
Missouri
$4.45M 154,126 +25,540 +20%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.93M 136,057 -8,661 -6%
Wells Fargo
17
Wells Fargo
California
$3.77M 130,722 +130,722 New
IWA
18
Integrity Wealth Advisors
California
$3.77M 130,645 +7,442 +6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.76M 130,439 +8,295 +7%
EH
20
Equitable Holdings
New York
$3.49M 120,986 +120,986 New
WA
21
Waverly Advisors
Alabama
$2.86M 99,024 +99,024 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.81M 97,508 +28,696 +42%
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
$2.48M 85,820 +4,200 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.3M 79,749 +7,879 +11%
Jane Street
25
Jane Street
New York
$2.08M 72,197 -11,491 -14%