Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
63 hedge funds and large institutions have $950M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
19% more capital invested
Capital invested by funds: $800M → $950M (+$150M)
1.34% less ownership
Funds ownership: 64.62% → 63.28% (-1.3%)
2% less funds holding
Funds holding: 64 → 63 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 3 |
Two Sigma Investments
New York
|
+$7.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.11M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.09M |
| 2 |
Goldman Sachs
New York
|
-$3.35M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.19M |
| 5 |
EH
Equitable Holdings
New York
|
-$1.01M |
SMIG Hedge Fund Activity: Q2 2026 in Review
63 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q2 2026, worth a combined $950M — up 19% from $800M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SMIG and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was UBS Group, cutting an estimated $5.09M.
- 63 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q2 2026, down from 64 in Q1 2026.
- Funds reported $950M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q2 2026, up 19% quarter-over-quarter.
- 8 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q2 2026 and 9 closed out, a net change of -1 holder.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q2 2026 was Morgan Stanley, an estimated $37.6M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q2 2026 was UBS Group, an estimated $5.09M sold.
Based on aggregated 13F filings for Q2 2026.