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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 %
KPWS
26
Kestra Private Wealth Services
Texas
$1.77M 61,265 +1,378 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.59M 55,060 +8,815 +19%
EC
28
EdgeRock Capital
Colorado
$1.56M 54,008 +16,301 +43%
WDG
29
Wealth Dimensions Group
Ohio
$1.21M 41,775
KAS
30
Kestra Advisory Services
Texas
$1.01M 34,874 +200 +0.6%
GIA
31
Gladstone Institutional Advisory
Florida
$945K 32,752 +214 +0.7%
MML Investors Services
32
MML Investors Services
Massachusetts
$889K 30,799 +30,799 New
Comerica Bank
33
Comerica Bank
Texas
$818K 28,344 +5,362 +23%
FMN
34
Financial Management Network
California
$562K 19,079 -1,270 -6%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$391K 13,541 -13,703 -50%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$361K 12,516 +4,173 +50%
PW
37
PUREfi Wealth
Massachusetts
$329K 11,400 +11,400 New
MOS
38
MGO One Seven
Ohio
$324K 11,225 +125 +1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$320K 11,093 +2,256 +26%
OWA
40
ORBA Wealth Advisors
Illinois
$305K 10,580 -11,404 -52%
WCG
41
Weaver Consulting Group
California
$276K 9,550 -200 -2%
William Blair & Company
42
William Blair & Company
Illinois
$271K 9,378 -2,784 -23%
PI
43
PFG Investments
New York
$260K 9,020 +3 +0%
CL
44
COWA LLC
Oklahoma
$232K 8,034 +8,034 New
SWP
45
Stratos Wealth Partners
Ohio
$213K 7,388 +201 +3%
Osaic Holdings
46
Osaic Holdings
Arizona
$130K 4,481 +3,581 +398%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$60K 2,080 +2,080 New
CFD
48
Creative Financial Designs
Indiana
$58.4K 2,024 +9 +0.4%
BTI
49
Blue Trust Inc
Georgia
$48.4K 1,677 -7,579 -82%
BlackRock
50
BlackRock
New York
$13.4K 465 +465 New