We are live on ! Find out more
SMIG icon

Bahl & Gaynor Small/Mid Cap Income Growth ETF

64 hedge funds and large institutions have $800M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
26
Heritage Wealth Management (Ohio)
Ohio
$2.52M
WA
27
Waverly Advisors
Alabama
$2.44M
AI
28
Atria Investments
North Carolina
$2.16M
KPWS
29
Kestra Private Wealth Services
Texas
$2.05M
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$1.56M
P
31
&Partners
Tennessee
$1.53M
MYIA
32
Mount Yale Investment Advisors
Colorado
$1.29M
VAS
33
Vestmark Advisory Solutions
Massachusetts
$1.29M
WDG
34
Wealth Dimensions Group
Ohio
$1.23M
DWT
35
Dorsey & Whitney Trust
South Dakota
$979K
EC
36
EdgeRock Capital
Colorado
$897K
PIP
37
Philadelphia Investment Partners
New Jersey
$828K
TCA
38
Transcend Capital Advisors
New Jersey
$796K
Baird Financial Group
39
Baird Financial Group
Wisconsin
$763K
MML Investors Services
40
MML Investors Services
Massachusetts
$620K
PI
41
PFG Investments
New York
$450K
OCA
42
OpenArc Corporate Advisory
Georgia
$450K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$439K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$398K
PW
45
PUREfi Wealth
Massachusetts
$382K
Jane Street
46
Jane Street
New York
$377K
SC
47
Sapient Capital
Indiana
$310K
A
48
Argentarii
Ohio
$281K
WCG
49
Weaver Consulting Group
California
$280K
MA
50
MCF Advisors
Kentucky
$264K