Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
27 hedge funds and large institutions have $147M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,700% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 1
39% more capital invested
Capital invested by funds: $106M → $147M (+$41.3M)
23% more funds holding
Funds holding: 22 → 27 (+5)
6.69% more ownership
Funds ownership: 39.64% → 46.33% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
| 3 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$3.93M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$23.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $44.6K | +$239 | +10 | +0.5% |
|
27
Comerica Bank
Dallas,
Texas
| $14.8K | +$15.5K | +648 | New |
|
SMIG Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q3 2023, worth a combined $147M — up 39% from $106M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMIG positions and 0 closed out — a net gain of 5 holders — while 18 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Fifth Third Bancorp, cutting an estimated $23.9K.
- 27 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q3 2023, up from 22 in Q2 2023.
- Funds reported $147M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q3 2023, up 39% quarter-over-quarter.
- 5 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q3 2023 and 0 closed out, a net change of +5 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $24.6M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q3 2023 was Fifth Third Bancorp, an estimated $23.9K sold.
Based on aggregated 13F filings for Q3 2023.