Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
32 hedge funds and large institutions have $227M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $147M → $227M (+$79.9M)
19% more funds holding
Funds holding: 27 → 32 (+5)
13.25% more ownership
Funds ownership: 46.33% → 59.58% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.75M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
| 4 |
JP Morgan Chase
New York
|
+$1.89M |
| 5 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$835K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$822K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$372K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$279K |
| 5 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $208K | +$193K | +8,245 | New |
|
|
BTI
27
Blue Trust Inc
Alpharetta,
Georgia
| $139K | +$84.7K | +3,629 | +147% |
|
|
MA
28
MCF Advisors
Covington,
Kentucky
| $101K | – | – | – |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $49.6K | +$257 | +11 | +0.6% |
|
30
Comerica Bank
Dallas,
Texas
| $47.9K | +$29.2K | +1,252 | +193% |
|
31
UBS Group
Zurich,
Switzerland
| $10.2K | +$9.41K | +403 | New |
|
|
IPW
32
Impact Partnership Wealth
Marietta,
Georgia
| $983 | +$911 | +39 | New |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$835K | -36,638 | Closed |
|
|
KPWS
34
Kestra Private Wealth Services
Austin,
Texas
| – | -$822K | -36,087 | Closed |
|
|
AAS
35
Avantax Advisory Services
Dallas,
Texas
| – | -$372K | -16,333 | Closed |
|
SMIG Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q4 2023, worth a combined $227M — up 54% from $147M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMIG positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $835K sold.
- 32 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $227M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q4 2023, up 54% quarter-over-quarter.
- 8 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $48.5M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $835K sold.
Based on aggregated 13F filings for Q4 2023.