Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
SMIG
29 hedge funds and large institutions have $219M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
17
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$35.8M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$9.32M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.89M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.68M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $109K | +$57.9K | +2,150 | +113% |
|
|
MA
27
MCF Advisors
Covington,
Kentucky
| $108K | – | – | – |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $53.3K | +$296 | +11 | +0.6% |
|
29
Wells Fargo
San Francisco,
California
| $6.01K | +$6.01K | +223 | New |
|
|
WA
30
Waverly Advisors
Birmingham,
Alabama
| – | -$9.32M | -369,753 | Closed |
|
|
SWM
31
Scissortail Wealth Management
Tulsa,
Oklahoma
| – | -$1.89M | -74,400 | Closed |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$1.68M | -66,746 | Closed |
|
|
CAN
33
Cetera Advisor Networks
El Segundo,
California
| – | -$208K | -8,245 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$10.2K | -403 | Closed |
|
|
IPW
35
Impact Partnership Wealth
Marietta,
Georgia
| – | -$983 | -39 | Closed |
|