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Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG

Overview Fund Activity

30 hedge funds and large institutions have $232M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
12
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.33M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$9.29M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.9K
3
LPL Financial
3
LPL Financial
California
$3.01M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$4.75M
5
William Blair & Company
5
William Blair & Company
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$165K -$57.6K -2,195 -26%
MA
27
MCF Advisors
Kentucky
$105K – – –
Comerica Bank
28
Comerica Bank
Texas
$63.7K -$42.6K -1,623 -40%
CFD
29
Creative Financial Designs
Indiana
$52.2K +$262 +10 +0.5%
Osaic Holdings
30
Osaic Holdings
Arizona
$31.9K -$597K -22,764 -95%
William Blair & Company
31
William Blair & Company
Illinois
– -$150K -5,574 Closed
Wells Fargo
32
Wells Fargo
California
– -$6.01K -223 Closed
1
2