Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $219M → $232M (+$12.7M)
3% more funds holding
Funds holding: 29 → 30 (+1)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 49.6% → 49.43% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 2 |
Morgan Stanley
New York
|
+$5.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$909K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.78M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$601K |
| 3 |
LPL Financial
San Diego,
California
|
-$169K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$155K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $165K | -$57.9K | -2,195 | -26% |
|
|
MA
27
MCF Advisors
Covington,
Kentucky
| $105K | – | – | – |
|
28
Comerica Bank
Dallas,
Texas
| $63.7K | -$42.8K | -1,623 | -40% |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $52.2K | +$264 | +10 | +0.5% |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| $31.9K | -$601K | -22,764 | -95% |
|
|
31
William Blair & Company
Chicago,
Illinois
| – | -$150K | -5,574 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | -$6.01K | -223 | Closed |
|
SMIG Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q2 2024, worth a combined $232M — up 5.8% from $219M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMIG positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $14.3M. The largest seller was Raymond James & Associates, cutting an estimated $2.78M.
- 30 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $232M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
- 4 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q2 2024 was Bank of America, an estimated $14.3M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q2 2024 was Raymond James & Associates, an estimated $2.78M sold.
Based on aggregated 13F filings for Q2 2024.