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Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG

Overview Fund Activity

47 hedge funds and large institutions have $416M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
25
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$128M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
UBS Group
3
UBS Group
Switzerland
$25.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.32M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CWM
2
Castle Wealth Management
Florida
$6M
3
SWM
3
SeaCrest Wealth Management
New York
$0
4
MA
4
MCF Advisors
Kentucky
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
ORBA Wealth Advisors
Illinois
$656K +$29.1K +1,001 +5%
KPWS
27
Kestra Private Wealth Services
Texas
$617K +$23.2K +797 +4%
P
28
&Partners
Tennessee
$615K +$615K +21,095 New
Jane Street
29
Jane Street
New York
$463K +$463K +15,907 New
MWM
30
Merriman Wealth Management
Washington
$463K +$463K +15,900 New
Comerica Bank
31
Comerica Bank
Texas
$410K -$9.49K -326 -2%
William Blair & Company
32
William Blair & Company
Illinois
$339K +$173K +5,935 +104%
SWP
33
Stratos Wealth Partners
Ohio
$324K +$58.1K +1,997 +22%
MOS
34
MGO One Seven
Ohio
$318K +$318K +10,930 New
WCG
35
Weaver Consulting Group
California
$284K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$283K -$58.1K -2,001 -17%
BTI
37
Blue Trust Inc
Georgia
$269K -$3.75K -129 -1%
FMN
38
Financial Management Network
California
$265K +$265K +9,081 New
PI
39
PFG Investments
New York
$239K +$239K +8,213 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$231K +$231K +7,943 New
CCM
41
Crew Capital Management
Ohio
$210K +$210K +7,226 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$66.3K – – –
CFD
43
Creative Financial Designs
Indiana
$58.3K +$233 +8 +0.4%
Osaic Holdings
44
Osaic Holdings
Arizona
$35.3K – – –
BIG
45
Brooklyn Investment Group
New York
$12.7K +$12.7K +436 New
SIS
46
Sound Income Strategies
Florida
$4.07K +$4.07K +140 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$29 +$29 +1 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$629K -21,495 Closed
SWM
49
SeaCrest Wealth Management
New York
– -$316K -10,811 Closed
MA
50
MCF Advisors
Kentucky
– -$117K -4,000 Closed
1
2
3