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Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG

Overview Fund Activity

49 hedge funds and large institutions have $559M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
26
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$84.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.6M
3
UBS Group
UBS Group
Switzerland
+$16.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.8M
5
Truist Financial
Truist Financial
North Carolina
+$5.58M

Top Sellers

1
IWA
Integrity Wealth Advisors
California
-$1.58M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$415K
4
USCWA
U.S. Capital Wealth Advisors
Texas
-$167K
5
SWP
Stratos Wealth Partners
Ohio
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
WDG
26
Wealth Dimensions Group
Ohio
$1.19M +$1.19M +41,775 New
P
27
&Partners
Tennessee
$1.18M +$582K +20,479 +97%
EC
28
EdgeRock Capital
Colorado
$1.08M +$1.08M +37,707 New
KAS
29
Kestra Advisory Services
Texas
$989K +$27.2K +954 +3%
GIA
30
Gladstone Institutional Advisory
Florida
$928K +$56.6K +1,983 +6%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$777K +$777K +27,244 New
Comerica Bank
32
Comerica Bank
Texas
$656K +$254K +8,886 +63%
OWA
33
ORBA Wealth Advisors
Illinois
$627K -$16.2K -568 -3%
FMN
34
Financial Management Network
California
$530K +$294K +11,268 +124%
William Blair & Company
35
William Blair & Company
Illinois
$347K +$14.9K +521 +4%
MOS
36
MGO One Seven
Ohio
$317K +$4.85K +170 +2%
WCG
37
Weaver Consulting Group
California
$278K – – –
BTI
38
Blue Trust Inc
Georgia
$264K – – –
PI
39
PFG Investments
New York
$257K +$22.9K +804 +10%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$252K -$25.8K -904 -9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$238K +$11.4K +400 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$222K +$222K +7,765 New
QCG
43
Quadrant Capital Group
Ohio
$213K +$213K +7,474 New
SWP
44
Stratos Wealth Partners
Ohio
$205K -$112K -3,940 -35%
CCM
45
Crew Capital Management
Ohio
$202K -$4.42K -155 -2%
CFD
46
Creative Financial Designs
Indiana
$57.5K +$285 +10 +0.5%
Osaic Holdings
47
Osaic Holdings
Arizona
$25.7K -$8.96K -314 -26%
BIG
48
Brooklyn Investment Group
New York
$12.4K – – –
SIS
49
Sound Income Strategies
Florida
$3.99K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$66.3K -2,278 Closed
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