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Bahl & Gaynor Small/Mid Cap Income Growth ETF

53 hedge funds and large institutions have $670M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
30
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$1.77M +$39.8K +1,378 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$254K +8,815 +19%
EC
28
EdgeRock Capital
Colorado
$1.56M +$470K +16,301 +43%
WDG
29
Wealth Dimensions Group
Ohio
$1.21M
KAS
30
Kestra Advisory Services
Texas
$1.01M +$5.77K +200 +0.6%
GIA
31
Gladstone Institutional Advisory
Florida
$945K +$6.17K +214 +0.7%
MML Investors Services
32
MML Investors Services
Massachusetts
$889K +$889K +30,799 New
Comerica Bank
33
Comerica Bank
Texas
$818K +$155K +5,362 +23%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$603K +$603K +20,884 New
FMN
35
Financial Management Network
California
$562K -$37.4K -1,270 -6%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$391K -$395K -13,703 -50%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$361K +$120K +4,173 +50%
PW
38
PUREfi Wealth
Massachusetts
$329K +$329K +11,400 New
MOS
39
MGO One Seven
Ohio
$324K +$3.61K +125 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$320K +$65.1K +2,256 +26%
OWA
41
ORBA Wealth Advisors
Illinois
$305K -$329K -11,404 -52%
WCG
42
Weaver Consulting Group
California
$276K -$5.77K -200 -2%
William Blair & Company
43
William Blair & Company
Illinois
$271K -$80.3K -2,784 -23%
PI
44
PFG Investments
New York
$260K +$87 +3 +0%
CL
45
COWA LLC
Oklahoma
$232K +$232K +8,034 New
SWP
46
Stratos Wealth Partners
Ohio
$213K +$5.8K +201 +3%
Osaic Holdings
47
Osaic Holdings
Arizona
$130K +$104K +3,581 +398%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$60K +$60K +2,080 New
CFD
49
Creative Financial Designs
Indiana
$58.4K +$260 +9 +0.4%
BTI
50
Blue Trust Inc
Georgia
$48.4K -$219K -7,579 -82%