Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
64 hedge funds and large institutions have $800M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $730M → $800M (+$70M)
8% more funds holding
Funds holding: 59 → 64 (+5)
0.07% more ownership
Funds ownership: 64.55% → 64.62% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$18.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$11.4M |
| 4 |
Bank of New York Mellon
New York
|
+$4.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.19M |
Top Sellers
| 1 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$6.08M |
| 2 |
WI
Wealth Intelligence
Columbus,
Georgia
|
-$2.29M |
| 3 |
Two Sigma Investments
New York
|
-$2.03M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$751K |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$585K |
SMIG Hedge Fund Activity: Q1 2026 in Review
64 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q1 2026, worth a combined $800M — up 9.6% from $730M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMIG positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Pine Valley Investments, cutting an estimated $6.08M.
- 64 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q1 2026, up from 59 in Q4 2025.
- Funds reported $800M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q1 2026, up 9.6% quarter-over-quarter.
- 12 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q1 2026 was Pine Valley Investments, an estimated $6.08M sold.
Based on aggregated 13F filings for Q1 2026.