Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
48 hedge funds and large institutions have $423M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more capital invested
Capital invested by funds: $310M → $423M (+$113M)
23% more funds holding
Funds holding: 39 → 48 (+9)
5.05% more ownership
Funds ownership: 51.75% → 56.8% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$37.7M |
| 2 |
Morgan Stanley
New York
|
+$27.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.71M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$629K |
| 2 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$479K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$316K |
| 4 |
MA
MCF Advisors
Covington,
Kentucky
|
-$117K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$99.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
51
MCF Advisors
Covington,
Kentucky
| – | -$117K | -4,000 | Closed |
|
52
Wells Fargo
San Francisco,
California
| – | -$2.93K | -100 | Closed |
|
SMIG Hedge Fund Activity: Q4 2024 in Review
48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q4 2024, worth a combined $423M — up 36% from $310M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMIG positions and 4 closed out — a net gain of 11 holders — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $37.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $629K sold.
- 48 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $423M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 15 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q4 2024 and 4 closed out, a net change of +11 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q4 2024 was Bank of America, an estimated $37.7M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q4 2024 was Susquehanna International Group, an estimated $629K sold.
Based on aggregated 13F filings for Q4 2024.