Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
52 hedge funds and large institutions have $581M 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, 28 increasing their positions, 13 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
38% more capital invested
Capital invested by funds: $423M → $581M (+$159M)
8% more funds holding
Funds holding: 48 → 52 (+4)
6.04% more ownership
Funds ownership: 56.8% → 62.85% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$86.7M |
| 2 |
Morgan Stanley
New York
|
+$34.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
-$1.63M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$426K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$171K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
51
Brooklyn Investment Group
Brooklyn,
New York
| $12.4K | – | – | – |
|
|
SIS
52
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.99K | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$66.3K | -2,278 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
SMIG Hedge Fund Activity: Q1 2025 in Review
52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q1 2025, worth a combined $581M — up 38% from $423M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SMIG positions and 2 closed out — a net gain of 5 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $86.7M. The largest seller was Integrity Wealth Advisors, cutting an estimated $1.63M.
- 52 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q1 2025, up from 48 in Q4 2024.
- Funds reported $581M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q1 2025, up 38% quarter-over-quarter.
- 7 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q1 2025 and 2 closed out, a net change of +5 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q1 2025 was Bank of America, an estimated $86.7M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q1 2025 was Integrity Wealth Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2025.