Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
56 hedge funds and large institutions have $692M 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, 32 increasing their positions, 11 reducing their positions, and 7 closing their positions.
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
19% more capital invested
Capital invested by funds: $581M → $692M (+$110M)
8% more funds holding
Funds holding: 52 → 56 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.02% less ownership
Funds ownership: 62.85% → 61.82% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$42.8M |
| 2 |
Morgan Stanley
New York
|
+$20M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$6.48M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$4.28M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.88M |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$1.41M |
| 4 |
P
&Partners
Nashville,
Tennessee
|
-$1.18M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$829K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Qube Research & Technologies (QRT)
London,
United Kingdom
| $60K | +$58.6K | +2,080 | New |
|
|
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $58.4K | +$254 | +9 | +0.4% |
|
|
BTI
53
Blue Trust Inc
Alpharetta,
Georgia
| $48.4K | -$214K | -7,579 | -82% |
|
54
BlackRock
New York
| $13.4K | +$13.1K | +465 | New |
|
|
BIG
55
Brooklyn Investment Group
Brooklyn,
New York
| $12.6K | – | – | – |
|
|
NRG
56
Nemes Rush Group
Novi,
Michigan
| $8.19K | +$8K | +284 | New |
|
|
57
Two Sigma Investments
New York
| – | -$4.28M | -150,009 | Closed |
|
|
TCA
58
Transcend Capital Advisors
Madison,
New Jersey
| – | -$1.41M | -49,414 | Closed |
|
|
P
59
&Partners
Nashville,
Tennessee
| – | -$1.18M | -41,574 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$222K | -7,765 | Closed |
|
|
QCG
61
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$213K | -7,474 | Closed |
|
|
CCM
62
Crew Capital Management
Cincinnati,
Ohio
| – | -$202K | -7,071 | Closed |
|
|
SIS
63
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$3.99K | -140 | Closed |
|
SMIG Hedge Fund Activity: Q2 2025 in Review
56 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q2 2025, worth a combined $692M — up 19% from $581M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMIG positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $4.28M sold.
- 56 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q2 2025, up from 52 in Q1 2025.
- Funds reported $692M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q2 2025, up 19% quarter-over-quarter.
- 11 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q2 2025 was Bank of America, an estimated $42.8M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q2 2025 was Two Sigma Investments, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2025.