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Bahl & Gaynor Small/Mid Cap Income Growth ETF

6 hedge funds and large institutions have $2.56M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

88% more capital invested

Capital invested by funds: $1.36M → $2.56M (+$1.2M)

50% more funds holding

Funds holding: 46 (+2)

2.21% less ownership

Funds ownership: 6.27%4.06% (-2.2%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$1.16M +$704K +28,910 +145%
US Bancorp
2
US Bancorp
Minnesota
$1.05M +$1.08M +44,225 New
BFEC
3
Benjamin F. Edwards & Company
Missouri
$195K +$200K +8,204 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$79K -$252K -10,347 -76%
CFD
5
Creative Financial Designs
Indiana
$45K +$46.3K +1,900 New
UBS Group
6
UBS Group
Switzerland
$32K +$32.7K +1,341 +22,350%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
-$482K -18,385 Closed

SMIG Hedge Fund Activity: Q1 2022 in Review

6 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q1 2022, worth a combined $2.56M — up 88% from $1.36M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMIG positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was US Bancorp, opening a new position worth an estimated $1.08M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $482K sold.

  • 6 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q1 2022, up from 4 in Q4 2021.
  • Funds reported $2.56M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q1 2022, up 88% quarter-over-quarter.
  • 3 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
  • The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q1 2022 was US Bancorp, an estimated $1.08M added.
  • The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q1 2022 was Susquehanna International Group, an estimated $482K sold.

Based on aggregated 13F filings for Q1 2022.