Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
8 hedge funds and large institutions have $9.34M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
264% more capital invested
Capital invested by funds: $2.56M → $9.34M (+$6.78M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
6.73% more ownership
Funds ownership: 4.06% → 10.78% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.21M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$911K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$594K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$284K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.95M | +$5.21M | +226,133 | New |
|
|
2
Fifth Third Bancorp
Cincinnati,
Ohio
| $1.94M | +$911K | +39,550 | +81% |
|
3
US Bancorp
Minneapolis,
Minnesota
| $967K | – | – | – |
|
|
CFD
4
Creative Financial Designs
Kokomo,
Indiana
| $606K | +$594K | +25,790 | +1,357% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $342K | +$284K | +12,324 | +372% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $257K | +$271K | +11,745 | New |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $181K | +$1.34K | +58 | +0.7% |
|
|
CWM
8
Castle Wealth Management
West Palm Beach,
Florida
| $106K | +$111K | +4,825 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$32K | -1,347 | Closed |
|
SMIG Hedge Fund Activity: Q2 2022 in Review
8 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q2 2022, worth a combined $9.34M — up 264% from $2.56M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SMIG positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.21M. The largest seller was UBS Group, exiting entirely with an estimated $32K sold.
- 8 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q2 2022, up from 6 in Q1 2022.
- Funds reported $9.34M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q2 2022, up 264% quarter-over-quarter.
- 3 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q2 2022 was Cetera Investment Advisers, an estimated $5.21M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q2 2022 was UBS Group, an estimated $32K sold.
Based on aggregated 13F filings for Q2 2022.