Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
10 hedge funds and large institutions have $14.4M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
54% more capital invested
Capital invested by funds: $9.34M → $14.4M (+$5.05M)
25% more funds holding
Funds holding: 8 → 10 (+2)
2.68% more ownership
Funds ownership: 10.78% → 13.47% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.99M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$344K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$335K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$23K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cetera Investment Advisers
Schaumburg,
Illinois
| $5.02M | +$335K | +14,577 | +6% |
|
|
2
US Bancorp
Minneapolis,
Minnesota
| $3.63M | +$2.99M | +129,870 | +294% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.1M | +$1.96M | +85,272 | +545% |
|
4
Fifth Third Bancorp
Cincinnati,
Ohio
| $1.97M | +$131K | +5,700 | +6% |
|
|
CFD
5
Creative Financial Designs
Kokomo,
Indiana
| $595K | +$19.4K | +842 | +3% |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $323K | +$85.9K | +3,732 | +32% |
|
|
7
LPL Financial
San Diego,
California
| $312K | +$344K | +14,954 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $181K | +$200K | +8,675 | New |
|
|
BFEC
9
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $170K | -$2.6K | -113 | -1% |
|
|
CWM
10
Castle Wealth Management
West Palm Beach,
Florida
| $80K | -$23K | -1,000 | -21% |
|
SMIG Hedge Fund Activity: Q3 2022 in Review
10 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q3 2022, worth a combined $14.4M — up 54% from $9.34M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SMIG positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was US Bancorp, adding an estimated $2.99M. The largest seller was Castle Wealth Management, cutting an estimated $23K.
- 10 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $14.4M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q3 2022, up 54% quarter-over-quarter.
- 2 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q3 2022 and 0 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q3 2022 was US Bancorp, an estimated $2.99M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q3 2022 was Castle Wealth Management, an estimated $23K sold.
Based on aggregated 13F filings for Q3 2022.