Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
14 hedge funds and large institutions have $30.3M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
111% more capital invested
Capital invested by funds: $14.4M → $30.3M (+$15.9M)
40% more funds holding
Funds holding: 10 → 14 (+4)
4.88% more ownership
Funds ownership: 13.47% → 18.35% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.35M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$1.17M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$435K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$231K |
| 2 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$80K |
SMIG Hedge Fund Activity: Q4 2022 in Review
14 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q4 2022, worth a combined $30.3M — up 111% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMIG positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $10.4M. The largest seller was Creative Financial Designs, cutting an estimated $231K.
- 14 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $30.3M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q4 2022, up 111% quarter-over-quarter.
- 5 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $10.4M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q4 2022 was Creative Financial Designs, an estimated $231K sold.
Based on aggregated 13F filings for Q4 2022.