Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
20 hedge funds and large institutions have $60.3M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
99% more capital invested
Capital invested by funds: $30.3M → $60.3M (+$29.9M)
43% more funds holding
Funds holding: 14 → 20 (+6)
11.09% more ownership
Funds ownership: 18.35% → 29.44% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.94M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$7.66M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.23M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$383K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.3K |
SMIG Hedge Fund Activity: Q1 2023 in Review
20 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q1 2023, worth a combined $60.3M — up 99% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMIG positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $7.94M. The largest seller was Scissortail Wealth Management, exiting entirely with an estimated $1.23M sold.
- 20 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $60.3M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q1 2023, up 99% quarter-over-quarter.
- 8 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $7.94M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q1 2023 was Scissortail Wealth Management, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2023.