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Bahl & Gaynor Small/Mid Cap Income Growth ETF

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.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21M 901,834 +339,155 +60%
WA
2
Waverly Advisors
Alabama
$7.6M 326,820 +326,820 New
PVI
3
Pine Valley Investments
New Jersey
$6.2M 273,511 +273,511 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.99M 257,551 +912 +0.4%
US Bancorp
5
US Bancorp
Minnesota
$4.88M 209,963 +17,098 +9%
RJA
6
Raymond James & Associates
Florida
$2.56M 109,962 +50,410 +85%
AI
7
Atria Investments
North Carolina
$2.41M 103,608 +103,608 New
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$2.38M 102,500 +1,340 +1%
Bank of America
9
Bank of America
North Carolina
$1.79M 77,159 +77,159 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.53M 66,037 +46,799 +243%
Goldman Sachs
11
Goldman Sachs
New York
$924K 39,778 +39,778 New
Osaic Holdings
12
Osaic Holdings
Arizona
$592K 25,473 +10,226 +67%
LPL Financial
13
LPL Financial
California
$574K 24,687 +2,401 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$494K 21,259 +3,223 +18%
AWA
15
Arkadios Wealth Advisors
Georgia
$419K 18,014 +18,014 New
William Blair & Company
16
William Blair & Company
Illinois
$353K 15,174 +15,174 New
Stifel Financial
17
Stifel Financial
Missouri
$344K 14,798 +5,798 +64%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$215K 9,236 +1,087 +13%
CFD
19
Creative Financial Designs
Indiana
$45K 1,938 -16,368 -89%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$3.18K 137 +137 New
SWM
21
Scissortail Wealth Management
Oklahoma
-51,600 Closed
UBS Group
22
UBS Group
Switzerland
-1,075 Closed
CFGS
23
Concourse Financial Group Securities
Alabama