Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
22 hedge funds and large institutions have $106M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 1
76% more capital invested
Capital invested by funds: $60.3M → $106M (+$45.8M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
10.2% more ownership
Funds ownership: 29.44% → 39.64% (+10%)
10% more funds holding
Funds holding: 20 → 22 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 2 |
Morgan Stanley
New York
|
+$13.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.41M |
| 2 |
Goldman Sachs
New York
|
-$924K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$91.5K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.18K |
SMIG Hedge Fund Activity: Q2 2023 in Review
22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q2 2023, worth a combined $106M — up 76% from $60.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMIG positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $19.9M. The largest seller was Atria Investments, exiting entirely with an estimated $2.41M sold.
- 22 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q2 2023, up from 20 in Q1 2023.
- Funds reported $106M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q2 2023, up 76% quarter-over-quarter.
- 5 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q2 2023 was Bank of America, an estimated $19.9M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q2 2023 was Atria Investments, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2023.