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Bahl & Gaynor Small/Mid Cap Income Growth ETF

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.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
1
Closed
3
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
$26M 1,083,803 +181,969 +20%
Bank of America
2
Bank of America
North Carolina
$22.6M 939,689 +862,530 +1,118%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M 592,878 +592,878 New
WA
4
Waverly Advisors
Alabama
$7.76M 322,861 -3,959 -1%
PVI
5
Pine Valley Investments
New Jersey
$6.62M 275,024 +1,513 +0.6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.27M 260,897 +3,346 +1%
US Bancorp
7
US Bancorp
Minnesota
$5.5M 228,975 +19,012 +9%
RJA
8
Raymond James & Associates
Florida
$4.9M 204,046 +94,084 +86%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$2.46M 102,500
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.33M 97,046 +31,009 +47%
LPL Financial
11
LPL Financial
California
$2M 83,065 +58,378 +236%
CWM
12
Castle Wealth Management
Florida
$1.29M 53,578 +53,578 New
KPWS
13
Kestra Private Wealth Services
Texas
$833K 34,673 +34,673 New
Osaic Holdings
14
Osaic Holdings
Arizona
$662K 27,570 +2,097 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$572K 23,803 +2,544 +12%
Stifel Financial
16
Stifel Financial
Missouri
$558K 23,233 +8,435 +57%
AWA
17
Arkadios Wealth Advisors
Georgia
$442K 18,387 +373 +2%
William Blair & Company
18
William Blair & Company
Illinois
$437K 18,174 +3,000 +20%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$247K 10,275 +1,039 +11%
AAS
20
Avantax Advisory Services
Texas
$237K 9,866 +9,866 New
MA
21
MCF Advisors
Kentucky
$96.2K 4,000 +4,000 New
CFD
22
Creative Financial Designs
Indiana
$46.8K 1,947 +9 +0.5%
AI
23
Atria Investments
North Carolina
-103,608 Closed
Goldman Sachs
24
Goldman Sachs
New York
-39,778 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-137 Closed