Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
SMIG
32 hedge funds and large institutions have $227M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
13.25% more ownership
Funds ownership: 46.33% → 59.58% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
32
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$52.3M | |
| 2 | +$4.05M | |
| 3 | +$2.43M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$2.04M |
| 5 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$1.89M |
Top Sellers
| 1 | -$835K | |
| 2 | -$822K | |
| 3 | -$372K | |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$302K |
| 5 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
-$214K |