Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
29 hedge funds and large institutions have $219M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $181M → $219M (+$38.4M)
2.24% more ownership
Funds ownership: 47.36% → 49.6% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 32 → 29 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.3M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$7.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.57M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$4.76M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$9.32M |
| 2 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.89M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.68M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.44M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$208K |
SMIG Hedge Fund Activity: Q1 2024 in Review
29 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q1 2024, worth a combined $219M — up 21% from $181M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SMIG and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $13.3M. The largest seller was Waverly Advisors, exiting entirely with an estimated $9.32M sold.
- 29 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q1 2024, down from 32 in Q4 2023.
- Funds reported $219M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 3 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q1 2024 was Morgan Stanley, an estimated $13.3M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q1 2024 was Waverly Advisors, an estimated $9.32M sold.
Based on aggregated 13F filings for Q1 2024.