Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
39 hedge funds and large institutions have $310M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 0 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
34% more capital invested
Capital invested by funds: $232M → $310M (+$77.8M)
30% more funds holding
Funds holding: 30 → 39 (+9)
2.32% more ownership
Funds ownership: 49.43% → 51.75% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
| 2 |
Morgan Stanley
New York
|
+$7.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.92M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$281K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$98.5K |
| 4 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$33.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$33.5K |
SMIG Hedge Fund Activity: Q3 2024 in Review
39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for Q3 2024, worth a combined $310M — up 34% from $232M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMIG positions and 0 closed out — a net gain of 10 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.92M.
- 39 institutional investors held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $310M of Bahl & Gaynor Small/Mid Cap Income Growth ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 10 funds opened new Bahl & Gaynor Small/Mid Cap Income Growth ETF positions in Q3 2024 and 0 closed out, a net change of +10 holders.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF buyer in Q3 2024 was Bank of America, an estimated $23.4M added.
- The largest Bahl & Gaynor Small/Mid Cap Income Growth ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $4.92M sold.
Based on aggregated 13F filings for Q3 2024.