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Bahl & Gaynor Small/Mid Cap Income Growth ETF

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.

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
19
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$91.7M 3,134,429 +834,287 +36%
Morgan Stanley
2
Morgan Stanley
New York
$83.2M 2,842,325 +275,267 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$45.6M 1,559,220 +169,306 +12%
RJA
4
Raymond James & Associates
Florida
$13.4M 457,620 +103,576 +29%
PVI
5
Pine Valley Investments
New Jersey
$9.62M 328,516 -1,206 -0.4%
US Bancorp
6
US Bancorp
Minnesota
$7.77M 265,491 +12,856 +5%
UBS Group
7
UBS Group
Switzerland
$7.73M 264,298 +264,298 New
CWM
8
Castle Wealth Management
Florida
$6.49M 221,445 +7,068 +3%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$5.19M 177,367 -3,518 -2%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$4.23M 144,540 +43,040 +42%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.16M 142,063 -175,509 -55%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.01M 137,081 -10,039 -7%
LPL Financial
13
LPL Financial
California
$3.65M 124,905 +10,016 +9%
SA
14
Sanctuary Advisors
Indiana
$3.62M 114,778 +8,591 +8%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$3.16M 108,124 +8,682 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.58M 88,097 +33,135 +60%
HWMO
17
Heritage Wealth Management (Ohio)
Ohio
$2.18M 74,400
Stifel Financial
18
Stifel Financial
Missouri
$2.01M 68,789 +7,068 +11%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.42M 48,653 +5,871 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$996K 34,041 +2,550 +8%
PCIA
21
Prime Capital Investment Advisors
Kansas
$990K 33,850 +33,850 New
GIA
22
Gladstone Institutional Advisory
Florida
$864K 29,526 +29,526 New
OWA
23
ORBA Wealth Advisors
Illinois
$631K 21,551 -524 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$629K 21,495 +8,047 +60%
KPWS
25
Kestra Private Wealth Services
Texas
$597K 20,407 +20,407 New