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Bahl & Gaynor Small/Mid Cap Income Growth ETF

49 hedge funds and large institutions have $559M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
26
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$210M +$84.5M +2,960,394 +67%
Morgan Stanley
2
Morgan Stanley
New York
$141M +$33.6M +1,177,115 +31%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$62.6M +$10.8M +378,005 +21%
UBS Group
4
UBS Group
Switzerland
$41.7M +$16.3M +570,774 +64%
Raymond James Financial
5
Raymond James Financial
Florida
$19.4M -$1.34M -47,122 -6%
US Bancorp
6
US Bancorp
Minnesota
$8.34M +$109K +3,824 +1%
LPL Financial
7
LPL Financial
California
$6.54M +$2.18M +76,571 +50%
CWM
8
Castle Wealth Management
Florida
$5.8M -$68.1K -2,382 -1%
Truist Financial
9
Truist Financial
North Carolina
$5.58M +$5.58M +195,491 New
USCWA
10
U.S. Capital Wealth Advisors
Texas
$4.8M -$167K -5,840 -3%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$4.72M +$485K +17,000 +11%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.28M +$4.28M +150,009 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.27M -$415K -14,554 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.13M -$88.8K -3,112 -2%
Stifel Financial
15
Stifel Financial
Missouri
$3.67M +$417K +14,602 +13%
IWA
16
Integrity Wealth Advisors
California
$3.52M -$1.58M -55,505 -31%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.48M +$397K +13,915 +13%
Jane Street
18
Jane Street
New York
$2.39M +$1.93M +67,781 +426%
HWMO
19
Heritage Wealth Management (Ohio)
Ohio
$2.33M +$57.1K +2,000 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.05M +$852K +29,870 +71%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.96M +$1.16M +40,484 +143%
PCIA
22
Prime Capital Investment Advisors
Kansas
$1.88M +$727K +25,492 +63%
KPWS
23
Kestra Private Wealth Services
Texas
$1.71M +$1.1M +38,683 +182%
TCA
24
Transcend Capital Advisors
New Jersey
$1.41M +$577K +20,231 +69%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$102K -3,586 -7%