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Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG

Overview Fund Activity

53 hedge funds and large institutions have $670M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
30
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$256M
2
Morgan Stanley
Morgan Stanley
New York
$163M
3
UBS Group
UBS Group
Switzerland
$54.7M
4
PCIA
Prime Capital Investment Advisors
Kansas
$8.54M
5
LPL Financial
LPL Financial
California
$12.9M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Raymond James Financial
Raymond James Financial
Florida
$17.7M
3
TCA
Transcend Capital Advisors
New Jersey
$0
4
P
&Partners
Tennessee
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$391K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$256M +$43.8M +1,518,914 +21%
Morgan Stanley
2
Morgan Stanley
New York
$163M +$20.5M +711,354 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.7M +$2.45M +84,766 +4%
UBS Group
4
UBS Group
Switzerland
$54.7M +$12.5M +433,629 +30%
Raymond James Financial
5
Raymond James Financial
Florida
$17.7M -$1.92M -66,647 -10%
LPL Financial
6
LPL Financial
California
$12.9M +$6.32M +219,226 +96%
PCIA
7
Prime Capital Investment Advisors
Kansas
$8.54M +$6.64M +230,074 +349%
US Bancorp
8
US Bancorp
Minnesota
$8.51M +$72.6K +2,515 +0.9%
Truist Financial
9
Truist Financial
North Carolina
$6.73M +$1.09M +37,797 +19%
CWM
10
Castle Wealth Management
Florida
$6.27M +$399K +13,815 +7%
JGCM
11
Joseph Group Capital Management
Ohio
$5.46M +$5.46M +189,089 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$4.9M +$120K +4,172 +3%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$4.81M -$47K -1,628 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.6M +$282K +9,766 +7%
Stifel Financial
15
Stifel Financial
Missouri
$4.45M +$737K +25,540 +20%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.93M -$250K -8,661 -6%
Wells Fargo
17
Wells Fargo
California
$3.77M +$3.77M +130,722 New
IWA
18
Integrity Wealth Advisors
California
$3.77M +$215K +7,442 +6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.76M +$239K +8,295 +7%
EH
20
Equitable Holdings
New York
$3.49M +$3.49M +120,986 New
WA
21
Waverly Advisors
Alabama
$2.86M +$2.86M +99,024 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.81M +$828K +28,696 +42%
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
$2.48M +$121K +4,200 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.3M +$227K +7,879 +11%
Jane Street
25
Jane Street
New York
$2.08M -$332K -11,491 -14%
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