We are live on ! Find out more
SMIG icon

Bahl & Gaynor Small/Mid Cap Income Growth ETF

64 hedge funds and large institutions have $800M invested in Bahl & Gaynor Small/Mid Cap Income Growth ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $730M → $800M (+$70M)

8% more funds holding

Funds holding: 5964 (+5)

0.07% more ownership

Funds ownership: 64.55%64.62% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
32
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$296M +$17.1M +565,356 +6%
Morgan Stanley
2
Morgan Stanley
New York
$195M +$18.6M +615,195 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$70.2M +$737K +24,377 +1%
UBS Group
4
UBS Group
Switzerland
$48.6M -$210K -6,951 -0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$21.4M +$3.18M +105,304 +17%
Wells Fargo
6
Wells Fargo
California
$18.1M +$4.19M +138,553 +29%
SA
7
Sanctuary Advisors
Indiana
$16.4M +$11.4M +375,691 +204%
LPL Financial
8
LPL Financial
California
$13M +$30.6K +1,012 +0.2%
PCIA
9
Prime Capital Investment Advisors
Kansas
$9.88M +$514K +17,015 +5%
Stifel Financial
10
Stifel Financial
Missouri
$9.86M +$183K +6,039 +2%
US Bancorp
11
US Bancorp
Minnesota
$9.03M +$68K +2,250 +0.7%
Truist Financial
12
Truist Financial
North Carolina
$7.15M +$33.4K +1,106 +0.5%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$6.71M +$1.27M +41,980 +23%
CWM
14
Castle Wealth Management
Florida
$6.47M +$114K +3,757 +2%
JGCM
15
Joseph Group Capital Management
Ohio
$6.03M +$199K +6,597 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.95M +$269K +8,911 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.61M +$194K +6,405 +4%
PVI
18
Pine Valley Investments
New Jersey
$4.32M -$6.08M -201,176 -58%
GAM
19
Gotham Asset Management
New York
$4.26M -$751K -24,846 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.13M +$4.25M +140,618 New
EH
21
Equitable Holdings
New York
$4.01M +$464K +15,359 +12%
Goldman Sachs
22
Goldman Sachs
New York
$3.93M +$4.05M +133,921 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.42M -$221K -7,313 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.42M -$50.6K -1,674 -1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.05M -$549K -18,155 -15%