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Zacks Small/Mid Cap ETF

43 hedge funds and large institutions have $106M invested in Zacks Small/Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$23.7M
TPWA
2
TRUE Private Wealth Advisors
Oregon
$22.8M
CW
3
CreativeOne Wealth
Kansas
$12.6M
SWMG
4
Sanchez Wealth Management Group
Florida
$6.23M
WF
5
Wayfinding Financial
Washington
$5.16M
AWA
6
Arete Wealth Advisors
Illinois
$4.42M
Creative Planning
7
Creative Planning
Kansas
$3.55M
ASN
8
Advisory Services Network
Georgia
$3.41M
AWM
9
Axxcess Wealth Management
California
$2.16M
SB
10
Strategic Blueprint
Georgia
$1.9M
BWP
11
Balboa Wealth Partners
Arizona
$1.88M
PFG
12
Prosperity Financial Group
California
$1.81M
NWM
13
Navigation Wealth Management
Colorado
$1.79M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.62M
CIS
15
Continental Investors Services
Washington
$1.41M
MCM
16
M1 Capital Management
Michigan
$1.23M
LPL Financial
17
LPL Financial
California
$1.14M
PPWM
18
Paragon Private Wealth Management
Kentucky
$934K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$882K
AW
20
Alteri Wealth
California
$814K
IP
21
Ignite Planners
California
$801K
GM
22
GeoWealth Management
Illinois
$566K
CFG
23
Carter Financial Group
Illinois
$555K
AIM
24
Advyzon Investment Management
Illinois
$549K
MW
25
Maia Wealth
Colorado
$516K