Zacks Small/Mid Cap ETF
SMIZ
SMIZ
50 hedge funds and large institutions have $126M invested in Zacks Small/Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
14% more funds holding
Funds holding: 44 → 50 (+6)
2.42% more ownership
Funds ownership: 81.54% → 83.96% (+2.4%)
Holders
50
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$5.59M | |
| 2 | +$1.23M | |
| 3 | +$1.21M | |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$988K |
| 5 |
LPL Financial
San Diego,
California
|
+$830K |
Top Sellers
| 1 | -$2.93M | |
| 2 | -$2.26M | |
| 3 | -$479K | |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$444K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$401K |
