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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.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$444K 13,087 -9 -0.1%
UW
27
Unique Wealth
Florida
$412K 12,144 +1,954 +19%
Citadel Advisors
28
Citadel Advisors
Florida
$401K 11,826 +11,826 New
AI
29
Atria Investments
North Carolina
$323K 9,537 -215 -2%
AFS
30
Axiom Financial Strategies
Indiana
$277K 8,179 -317 -4%
EAM
31
Empirical Asset Management
Massachusetts
$254K 7,486 -190 -2%
RF
32
Rossby Financial
Florida
$247K 7,299 -169 -2%
IAS
33
Investment Advisory Services
Texas
$235K 6,932
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$213K 6,290 +6,290 New
BOSSRA
35
B.O.S.S. Retirement Advisors
Utah
$206K 6,082 +6,082 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$203K 5,986
WIM
37
Westside Investment Management
California
$119K 3,507 +251 +8%
US Bancorp
38
US Bancorp
Minnesota
$28.9K 853 +853 New
CFD
39
Creative Financial Designs
Indiana
$16.9K 500
RWS
40
Retirement Wealth Solutions
Wisconsin
$15.9K 468 +36 +8%
AAS
41
Ameritas Advisory Services
Nebraska
$14.6K 431 +431 New
SPIA
42
Steward Partners Investment Advisory
New York
$12.6K 372 +40 +12%
IA
43
IFP Advisors
Florida
$6.67K 197
SW
44
Simplicity Wealth
New Jersey
-22,961 Closed
FTUS
45
Flow Traders U.S.
New York
-8,775 Closed
Osaic Holdings
46
Osaic Holdings
Arizona
-600 Closed