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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

23 hedge funds and large institutions have $64.7M invested in Zacks Small/Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$19.3M
2
PFG
2
Prosperity Financial Group
California
$3.31M
3
SB
3
Strategic Blueprint
Georgia
$1.8M
4
AWM
4
Avior Wealth Management
Nebraska
$13.6M
5
CW
5
CreativeOne Wealth
Kansas
$3.99M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.17M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AWM
4
Axxcess Wealth Management
California
$3.28M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
– – -7,487 Closed
CPG
27
Cornerstone Planning Group
New Jersey
– – -748 Closed
CFGS
28
Concourse Financial Group Securities
Alabama
– – – –
1
2