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Zacks Small/Mid Cap ETF
SMIZ

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.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $48.6M → $64.7M (+$16.1M)

15% more funds holding

Funds holding: 20 → 23 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.96% less ownership

Funds ownership: 86.23% → 82.26% (-4%)

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
TRUE Private Wealth Advisors
Oregon
+$4.7M
2
PFG
Prosperity Financial Group
California
+$3.15M
3
SB
Strategic Blueprint
Georgia
+$1.72M
4
AWM
Avior Wealth Management
Nebraska
+$1.42M
5
CW
CreativeOne Wealth
Kansas
+$1.4M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
-$684K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$416K
4
AWM
Axxcess Wealth Management
California
-$339K
5
Fisher Asset Management
Fisher Asset Management
Washington
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
– -$228K -7,487 Closed
CPG
27
Cornerstone Planning Group
New Jersey
– -$22.2K -748 Closed
1
2

SMIZ Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q3 2024, worth a combined $64.7M — up 33% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMIZ positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was TRUE Private Wealth Advisors, adding an estimated $4.7M. The largest seller was Arete Wealth Advisors, cutting an estimated $1.89M.

  • 23 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $64.7M of Zacks Small/Mid Cap ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 7 funds opened new Zacks Small/Mid Cap ETF positions in Q3 2024 and 4 closed out, a net change of +3 holders.
  • The largest Zacks Small/Mid Cap ETF buyer in Q3 2024 was TRUE Private Wealth Advisors, an estimated $4.7M added.
  • The largest Zacks Small/Mid Cap ETF seller in Q3 2024 was Arete Wealth Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2024.