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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

33 hedge funds and large institutions have $75.4M invested in Zacks Small/Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
16
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$18.6M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$21.6M
3
CW
3
CreativeOne Wealth
Kansas
$5.28M
4
ASN
4
Advisory Services Network
Georgia
$2.35M
5
LPL Financial
5
LPL Financial
California
$1.08M

Top Sellers

1
CA
1
CoreCap Advisors
Michigan
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
WF
3
Wayfinding Financial
Washington
$4.76M
4
FIM
4
Freedom Investment Management
Connecticut
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
UW
26
Unique Wealth
Florida
$228K 6,860 +6,860 New
EAM
27
Empirical Asset Management
Massachusetts
$217K 6,536 +6,536 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$196K 5,914 +2,600 +78%
WIM
29
Westside Investment Management
California
$64.9K 1,955 – –
CFD
30
Creative Financial Designs
Indiana
$16.6K 500 +500 New
RWS
31
Retirement Wealth Solutions
Wisconsin
$13.1K 398 +398 New
Osaic Holdings
32
Osaic Holdings
Arizona
$9.95K 300 +300 New
IA
33
IFP Advisors
Florida
$1.79K 54 +54 New
CA
34
CoreCap Advisors
Michigan
– – -17,039 Closed
Goldman Sachs
35
Goldman Sachs
New York
– – -8,078 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2