Zacks Small/Mid Cap ETF
SMIZ
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.
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
43% more funds holding
Funds holding: 23 → 33 (+10)
17% more capital invested
Capital invested by funds: $64.7M → $75.4M (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.72% less ownership
Funds ownership: 82.26% → 75.54% (-6.7%)
Top Buyers
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.16M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$2.36M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.34M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.12M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UW
26
Unique Wealth
Clearwater,
Florida
| $228K | +$237K | +6,860 | New |
|
|
EAM
27
Empirical Asset Management
Wellesley,
Massachusetts
| $217K | +$226K | +6,536 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $196K | +$89.8K | +2,600 | +78% |
|
|
WIM
29
Westside Investment Management
Santa Monica,
California
| $64.9K | – | – | – |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $16.6K | +$17.3K | +500 | New |
|
|
RWS
31
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $13.1K | +$13.8K | +398 | New |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $9.95K | +$10.4K | +300 | New |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $1.79K | +$1.87K | +54 | New |
|
|
CA
34
CoreCap Advisors
Southfield,
Michigan
| – | -$564K | -17,039 | Closed |
|
35
Goldman Sachs
New York
| – | -$267K | -8,078 | Closed |
|
SMIZ Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q4 2024, worth a combined $75.4M — up 17% from $64.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMIZ positions and 2 closed out — a net gain of 12 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $5.16M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $564K sold.
- 33 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $75.4M of Zacks Small/Mid Cap ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 14 funds opened new Zacks Small/Mid Cap ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q4 2024 was Avior Wealth Management, an estimated $5.16M added.
- The largest Zacks Small/Mid Cap ETF seller in Q4 2024 was CoreCap Advisors, an estimated $564K sold.
Based on aggregated 13F filings for Q4 2024.