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Zacks Small/Mid Cap ETF

51 hedge funds and large institutions have $127M invested in Zacks Small/Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Advyzon Investment Management
Illinois
$833K
APW
27
Axim Planning & Wealth
Ohio
$653K
SA
28
Sanctuary Advisors
Indiana
$616K
CFG
29
Carter Financial Group
Illinois
$591K
FA
30
Faithward Advisors
Pennsylvania
$587K
MW
31
Maia Wealth
Colorado
$579K
VFG
32
Victory Financial Group
Texas
$551K
UW
33
Unique Wealth
Florida
$455K
HI
34
Harbour Investments
Wisconsin
$376K
AI
35
Atria Investments
North Carolina
$347K
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$311K
AFS
37
Axiom Financial Strategies
Indiana
$284K
RF
38
Rossby Financial
Florida
$278K
SF
39
Summit Financial
New Jersey
$277K
EAM
40
Empirical Asset Management
Massachusetts
$277K
IAS
41
Investment Advisory Services
Texas
$259K
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
$229K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$224K
WIM
44
Westside Investment Management
California
$131K
AF
45
Allworth Financial
California
$35.8K
RWS
46
Retirement Wealth Solutions
Wisconsin
$17.3K
SPIA
47
Steward Partners Investment Advisory
New York
$13.9K
Osaic Holdings
48
Osaic Holdings
Arizona
$11.2K
FFA
49
Farther Finance Advisors
California
$7.66K
IA
50
IFP Advisors
Florida
$3.84K