Zacks Small/Mid Cap ETF
SMIZ
60 hedge funds and large institutions have $173M invested in Zacks Small/Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
24% more capital invested
Capital invested by funds: $139M → $173M (+$33.6M)
5% more funds holding
Funds holding: 57 → 60 (+3)
4.84% more ownership
Funds ownership: 84.29% → 89.13% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$7.95M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$6.44M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.28M |
| 5 |
CIS
Continental Investors Services
Longview,
Washington
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.84M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.04M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$940K |
| 4 |
EV
EJMK Ventures
Itasca,
Illinois
|
-$743K |
| 5 |
Jane Street
New York
|
-$542K |
SMIZ Hedge Fund Activity: Q1 2026 in Review
60 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q1 2026, worth a combined $173M — up 24% from $139M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMIZ positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $7.95M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $1.84M sold.
- 60 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q1 2026, up from 57 in Q4 2025.
- Funds reported $173M of Zacks Small/Mid Cap ETF stock for Q1 2026, up 24% quarter-over-quarter.
- 8 funds opened new Zacks Small/Mid Cap ETF positions in Q1 2026 and 4 closed out, a net change of +4 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $7.95M added.
- The largest Zacks Small/Mid Cap ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2026.