Zacks Small/Mid Cap ETF
SMIZ
SMIZ
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
13% more funds holding
Funds holding: 45 → 51 (+6)
2.45% more ownership
Funds ownership: 81.92% → 84.37% (+2.4%)
Holders
51
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$5.33M | |
| 2 | +$1.18M | |
| 3 | +$1.15M | |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$943K |
| 5 |
LPL Financial
San Diego,
California
|
+$793K |
Top Sellers
| 1 | -$2.8M | |
| 2 | -$2.16M | |
| 3 | -$457K | |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$444K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$401K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $1.08K |
|
|||
|
FIM
52
Freedom Investment Management
Hartford,
Connecticut
| – |
|
|||
|
53
Citadel Advisors
Miami,
Florida
| – |
|
|||
54
US Bancorp
Minneapolis,
Minnesota
| – |
|
|||
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| – |
|
|||
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – |
|