Zacks Small/Mid Cap ETF
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.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $106M → $127M (+$20.4M)
13% more funds holding
Funds holding: 45 → 51 (+6)
2.45% more ownership
Funds ownership: 81.92% → 84.37% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
von Borstel & Associates
The Dalles,
Oregon
|
+$5.33M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.18M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.15M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$943K |
| 5 |
LPL Financial
San Diego,
California
|
+$793K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$2.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2.16M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$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 | +$1.03K | +29 | New |
|
|
FIM
52
Freedom Investment Management
Hartford,
Connecticut
| – | -$444K | -13,087 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$401K | -11,826 | Closed |
|
54
US Bancorp
Minneapolis,
Minnesota
| – | -$28.9K | -853 | Closed |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| – | -$16.9K | -500 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$14.6K | -431 | Closed |
|
SMIZ Hedge Fund Activity: Q3 2025 in Review
51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q3 2025, worth a combined $127M — up 19% from $106M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMIZ positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was von Borstel & Associates, opening a new position worth an estimated $5.33M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $2.8M.
- 51 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q3 2025, up from 45 in Q2 2025.
- Funds reported $127M of Zacks Small/Mid Cap ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 11 funds opened new Zacks Small/Mid Cap ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q3 2025 was von Borstel & Associates, an estimated $5.33M added.
- The largest Zacks Small/Mid Cap ETF seller in Q3 2025 was TRUE Private Wealth Advisors, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2025.