Zacks Small/Mid Cap ETF
SMIZ
57 hedge funds and large institutions have $139M invested in Zacks Small/Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 4 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
12% more funds holding
Funds holding: 51 → 57 (+6)
10% more capital invested
Capital invested by funds: $127M → $139M (+$12.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.07% less ownership
Funds ownership: 84.37% → 84.29% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.11M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.72M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.75M |
| 4 |
CIS
Continental Investors Services
Longview,
Washington
|
+$1.37M |
| 5 |
Jane Street
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
von Borstel & Associates
The Dalles,
Oregon
|
-$5.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.77M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$795K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$519K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$329K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $126K | +$126K | +3,383 | +11,666% |
|
|
CPG
52
Cornerstone Planning Group
Fairfield,
New Jersey
| $26.3K | +$25K | +671 | New |
|
|
RWS
53
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $18.3K | +$1.19K | +32 | +7% |
|
|
FFA
54
Farther Finance Advisors
San Francisco,
California
| $13.1K | +$5.6K | +150 | +73% |
|
55
Osaic Holdings
Scottsdale,
Arizona
| $11.1K | – | – | – |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $3.77K | – | – | – |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $1.48K | -$12.4K | -332 | -89% |
|
|
VBA
58
von Borstel & Associates
The Dalles,
Oregon
| – | -$5.59M | -149,605 | Closed |
|
|
59
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.77M | -47,340 | Closed |
|
|
BOSSRA
60
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$229K | -6,136 | Closed |
|
|
AF
61
Allworth Financial
Folsom,
California
| – | -$35.8K | -959 | Closed |
|
SMIZ Hedge Fund Activity: Q4 2025 in Review
57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q4 2025, worth a combined $139M — up 9.8% from $127M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMIZ positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $3.11M. The largest seller was von Borstel & Associates, exiting entirely with an estimated $5.59M sold.
- 57 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q4 2025, up from 51 in Q3 2025.
- Funds reported $139M of Zacks Small/Mid Cap ETF stock for Q4 2025, up 9.8% quarter-over-quarter.
- 10 funds opened new Zacks Small/Mid Cap ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q4 2025 was GeoWealth Management, an estimated $3.11M added.
- The largest Zacks Small/Mid Cap ETF seller in Q4 2025 was von Borstel & Associates, an estimated $5.59M sold.
Based on aggregated 13F filings for Q4 2025.