Zacks Small/Mid Cap ETF
SMIZ
6 hedge funds and large institutions have $10.2M invested in Zacks Small/Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
79.14% more ownership
Funds ownership: 0% → 79.14% (+79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$6.11M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.19M |
| 3 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$948K |
| 4 |
LAM
LifePro Asset Management
San Diego,
California
|
+$439K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$346K |
Top Sellers
SMIZ Hedge Fund Activity: Q4 2023 in Review
6 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q4 2023, worth a combined $10.2M.
Buyers outnumbered sellers: 6 funds opened new SMIZ positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $6.11M.
- 6 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $10.2M of Zacks Small/Mid Cap ETF stock for Q4 2023.
- 6 funds opened new Zacks Small/Mid Cap ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q4 2023 was Zacks Investment Management, an estimated $6.11M added.
Based on aggregated 13F filings for Q4 2023.