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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.

New
Increased
Maintained
Reduced
Closed

79.14% more ownership

Funds ownership: 0% → 79.14% (+79%)

Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
Zacks Investment Management
Illinois
+$6.11M
2
AWA
Arete Wealth Advisors
Illinois
+$1.19M
3
KIG
Kowal Investment Group
Wisconsin
+$948K
4
LAM
LifePro Asset Management
California
+$439K
5
ASN
Advisory Services Network
Georgia
+$346K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1
Zacks Investment Management
Illinois
$6.75M +$6.11M +236,134 New
AWA
2
Arete Wealth Advisors
Illinois
$1.31M +$1.19M +45,986 New
KIG
3
Kowal Investment Group
Wisconsin
$1.05M +$948K +36,624 New
LAM
4
LifePro Asset Management
California
$485K +$439K +16,973 New
ASN
5
Advisory Services Network
Georgia
$382K +$346K +13,361 New
EFG
6
Ethos Financial Group
Pennsylvania
$201K +$182K +7,034 New

SMIZ Hedge Fund Activity: Q4 2023 in Review

6 of the 6,859 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.