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Zacks Small/Mid Cap ETF
SMIZ

15 hedge funds and large institutions have $20.7M invested in Zacks Small/Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

150% more funds holding

Funds holding: 6 → 15 (+9)

104% more capital invested

Capital invested by funds: $10.2M → $20.7M (+$10.5M)

8.17% less ownership

Funds ownership: 79.14% → 70.97% (-8.2%)

Holders
15
Holders Change
+9
Holders Change %
+150%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$5.89M
2
WF
Wayfinding Financial
Washington
+$4.26M
3
AWA
Arete Wealth Advisors
Illinois
+$2.31M
4
CW
CreativeOne Wealth
Kansas
+$809K
5
CA
CoreCap Advisors
Michigan
+$557K

Top Sellers

Rank Fund Capital Flow
1
ZIM
Zacks Investment Management
Illinois
-$6.75M
2
EFG
Ethos Financial Group
Pennsylvania
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$6.31M +$5.89M +199,298 New
WF
2
Wayfinding Financial
Washington
$4.4M +$4.26M +144,336 New
AWA
3
Arete Wealth Advisors
Illinois
$3.93M +$2.31M +78,272 +170%
KIG
4
Kowal Investment Group
Wisconsin
$1.62M +$433K +14,651 +40%
CW
5
CreativeOne Wealth
Kansas
$867K +$809K +27,388 New
ASN
6
Advisory Services Network
Georgia
$771K +$325K +11,005 +82%
CA
7
CoreCap Advisors
Michigan
$597K +$557K +18,864 New
LAM
8
LifePro Asset Management
California
$538K +$798 +27 +0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$499K +$466K +15,771 New
FIM
10
Freedom Investment Management
Connecticut
$454K +$424K +14,358 New
CIS
11
Continental Investors Services
Washington
$398K +$375K +12,678 New
IP
12
Ignite Planners
California
$251K +$236K +7,990 New
WIM
13
Westside Investment Management
California
$57.3K +$53.8K +1,822 New
CPG
14
Cornerstone Planning Group
New Jersey
$16.6K +$16.2K +549 New
UBS Group
15
UBS Group
Switzerland
$981 +$916 +31 New
ZIM
16
Zacks Investment Management
Illinois
– -$6.75M -236,134 Closed
EFG
17
Ethos Financial Group
Pennsylvania
– -$201K -7,034 Closed

SMIZ Hedge Fund Activity: Q1 2024 in Review

15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q1 2024, worth a combined $20.7M — up 104% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMIZ positions and 2 closed out — a net gain of 9 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $5.89M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $6.75M sold.

  • 15 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q1 2024, up from 6 in Q4 2023.
  • Funds reported $20.7M of Zacks Small/Mid Cap ETF stock for Q1 2024, up 104% quarter-over-quarter.
  • 11 funds opened new Zacks Small/Mid Cap ETF positions in Q1 2024 and 2 closed out, a net change of +9 holders.
  • The largest Zacks Small/Mid Cap ETF buyer in Q1 2024 was Avior Wealth Management, an estimated $5.89M added.
  • The largest Zacks Small/Mid Cap ETF seller in Q1 2024 was Zacks Investment Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q1 2024.