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.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
150% more funds holding
Funds holding: 6 → 15 (+9)
133% more capital inflows, than outflows
Capital inflows: $16.2M | Capital outflows: $6.95M
16.43% more ownership
Funds ownership: 19.25% → 35.67% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avior Wealth Management
Omaha,
Nebraska
|
+$5.89M |
| 2 |
Wayfinding Financial
Lynnwood,
Washington
|
+$4.26M |
| 3 |
Arete Wealth Advisors
Chicago,
Illinois
|
+$2.31M |
| 4 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$809K |
| 5 |
CoreCap Advisors
Southfield,
Michigan
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zacks Investment Management
Chicago,
Illinois
|
-$6.75M |
| 2 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$201K |
SMIZ Hedge Fund Activity: Q1 2024 in Review
15 of the 6,965 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.