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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

20 hedge funds and large institutions have $48.6M invested in Zacks Small/Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$13.2M
2
AWM
2
Avior Wealth Management
Nebraska
$11.2M
3
AWM
3
Axxcess Wealth Management
California
$3.35M
4
KIG
4
Kowal Investment Group
Wisconsin
$3.11M
5
CW
5
CreativeOne Wealth
Kansas
$2.32M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$305K
2
WF
2
Wayfinding Financial
Washington
$4.38M
3
CA
3
CoreCap Advisors
Michigan
$566K
4
UBS Group
4
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$13.2M 433,838 +433,838 New
AWM
2
Avior Wealth Management
Nebraska
$11.2M 366,245 +166,947 +84%
AWA
3
Arete Wealth Advisors
Illinois
$4.75M 156,160 +31,902 +26%
WF
4
Wayfinding Financial
Washington
$4.38M 143,623 -713 -0.5%
AWM
5
Axxcess Wealth Management
California
$3.35M 109,845 +109,845 New
KIG
6
Kowal Investment Group
Wisconsin
$3.11M 101,945 +50,670 +99%
CW
7
CreativeOne Wealth
Kansas
$2.32M 76,113 +48,725 +178%
BWP
8
Balboa Wealth Partners
Arizona
$1.19M 39,145 +39,145 New
ASN
9
Advisory Services Network
Georgia
$1.12M 36,571 +12,205 +50%
Citadel Advisors
10
Citadel Advisors
Florida
$684K 22,447 +6,676 +42%
CIS
11
Continental Investors Services
Washington
$671K 22,008 +9,330 +74%
CA
12
CoreCap Advisors
Michigan
$566K 18,555 -309 -2%
LAM
13
LifePro Asset Management
California
$557K 18,254 +1,254 +7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$416K 13,637 +13,637 New
FIM
15
Freedom Investment Management
Connecticut
$305K 9,997 -4,361 -30%
AI
16
Atria Investments
North Carolina
$258K 8,478 +8,478 New
IP
17
Ignite Planners
California
$245K 8,119 +129 +2%
Fisher Asset Management
18
Fisher Asset Management
Washington
$228K 7,487 +7,487 New
WIM
19
Westside Investment Management
California
$59.6K 1,955 +133 +7%
CPG
20
Cornerstone Planning Group
New Jersey
$22.2K 748 +199 +36%
UBS Group
21
UBS Group
Switzerland
– – -31 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
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