Zacks Small/Mid Cap ETF
SMIZ
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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
135% more capital invested
Capital invested by funds: $20.7M → $48.6M (+$27.9M)
33% more funds holding
Funds holding: 15 → 20 (+5)
15.26% more ownership
Funds ownership: 70.97% → 86.23% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$13.2M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.08M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$3.34M |
| 4 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$1.54M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$133K |
| 2 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$21.7K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$9.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$981 |
SMIZ Hedge Fund Activity: Q2 2024 in Review
20 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q2 2024, worth a combined $48.6M — up 135% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMIZ positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $13.2M. The largest seller was Freedom Investment Management, cutting an estimated $133K.
- 20 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q2 2024, up from 15 in Q1 2024.
- Funds reported $48.6M of Zacks Small/Mid Cap ETF stock for Q2 2024, up 135% quarter-over-quarter.
- 6 funds opened new Zacks Small/Mid Cap ETF positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q2 2024 was TRUE Private Wealth Advisors, an estimated $13.2M added.
- The largest Zacks Small/Mid Cap ETF seller in Q2 2024 was Freedom Investment Management, an estimated $133K sold.
Based on aggregated 13F filings for Q2 2024.