Zacks Small/Mid Cap ETF
SMIZ
SMIZ
23 hedge funds and large institutions have $64.7M invested in Zacks Small/Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.96% less ownership
Funds ownership: 86.23% → 82.26% (-4%)
Holders
23
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.93M | |
| 2 | +$3.31M | |
| 3 | +$1.8M | |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.49M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.47M |
Top Sellers
| 1 | -$1.98M | |
| 2 | -$684K | |
| 3 | -$416K | |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$356K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$228K |