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Zacks Small/Mid Cap ETF

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.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$19.3M 582,681 +148,843 +34%
AWM
2
Avior Wealth Management
Nebraska
$13.6M 411,352 +45,107 +12%
WF
3
Wayfinding Financial
Washington
$4.72M 142,611 -1,012 -0.7%
KIG
4
Kowal Investment Group
Wisconsin
$4.2M 126,989 +25,044 +25%
CW
5
CreativeOne Wealth
Kansas
$3.99M 120,527 +44,414 +58%
PFG
6
Prosperity Financial Group
California
$3.31M 100,013 +100,013 New
AWM
7
Axxcess Wealth Management
California
$3.28M 99,102 -10,743 -10%
AWA
8
Arete Wealth Advisors
Illinois
$3.17M 96,247 -59,913 -38%
SB
9
Strategic Blueprint
Georgia
$1.8M 54,519 +54,519 New
BWP
10
Balboa Wealth Partners
Arizona
$1.4M 42,419 +3,274 +8%
ASN
11
Advisory Services Network
Georgia
$1.12M 36,571
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$836K 25,265 +25,265 New
CIS
13
Continental Investors Services
Washington
$723K 22,054 +46 +0.2%
LAM
14
LifePro Asset Management
California
$723K 21,835 +3,581 +20%
CA
15
CoreCap Advisors
Michigan
$564K 17,039 -1,516 -8%
FIM
16
Freedom Investment Management
Connecticut
$396K 11,967 +1,970 +20%
IP
17
Ignite Planners
California
$313K 9,459 +1,340 +17%
AI
18
Atria Investments
North Carolina
$278K 8,396 -82 -1%
AFS
19
Axiom Financial Strategies
Indiana
$278K 8,396 +8,396 New
Goldman Sachs
20
Goldman Sachs
New York
$267K 8,078 +8,078 New
SA
21
Sanctuary Advisors
Indiana
$258K 7,107 +7,107 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$110K 3,314 +3,314 New
WIM
23
Westside Investment Management
California
$61.6K 1,955
Citadel Advisors
24
Citadel Advisors
Florida
-22,447 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-13,637 Closed