Zacks Small/Mid Cap ETF
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.
314% more capital inflows, than outflows
Capital inflows: $15.2M | Capital outflows: $3.66M
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more funds holding
Funds holding: 20 → 23 (+3)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$4.7M |
| 2 |
Prosperity Financial Group
San Ramon,
California
|
+$3.15M |
| 3 |
Strategic Blueprint
Atlanta,
Georgia
|
+$1.72M |
| 4 |
Avior Wealth Management
Omaha,
Nebraska
|
+$1.42M |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.89M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$684K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$416K |
| 4 |
Axxcess Wealth Management
Carlsbad,
California
|
-$339K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$228K |
SMIZ Hedge Fund Activity: Q3 2024 in Review
23 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q3 2024, worth a combined $64.7M — up 33% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SMIZ positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was TRUE Private Wealth Advisors, adding an estimated $4.7M. The largest seller was Arete Wealth Advisors, cutting an estimated $1.89M.
- 23 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q3 2024, up from 20 in Q2 2024.
- Funds reported $64.7M of Zacks Small/Mid Cap ETF stock for Q3 2024, up 33% quarter-over-quarter.
- 7 funds opened new Zacks Small/Mid Cap ETF positions in Q3 2024 and 4 closed out, a net change of +3 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q3 2024 was TRUE Private Wealth Advisors, an estimated $4.7M added.
- The largest Zacks Small/Mid Cap ETF seller in Q3 2024 was Arete Wealth Advisors, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2024.