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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

33 hedge funds and large institutions have $75.4M invested in Zacks Small/Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
16
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$18.6M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$21.6M
3
CW
3
CreativeOne Wealth
Kansas
$5.28M
4
ASN
4
Advisory Services Network
Georgia
$2.35M
5
LPL Financial
5
LPL Financial
California
$1.08M

Top Sellers

1
CA
1
CoreCap Advisors
Michigan
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
WF
3
Wayfinding Financial
Washington
$4.76M
4
FIM
4
Freedom Investment Management
Connecticut
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$21.6M 650,873 +68,192 +12%
AWM
2
Avior Wealth Management
Nebraska
$18.6M 560,743 +149,391 +36%
CW
3
CreativeOne Wealth
Kansas
$5.28M 159,204 +38,677 +32%
WF
4
Wayfinding Financial
Washington
$4.76M 139,166 -3,445 -2%
AWA
5
Arete Wealth Advisors
Illinois
$3.59M 108,154 +11,907 +12%
PFG
6
Prosperity Financial Group
California
$3.45M 104,034 +4,021 +4%
AWM
7
Axxcess Wealth Management
California
$3.33M 100,475 +1,373 +1%
ASN
8
Advisory Services Network
Georgia
$2.35M 70,732 +34,161 +93%
SB
9
Strategic Blueprint
Georgia
$2.03M 61,042 +6,523 +12%
BWP
10
Balboa Wealth Partners
Arizona
$2.02M 60,814 +18,395 +43%
LPL Financial
11
LPL Financial
California
$1.08M 32,460 +32,460 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$989K 29,800 +4,535 +18%
CIS
13
Continental Investors Services
Washington
$873K 26,025 +3,971 +18%
FTUS
14
Flow Traders U.S.
New York
$771K 23,246 +23,246 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$475K 14,302 +14,302 New
PPWM
16
Paragon Private Wealth Management
Kentucky
$456K 13,745 +13,745 New
IP
17
Ignite Planners
California
$430K 12,746 +3,287 +35%
SA
18
Sanctuary Advisors
Indiana
$391K 11,268 +4,161 +59%
FIM
19
Freedom Investment Management
Connecticut
$387K 11,664 -303 -3%
MCM
20
M1 Capital Management
Michigan
$365K 11,015 +11,015 New
AI
21
Atria Investments
North Carolina
$314K 9,463 +1,067 +13%
MW
22
Maia Wealth
Colorado
$294K 8,620 +8,620 New
AIA
23
AssuredPartners Investment Advisors
Florida
$293K 8,822 +8,822 New
AFS
24
Axiom Financial Strategies
Indiana
$279K 8,421 +25 +0.3%
IAS
25
Investment Advisory Services
Texas
$230K 6,932 +6,932 New
1
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