Zacks Small/Mid Cap ETF
SMIZ
39 hedge funds and large institutions have $91.5M invested in Zacks Small/Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.
423% more capital inflows, than outflows
Capital inflows: $30.6M | Capital outflows: $5.85M
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
18% more funds holding
Funds holding: 33 → 39 (+6)
10.16% more ownership
Funds ownership: 75.54% → 85.71% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$10.2M |
| 2 |
SWMG
Sanchez Wealth Management Group
Jacksonville,
Florida
|
+$5.83M |
| 3 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.5M |
| 4 |
Avior Wealth Management
Omaha,
Nebraska
|
+$2.56M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$1.64M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.34M |
| 3 |
Axxcess Wealth Management
Carlsbad,
California
|
-$1.19M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$475K |
| 5 |
Flow Traders U.S.
New York
|
-$472K |
SMIZ Hedge Fund Activity: Q1 2025 in Review
39 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q1 2025, worth a combined $91.5M — up 21% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMIZ positions and 2 closed out — a net gain of 6 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $10.2M. The largest seller was Prosperity Financial Group, cutting an estimated $1.64M.
- 39 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $91.5M of Zacks Small/Mid Cap ETF stock for Q1 2025, up 21% quarter-over-quarter.
- 8 funds opened new Zacks Small/Mid Cap ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q1 2025 was Creative Planning, an estimated $10.2M added.
- The largest Zacks Small/Mid Cap ETF seller in Q1 2025 was Prosperity Financial Group, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2025.