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Zacks Small/Mid Cap ETF

38 hedge funds and large institutions have $91.1M invested in Zacks Small/Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$19.3M
TPWA
2
TRUE Private Wealth Advisors
Oregon
$18.5M
CW
3
CreativeOne Wealth
Kansas
$9.91M
Creative Planning
4
Creative Planning
Kansas
$9.41M
SWMG
5
Sanchez Wealth Management Group
Florida
$5.41M
WF
6
Wayfinding Financial
Washington
$4.29M
AWA
7
Arete Wealth Advisors
Illinois
$3.44M
ASN
8
Advisory Services Network
Georgia
$2.47M
LPL Financial
9
LPL Financial
California
$1.96M
SB
10
Strategic Blueprint
Georgia
$1.94M
AWM
11
Axxcess Wealth Management
California
$1.94M
PFG
12
Prosperity Financial Group
California
$1.63M
BWP
13
Balboa Wealth Partners
Arizona
$1.48M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M
CIS
15
Continental Investors Services
Washington
$1.05M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$844K
SW
17
Simplicity Wealth
New Jersey
$695K
PPWM
18
Paragon Private Wealth Management
Kentucky
$687K
IP
19
Ignite Planners
California
$663K
MCM
20
M1 Capital Management
Michigan
$596K
MW
21
Maia Wealth
Colorado
$456K
FIM
22
Freedom Investment Management
Connecticut
$396K
NWM
23
Navigation Wealth Management
Colorado
$326K
UW
24
Unique Wealth
Florida
$308K
AW
25
Alteri Wealth
California
$297K