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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

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
+5
Holders Change %
+15.15%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
22
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$9.41M
2
SWMG
Sanchez Wealth Management Group
Florida
+$5.41M
3
CW
CreativeOne Wealth
Kansas
+$5.1M
4
AWM
Avior Wealth Management
Nebraska
+$2.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.28M

Top Sellers

1
PFG
Prosperity Financial Group
California
-$1.52M
2
TPWA
TRUE Private Wealth Advisors
Oregon
-$1.24M
3
AWM
Axxcess Wealth Management
California
-$1.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$475K
5
FTUS
Flow Traders U.S.
New York
-$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$19.3M +$2.38M +78,541 +14%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$18.5M -$1.24M -40,958 -6%
CW
3
CreativeOne Wealth
Kansas
$9.91M +$5.1M +168,426 +106%
Creative Planning
4
Creative Planning
Kansas
$9.41M +$9.41M +311,077 New
SWMG
5
Sanchez Wealth Management Group
Florida
$5.41M +$5.41M +178,765 New
WF
6
Wayfinding Financial
Washington
$4.3M +$85K +2,811 +2%
AWA
7
Arete Wealth Advisors
Illinois
$3.44M +$161K +5,312 +5%
ASN
8
Advisory Services Network
Georgia
$2.47M +$325K +10,748 +15%
LPL Financial
9
LPL Financial
California
$1.96M +$979K +32,354 +100%
SB
10
Strategic Blueprint
Georgia
$1.94M +$92.9K +3,071 +5%
AWM
11
Axxcess Wealth Management
California
$1.94M -$1.1M -36,400 -36%
PFG
12
Prosperity Financial Group
California
$1.63M -$1.52M -50,181 -48%
BWP
13
Balboa Wealth Partners
Arizona
$1.48M -$359K -11,860 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M +$1.28M +42,333 New
CIS
15
Continental Investors Services
Washington
$1.05M +$257K +8,441 +32%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$844K -$58.1K -1,919 -6%
SW
17
Simplicity Wealth
New Jersey
$695K +$695K +22,961 New
PPWM
18
Paragon Private Wealth Management
Kentucky
$687K +$271K +8,959 +65%
IP
19
Ignite Planners
California
$663K +$271K +8,832 +69%
MCM
20
M1 Capital Management
Michigan
$596K +$263K +8,695 +79%
MW
21
Maia Wealth
Colorado
$456K +$205K +7,041 +82%
FIM
22
Freedom Investment Management
Connecticut
$396K +$43.3K +1,432 +12%
NWM
23
Navigation Wealth Management
Colorado
$326K +$326K +10,781 New
UW
24
Unique Wealth
Florida
$308K +$101K +3,330 +49%
AW
25
Alteri Wealth
California
$297K +$297K +9,810 New
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