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Zacks Small/Mid Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

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

21% more capital invested

Capital invested by funds: $75.4M → $91.5M (+$16.2M)

18% more funds holding

Funds holding: 3339 (+6)

10.16% more ownership

Funds ownership: 75.54%85.71% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% 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
23
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$19.3M +$2.56M +78,541 +14%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$18.5M -$1.34M -40,958 -6%
CW
3
CreativeOne Wealth
Kansas
$9.91M +$5.5M +168,426 +106%
Creative Planning
4
Creative Planning
Kansas
$9.41M +$10.2M +311,077 New
SWMG
5
Sanchez Wealth Management Group
Florida
$5.41M +$5.83M +178,765 New
WF
6
Wayfinding Financial
Washington
$4.29M +$91.7K +2,811 +2%
AWA
7
Arete Wealth Advisors
Illinois
$3.44M +$173K +5,312 +5%
ASN
8
Advisory Services Network
Georgia
$2.47M +$351K +10,748 +15%
LPL Financial
9
LPL Financial
California
$1.96M +$1.06M +32,354 +100%
SB
10
Strategic Blueprint
Georgia
$1.94M +$100K +3,071 +5%
AWM
11
Axxcess Wealth Management
California
$1.94M -$1.19M -36,400 -36%
PFG
12
Prosperity Financial Group
California
$1.63M -$1.64M -50,181 -48%
BWP
13
Balboa Wealth Partners
Arizona
$1.48M -$387K -11,860 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M +$1.38M +42,333 New
CIS
15
Continental Investors Services
Washington
$1.05M +$275K +8,441 +32%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$844K -$62.6K -1,919 -6%
SW
17
Simplicity Wealth
New Jersey
$695K +$749K +22,961 New
PPWM
18
Paragon Private Wealth Management
Kentucky
$687K +$292K +8,959 +65%
IP
19
Ignite Planners
California
$663K +$288K +8,832 +69%
MCM
20
M1 Capital Management
Michigan
$596K +$284K +8,695 +79%
MW
21
Maia Wealth
Colorado
$456K +$230K +7,041 +82%
SA
22
Sanctuary Advisors
Indiana
$439K +$105K +3,230 +29%
FIM
23
Freedom Investment Management
Connecticut
$396K +$46.7K +1,432 +12%
NWM
24
Navigation Wealth Management
Colorado
$326K +$352K +10,781 New
UW
25
Unique Wealth
Florida
$308K +$109K +3,330 +49%