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Zacks Small/Mid Cap ETF

43 hedge funds and large institutions have $106M invested in Zacks Small/Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$23.7M +$2.03M +59,857 +9%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$22.8M +$2.14M +63,141 +10%
CW
3
CreativeOne Wealth
Kansas
$12.6M +$1.53M +45,125 +14%
SWMG
4
Sanchez Wealth Management Group
Florida
$6.23M +$175K +5,161 +3%
WF
5
Wayfinding Financial
Washington
$5.16M +$240K +6,922 +5%
AWA
6
Arete Wealth Advisors
Illinois
$4.42M +$570K +16,813 +15%
Creative Planning
7
Creative Planning
Kansas
$3.55M -$6.99M -206,392 -66%
ASN
8
Advisory Services Network
Georgia
$3.41M +$598K +17,320 +21%
AWM
9
Axxcess Wealth Management
California
$2.16M -$11.4K -337 -0.5%
SB
10
Strategic Blueprint
Georgia
$1.9M -$269K -7,946 -12%
BWP
11
Balboa Wealth Partners
Arizona
$1.88M +$219K +6,460 +13%
PFG
12
Prosperity Financial Group
California
$1.81M -$16.4K -484 -0.9%
NWM
13
Navigation Wealth Management
Colorado
$1.79M +$1.42M +41,921 +389%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.62M +$187K +5,519 +13%
CIS
15
Continental Investors Services
Washington
$1.41M +$234K +6,849 +20%
MCM
16
M1 Capital Management
Michigan
$1.23M +$557K +16,442 +83%
LPL Financial
17
LPL Financial
California
$1.14M -$1.05M -31,090 -48%
PPWM
18
Paragon Private Wealth Management
Kentucky
$934K +$165K +4,859 +21%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$882K -$63.1K -1,862 -7%
AW
20
Alteri Wealth
California
$814K +$481K +14,201 +145%
IP
21
Ignite Planners
California
$801K +$58.6K +1,704 +8%
GM
22
GeoWealth Management
Illinois
$566K +$566K +16,696 New
CFG
23
Carter Financial Group
Illinois
$555K +$555K +16,382 New
AIM
24
Advyzon Investment Management
Illinois
$549K +$549K +16,201 New
MW
25
Maia Wealth
Colorado
$516K -$15.1K -446 -3%