Zacks Small/Mid Cap ETF
SMIZ
45 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, 13 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
16% more capital invested
Capital invested by funds: $91.5M → $106M (+$14.8M)
15% more funds holding
Funds holding: 39 → 45 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.25% less ownership
Funds ownership: 85.71% → 82.46% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$1.99M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.88M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.42M |
| 4 |
NWM
Navigation Wealth Management
Fort Collins,
Colorado
|
+$1.32M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$6.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$979K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$695K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$265K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$250K |
SMIZ Hedge Fund Activity: Q2 2025 in Review
45 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q2 2025, worth a combined $106M — up 16% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMIZ positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was TRUE Private Wealth Advisors, adding an estimated $1.99M. The largest seller was Creative Planning, cutting an estimated $6.5M.
- 45 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q2 2025, up from 39 in Q1 2025.
- Funds reported $106M of Zacks Small/Mid Cap ETF stock for Q2 2025, up 16% quarter-over-quarter.
- 8 funds opened new Zacks Small/Mid Cap ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q2 2025 was TRUE Private Wealth Advisors, an estimated $1.99M added.
- The largest Zacks Small/Mid Cap ETF seller in Q2 2025 was Creative Planning, an estimated $6.5M sold.
Based on aggregated 13F filings for Q2 2025.