Zacks Small/Mid Cap ETF
SMIZ
73 hedge funds and large institutions have $254M invested in Zacks Small/Mid Cap ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
47% more capital invested
Capital invested by funds: $173M → $254M (+$81.6M)
22% more funds holding
Funds holding: 60 → 73 (+13)
1.48% more ownership
Funds ownership: 89.13% → 90.61% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$11.1M |
| 2 |
SFG
Strive Financial Group
Carmel,
Indiana
|
+$6.7M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.43M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$6.98M |
| 2 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$5.18M |
| 3 |
BAG
Bauman Advisory Group
Las Vegas,
Nevada
|
-$1.77M |
| 4 |
Jane Street
New York
|
-$541K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$366K |
SMIZ Hedge Fund Activity: Q2 2026 in Review
73 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q2 2026, worth a combined $254M — up 47% from $173M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMIZ positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 19 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $11.1M. The largest seller was CreativeOne Wealth, cutting an estimated $6.98M.
- 73 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q2 2026, up from 60 in Q1 2026.
- Funds reported $254M of Zacks Small/Mid Cap ETF stock for Q2 2026, up 47% quarter-over-quarter.
- 19 funds opened new Zacks Small/Mid Cap ETF positions in Q2 2026 and 5 closed out, a net change of +14 holders.
- The largest Zacks Small/Mid Cap ETF buyer in Q2 2026 was Steward Partners Investment Advisory, an estimated $11.1M added.
- The largest Zacks Small/Mid Cap ETF seller in Q2 2026 was CreativeOne Wealth, an estimated $6.98M sold.
Based on aggregated 13F filings for Q2 2026.