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Zacks Small/Mid Cap ETF
SMIZ
SMIZ
60 hedge funds and large institutions have $173M invested in Zacks Small/Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
24% more capital invested
Capital invested by funds: $139M → $173M (+$33.6M)
5% more funds holding
Funds holding: 57 → 60 (+3)
4.84% more ownership
Funds ownership: 84.29% → 89.13% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.84M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.04M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$940K |
| 4 |
EV
EJMK Ventures
Itasca,
Illinois
|
-$743K |
| 5 |
Jane Street
New York
|
-$542K |
