We are live on ! Find out more
SMOX

Horizon Small/Mid Cap Core Equity ETF
SMOX

8 hedge funds and large institutions have $72.7M invested in Horizon Small/Mid Cap Core Equity ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding

Funds holding: 3 → 8 (+5)

34% more capital invested

Capital invested by funds: $54.3M → $72.7M (+$18.5M)

1.98% less ownership

Funds ownership: 99.92% → 97.94% (-2%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
8
Holders Change
+5
Holders Change %
+166.67%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$345K
3
SA
Sanctuary Advisors
Indiana
+$148K
4
US Bancorp
US Bancorp
Minnesota
+$59.9K
5
UBS Group
UBS Group
Switzerland
+$11.3K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.09M
2
HI
Horizon Investments
North Carolina
-$12.7K

SMOX Hedge Fund Activity: Q2 2026 in Review

8 of the 8,320 institutional investors tracked by Wall St. Rank reported a position in Horizon Small/Mid Cap Core Equity ETF (SMOX) for Q2 2026, worth a combined $72.7M — up 34% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMOX positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.2M. The largest seller was Bank of New York Mellon, cutting an estimated $1.09M.

  • 8 institutional investors held Horizon Small/Mid Cap Core Equity ETF (SMOX) as of Q2 2026, up from 3 in Q1 2026.
  • Funds reported $72.7M of Horizon Small/Mid Cap Core Equity ETF stock for Q2 2026, up 34% quarter-over-quarter.
  • 5 funds opened new Horizon Small/Mid Cap Core Equity ETF positions in Q2 2026 and 0 closed out, a net change of +5 holders.
  • The largest Horizon Small/Mid Cap Core Equity ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $10.2M added.
  • The largest Horizon Small/Mid Cap Core Equity ETF seller in Q2 2026 was Bank of New York Mellon, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2026.