SYZ
Lazard US Systematic Small Cap Equity ETF
7 hedge funds and large institutions have $15.6M invested in Lazard US Systematic Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $16.7M → $15.6M (-$1.11M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
7
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$1.25M | |
| 2 | -$765K | |
| 3 | -$137K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$645 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
1
EdgeRock Capital
Denver,
Colorado
| $13M |
|
|||
|
TPWA
2
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.74M |
|
|||
3
Cerity Partners
New York
| $529K |
|
|||
4
Citadel Advisors
Miami,
Florida
| $299K |
|
|||
5
Osaic Holdings
Scottsdale,
Arizona
| $8.72K |
|
|||
6
Fidelity Investments
Boston,
Massachusetts
| $6.37K |
|
|||
|
7
UBS Group
Zurich,
Switzerland
| $4.78K |
|
|||
8
Morgan Stanley
New York
| – |
|