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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
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.03% less ownership
Funds ownership: 31.15% → 28.12% (-3%)
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
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$582K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$294K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.56K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.25M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$765K |
| 3 |
Cerity Partners
New York
|
-$137K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$645 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
1
EdgeRock Capital
Denver,
Colorado
| $13M | +$582K | +23,440 | +5% |
|
|
TPWA
2
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.74M | -$765K | -30,811 | -31% |
|
|
3
Cerity Partners
New York
| $529K | -$137K | -5,514 | -21% |
|
|
4
Citadel Advisors
Miami,
Florida
| $299K | +$294K | +11,844 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $8.72K | +$8.56K | +345 | New |
|
6
Fidelity Investments
Boston,
Massachusetts
| $6.37K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $4.78K | -$645 | -26 | -12% |
|
|
8
Morgan Stanley
New York
| – | -$1.25M | -50,000 | Closed |
|