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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$582K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$294K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
SYZ Hedge Fund Activity: Q4 2025 in Review
7 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Lazard US Systematic Small Cap Equity ETF (SYZ) for Q4 2025, worth a combined $15.6M — down 6.7% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SYZ positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was EdgeRock Capital, adding an estimated $582K. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.25M sold.
- 7 institutional investors held Lazard US Systematic Small Cap Equity ETF (SYZ) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $15.6M of Lazard US Systematic Small Cap Equity ETF stock for Q4 2025, down 6.7% quarter-over-quarter.
- 2 funds opened new Lazard US Systematic Small Cap Equity ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Lazard US Systematic Small Cap Equity ETF buyer in Q4 2025 was EdgeRock Capital, an estimated $582K added.
- The largest Lazard US Systematic Small Cap Equity ETF seller in Q4 2025 was Morgan Stanley, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2025.