Lazard US Systematic Small Cap Equity ETF
7 hedge funds and large institutions have $15.4M invested in Lazard US Systematic Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1% less capital invested
Capital invested by funds: $15.6M → $15.4M (-$130K)
1.12% less ownership
Funds ownership: 28.12% → 27.01% (-1.1%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| 1 |
SA
Sonoma Allocations
Santa Rosa,
California
|
+$483K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$384K |
| 3 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$350K |
Top Sellers
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.38K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.78K |
| 5 |
Cerity Partners
New York
|
-$372 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
1
EdgeRock Capital
Denver,
Colorado
| $13.7M | +$350K | +13,153 | +3% |
|
|
2
Cerity Partners
New York
| $545K | -$372 | -14 | -0.1% |
|
|
SA
3
Sonoma Allocations
Santa Rosa,
California
| $479K | +$483K | +18,147 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $377K | +$384K | +14,450 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $288K | -$21.4K | -806 | -7% |
|
6
Fidelity Investments
Boston,
Massachusetts
| $6.58K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $783 | -$8.38K | -315 | -91% |
|
|
TPWA
8
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$1.74M | -68,827 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$4.78K | -189 | Closed |
|
SYZ Hedge Fund Activity: Q1 2026 in Review
7 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Lazard US Systematic Small Cap Equity ETF (SYZ) for Q1 2026, worth a combined $15.4M — down 0.83% from $15.6M a quarter earlier.
Fund positioning in SYZ was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Sonoma Allocations, opening a new position worth an estimated $483K. The largest seller was TRUE Private Wealth Advisors, exiting entirely with an estimated $1.74M sold.
- 7 institutional investors held Lazard US Systematic Small Cap Equity ETF (SYZ) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $15.4M of Lazard US Systematic Small Cap Equity ETF stock for Q1 2026, down 0.83% quarter-over-quarter.
- 2 funds opened new Lazard US Systematic Small Cap Equity ETF positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest Lazard US Systematic Small Cap Equity ETF buyer in Q1 2026 was Sonoma Allocations, an estimated $483K added.
- The largest Lazard US Systematic Small Cap Equity ETF seller in Q1 2026 was TRUE Private Wealth Advisors, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2026.