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Syntax Stratified MidCap ETF (SMDY) Institutional Ownership

$43.33
-0.41 (-0.94%)
(As of 07/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Syntax Stratified MidCap ETF (NYSEARCA:SMDY)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$250.27K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$868.26K
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SMDY Institutional Buying and Selling by Quarter

Syntax Stratified MidCap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/11/2024Dynamic Advisor Solutions LLC5,300$210K0.0%-18.3%2.120%
11/13/2023Syntax Advisors LLC149,660$5.51M4.9%-1.8%59.864%
10/11/2023Dynamic Advisor Solutions LLC6,485$239K0.0%+8.8%2.594%
8/14/2023Syntax Advisors LLC152,389$5.91M4.8%-5.7%60.956%
8/11/2023Vantage Consulting Group Inc152,389$5.91M3.4%-5.7%60.956%
8/3/2023Dynamic Advisor Solutions LLC5,963$231K0.0%N/A2.385%
5/10/2023Vantage Consulting Group Inc161,672$5.97M3.4%+1.7%64.669%
11/14/2022Vantage Consulting Group Inc173,491$5.49M3.2%+3.0%69.396%
8/13/2022Vantage Consulting Group Inc168,382$5.59M3.1%+28.9%67.353%
5/11/2022Syntax Advisors LLC130,634$5.08M4.3%-7.7%52.254%
11/10/2021Vantage Consulting Group Inc142,249$5.58M1.2%+3.8%56.900%
8/11/2021Vantage Consulting Group Inc137,094$5.56M1.0%+158.1%54.838%
5/20/2021Axiom Investment Management LLC39,710$1.56M0.4%N/A20.900%
5/14/2021Vantage Consulting Group Inc53,110$2.08M0.4%N/A27.953%
5/13/2021Axiom Investment Management LLC39,710$1.56M0.3%N/A20.900%
(Data available from 1/1/2016 forward)

SMDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMDY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Syntax Stratified MidCap ETF shares: Vantage Consulting Group Inc ($5.91M), and Syntax Advisors LLC ($5.51M), Dynamic Advisor Solutions LLC ($210K).Learn more on SMDY's institutional investors.

Which institutional investors have been buying Syntax Stratified MidCap ETF stock?

The following institutional investors have purchased Syntax Stratified MidCap ETF stock in the last 24 months: Vantage Consulting Group Inc ($45.50K), and Dynamic Advisor Solutions LLC ($6.49K).

How much institutional buying is happening at Syntax Stratified MidCap ETF?

Institutional investors have bought a total of 51,984 shares in the last 24 months. This purchase volume represents approximately $1.76M in transactions.

Which Syntax Stratified MidCap ETF major shareholders have been selling company stock?

The following institutional investors have sold Syntax Stratified MidCap ETF stock in the last 24 months: Syntax Advisors LLC ($12.01K), Vantage Consulting Group Inc ($9.28K), and Dynamic Advisor Solutions LLC ($1.19K).

How much institutional selling is happening at Syntax Stratified MidCap ETF?

Institutional investors have sold a total of 22,480 shares in the last 24 months. This volume of shares sold represents approximately $868.26K in transactions.


This page (NYSEARCA:SMDY) was last updated on 7/19/2024 by MarketBeat.com Staff

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