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SMDX

SMDX — 13F Filings Explorer

Intech S&p Small-mc Da ETF

+$3.3M

Net Activity

Institutions Holding

3

Popularity Rank

#13985

Avg Weight

0.38%

Total Value

$115.0M

Ownership Trend

3 institutions currently hold SMDX, with 1 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

II
Intech Investment Management LLC
$114.7M
JS
Jane Street Group, LLC
$240.6K
UG
UBS Group AG
$20.7K

Top 5 by Conviction

II
Intech Investment Management LLC
1.13%
JS
Jane Street Group, LLC
0.00%
UG
UBS Group AG
0.00%
View all 3 holding institutions

Across its top 3 institutional holders, SMDX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 34/100).

Quarterly Activity

Recent Activity

+$20.7K

Total Buy Value

$279.7K

Total Sell Value

New buy1
Trim1
Add0
Sold out0

1

Net Buyers

1

Net Sellers

Smart Money Convergence

SMDX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

45259A563

FAQ

Who are the top institutional investors holding INTECH S&P SMALL-MC DA ETF (SMDX)?
Major stakeholders currently include Intech Investment Management LLC ($114.7M), Jane Street Group, LLC ($240.6K), UBS Group AG ($20.7K). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in SMDX.
What is the overall institutional sentiment toward SMDX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.3M, driven by 1 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their SMDX positions?
In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $279.7K.
Are there any notable investors adding SMDX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.7K.

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