OPTZ
Optimize Strategy Index ETFOPTZ
OPTZ
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
0.34% less ownership
Funds ownership: 0.34% [Q3] → 0% (-0.34%) [Q4]
67% less funds holding
Funds holding: 3 [Q3] → 1 (-2) [Q4]
99% less capital invested
Capital invested by funds: $526K [Q3] → $3.16K (-$523K) [Q4]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Research analyst outlook
We haven’t received any recent analyst ratings for OPTZ.
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
OPTZ: An Optimistic All-Cap ETF With A Simple But Unique Strategy
Optimize Strategy Index ETF on just four metrics. Its ER is 0.50% and the ETF has $143 million in AUM. Its GARP features are excellent. OPTZ trades at just 14.77x forward earnings but offers nearly twice the estimated earnings growth of FNDB, Schwab's fundamentals-based all-cap factor fund. Quality is slightly lacking, which I attributed to assigning greater weight to less-profitable small-cap stocks. Through it weighting scheme choice, Optimize Financial seems biased in favor of tech stocks.
Negative
Seeking Alpha
3 days ago
OPTZ: Not The Best Investment In A Tariff Sensitive Market
I am skeptical of ETFs with passive strategies that charge high fees, like Optimize Strategy Index ETF, which struggles to deliver alpha in tough markets. OPTZ uses quantitative criteria to select innovative American companies, but has a high 0.50% expense ratio, which is concerning for a passive fund. The fund outperformed the S&P 500 in a bullish market but suffered during market shocks, making it risky in the current volatile environment.
Neutral
ETF Trends
11 months ago
This Week in ETFs: New ETFs in a Slump; Closures Thrive
For the second week in a row, launches of new ETFs have been sluggish, to say the least. Granted, the five launches that took place this past week were more than the two that launched in the week ended April 19.
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