Optimize Strategy Index ETF (OPTZ)

• Market cap: $168M
• 1 day: 0.43%
• 5 days: 2.36%
• 1 month: -2.66%
• 3 months: 6.19%
• 6 months: 13.75%
• Year to date: 19.85%
• 1 year: 19.85%
• 5 years: 19.85%
• 10 years: 19.85%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0.34% more ownership

Funds ownership: 0% [Q2] → 0.34% (+0.34%) [Q3]

25% less funds holding

Funds holding: 4 [Q2] → 3 (-1) [Q3]

50% less capital invested

Capital invested by funds: $1.06M [Q2] → $526K (-$535K) [Q3]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3