Bahl & Gaynor Small/Mid Cap Income Growth ETFSMIG
SMIG
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
30% more funds holding
Funds holding: 30 [Q2] → 39 (+9) [Q3]
3% more capital invested
Capital invested by funds: $299M [Q2] → $310M (+$10.4M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
14.04% less ownership
Funds ownership: 63.8% [Q2] → 49.76% (-14.04%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SMIG.
Financial journalist opinion
Positive
ETF Trends
1 week ago
Bahl & Gaynor Launch 2 New Dividend ETFs
On Thursday, Bahl & Gaynor expanded its selection of ETFs with the launch of two new funds. Both of the new Bahl & Gaynor ETFs seek to offer dividend income with a long-term time horizon.
Positive
Seeking Alpha
1 month ago
SMIG: Solid Exposure To Small And Mid-Cap Holdings
I'm a huge fan of the Bahl & Gaynor Small/Mid Cap Income Growth ETF, which combines small/mid-cap focus with dividend growth. SMIG's actively managed approach targets top-notch small and mid-cap companies with lasting competitive edges and strong income growth potential. The fund's concentrated portfolio and sector allocation in Industrials and Financials aim for steady dividends and capital appreciation.
Positive
Seeking Alpha
2 months ago
SMIG: Long-Term Hold Only, Focus On Dividend Growth
The Bahl & Gaynor Small/Mid Cap Income Growth ETF offers strong dividend growth, making it a solid long-term investment despite its high expense ratio and low liquidity. SMIG's top holdings in financials, industrials, and consumer cyclicals sectors demonstrate impressive dividend growth rates, supporting the ETF's income-generating potential. Financials, industrials, and consumer cyclicals sectors are poised to perform well in a rate-cutting environment, providing stability and growth for SMIG investors.
Positive
Seeking Alpha
2 months ago
SMIG: Mostly Robust Performance And Convincing Factor Mix, Yet Expenses Are Too Burdensome
SMIG leverages an active SMID echelon-focused equity strategy guided by the tenets of quality and dividend growth investing. SMIG has a minimalist, industrials-heavy portfolio with just 44 equity holdings, with most companies represented being large-caps. Quality-wise, it is meaningfully ahead of SCHM. There are benefits on the dividend factor front as well.
Positive
ETF Trends
8 months ago
This Week in ETFs: Fidelity Adds Trio of Options Strategy ETFs
The week ending April 12, 2024 saw the launch of a total of 10 new ETFs, including three funds from Fidelity that implement options strategies. There were also launches from Westwood Holdings, Obra Capital, and Strive Asset Management, among other issuers.
Positive
ETF Trends
8 months ago
This Week in ETFs: Despite Holiday, 10 New ETFs Debut
During the shortened trading week leading up to the Easter holiday, a total of 10 new ETFs launched on the U.S. market. These include funds from BlackRock, Morgan Stanley, VanEck, Invesco, Eagle Capital and Inspire.
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