Zacks Small/Mid Cap ETFSMIZ
SMIZ
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
43% more funds holding
Funds holding: 23 [Q3] → 33 (+10) [Q4]
17% more capital invested
Capital invested by funds: $64.7M [Q3] → $75.4M (+$10.7M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
6.72% less ownership
Funds ownership: 82.26% [Q3] → 75.54% (-6.72%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SMIZ.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
SMIZ: ETF Focused On Earnings Revisions And Surprises
Zacks Small/Mid Cap ETF focuses on earnings revisions and surprises, aiming for consistent returns with minimal capital loss. The SMIZ ETF has a portfolio of 216 U.S. stocks, primarily small/micro caps, with a tilt to growth. SMIZ has outperformed small and mid cap benchmarks and its return since inception is consistent with the performance of small and mid-cap growth ETFs.
Neutral
ETF Trends
5 months ago
Rate Cuts Boosting Small-Caps? Not as Much as You Think
Excited by the prospect of rate cuts boosting smaller firms? Looking forward to the prospect of using small-caps alone to diversify away from large-caps?
Charts implemented using Lightweight Charts™