Zacks Small/Mid Cap ETF (SMIZ)

• Market cap: $99.8M
• 1 day: -0.41%
• 5 days: -4.38%
• 1 month: -7.09%
• 3 months: 3.37%
• 6 months: 11.64%
• Year to date: 20.28%
• 1 year: 18.19%
• 5 years: 38.64%
• 10 years: 38.64%

Fund manager confidence

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

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $48.6M [Q2] → $64.7M (+$16.1M) [Q3]

15% more funds holding

Funds holding: 20 [Q2] → 23 (+3) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

3.96% less ownership

Funds ownership: 86.23% [Q2] → 82.26% (-3.96%) [Q3]