The Advisors' Inner Circle Fund III Democratic Large Cap Core ETFDEMZ
DEMZ
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0.36% less ownership
Funds ownership: 17.51% [Q4 2024] → 17.16% (-0.36%) [Q1 2025]
7% less capital invested
Capital invested by funds: $7.12M [Q4 2024] → $6.63M (-$491K) [Q1 2025]
16% less funds holding
Funds holding: 19 [Q4 2024] → 16 (-3) [Q1 2025]
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Research analyst outlook
We haven’t received any recent analyst ratings for DEMZ.
Financial journalist opinion
Neutral
Seeking Alpha
2 months ago
DEMZ: Can This Politically Charged ETF Keep Beating The S&P 500?
DEMZ holds S&P 500 companies that contribute roughly 75% or more to Democratic causes and candidates. Its expense ratio is 0.45% and the ETF has $41M in assets under management. Its investment objective is to mirror the risk and return characteristics of the S&P 500 Index. So far, it has accomplished that goal, but mainly due to favorable sector allocations. I'm not convinced evaluating political contributions is a good way to categorize companies. For example, MSFT and NVDA are top holdings in both DEMZ and the American Conservative Values ETF.
Neutral
Market Watch
1 year ago
These ETFs let you invest based on political leanings — but taking a stance can be costly
‘There's no guarantee that any one of these funds will do well under a Democratic regime or a Republican regime,' one analyst notes.
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