The Advisors' Inner Circle Fund III Democratic Large Cap Core ETFDEMZ
DEMZ
0
Funds holding %
of 7,302 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
1 month 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
10 months 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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