OAKM
Oakmark U.S. Large Cap ETFOAKM
OAKM
0
Funds holding %
of 7,331 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2,200% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 1
427% more capital invested
Capital invested by funds: $22.4M [Q4 2024] → $118M (+$95.7M) [Q1 2025]
220% more funds holding
Funds holding: 10 [Q4 2024] → 32 (+22) [Q1 2025]
200% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 3 (+2) [Q1 2025]
11.31% more ownership
Funds ownership: 55.68% [Q4 2024] → 66.98% (+11.31%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for OAKM.
Financial journalist opinion
Positive
ETF Trends
4 months ago
Nick Elward Discusses Active ETFs, Value Opportunities at Exchange
VettaFi's ongoing Exchange conference has brought advisors and financial experts together to discuss some of the best strategies to navigate the market.
Positive
Seeking Alpha
5 months ago
OAKM: Quality And Value Heavy Large-Cap ETF, Worth Monitoring
OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.
Neutral
ETF Trends
7 months ago
Explore the Valuation Gaps in the S&P 500
Even with the end of the year fast approaching, investors still have time to fine-tune their equity portfolios for 2025. Many equity investors would likely agree that sticking to mega-cap tech names in the Magnificent Seven paid off well this year.
Positive
ETF Trends
7 months ago
Institutional Investors Bet on Active ETFs for 2025
2024 was certainly a great year for active management, but 2025 could be an even stronger year for active ETFs. The recently released 2025 Natixis Institutional Outlook Survey examined what institutional investors are expecting for next year's market.
Positive
ETF Trends
7 months ago
Explore the Advantages of Large-Cap Value ETFs
Large-cap equities remained a persistently valuable theme in 2024, and their strength may very well persist heading into 2025. As such, investors may wish to build up some additional large-cap exposure in their portfolio.
Positive
ETF Trends
8 months ago
Oakmark's New ETF Offers Large-Cap Expertise
On Tuesday, the Oakmark U.S. Large Cap ETF (OAKM) launched on the New York Stock Exchange. The fund aims to offer long-term capital appreciation to its investors.
Neutral
PRNewsWire
8 months ago
Harris Associates L.P. Announces Launch of Oakmark U.S. Large Cap ETF
CHICAGO , Dec. 3, 2024 /PRNewswire/ -- Harris Associates L.P. (Harris|Oakmark), adviser to the Oakmark U.S. Large Cap ETF (NYSE: OAKM), and an affiliate of Natixis Investment Managers, announced the launch of OAKM.
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