Bahl & Gaynor Small/Mid Cap Income Growth ETF

SMIG

Market cap $1.18B

Overview Fund Activity

29.68 USD

-0.30

1%

At close Updated Sep 12, 4:00 PM EDT

1 day

-1%

5 days

-0.37%

1 month

0.54%

3 months

2.84%

6 months

5.1%

Year to date

2.52%

1 year

4.77%

5 years

18.96%

10 years

18.96%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $559M [Q1] → $670M (+$111M) [Q2]

8% more funds holding

Funds holding: 49 [Q1] → 53 (+4) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

0.59% less ownership

Funds ownership: 60.43% [Q1] → 59.84% (-0.59%) [Q2]

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Financial journalist opinion

Bahl & Gaynor Launch 2 New Dividend ETFs

On Thursday, Bahl & Gaynor expanded its selection of ETFs with the launch of two new funds. Both of the new Bahl & Gaynor ETFs seek to offer dividend income with a long-term time horizon.

Bahl & Gaynor Launch 2 New Dividend ETFs

SMIG: Solid Exposure To Small And Mid-Cap Holdings

I'm a huge fan of the Bahl & Gaynor Small/Mid Cap Income Growth ETF, which combines small/mid-cap focus with dividend growth. SMIG's actively managed approach targets top-notch small and mid-cap companies with lasting competitive edges and strong income growth potential. The fund's concentrated portfolio and sector allocation in Industrials and Financials aim for steady dividends and capital appreciation.

SMIG: Solid Exposure To Small And Mid-Cap Holdings

SMIG: Long-Term Hold Only, Focus On Dividend Growth

The Bahl & Gaynor Small/Mid Cap Income Growth ETF offers strong dividend growth, making it a solid long-term investment despite its high expense ratio and low liquidity. SMIG's top holdings in financials, industrials, and consumer cyclicals sectors demonstrate impressive dividend growth rates, supporting the ETF's income-generating potential. Financials, industrials, and consumer cyclicals sectors are poised to perform well in a rate-cutting environment, providing stability and growth for SMIG investors.

SMIG: Long-Term Hold Only, Focus On Dividend Growth

SMIG: Mostly Robust Performance And Convincing Factor Mix, Yet Expenses Are Too Burdensome

SMIG leverages an active SMID echelon-focused equity strategy guided by the tenets of quality and dividend growth investing. SMIG has a minimalist, industrials-heavy portfolio with just 44 equity holdings, with most companies represented being large-caps. Quality-wise, it is meaningfully ahead of SCHM. There are benefits on the dividend factor front as well.

SMIG: Mostly Robust Performance And Convincing Factor Mix, Yet Expenses Are Too Burdensome

This Week in ETFs: Fidelity Adds Trio of Options Strategy ETFs

The week ending April 12, 2024 saw the launch of a total of 10 new ETFs, including three funds from Fidelity that implement options strategies. There were also launches from Westwood Holdings, Obra Capital, and Strive Asset Management, among other issuers.

This Week in ETFs: Despite Holiday, 10 New ETFs Debut

During the shortened trading week leading up to the Easter holiday, a total of 10 new ETFs launched on the U.S. market. These include funds from BlackRock, Morgan Stanley, VanEck, Invesco, Eagle Capital and Inspire.

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