Zacks Small/Mid Cap ETF (SMIZ)

• Market cap: $148M
• 1 day: 0.54%
• 5 days: 1.16%
• 1 month: 5.88%
• 3 months: 14.07%
• 6 months: 21.98%
• Year to date: 12.8%
• 1 year: 16.23%
• 5 years: 52.52%
• 10 years: 52.52%

Fund manager confidence

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

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

16% more capital invested

Capital invested by funds: $91.1M [Q1] → $106M (+$14.8M) [Q2]

13% more funds holding

Funds holding: 38 [Q1] → 43 (+5) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

3.77% less ownership

Funds ownership: 85.3% [Q1] → 81.53% (-3.77%) [Q2]