Zacks Small/Mid Cap ETFSMIZ
SMIZ
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $75.4M [Q4 2024] → $91.1M (+$15.7M) [Q1 2025]
15% more funds holding
Funds holding: 33 [Q4 2024] → 38 (+5) [Q1 2025]
9.75% more ownership
Funds ownership: 75.54% [Q4 2024] → 85.3% (+9.75%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SMIZ.
Financial journalist opinion
Positive
Seeking Alpha
3 months ago
SMIZ: ETF Focused On Earnings Revisions And Surprises
Zacks Small/Mid Cap ETF focuses on earnings revisions and surprises, aiming for consistent returns with minimal capital loss. The SMIZ ETF has a portfolio of 216 U.S. stocks, primarily small/micro caps, with a tilt to growth. SMIZ has outperformed small and mid cap benchmarks and its return since inception is consistent with the performance of small and mid-cap growth ETFs.
Neutral
ETF Trends
7 months ago
Rate Cuts Boosting Small-Caps? Not as Much as You Think
Excited by the prospect of rate cuts boosting smaller firms? Looking forward to the prospect of using small-caps alone to diversify away from large-caps?
Charts implemented using Lightweight Charts™