Cincinnati, OH (May 8, 2025) – Bahl & Gaynor announces that after strong investor traction since launch in August 2021, the firm’s smig® – Small/Mid Cap Income Growth ETF (NYSE Arca: SMIG) has reached $1 billion in net assets.
SMIG was the firm’s first foray into the burgeoning active ETF market. “We believe Active ETFs are a perfect complement to our separately managed account heritage,” remarks Bob Groenke, the firm’s CEO. He goes on to explain that the firm’s product and vehicle strategy centers upon separately managed accounts and active ETFs as versatile, transparent, and efficient formats through which to access public equities and access the firm’s strategies.
“Today is a milestone for Bahl & Gaynor and reflects our commitment to serving individual investors and financial advisors through solutions aligned with their investment objectives,” states John Galvin, a Managing Director with the firm and part of the distribution and marketing leadership team. He continues, “Our goal is to help clients grow income and manage downside risk, two priorities that remain especially relevant amid current market volatility. We are excited to offer the smig® strategy through this industry-leading vehicle.”
SMIG seeks to offer current and consistently growing income, downside protection, and attractive equity returns in a lower risk-managed context across small and mid-capitalization equities. The ETF is designed to broaden access for individual investors and their advisors.
About Bahl & Gaynor
Bahl & Gaynor is a 100% employee owned, independent investment firm. Since the firm was founded in 1990, it has operated with a focused investment philosophy based upon long-term ownership of carefully selected, high-quality, dividend growth equities.
For more information, visit https://www.bahl-gaynor.com/.
Important Disclosures
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (855) 994-1711 or for SMIG click here. Read the prospectuses or summary prospectuses carefully before investing.
As with all ETFs, Shares may be bought and sold in the secondary market at market prices.
Bahl & Gaynor assumes no liability for the interpretation or use of this information.
Investment conclusions and strategies suggested may not be in the best interests for all investors and consultation with a qualified investment advisor is recommended prior to executing any investment strategy. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product.
Fund Risks
Investing in ETFs involves additional risks such as the market price of the shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund’s ability to sell its shares.
Small/Mid Cap Company Risk.
The Fund invests in small- and mid-capitalization companies which may be more vulnerable to adverse issuer, market, political or economic developments than securities of large-capitalization companies. Smaller-capitalization companies generally trade in lower volumes and are subject to greater and more unpredictable price changes.
REIT Investment Risk.
Investments in REITs involve unique risks. REITs may have limited financial resources, may trade less frequently and in limited volume, and may be more volatile than other securities.
Investments involve risk. Principal loss is possible.
Bahl & Gaynor ETFs are distributed by Quasar Distributors, LLC.
