OPTZ was created on 2024-04-23 by Optimize. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 187.13m in AUM and 305 holdings. OPTZ aims to track an index of broad market US equities, choosing large- and small-cap firms perceived to have strong quality and momentum characteristics. Weighting is tiered, using a modified market-cap method. Holdings are equally weighted within each sector, but sector weights use the sum of market cap of all constituents.
