Symmetry Panoramic Sector Momentum ETF
SMOM
NASDAQ Global Select- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 151 National Drive Glastonbury CT United States of America 6033
- IPO Date
- Sep 10, 2025
- Website
- panoramicfunds.com
- Similar Companies
- Business
- Symmetry Panoramic Sector Momentum ETF (SMOM) is an actively managed exchange-traded fund that seeks long-term capital appreciation by providing systematic exposure to U.S. sectors demonstrating strong relative momentum. The fund employs a rules-based strategy utilizing cross-sectional momentum signals, including trailing 6- and 12-month price momentum, to dynamically allocate primarily among shares of ETFs focused on the 11 Global Industry Classification Standard (GICS) sectors within the S&P 500 large capitalization universe; holdings typically range from three to eleven sectors, with quarterly rebalancing via a tranching method to mitigate idiosyncratic risk. It targets financial advisors and investors seeking a dynamic U.S. equity complement for diversification, potential return enhancement, or as an active strategy alternative within core portfolios, factor-tilted allocations, or broader asset mixes. Launched on September 9, 2025, and listed on NASDAQ with ticker SMOM and CUSIP 87190B888, the ETF carries a total expense ratio of 0.63%, comprising a 0.55% unitary management fee and estimated acquired fund fees and expenses of 0.08%. Symmetry Partners, LLC serves as the investment adviser, drawing on the same methodology as its Sector Momentum separately managed account (SMA) introduced in 2018; Vident Asset Management acts as sub-adviser, supported by a five-person portfolio management team including CEO David E. Connelly, Jr., Chief Investment Strategist John B. McDermott, Ph.D., and Directors Rebecca Cioban, CFA, and Kevin Scully, CFA. The ETF is distributed by SEI Investment Distribution Company (SIDCO), which is not affiliated with Symmetry Partners. In a key recent development, Symmetry Partners selected SEI Investments' Advisors' Inner Circle Fund platform in September 2025 to facilitate the SMOM launch, expanding a partnership that began in 2018 when SEI started servicing eight of Symmetry's mutual funds under the Panoramic Funds umbrella. This inaugural ETF from Symmetry Partners reflects growing demand for factor-driven, transparent sector rotation strategies amid historical U.S. sector performance dispersion averaging over 44% annually between top and bottom performers over the prior 15 years through June 2025. Headquartered in Glastonbury, Connecticut, Symmetry Partners has operated since 1994 as an SEC-registered investment advisory firm focused on evidence-based solutions, portfolio construction, and advisor support for institutional and high-net-worth clients.