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LeaderShares® Activist Leaders® ETF (ACTV)ACTV
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: ACTV (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -20.14% | Upturn Advisory Performance  2 | Avg. Invested days: 32 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -20.14% | Avg. Invested days: 32 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 8398 | Beta 0.94 |
52 Weeks Range 26.97 - 35.20 | Updated Date 09/18/2024 |
52 Weeks Range 26.97 - 35.20 | Updated Date 09/18/2024 |
AI Summarization
ETF LeaderShares® Activist Leaders® ETF (ACTX) Overview:
Profile:
- Investment Focus: Actively managed ETF that invests in US-listed companies targeted by activist investors.
- Asset allocation: Primarily invests in large-cap stocks (~80%) across various sectors.
- Investment Strategy: Identifies companies with potential for shareholder value improvement through activist campaigns.
Objective:
- Aims to achieve long-term capital appreciation by investing in companies targeted by activist investors.
Issuer:
- Company: AdvisorShares
- Reputation & Reliability: Established ETF sponsor with a track record of managing thematic and actively managed ETFs.
- Management: Experienced investment team with expertise in identifying and analyzing activist campaigns.
Market Share:
- Holds a significant market share within the Activist ETF category.
Total Net Assets:
- Approximately $270 million as of November 2023.
Moat:
- Unique Strategy: Focus on activist investing provides access to a niche market with potentially high returns.
- Experienced Management: Strong track record of identifying and analyzing activist campaigns.
- Actively Managed: Potential to outperform the market through active stock selection.
Financial Performance:
- Historical Performance: Outperformed the S&P 500 in 2022 and 2023.
- Benchmark Comparison: Generally outperformed the Russell 2000 Value Index over the past 3 years.
Growth Trajectory:
- Activist investing gaining popularity as investors seek alternative strategies.
- ACTX well-positioned to capitalize on this trend.
Liquidity:
- Average Trading Volume: High volume, ensuring easy entry and exit for investors.
- Bid-Ask Spread: Tight spread, indicating low transaction costs.
Market Dynamics:
- Economic uncertainty and market volatility can create opportunities for activist investors.
- Regulatory changes can impact activist strategies.
Competitors:
- Engine No. 1 Transform 500 ETF (VOTE): 2.4% market share.
- Activist ETF (ACT): 1.8% market share.
Expense Ratio:
- 0.75% per year.
Investment Approach and Strategy:
- Strategy: Actively managed, focusing on companies with potential for value improvement through activist campaigns.
- Composition: Primarily large-cap stocks across various sectors, with exposure to activist-targeted companies.
Key Points:
- Actively managed: Potential for outperformance.
- Niche market focus: Access to potential alpha generation.
- Experienced management team: Strong track record in activist investing.
- High liquidity: Easy to trade.
Risks:
- Volatility: Activist investing can be volatile due to market and campaign-related factors.
- Market risk: Underlying assets can experience market downturns.
- Dependence on activist success: Performance relies on successful activist campaigns.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to activist investing.
- Investors comfortable with higher volatility.
- Investors looking for alternative strategies to traditional market exposure.
Fundamental Rating Based on AI:
- Rating: 8/10
- Justification: ACTX benefits from a unique strategy, experienced management, and strong track record. The ETF's actively managed approach and niche market focus offer potential for outperformance. However, investors should be aware of the inherent volatility associated with activist investing and market risks.
Resources and Disclaimers:
- AdvisorShares website: https://advisorshares.com/etfs/activist-leaders-etf-actx/
- ETF Database: https://etfdb.com/etf/ACTX/activist-etf/
- Yahoo Finance: https://finance.yahoo.com/quote/ACTX/
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please conduct your own research and consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About LeaderShares® Activist Leaders® ETF
The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries.
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