AIVC (AIVC)

Overview

The Active Innovation ETF (AIVC) is an actively managed ETF focused on companies exhibiting disruptive innovation across various sectors, aiming for long-term capital appreciation by investing in businesses poised for significant growth and market leadership.

Reputation and Reliability

ARK Investment Management is known for its focus on disruptive innovation and thematic investing, often taking a high-conviction, high-risk approach. They have garnered both attention and scrutiny for their performance and management style.

Management Expertise

ARK Investment Management's team, led by Cathie Wood, has experience in identifying and investing in innovative companies across different sectors. Their expertise lies in recognizing companies with high growth potential and disruptive technologies.

Goal

Achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed, focusing on companies involved in disruptive innovation across sectors.

Composition Primarily invests in equity securities of companies believed to be engaged in or benefiting from disruptive innovation.

Market Share: Data unavailable to give precise market share.

Total Net Assets (AUM): 54047935

Key Competitors

• XLK
• QQQ
• VGT

Competitive Landscape

The ETF industry is highly competitive, with numerous funds offering exposure to technology and innovation. AIVC's active management approach differentiates it but also introduces higher risk and fees. Competitors like XLK, QQQ, and VGT are passively managed and track well-established indices, providing broader market exposure at lower costs. AIVC has the potential for outperformance in specific market segments.

Historical Performance: Data unavailable to give precise historical performance data.

Benchmark Comparison: Unable to complete this section due to the active and concentrated investment strategy, making direct benchmark comparison challenging.

Expense Ratio: 0.0075

Average Trading Volume

AIVC's average trading volume can vary, but typically reflects moderate liquidity suitable for most investors.

Bid-Ask Spread

The bid-ask spread for AIVC is generally competitive, reflecting the ETF's trading volume and market demand.

Market Environment Factors

Economic indicators, technological advancements, sector growth prospects, and overall market sentiment significantly affect AIVC's performance, given its focus on innovation.

Growth Trajectory

AIVC's growth depends on the performance of its underlying holdings, innovation adoption rates, and the manager's ability to identify and capitalize on disruptive trends. It has the potential for significant growth if investments align with market demand.

Competitive Edge

AIVCu2019s competitive edge lies in its active management approach and focus on identifying disruptive innovation. Unlike passive ETFs, AIVC's managers actively select investments, allowing them to capitalize on emerging trends. ARK's expertise in identifying potentially high-growth companies sets AIVC apart from broader market ETFs. Their focused investment approach allows for more targeted exposure to innovation, differentiating it from peers with more diversified holdings. However, the high concentration and active strategy can also contribute to heightened volatility.

Volatility

AIVC exhibits higher volatility due to its focus on growth stocks and concentrated portfolio.

Market Risk

AIVC faces market risk related to fluctuations in the equity market, sector-specific risks affecting the innovation space, and risks related to individual stock performance within its portfolio.

Ideal Investor Profile

The ideal investor for AIVC is someone with a high-risk tolerance, long-term investment horizon, and an interest in disruptive technologies and innovative companies. They should be comfortable with potential volatility and willing to accept the risk of underperformance in exchange for the potential for high growth.

Market Risk

AIVC is suitable for long-term investors seeking growth potential through exposure to innovative companies. It is less suitable for risk-averse investors or those seeking stable income.

AIVC is an actively managed ETF focusing on disruptive innovation across sectors, seeking long-term capital appreciation. Its active management and concentrated portfolio offer the potential for high growth but also come with higher volatility. The ETF is suitable for investors with a high-risk tolerance and long-term investment horizon interested in innovative companies. The ETF's returns can vary, requiring careful consideration of market trends and economic conditions for an investor to obtain maximum returns.

• ARKK
• ARKW
• ARKQ
• IDRV
• XT
• BOTZ

Data Sources:

• Yahoo Finance
• ARK Investment Management Website
• ETF.com

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.