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BDIV
Upturn stock ratingUpturn stock rating

ETF Series Solutions (BDIV)

Upturn stock ratingUpturn stock rating
$19.55
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

04/01/2025: BDIV (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -4.47%
Avg. Invested days 26
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 5856
Beta -
52 Weeks Range 17.91 - 20.88
Updated Date 04/1/2025
52 Weeks Range 17.91 - 20.88
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

ETF Series Solutions

stock logo

ETF Overview

overview logo Overview

ETF Series Solutions is a platform offering a diverse range of actively managed and index-based ETFs across various asset classes and investment strategies. It focuses on providing investors with exposure to niche markets and innovative investment approaches.

reliability logo Reputation and Reliability

ETF Series Solutions is known for its ability to launch and manage a variety of specialized ETFs, often partnering with experienced investment advisors. Its reputation is solid, with a focus on providing efficient and cost-effective solutions for issuers.

reliability logo Management Expertise

The management team has extensive experience in ETF structuring, compliance, and distribution, ensuring that the ETFs operate efficiently and meet regulatory requirements.

Investment Objective

overview logo Goal

The investment goal varies based on the specific ETF within the ETF Series Solutions umbrella. Each fund has a distinct objective, ranging from capital appreciation to income generation or tracking a specific index.

Investment Approach and Strategy

Strategy: ETF Series Solutions ETFs may track specific indexes, target sectors, or employ active management strategies based on the fund's individual mandate.

Composition The asset composition of ETFs within ETF Series Solutions varies widely depending on the fund's objective. Compositions may include stocks, bonds, commodities, or a mix of assets.

Market Position

Market Share: ETF Series Solutions' market share varies depending on the specific ETF and its corresponding sector. It primarily focuses on niche ETF offerings where market share may be substantial within that specific niche.

Total Net Assets (AUM): The total AUM across all ETFs within ETF Series Solutions varies significantly, depending on the popularity and performance of individual funds.

Competitors

overview logo Key Competitors

  • Vanguard (Various Symbols)
  • BlackRock (Various Symbols)
  • State Street (Various Symbols)
  • Invesco (Various Symbols)

Competitive Landscape

The ETF industry is highly competitive, with large established players dominating the market. ETF Series Solutions competes by offering specialized ETFs that target niche markets or implement unique investment strategies. Advantages include agility and innovation, while disadvantages include limited brand recognition compared to larger issuers.

Financial Performance

Historical Performance: Historical performance data varies significantly among the different ETFs under the ETF Series Solutions umbrella. It's essential to review the performance of each specific ETF individually.

Benchmark Comparison: Benchmark comparisons are only applicable to index-tracking ETFs within the ETF Series Solutions suite. Each ETF should be compared to its relevant benchmark.

Expense Ratio: Expense ratios vary among ETFs within ETF Series Solutions, ranging from 0.05% to over 1.00% depending on the investment strategy.

Liquidity

Average Trading Volume

The average trading volume differs across the ETFs within ETF Series Solutions and depends on the popularity and asset class of each ETF.

Bid-Ask Spread

Bid-ask spreads also vary depending on the specific ETF, with more liquid and popular ETFs generally having tighter spreads.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions can impact ETFs within ETF Series Solutions, depending on the specific ETF's investment strategy and asset allocation.

Growth Trajectory

The growth trajectory depends on the specific ETF, its performance, and the demand for the particular investment strategy or sector it targets. Changes to strategy and holdings are dictated by the fund's investment mandate.

Moat and Competitive Advantages

Competitive Edge

ETF Series Solutions' competitive edge lies in its ability to quickly launch and manage specialized ETFs, catering to niche market segments and innovative investment approaches. It partners with experienced investment advisors and leverages their expertise to deliver differentiated ETF products. By focusing on unique and underserved investment strategies, ETF Series Solutions appeals to investors seeking diversification and specialized exposure. This agility and focus allow it to compete effectively against larger, more established ETF providers. The cost-effective structuring of the products also helps to attract investors.

Risk Analysis

Volatility

Volatility varies significantly among the different ETFs under ETF Series Solutions, depending on the underlying assets and investment strategy.

Market Risk

Market risk depends on the specific assets held by each ETF within ETF Series Solutions. Risks can include equity market risk, interest rate risk, credit risk, or commodity price risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies for each ETF. It may include investors seeking specific sector exposure, alternative investment strategies, or actively managed funds.

Market Risk

Suitability varies depending on the ETF. Some ETFs may be suitable for long-term investors, while others may be better suited for active traders or those seeking specific tactical allocations.

Summary

ETF Series Solutions is a platform that provides a diverse range of ETFs, catering to niche markets and specialized investment strategies. Its competitive advantage lies in its ability to quickly launch innovative ETFs and partner with experienced investment advisors. Investors should carefully consider the specific investment objective, risk profile, and expense ratio of each ETF before investing. While individual funds may offer unique opportunities, the platform's overall performance and suitability depend on the specific fund's mandate and execution.

Similar Companies

  • ARK ETFs
  • ALPS ETFs
  • Global X ETFs
  • Simplify ETFs

Sources and Disclaimers

Data Sources:

  • ETF Series Solutions Website
  • SEC Filings
  • Morningstar
  • Bloomberg
  • Various ETF Aggregators

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About ETF Series Solutions

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that pay dividends. The fund manager attempts to achieve a faster dividend growth than the market, with a lower portfolio beta, and an aggregate yield that is equal to or greater than the S&P 500®.

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