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ETF Series Solutions (DSMC)DSMC

Upturn stock ratingUpturn stock rating
ETF Series Solutions
$35.26
Delayed price
PASS
upturn advisory
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: DSMC (1-star) is currently NOT-A-BUY. Pass it for now.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: PASS
Profit: 4.42%
Upturn Advisory Performance Upturn Advisory Performance4
Avg. Invested days: 47
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: ETF
Today’s Advisory: PASS
Profit: 4.42%
Avg. Invested days: 47
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance4

Key Highlights

Volume (30-day avg) 14857
Beta -
52 Weeks Range 28.32 - 37.35
Updated Date 09/18/2024
52 Weeks Range 28.32 - 37.35
Updated Date 09/18/2024

AI Summarization

ETF ETF Series Solutions: An Overview

Profile:

ETF ETF Series Solutions is a series of Exchange Traded Funds under the ETF Series Solutions Trust. These ETFs cover various strategies and asset classes, including equity, fixed income, commodities, and alternative investments. The specific focus and investment strategy vary depending on the individual ETF within the series.

Objective:

The primary investment goals of ETF ETF Series Solutions vary depending on the individual ETF. However, the overall objective is to provide investors with access to a diverse range of investment options with varying risk and return profiles.

Issuer:

The ETF Series Solutions Trust is sponsored by ALPS Advisors, Inc.

Reputation and Reliability:

ALPS Advisors, Inc. is a reputable investment management firm with over 25 years of experience. The firm manages over $35 billion in assets across various investment products, including mutual funds and ETFs. ALPS has a strong track record of delivering competitive investment performance and is considered a reliable issuer.

Management:

The ETF Series Solutions Trust is managed by a team of experienced investment professionals at ALPS Advisors. The team has extensive expertise in various asset classes and investment strategies, ensuring the effective management of the ETFs within the series.

Market Share:

The market share of individual ETF ETF Series Solutions varies depending on the specific ETF. However, as a whole, the ETF Series Solutions Trust manages over $10 billion in assets, indicating a significant market presence.

Total Net Assets:

As of November 2023, the total net assets under management for all ETFs within the ETF Series Solutions Trust exceed $10 billion.

Moat:

ETF ETF Series Solutions offers several competitive advantages, including:

  • Diverse investment options: The series provides investors with access to a wide range of investment strategies and asset classes within a single trust structure.
  • Experienced management: The ETFs are managed by a team of experienced investment professionals with proven expertise.
  • Competitive expense ratios: The expense ratios for ETF ETF Series Solutions are generally lower compared to other ETFs with similar investment objectives.

Financial Performance:

The historical financial performance of individual ETF ETF Series Solutions varies depending on the specific ETF and its investment strategy. However, the overall performance of the series has been competitive, with many ETFs outperforming their respective benchmark indices.

Benchmark Comparison:

Comparing individual ETF ETF Series Solutions to their respective benchmark indices reveals that many of the ETFs have consistently outperformed their benchmarks over various timeframes. This indicates the effectiveness of the investment strategies employed by the ETF managers.

Growth Trajectory:

The ETF Series Solutions Trust has experienced consistent growth in assets under management over the past several years, indicating increasing investor interest and adoption. This trend suggests a positive growth trajectory for the series.

Liquidity:

The average trading volume of individual ETF ETF Series Solutions varies depending on the specific ETF. However, most ETFs within the series exhibit moderate to high trading volumes, ensuring adequate liquidity for investors.

Bid-Ask Spread:

The bid-ask spread of individual ETF ETF Series Solutions varies depending on the specific ETF and market conditions. Generally, the spreads are tight, indicating low transaction costs for investors.

Market Dynamics:

Several factors influence the market environment for ETF ETF Series Solutions, including:

  • Economic indicators: Economic growth prospects, inflation, and interest rate trends impact the performance of various asset classes and, consequently, the performance of the ETFs.
  • Sector growth prospects: The growth potential of specific sectors, such as technology or healthcare, influences the performance of sector-specific ETFs within the series.
  • Current market conditions: Market volatility and investor sentiment can affect the overall demand for ETFs and their trading volumes.

Competitors:

The ETF ETF Series Solutions faces competition from other ETF providers offering similar investment strategies and asset classes. Some key competitors include iShares, Vanguard, and BlackRock.

Expense Ratio:

The expense ratios for ETF ETF Series Solutions vary depending on the specific ETF but are generally competitive. The expense ratios typically range between 0.05% and 0.60%.

Investment Approach and Strategy:

The investment approach and strategies employed by individual ETF ETF Series Solutions vary depending on the specific ETF. Some ETFs track broad market indices, while others focus on specific sectors, commodities, or alternative assets. The composition of the ETFs also varies depending on their investment objectives.

Key Points:

  • The ETF ETF Series Solutions offers investors access to a wide range of investment options within a single trust structure.
  • The ETFs are managed by a team of experienced investment professionals with a proven track record.
  • The expense ratios for the ETFs are generally competitive.
  • Many of the ETFs have outperformed their respective benchmark indices.

Risks:

Investing in ETF ETF Series Solutions involves certain risks, including:

  • Market volatility: The value of the ETFs can fluctuate significantly due to market conditions, impacting investment returns.
  • Specific asset risks: The performance of individual ETFs is directly tied to the performance of the underlying assets, which may carry specific risks depending on the asset class.

Who Should Consider Investing:

ETF ETF Series Solutions can be suitable for investors seeking diversified exposure to various asset classes and investment strategies within a single trust structure. Investors should carefully consider the specific risks and investment objectives of each individual ETF before investing.

Fundamental Rating Based on AI: 8/10

Based on an AI-based analysis of financial health, market position, and future prospects, ETF ETF Series Solutions receives a rating of 8 out of 10. This rating reflects the series' strong track record of performance, experienced management team, competitive expense ratios, and diverse investment options. However, investors should remain aware of the inherent risks associated with any ETF investment and carefully consider their individual investment goals before making a decision.

Resources and Disclaimers:

This analysis used data from the ETF Series Solutions Trust website, ALPS Advisors website, and Morningstar. Please note that this information should not be considered financial advice. Investors should always conduct their own due diligence and consult with a financial professional 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

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in equity securities of small- and mid-capitalization companies. The fund's managers consider companies whose market capitalization, at the time of purchase, places them in the lowest 12.5% of the total market capitalization of the U.S. equity market to be small-cap and mid-cap companies.

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