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DSMC
Upturn stock ratingUpturn stock rating

ETF Series Solutions (DSMC)

Upturn stock ratingUpturn stock rating
$31.84
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
  • YEAR
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Upturn Advisory Summary

04/01/2025: DSMC (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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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 2%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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) 17853
Beta -
52 Weeks Range 30.62 - 38.57
Updated Date 04/1/2025
52 Weeks Range 30.62 - 38.57
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 that offers a diverse range of ETFs, each with its own specific investment focus, allowing investors to target different sectors, asset classes, or investment strategies.

reliability logo Reputation and Reliability

ETF Series Solutions provides a platform for various investment advisors to launch and manage their ETFs, meaning the reputation depends on the specific advisor managing each fund within the series. The platform itself facilitates fund operations.

reliability logo Management Expertise

Management expertise varies across the different ETFs within the ETF Series Solutions platform, as each is managed by its own investment advisor. Expertise is specific to each fund's mandate and strategy.

Investment Objective

overview logo Goal

The investment goals vary widely across the ETF Series Solutions platform, depending on the specific ETF. Each ETF has its own defined objective, such as tracking an index, generating income, or achieving capital appreciation.

Investment Approach and Strategy

Strategy: Strategies vary widely, including index tracking, active management, sector-specific investing, thematic investing, and more. Each ETF within the platform employs its own distinct strategy.

Composition The ETF's composition depends entirely on the specific ETF within the ETF Series Solutions platform. Composition can include stocks, bonds, commodities, derivatives, or a mix of asset classes.

Market Position

Market Share: Market share is distributed across the various ETFs within the ETF Series Solutions platform and varies greatly depending on the individual fund's performance and popularity.

Total Net Assets (AUM): Varies significantly depending on the individual ETF within the platform. Individual ETF AUM can range from a few million to billions of dollars.

Competitors

overview logo Key Competitors

  • IVV (iShares Core S&P 500 ETF)
  • SPY (SPDR S&P 500 ETF Trust)
  • VOO (Vanguard S&P 500 ETF)
  • QQQ (Invesco QQQ Trust)
  • AGG (iShares Core U.S. Aggregate Bond ETF)

Competitive Landscape

The ETF market is highly competitive, with many established players. ETF Series Solutions' advantage lies in providing a platform for niche and innovative ETFs. Its disadvantage is the variable performance and marketing reach of the individual funds within the platform compared to larger, more established ETF providers.

Financial Performance

Historical Performance: Historical performance depends on the specific ETF within the ETF Series Solutions platform. Performance data must be evaluated on a fund-by-fund basis.

Benchmark Comparison: Benchmark comparison depends on the specific ETF within the ETF Series Solutions platform and its investment objective. Each fund should be compared to its relevant benchmark.

Expense Ratio: Expense ratios vary across the different ETFs within the ETF Series Solutions platform. Investors should check the expense ratio for each specific fund.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF within the platform and can range from very low for niche funds to high for more popular ETFs.

Bid-Ask Spread

Bid-ask spread depends on the specific ETF within the platform, with more liquid ETFs generally having tighter spreads.

Market Dynamics

Market Environment Factors

Market environment factors impacting ETF Series Solutions depend on the specific ETFs within the platform and their underlying investments. Economic indicators, sector trends, and market sentiment all play a role.

Growth Trajectory

Growth trajectory varies for each ETF within the platform. Growth depends on factors such as investment strategy, market demand, and overall market conditions.

Moat and Competitive Advantages

Competitive Edge

ETF Series Solutions' competitive advantage lies in its platform model, which allows for the creation and distribution of specialized and niche ETFs that might not be offered by larger providers. This can attract investment advisors with unique strategies and allow investors to access highly specific market segments. The platform model also enables rapid product development and launch. However, it relies heavily on the individual success and marketing efforts of each fund manager. The lack of a unified brand for all funds might hinder broader market recognition.

Risk Analysis

Volatility

Volatility depends on the specific ETF within the ETF Series Solutions platform and the underlying assets it holds. Volatility can range from low for bond ETFs to high for sector-specific or leveraged ETFs.

Market Risk

Market risk depends on the specific ETF and its underlying assets. Risk can include equity market risk, interest rate risk, credit risk, commodity price risk, and more.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF within the ETF Series Solutions platform. Investors should carefully consider the investment objective, risk profile, and expenses of each fund before investing.

Market Risk

Suitability depends on the specific ETF. Some ETFs may be suitable for long-term investors seeking diversified exposure, while others may be more appropriate for active traders seeking short-term gains.

Summary

ETF Series Solutions provides a platform for diverse ETFs, each with its own investment strategy and risk profile. The platform's competitive advantage lies in its ability to offer niche and specialized investment products managed by different advisors. The success of the platform depends on the performance and market acceptance of its individual ETFs. Investors should carefully evaluate the specifics of each ETF before investing. This structure allows for innovation and access to specialized investment themes, but it also requires careful due diligence by potential investors.

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Sources and Disclaimers

Data Sources:

  • SEC filings
  • ETF provider websites
  • Financial news outlets

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investors should 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
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 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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