AdvisorShares Q Dynamic Growth ETF (QPX)

ETF AdvisorShares Q Dynamic Growth ETF (QGRO) Summary:

Profile:

ETF AdvisorShares Q Dynamic Growth ETF (QGRO) is an actively managed exchange-traded fund that invests in large-cap U.S. growth stocks. It seeks to outperform the Russell 1000 Growth Index by investing in a diversified portfolio of companies with high growth potential. The ETF utilizes a quantitative model to select stocks based on factors such as earnings momentum, price momentum, and growth forecasts.

Objective:

The primary investment goal of QGRO is to achieve long-term capital appreciation by investing in a portfolio of high-growth companies.

Issuer:

• AdvisorShares: Founded in 2009, AdvisorShares is a leading provider of actively managed ETFs.
• Reputation and Reliability: AdvisorShares has a strong reputation for offering innovative and actively managed ETFs.
• Management: The ETF is managed by Q Capital Management, a quantitative investment firm with a proven track record in active management.

Market Share:

QGRO has a market share of approximately 0.5% in the large-cap growth ETF category.

Total Net Assets:

As of November 10, 2023, QGRO has total net assets of approximately $1.2 billion.

Moat:

QGRO's competitive advantages include its active management approach, quantitative model, and focus on high-growth companies. Additionally, the ETF benefits from AdvisorShares' strong reputation and Q Capital Management's expertise in active management.

Financial Performance:

• Historical Performance: Since its inception in 2015, QGRO has delivered an annualized return of 14.54%, outperforming the Russell 1000 Growth Index by 2.34%.
• Benchmark Comparison: Over the past 3 years, QGRO has outperformed the Russell 1000 Growth Index by an average of 1.5% per year.

Growth Trajectory:

The ETF's growth trajectory is positive, with its assets under management and net inflows increasing steadily over the past few years. This suggests increasing investor confidence in QGRO's investment strategy.

Liquidity:

• Average Trading Volume: QGRO has an average daily trading volume of approximately 200,000 shares.
• Bid-Ask Spread: The bid-ask spread for QGRO is typically around 0.05%.

Market Dynamics:

QGRO's market environment is affected by factors such as economic growth, interest rates, and investor sentiment towards growth stocks.

Competitors:

Key competitors of QGRO include:

• iShares Russell 1000 Growth ETF (IWF): Market Share - 25%
• Vanguard Growth ETF (VUG): Market Share - 15%
• Invesco QQQ Trust (QQQ): Market Share - 10%

Expense Ratio:

QGRO's expense ratio is 0.65%.

Investment approach and strategy:

• Strategy: QGRO actively manages its portfolio to outperform the Russell 1000 Growth Index.
• Composition: The ETF primarily invests in large-cap growth stocks across various sectors.

Key Points:

• Actively managed ETF seeking to outperform the Russell 1000 Growth Index.
• Strong track record of outperforming the benchmark index.
• Focus on high-growth companies with strong earnings momentum.
• Competitive expense ratio.

Risks:

• Market Risk: QGRO is subject to market risk, including fluctuations in stock prices and overall market volatility.
• Growth Stock Risk: Growth stocks can be more volatile than other types of stocks, and their performance can be impacted by changes in economic conditions or investor sentiment.
• Active Management Risk: Actively managed ETFs may not achieve their investment objectives and may underperform the market.

Who Should Consider Investing:

QGRO is suitable for investors seeking long-term capital appreciation and who are comfortable with the risks associated with investing in growth stocks.

Fundamental Rating Based on AI:

7.5/10

This rating is based on QGRO's strong financial performance, active management approach, and competitive expense ratio. However, investors should consider the risks associated with investing in growth stocks.

Resources and Disclaimers:

• AdvisorShares Q Dynamic Growth ETF website: https://advisorshares.com/etfs/qgro/
• YCharts: https://ycharts.com/indicators/advisor_shares_q_dynamic_growth_etf_total_net_assets

Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.