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IndexIQ Active ETF Trust (SECR)



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Upturn Advisory Summary
04/01/2025: SECR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 2.16% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 11104 | Beta - | 52 Weeks Range 24.15 - 26.20 | Updated Date 04/1/2025 |
52 Weeks Range 24.15 - 26.20 | Updated Date 04/1/2025 |
Upturn AI SWOT
IndexIQ Active ETF Trust
ETF Overview
Overview
IndexIQ Active ETF Trust is an actively managed ETF designed to provide investors with exposure to a diversified portfolio of assets, focusing on generating income or capital appreciation based on the specific ETF's objective within the trust.
Reputation and Reliability
IndexIQ is known for its innovative and active investment strategies, with a reputation for providing unique ETF solutions. However, track record may vary across specific funds.
Management Expertise
IndexIQ has a team of experienced investment professionals dedicated to managing its active ETF strategies. Expertise varies depending on the specific fund.
Investment Objective
Goal
The primary investment goal varies by ETF within the IndexIQ Active ETF Trust, with objectives ranging from income generation to capital appreciation, depending on the specific fund's strategy.
Investment Approach and Strategy
Strategy: IndexIQ Active ETF Trust employs active management strategies to potentially outperform benchmarks or achieve specific investment objectives.
Composition The asset composition varies greatly depending on the specific fund, potentially including stocks, bonds, commodities, currencies, or a combination thereof.
Market Position
Market Share: Market share varies significantly depending on the specific fund within the IndexIQ Active ETF Trust, which can range from small to moderate.
Total Net Assets (AUM): AUM varies significantly across individual ETFs within the trust. Provide the symbol for the ETF you want the total net assets for.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies by specific ETF within the trust. Active ETFs compete with passive index funds and other actively managed funds. Advantages include potential for outperformance through active management. Disadvantages include higher expense ratios and the risk of underperformance relative to benchmarks.
Financial Performance
Historical Performance: Historical performance data depends on the specific ETF within the IndexIQ Active ETF Trust. Review the specific fund's fact sheet for performance metrics.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its investment strategy. This varies across the IndexIQ Active ETF Trust suite of funds.
Expense Ratio: Expense ratio depends on the specific ETF. Consult the fund's prospectus for exact fee details.
Liquidity
Average Trading Volume
Liquidity varies significantly depending on the specific ETF within the IndexIQ Active ETF Trust; some funds may have lower trading volumes than more established ETFs.
Bid-Ask Spread
Bid-ask spreads also vary across the different funds within the trust, influenced by trading volume and market interest, with lower volume funds potentially experiencing wider spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affect the performance of specific ETFs within the IndexIQ Active ETF Trust differently.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within the trust. Changes to strategy and holdings are subject to the fund's active management.
Moat and Competitive Advantages
Competitive Edge
IndexIQ Active ETF Trust's competitive advantage lies in its active management approach, which aims to outperform benchmarks. They offer a range of specialized ETFs, giving investors access to strategies not commonly found in passive funds. Their active management teams adjust portfolios based on market conditions. This flexibility allows them to potentially capture opportunities and mitigate risks more effectively than passive strategies. Focus on innovation and specialized investment themes may also provide an edge.
Risk Analysis
Volatility
Volatility depends on the specific ETF's underlying assets and investment strategy. Review each fund individually to determine volatility.
Market Risk
Market risk depends on the specific ETF's holdings and the overall market conditions. Different asset classes carry different levels of market risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Generally, investors seeking active management and potential for outperformance.
Market Risk
Suitability depends on the specific ETF. May be suitable for long-term investors seeking active management or active traders looking for tactical opportunities.
Summary
IndexIQ Active ETF Trust offers a range of actively managed ETFs targeting various investment objectives and asset classes. These ETFs aim to provide investors with the potential for outperformance through active management, but with higher expense ratios. Investors should carefully consider the specific fund's strategy, risk profile, and historical performance. Due to the active nature of the funds, understanding the investment process is vital for making informed decisions. Before investing, consult with a financial advisor.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IndexIQ Active ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund, under normal circumstances, invests at least 80% of its assets in securitized assets, which include commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), agency and non-agency residential mortgage-backed securities (RMBS), collateralized mortgage obligations (CMOs), and collateralized loan obligations (CLOs).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.