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Upturn AI SWOT - About
SPAC and New Issue ETF (SPCX)
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Upturn Advisory Summary
07/07/2025: SPCX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
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 5.97% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.09 | 52 Weeks Range 22.36 - 26.61 | Updated Date 06/29/2025 |
52 Weeks Range 22.36 - 26.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPAC and New Issue ETF
ETF Overview
Overview
ETF SPAC and New Issue ETFs primarily focus on companies involved in Special Purpose Acquisition Companies (SPACs) and newly issued stocks, targeting high-growth potential and innovation, with dynamic asset allocation to capture opportunities in emerging markets.
Reputation and Reliability
Issuer has a solid reputation, consistently delivering innovative investment solutions.
Management Expertise
Management team possesses considerable experience in SPACs, IPOs, and growth equity investing.
Investment Objective
Goal
To achieve capital appreciation by investing in SPACs and new issue companies.
Investment Approach and Strategy
Strategy: Aims for high-growth potential by tracking companies emerging through SPAC mergers and IPOs.
Composition Primarily holds stocks of SPACs, companies involved in IPOs, and related derivatives.
Market Position
Market Share: Details regarding the market share of the analyzed ETF are not available.
Total Net Assets (AUM): Total assets under management (AUM) for the analyzed ETF is not publicly available.
Competitors
Key Competitors
Competitive Landscape
The landscape is highly competitive, with various specialized and broad market ETFs vying for investment in similar growth sectors. The ETF's advantage lies in specialized focus, whereas competitors have the benefit of broader diversification.
Financial Performance
Historical Performance: Historical performance data is not readily available for this ETF. Data includes the performance over 1, 3 and 5 year periods and since inception.
Benchmark Comparison: The ETF's performance will be benchmarked against a custom index composed of relevant SPAC and new issue companies.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume for the ETF is moderate, depending on market interest and news flow.
Bid-Ask Spread
The bid-ask spread is tight, which indicates the ETF offers efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, investor sentiment towards growth stocks, and regulatory changes affecting SPACs all significantly influence the ETF.
Growth Trajectory
The ETF exhibits dynamic growth tied to the frequency of SPAC deals and new issuances, adapting its holdings to capture the most promising opportunities.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in its specialized focus on SPACs and new issues, enabling nimble allocation and in-depth research. The fund's management team possesses deep expertise in identifying high-growth opportunities in emerging companies. It is uniquely positioned to capture returns from early-stage companies as they transition to the public market. This focus differentiates it from broader market ETFs and sector funds.
Risk Analysis
Volatility
Volatility is moderate to high, reflecting the high-growth nature of its investments.
Market Risk
Specific risks include market volatility, valuation risks associated with high-growth stocks, and regulatory risks impacting SPAC structures.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking high growth potential and willing to accept higher levels of risk.
Market Risk
Best suited for active traders and long-term investors with a high-risk tolerance.
Summary
The ETF offers targeted exposure to the SPAC and new issue market, presenting opportunities for high growth but also entailing significant risk. It's best suited for investors with a higher risk tolerance and a strong understanding of SPAC dynamics. The ETF distinguishes itself through its specialized focus and active management, which potentially leads to outperformance if timed right. The expense ratio is moderate, aligning with the specialized nature and active management of the fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Fact Sheets
- SEC Filings
- Third-Party Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Performance may vary, and past performance is not indicative of future results. All investments carry risk.
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 SPAC and New Issue ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in units and shares of Special Purpose Acquisitions Companies ("SPACs") that have a minimum capitalization of $100 million and companies that completed an initial public offering ("IPO") within the last two years. The fund may also invest in depositary receipts or appropriate ETFs for cash management purposes or due to a lack of suitable investment opportunities, the fund may hold up to 20% of its net assets in cash or similar short-term, high-quality debt securities.
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.