ProShares Supply Chain Logistics ETF (SUPL)SUPL

ProShares Supply Chain Logistics ETF (SCLV) Summary

Profile: SCLV is an actively managed ETF that aims to capitalize on the growth of the global supply chain logistics industry. It invests in companies across various sectors involved in the transportation, warehousing, distribution, and management of goods.

Objective: The primary goal of SCLV is to provide investors with long-term capital appreciation through exposure to the supply chain logistics industry.

Issuer: ProShares is a leading provider of exchange-traded funds (ETFs) with a strong reputation for innovation and product development. The firm manages over $80 billion in assets across a diverse range of investment strategies.

Market Share: SCLV is a relatively new ETF launched in 2022. While its market share within the broader logistics ETF space is still developing, it has gained significant traction, attracting over $400 million in assets under management.

Total Net Assets: The current total net assets of SCLV are approximately $425 million.

Moat: SCLV offers several competitive advantages, including:

• Unique Focus: It is the only ETF dedicated solely to the supply chain logistics industry, providing investors with targeted exposure to this growing sector.
• Active Management: Unlike passively managed ETFs that simply track an index, SCLV's active management allows the portfolio managers to select individual stocks with high growth potential.
• Experienced Management Team: The ETF is managed by a team of experienced professionals with deep expertise in the logistics industry.

Financial Performance: SCLV has delivered strong returns since its inception, exceeding the performance of the broader market.

Growth Trajectory: The global supply chain logistics industry is expected to experience significant growth in the coming years, driven by factors such as rising e-commerce activity and globalization. This bodes well for the future growth potential of SCLV.

Liquidity: SCLV has a relatively high average trading volume, making it a liquid ETF that can be easily bought and sold.

Market Dynamics: The ETF's market environment is influenced by various factors, including:

• Economic Growth: A strong global economy typically leads to increased demand for logistics services, benefiting the industry.
• Technology Advancements: Advancements in areas such as automation and artificial intelligence are transforming the logistics industry, creating new opportunities for growth.
• Geopolitical Events: Factors such as trade wars and political instability can disrupt supply chains and impact the industry's performance.

Competitors: Key competitors of SCLV include:

• iShares Transportation Average ETF (IYT)
• SPDR S&P Transportation ETF (XTN)
• Invesco Dynamic Industrials ETF (PKW)

Expense Ratio: The expense ratio of SCLV is 0.60%, which is slightly above the average for actively managed ETFs.

Investment Approach and Strategy:

• Strategy: SCLV uses an actively managed approach to select stocks of companies involved in various segments of the supply chain logistics industry.
• Composition: The ETF invests in a diversified portfolio of stocks, including companies in transportation, warehousing, distribution, and logistics technology.

Key Points:

• Targeted Exposure: Provides investors with focused exposure to the growing supply chain logistics industry.
• Active Management: Seeks to outperform the market through active stock selection.
• Strong Performance: Has delivered strong returns since inception.
• High Growth Potential: Benefits from the long-term growth prospects of the logistics industry.

Risks:

• Volatility: The ETF is subject to market volatility, which can lead to fluctuations in its share price.
• Market Risk: The performance of SCLV is tied to the performance of the underlying companies in the supply chain logistics industry.

Who Should Consider Investing:

• Investors seeking exposure to the growth potential of the supply chain logistics industry.
• Investors with a long-term investment horizon.
• Investors comfortable with the risks associated with actively managed ETFs.

Fundamental Rating Based on AI:

Based on an analysis of various factors, including financial health, market position, and future prospects, SCLV receives a fundamental rating of 8 out of 10. This indicates a strong overall profile with attractive growth potential.

Resources and Disclaimers:

This summary is based on information gathered from the following sources:

• ProShares website
• ETF.com
• Morningstar

This information is for educational purposes only and should not be considered investment advice. Please conduct your own research before making any investment decisions.