Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
ETF Series Solutions (SAWG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: SAWG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 Stock | Historic Profit -4.09% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 593 | Beta - | 52 Weeks Range 17.96 - 20.71 | Updated Date 02/26/2025 |
52 Weeks Range 17.96 - 20.71 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
ETF Series Solutions
Company Overview
History and Background
ETF Series Solutions is a white-label ETF provider, assisting firms in launching and managing their own ETFs. Founded to streamline ETF creation and operations, it has become a key player in the ETF infrastructure space.
Core Business Areas
- ETF Launch Platform: Provides a comprehensive platform for firms to design, launch, and manage ETFs, handling regulatory compliance, fund administration, and distribution.
- Fund Administration: Offers fund accounting, reporting, and compliance services to ETF issuers.
- Compliance and Legal Support: Provides regulatory guidance and compliance solutions to navigate the complex ETF regulatory landscape.
- Distribution Support: Aids in the marketing and distribution of ETFs to reach target investors.
Leadership and Structure
Details about leadership and specific organizational structure are not readily available to the public but the company operates with a leadership team overseeing legal, compliance, and operational aspects of ETF launches and fund administration.
Top Products and Market Share
Key Offerings
- ETF-in-a-Box Solution: A comprehensive platform allowing investment firms to launch their own ETFs quickly and efficiently. Market share data is not publicly available. Competitors include Exchange Traded Concepts, Tidal ETF Services, and Parametric Portfolio Associates.
- Fund Administration Services: Provides the necessary infrastructure and operational support for existing ETFs. Market share data is not publicly available. Competitors include State Street, BNY Mellon, and U.S. Bancorp Fund Services.
Market Dynamics
Industry Overview
The ETF industry is experiencing rapid growth, driven by increasing investor demand for low-cost, transparent investment vehicles. Consolidation among providers and increasing complexity of ETF products are key trends.
Positioning
ETF Series Solutions positions itself as an enabler for firms seeking to enter the ETF market without the significant upfront investment and expertise typically required. Its competitive advantage lies in its comprehensive platform and established regulatory knowledge.
Total Addressable Market (TAM)
The global ETF market is expected to reach trillions of dollars. ETF Series Solutions targets a portion of this TAM by providing services to new ETF entrants and existing providers seeking operational efficiencies.
Upturn SWOT Analysis
Strengths
- Comprehensive ETF launch platform
- Expertise in ETF regulatory compliance
- Scalable infrastructure
- Experienced management team
Weaknesses
- Reliance on client growth and success
- Limited brand recognition among retail investors
- Potential for increased competition in the white-label ETF space
Opportunities
- Growing demand for thematic and actively managed ETFs
- Expansion into new geographic markets
- Partnerships with asset managers seeking ETF solutions
- Development of new ETF-related technologies
Threats
- Increased regulatory scrutiny of ETFs
- Market downturn impacting ETF asset values
- Emergence of disruptive technologies
- Competition from larger, more established ETF providers
Competitors and Market Share
Key Competitors
- Exchange Traded Concepts
- Tidal ETF Services
- Parametric Portfolio Associates
Competitive Landscape
ETF Series Solutions differentiates itself through its comprehensive platform and focus on regulatory expertise. However, larger competitors may have greater brand recognition and resources.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the overall ETF industry growth and client acquisition.
Future Projections: Future growth depends on the continued expansion of the ETF market and ETF Series Solutions's ability to attract new clients.
Recent Initiatives: Focus on ESG ETF launches, infrastructure expansion, and strategic partnerships.
Summary
ETF Series Solutions is a crucial player in the ETF market, facilitating new entrants with its platform. Its strength lies in regulatory expertise, but growth hinges on client success and broader ETF market trends. The company should monitor increasing competition in the white-label ETF space.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings
- Industry Reports
- Company Websites
Disclaimers:
The data provided is based on publicly available information and may not be comprehensive. Market share estimates are approximate.
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 ETF Series Solutions
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-31 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity securities of large-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed large-capitalization companies.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.