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Upturn AI SWOT - About
LeaderShares® Activist Leaders® ETF (ACTV)
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Upturn Advisory Summary
08/14/2025: ACTV (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 -11.57% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 27.04 - 34.62 | Updated Date 06/29/2025 |
52 Weeks Range 27.04 - 34.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
LeaderShares® Activist Leaders® ETF
ETF Overview
Overview
The LeaderSharesu00ae Activist Leadersu00ae ETF (ACTV) seeks investment results that correspond generally to the performance of the Activist Leadersu00ae Index. The index is designed to track the performance of U.S. companies that have been publicly targeted by activist investors.
Reputation and Reliability
LeaderShares is a smaller ETF provider. Reliability should be assessed based on the ETF's adherence to its stated investment strategy and its overall tracking error.
Management Expertise
Information on the specific management team overseeing ACTV's investment strategy needs to be researched as per Leadershares official site.
Investment Objective
Goal
To provide investment results that correspond generally to the performance of the Activist Leadersu00ae Index.
Investment Approach and Strategy
Strategy: ACTV aims to track the Activist Leadersu00ae Index, which is comprised of U.S. companies publicly targeted by activist investors.
Composition The ETF primarily holds stocks of publicly traded companies in the United States.
Market Position
Market Share: Market share details require real-time data aggregation from financial data providers.
Total Net Assets (AUM): Requires real-time data from financial data providers.
Competitors
Key Competitors
- CRUS
- QARP
- DEEP
Competitive Landscape
The ETF landscape is very competitive, with many different strategies and investment focuses. ACTV distinguishes itself with its unique approach focused on companies targeted by activist investors. A potential advantage is the ability to profit from changes driven by activist interventions. Disadvantages could include potential underperformance if activist strategies fail or if the market views activist targets unfavorably.
Financial Performance
Historical Performance: Requires real-time financial data to evaluate historical performance.
Benchmark Comparison: Historical performance data compared to the Activist Leadersu00ae Index is required.
Expense Ratio: Requires real-time financial data from financial data providers.
Liquidity
Average Trading Volume
Average trading volume requires current market data; typically, higher trading volume implies better liquidity.
Bid-Ask Spread
The bid-ask spread depends on market conditions and trading volume, and is generally tighter for more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation can impact the performance. The level of activist investor activity and the market's perception of it also influences the ETF.
Growth Trajectory
The growth trajectory depends on the performance of the underlying companies targeted by activist investors and the overall market sentiment towards activist investing. Holdings and strategy may change to reflect current opportunities.
Moat and Competitive Advantages
Competitive Edge
ACTV's unique strategy of targeting companies subject to activist investor campaigns can lead to enhanced returns if the activist's strategies are successful. This provides a differentiated approach compared to broader market or sector-specific ETFs. The potential for unlocking value through strategic changes driven by activists is a key advantage. It offers investors targeted exposure to companies undergoing potential transformation, but hinges on the efficacy of chosen activist campaigns.
Risk Analysis
Volatility
Historical volatility data is needed to assess the price fluctuations and risk associated with ACTV.
Market Risk
Specific market risks include those inherent to equity investments, as well as risks associated with the activist investment strategy, such as potential failure of activist campaigns or negative market reactions.
Investor Profile
Ideal Investor Profile
Ideal investors are those comfortable with equity market risk and who are seeking potentially higher returns by investing in companies undergoing strategic changes driven by activist investors.
Market Risk
ACTV may be suitable for long-term investors with a higher risk tolerance, as well as those looking to add a unique and potentially high-growth component to their portfolio.
Summary
The LeaderSharesu00ae Activist Leadersu00ae ETF (ACTV) offers a differentiated approach to investing by focusing on U.S. companies targeted by activist investors, potentially leading to gains from strategic changes. Investors should be aware of the inherent risks associated with equity investments and the success rate of activist campaigns. ACTV's uniqueness lies in its potential to benefit from value unlocked through activist intervention. Careful consideration of its expense ratio, liquidity, and overall market conditions is essential before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Leadershares official site.
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market data is subject to change and may not be completely accurate.
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 LeaderShares® Activist Leaders® ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries.
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.