
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
LeaderShares® Activist Leaders® ETF (ACTV)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: ACTV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -11.16% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 to track the performance of the US equity market by investing in companies that are being targeted by activist investors. The fund aims to capitalize on the potential for increased shareholder value driven by activist interventions.
Reputation and Reliability
LeaderShares ETFs are known for their innovative, thematic investment strategies. Their reliability is tied to their ability to execute on these strategies and provide transparency to investors.
Management Expertise
The management team possesses expertise in developing and managing specialized ETFs, with a focus on identifying and tracking specific investment themes.
Investment Objective
Goal
To track the performance of an index composed of U.S. companies subject to activist investor campaigns.
Investment Approach and Strategy
Strategy: The ETF tracks an index of companies identified as targets of activist investors, aiming to capture potential gains from corporate changes initiated by these activists.
Composition The ETF primarily holds common stocks of U.S. companies targeted by activist investors.
Market Position
Market Share: Market share data for ACTV can vary and may be limited, especially if the ETF is relatively small or niche within the broader ETF market. Precise figures would require accessing current market data sources.
Total Net Assets (AUM): The Total Net Assets (AUM) data for ACTV can vary. Precise figures would require accessing current market data sources.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape involves other thematic ETFs focused on specific investment strategies or sectors. ACTV differentiates itself through its focus on companies targeted by activist investors, potentially offering a unique risk-reward profile. It will face competition from broader market ETFs. Advantages include potential for outperformance due to activist interventions. Disadvantages include reliance on successful activist campaigns and potentially higher volatility.
Financial Performance
Historical Performance: Historical performance data for ACTV needs to be retrieved from financial data providers. Performance will depend on the success of activist campaigns and overall market conditions.
Benchmark Comparison: The ETF's performance should be compared to a broad market index like the S&P 500 and to other ETFs following similar activist investing strategies (if any).
Expense Ratio: The expense ratio data for ACTV needs to be retrieved from financial data providers.
Liquidity
Average Trading Volume
The average trading volume of the ETF influences how easily investors can buy and sell shares, and specific figures need to be retrieved from a financial data provider.
Bid-Ask Spread
The bid-ask spread indicates the difference between the highest price a buyer will pay and the lowest price a seller will accept, with tighter spreads indicating better liquidity, and specific figures need to be retrieved from a financial data provider.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, regulatory changes, and the overall appetite for activist investing can significantly affect the ETF's performance.
Growth Trajectory
Growth trends depend on the prevalence and success of activist campaigns, as well as investor interest in this specialized investment strategy.
Moat and Competitive Advantages
Competitive Edge
ACTVu2019s competitive edge lies in its targeted focus on companies undergoing activist campaigns. This provides exposure to potentially undervalued companies undergoing significant changes. The fund's strategy seeks to benefit from operational improvements, strategic shifts, and increased shareholder value creation led by activist investors. By tracking companies targeted by activist investors, ACTV offers a unique investment opportunity not readily available through broad market ETFs.
Risk Analysis
Volatility
Volatility can be assessed by examining the ETF's standard deviation and beta compared to the broader market.
Market Risk
Specific risks include the uncertainty of activist campaign outcomes, potential underperformance if activist interventions are unsuccessful, and concentration risk if the ETF holds a small number of stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a higher risk tolerance who seeks exposure to companies undergoing corporate changes driven by activist investors.
Market Risk
The ETF is best suited for investors willing to take on higher risks associated with activist investing. It is suitable for active traders looking to capitalize on short to mid term gains.
Summary
The LeaderSharesu00ae Activist Leadersu00ae ETF (ACTV) provides exposure to U.S. companies targeted by activist investors, aiming to capitalize on potential gains from corporate changes. It is important to note that this niche strategy involves above-average market risk associated with the success of such interventions. It's suitable for investors with higher risk tolerance seeking specialized investment strategies beyond traditional ETFs. Investors should research the ETF's holdings and performance and weigh against competitors if any.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers (e.g., Bloomberg, Reuters)
- Investment research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions. Market data is subject to change.
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.