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Upturn AI SWOT - About
AdvisorShares Hotel ETF (BEDZ)
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Upturn Advisory Summary
10/24/2025: BEDZ (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.
Analysis of Past Performance
Type ETF | Historic Profit 11.05% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.39 | 52 Weeks Range 24.59 - 34.94 | Updated Date 06/29/2025 |
52 Weeks Range 24.59 - 34.94 | Updated Date 06/29/2025 |
Upturn AI SWOT
AdvisorShares Hotel ETF
ETF Overview
Overview
The AdvisorShares Hotel ETF focused on companies involved in the hotel, resort, and cruise line industries, providing exposure to the travel and leisure sector. It actively manages a portfolio seeking capital appreciation.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs and innovative investment strategies.
Management Expertise
AdvisorShares employs experienced portfolio managers with expertise in the hospitality and leisure industries.
Investment Objective
Goal
Seeks long-term capital appreciation by investing in the hotel, resort, and cruise line industries.
Investment Approach and Strategy
Strategy: Actively managed ETF investing in companies primarily engaged in the global hotel and leisure sectors.
Composition Primarily holds stocks of companies in the hotel, resort, and cruise line industries.
Market Position
Market Share: Data unavailable to provide accurate market share.
Total Net Assets (AUM): Data unavailable to provide AUM data. Update as soon as information becomes available.
Competitors
Key Competitors
- PEJ
- XLY
- AWAY
Competitive Landscape
The competitive landscape includes broad consumer discretionary ETFs (XLY) and travel-specific ETFs (PEJ, AWAY). AdvisorShares Hotel ETF differentiates itself through its active management and focused exposure to the hotel and cruise industry, but the industry is competitive and subject to market volatility. The ETF may face challenges in attracting and retaining assets given the presence of larger, more established ETFs in the same or related sectors.
Financial Performance
Historical Performance: Data unavailable to provide an accurate and complete historical performance analysis. Update when data becomes available.
Benchmark Comparison: Data unavailable to provide an accurate benchmark comparison. Update when data becomes available.
Expense Ratio: Data unavailable to provide an accurate expense ratio. Update when data becomes available.
Liquidity
Average Trading Volume
Data unavailable to provide an accurate average trading volume.
Bid-Ask Spread
Data unavailable to provide an accurate bid-ask spread.
Market Dynamics
Market Environment Factors
Economic growth, consumer spending, travel trends, and interest rates influence the performance of the hotel and leisure industries. The ETF is susceptible to changes in these macroeconomic factors.
Growth Trajectory
Data unavailable to accurately determine growth trends. Update as soon as data becomes available.
Moat and Competitive Advantages
Competitive Edge
The AdvisorShares Hotel ETF's active management aims to outperform passive investment strategies by dynamically adjusting the portfolio based on market conditions and industry trends. Its focus on the hotel and cruise line industries offers targeted exposure to this sector. The fund differentiates itself through its active management approach. This active approach allows it to potentially capitalize on opportunities not captured by passive indexes.
Risk Analysis
Volatility
Volatility can be influenced by consumer discretionary spending patterns, economic cycles, and industry-specific events.
Market Risk
Risks include economic downturns affecting travel and leisure, geopolitical events, and industry-specific challenges like health crises or changing consumer preferences.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the hotel, resort, and cruise line industries and are comfortable with active management and potentially higher volatility.
Market Risk
Suitable for investors with a higher risk tolerance, looking for specific sector exposure, and who are willing to invest for the long term.
Summary
The AdvisorShares Hotel ETF provides targeted exposure to the hotel and cruise line industries through active management. The fund's success hinges on the portfolio manager's ability to navigate market dynamics and select promising investments within the sector. Investors should carefully consider the risks associated with sector-specific investments and active management. This ETF may be appropriate for investors seeking diversification within the travel and leisure sector with a high risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Data might be incomplete or out of date.
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 AdvisorShares Hotel ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock, real estate investment trusts and ADRs. It is non-diversified.
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