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Upturn AI SWOT - About
BNY Mellon Innovators ETF (BKIV)
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Upturn Advisory Summary
07/14/2025: BKIV (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 27.12% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.53 - 38.55 | Updated Date 06/30/2025 |
52 Weeks Range 27.53 - 38.55 | Updated Date 06/30/2025 |
Upturn AI SWOT
BNY Mellon Innovators ETF
ETF Overview
Overview
The BNY Mellon Innovators ETF seeks long-term growth by investing in companies poised to benefit from disruptive innovation and technological advancements. It focuses on firms developing or utilizing new technologies and business models across various sectors.
Reputation and Reliability
BNY Mellon is a well-established financial institution with a long history and strong reputation in asset management.
Management Expertise
BNY Mellon has a dedicated team of investment professionals with experience in identifying and analyzing innovative companies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in innovative companies.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on their potential for innovation and disruption.
Composition The ETF primarily holds stocks of companies across various sectors that are deemed to be innovators.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): Data unavailable
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- iShares Robotics and Artificial Intelligence ETF (IRBO)
Competitive Landscape
The competitive landscape for innovation-focused ETFs is characterized by a variety of funds with different approaches to identifying and investing in disruptive companies. BKIV faces competition from larger, more established ETFs with higher AUM and trading volumes. A potential advantage for BKIV would be identifying innovative companies overlooked by larger funds, however, it lacks brand awareness compared to established competitors.
Financial Performance
Historical Performance: Historical financial performance data is unavailable in the response.
Benchmark Comparison: Benchmark comparison is unavailable in the response.
Expense Ratio: Data unavailable
Liquidity
Average Trading Volume
Average trading volume data is unavailable in the response.
Bid-Ask Spread
Bid-ask spread data is unavailable in the response.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects in technology and innovation, and overall market sentiment significantly impact BKIV's performance.
Growth Trajectory
Growth depends on identifying new innovative companies. Changes to investment strategy can be observed through periodic holding disclosures.
Moat and Competitive Advantages
Competitive Edge
BNY Mellon Innovators ETF benefits from BNY Mellon's expertise in asset management and research capabilities. Its focus on disruptive innovation and technological advancements can potentially provide exposure to high-growth companies. If BKIV can effectively identify and invest in undervalued innovators before other ETFs, it has a competitive edge. The ETF's success hinges on its ability to outperform its competitors in selecting and managing innovative stocks.
Risk Analysis
Volatility
Historical volatility data is unavailable in the response.
Market Risk
The ETF is subject to market risk, particularly related to the volatility of technology stocks and companies focused on innovation.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term growth through exposure to innovative companies and is comfortable with a higher level of risk.
Market Risk
The ETF is more suitable for long-term investors and active traders with a higher risk tolerance, rather than passive index followers.
Summary
BNY Mellon Innovators ETF aims to achieve long-term growth by investing in companies engaged in disruptive innovation. Backed by BNY Mellon's asset management expertise, this actively managed ETF seeks to identify and invest in companies with high growth potential. However, it faces competition from established funds in the innovation space and relies on successful stock selection. Investors should be aware of the risks associated with investing in technology stocks and disruptive innovation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon official website
- ETF Database
- Company Filings
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market share and AUM data may be outdated.
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 BNY Mellon Innovators ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund normally invests principally in equity securities of U.S. innovation-driven companies. The fund's sub-adviser considers innovation-driven companies to be (i) leading edge companies that, through their intellectual property, provide ground-breaking and/or innovative products and services that can be disruptive and transformative to existing business models and practices and (ii) business enterprises that are positively impacted by the transformation of their business models and practices through the use of such products or services. The fund is non-diversified.
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.
