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Exchange Traded Concepts Trust (COAL)
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Upturn Advisory Summary
11/05/2025: COAL (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 -0.34% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.85 - 25.78 | Updated Date 06/30/2025 |
52 Weeks Range 13.85 - 25.78 | Updated Date 06/30/2025 |
Upturn AI SWOT
Exchange Traded Concepts Trust
ETF Overview
Overview
Exchange Traded Concepts Trust is an ETF provider offering a platform for advisors to launch and manage their own ETFs, focusing on diverse investment strategies and asset classes.
Reputation and Reliability
Exchange Traded Concepts Trust is known for providing a white-label ETF platform, enabling asset managers to offer specialized ETFs without the complexities of fund administration.
Management Expertise
The management team at Exchange Traded Concepts Trust possesses expertise in ETF structuring, compliance, and distribution.
Investment Objective
Goal
The primary goal of Exchange Traded Concepts Trust is to provide a platform that allows asset managers to create and manage ETFs tailored to specific investment strategies.
Investment Approach and Strategy
Strategy: Exchange Traded Concepts Trust does not directly manage assets but provides the infrastructure for others to do so. Strategies vary depending on the ETFs launched on its platform.
Composition The composition varies widely depending on the specific ETFs offered through the platform, ranging from equities and fixed income to commodities and alternative investments.
Market Position
Market Share: Exchange Traded Concepts Trust's market share is dependent on the aggregate AUM of the ETFs utilizing its platform.
Total Net Assets (AUM): AUM varies dynamically with ETFs launched and managed under the ETC platform. Real-time data must be pulled from current market reporting sources.
Competitors
Key Competitors
- ALPS
- First Trust
- GraniteShares
- Direxion
- Pacer Financial
Competitive Landscape
The ETF industry is highly competitive, with numerous issuers vying for market share. Exchange Traded Concepts Trust differentiates itself by offering a white-label solution for asset managers. A disadvantage is that its success depends on the success of the ETFs it hosts and it doesn't have direct AUM from managing its own funds.
Financial Performance
Historical Performance: Historical financial performance data is not directly applicable as Exchange Traded Concepts Trust primarily offers a platform service; the performance is dependent on the underlying ETFs.
Benchmark Comparison: Benchmark comparison is not directly applicable as Exchange Traded Concepts Trust primarily offers a platform service; the performance is dependent on the underlying ETFs.
Expense Ratio: Expense ratio depends on the specific ETFs launched on the platform, varying from fund to fund.
Liquidity
Average Trading Volume
The average trading volume varies greatly depending on the specific ETFs launched on the platform.
Bid-Ask Spread
The bid-ask spread depends on the specific ETFs launched on the platform and their respective trading volumes.
Market Dynamics
Market Environment Factors
Market environment factors include the demand for specialized ETF products, regulatory changes, and technological advancements in ETF management.
Growth Trajectory
The growth trajectory depends on the adoption of its platform by asset managers and the subsequent performance of the ETFs launched through it.
Moat and Competitive Advantages
Competitive Edge
Exchange Traded Concepts Trust offers a unique value proposition by enabling asset managers to launch ETFs without navigating the complexities of fund administration. This white-label approach attracts boutique firms and independent advisors. This reduces barriers to entry. This allows for greater innovation in the ETF space. The success, however, remains tied to the capabilities of partner asset managers.
Risk Analysis
Volatility
Volatility depends entirely on the underlying assets of the ETFs launched through the platform.
Market Risk
Market risk depends on the specific assets held by the ETFs on the platform and their sensitivity to market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is an asset manager or advisor seeking a streamlined solution for launching and managing ETFs. End investors will invest through individual ETC-partnered ETFs.
Market Risk
Exchange Traded Concepts Trust is suitable for asset managers seeking to offer ETFs. The suitability for end investors depends on the specific ETFs offered on the platform.
Summary
Exchange Traded Concepts Trust functions as a white-label ETF platform, empowering asset managers to launch their own ETFs. Its success is intrinsically linked to the performance and market adoption of the ETFs created through its platform. By providing a simplified route to market, it fuels innovation within the ETF industry. Potential growth depends on attracting and retaining skilled asset managers. For end investors, the platform offers access to a diverse range of ETF products, each with its own risk and return profile.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company SEC filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results.
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 Exchange Traded Concepts Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests in securities comprising the index. The index is designed to track the performance of companies that are involved in the metallurgical (met) and thermal coal industry, which includes production, exploration, development, transportation, and distribution ("Coal Companies"). Under normal circumstances, the fund invests at least 80% of its net assets in securities of coal companies. The fund is non-diversified.
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