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Upturn AI SWOT - About
ETF Series Solutions (DSMC)
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Upturn Advisory Summary
10/24/2025: DSMC (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 13.83% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.84 - 38.44 | Updated Date 06/29/2025 |
52 Weeks Range 26.84 - 38.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
ETF Series Solutions
ETF Overview
Overview
ETF Series Solutions is a platform offering various actively managed and index-based ETFs across multiple asset classes and investment strategies. It provides operational, legal, and compliance support to fund managers seeking to launch their own ETFs.
Reputation and Reliability
ETF Series Solutions is known for providing a comprehensive platform for ETF launches and operations. They are generally considered reliable in providing support services.
Management Expertise
The platform's expertise lies in ETF administration, compliance, and distribution, rather than direct investment management, which is handled by the individual ETF managers using the platform.
Investment Objective
Goal
The primary goal varies depending on the individual ETF within the ETF Series Solutions umbrella. Each fund has its specific objectives outlined in its prospectus.
Investment Approach and Strategy
Strategy: The strategy varies widely depending on the individual ETF. Some track specific indexes, while others are actively managed using various strategies.
Composition The assets held vary greatly depending on the individual ETF. It may include stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Varies depending on the specific ETF within the platform.
Total Net Assets (AUM): Varies significantly across all the funds offered under the ETF Series Solutions umbrella. Individual funds' AUM needs to be looked at.
Competitors
Key Competitors
- iShares Core S&P 500 (IVV)
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The competitive landscape is highly fragmented. ETF Series Solutions provides a platform, so competition is indirect, involving other ETF platforms and fund administration services. Advantages include ease of ETF launch; disadvantages include reliance on individual fund managers' success.
Financial Performance
Historical Performance: Varies depending on the specific ETF. Historical data needs to be analyzed at the individual fund level.
Benchmark Comparison: Varies depending on the specific ETF. Each fund should be compared to its respective benchmark.
Expense Ratio: Expense ratios vary significantly across individual ETFs within the platform. They are disclosed for each individual fund.
Liquidity
Average Trading Volume
Average trading volume is highly variable and dependent on the individual ETF's popularity and investor interest.
Bid-Ask Spread
Bid-ask spreads vary significantly among different ETFs and can range from a few basis points to higher, depending on trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific trends, and overall market sentiment influence the performance of the individual ETFs within ETF Series Solutions.
Growth Trajectory
Growth depends on the success of individual funds and the overall expansion of the ETF market. New funds and innovative strategies can drive growth.
Moat and Competitive Advantages
Competitive Edge
ETF Series Solutions' competitive edge lies in its comprehensive platform approach, offering administrative, legal, and compliance support to fund managers, which simplifies the ETF launch process. This allows niche and specialized investment strategies to enter the market more easily. It does not inherently offer superior investment management but provides a cost-effective way for fund managers to operate their ETFs. This platform approach distinguishes them from traditional asset management firms that develop and manage their own ETFs.
Risk Analysis
Volatility
Volatility depends on the underlying assets of each individual ETF within the platform.
Market Risk
Market risk depends on the specific holdings of each individual ETF and the sectors or asset classes they target.
Investor Profile
Ideal Investor Profile
The ideal investor varies widely depending on the specific ETF within the platform. It caters to investors seeking diverse and specialized investment strategies.
Market Risk
Suitability varies. Some ETFs are suitable for long-term investors, while others are designed for active traders seeking specific exposure.
Summary
ETF Series Solutions is a platform offering a variety of ETFs with different investment strategies, objectives, and risk profiles. Its strength lies in providing operational and compliance support to fund managers, enabling the launch of diverse ETFs. Investors should carefully evaluate the specific holdings, strategies, and risks associated with each individual ETF. The platform's success depends on the expertise of the individual fund managers using it, and thorough due diligence is crucial before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF Series Solutions website
- SEC filings
- Various financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. 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 ETF Series Solutions
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in equity securities of small- and mid-capitalization companies. The fund's managers consider companies whose market capitalization, at the time of purchase, places them in the lowest 12.5% of the total market capitalization of the U.S. equity market to be small-cap and mid-cap companies.
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.