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Upturn AI SWOT - About
Ecofin Global Water ESG Fund (EBLU)
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Upturn Advisory Summary
10/23/2025: EBLU (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 9.33% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 42.22 - 53.55 | Updated Date 06/30/2025 |
52 Weeks Range 42.22 - 53.55 | Updated Date 06/30/2025 |
Upturn AI SWOT
Ecofin Global Water ESG Fund
ETF Overview
Overview
The Ecofin Global Water ESG Fund (EBLU) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the Ecofin Global Water ESG Index. It invests in companies involved in water infrastructure, water utilities, water technology, and water resources management, adhering to ESG principles.
Reputation and Reliability
Ecofin is known for its expertise in infrastructure and sustainable investing, demonstrating a commitment to responsible investment practices.
Management Expertise
The management team has extensive experience in infrastructure, utilities, and ESG investing, providing a specialized understanding of the water sector.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Ecofin Global Water ESG Index.
Investment Approach and Strategy
Strategy: The fund tracks the Ecofin Global Water ESG Index, using a passive investment approach to mirror the index's performance.
Composition The ETF primarily holds stocks of companies involved in the water industry, including utilities, infrastructure, and technology companies. The holdings are selected based on ESG criteria.
Market Position
Market Share: Insufficient data available to provide an accurate market share for EBLU.
Total Net Assets (AUM): 15990000
Competitors
Key Competitors
- Invesco Water Resources ETF (PHO)
- First Trust Water ETF (FIW)
- Guggenheim S&P Global Water Index ETF (CGW)
Competitive Landscape
The water ETF market is characterized by a few major players, each offering slightly different approaches to water investment. EBLU distinguishes itself with its ESG focus, which may appeal to socially conscious investors. However, this ESG focus could limit its investment universe compared to broader water ETFs.
Financial Performance
Historical Performance: Insufficient data available to provide historical performance.
Benchmark Comparison: Insufficient data available to compare to benchmark.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume for EBLU is relatively low, which may result in wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread for EBLU can be wider than more liquid ETFs, which may increase trading costs.
Market Dynamics
Market Environment Factors
Demand for water infrastructure and technology is driven by population growth, urbanization, and climate change. Government regulations and increasing water scarcity also play a role.
Growth Trajectory
EBLU's growth trajectory depends on the increasing demand for water solutions and the adoption of ESG investing principles. There is no change to investment strategy.
Moat and Competitive Advantages
Competitive Edge
EBLUu2019s competitive edge lies in its focus on ESG principles within the water sector, attracting environmentally and socially conscious investors. The fund's index selects companies with robust ESG practices, potentially leading to sustainable long-term growth. By focusing on ESG, the fund can differentiate itself in a crowded market of water-focused ETFs, which attracts a niche investor base. This targeted approach positions the fund as a leader in sustainable water investing.
Risk Analysis
Volatility
Insufficient data available to assess EBLU's volatility.
Market Risk
EBLU is subject to market risk, specifically the risk associated with the water sector and the overall equity market. Companies within the water industry are also subject to regulation and the impact of environmental events.
Investor Profile
Ideal Investor Profile
The ideal investor for EBLU is someone seeking exposure to the global water sector, emphasizing ESG principles. This includes investors who prioritize socially responsible investments and believe in the long-term growth potential of sustainable water solutions.
Market Risk
EBLU is best suited for long-term investors who understand the inherent risks of investing in a specific sector and are aligned with ESG investing philosophies.
Summary
Ecofin Global Water ESG Fund (EBLU) offers exposure to the global water sector with a focus on ESG principles. This ETF is designed for long-term investors who believe in the sustainability and growth potential of water-related industries while prioritizing ESG factors. The ESG focus differentiates it from other water ETFs, catering to environmentally and socially conscious investors. However, its low trading volume and potential for wider bid-ask spreads should be considered before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Ecofin Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Ecofin Global Water ESG Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by its name (i.e., Water Companies). The index is a proprietary rules-based, modified market capitalization weighted, float adjusted index designed to track the overall performance of equity securities of global Water Companies listed on developed country exchanges. The fund is non-diversified.
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