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Macquarie ETF Trust (HTAX)
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Upturn Advisory Summary
10/24/2025: HTAX (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 -0.15% | Avg. Invested days 22 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.94 - 24.83 | Updated Date - |
52 Weeks Range 22.94 - 24.83 | Updated Date - |
Upturn AI SWOT
Macquarie ETF Trust
ETF Overview
Overview
Macquarie ETF Trust is a suite of ETFs offering exposure to various market segments and investment strategies. The specific focus, sector, asset allocation, and investment strategy vary depending on the individual fund within the trust.
Reputation and Reliability
Macquarie is a global financial services group with a strong reputation and track record. Its ETF offerings benefit from the firm's extensive investment expertise.
Management Expertise
Macquarie's management team comprises experienced professionals with a deep understanding of financial markets and ETF management.
Investment Objective
Goal
The investment goal varies by individual fund within the Macquarie ETF Trust. Generally, the goal is to provide investors with targeted exposure to a specific market segment or investment strategy.
Investment Approach and Strategy
Strategy: The strategies vary by individual fund. Some may track specific indexes, while others may employ active management or focus on specific sectors or themes.
Composition The composition of the ETFs within the Macquarie ETF Trust varies significantly depending on the specific fund's investment strategy. The assets held may include stocks, bonds, and other securities.
Market Position
Market Share: Varies significantly by individual fund.
Total Net Assets (AUM): Varies significantly by individual fund.
Competitors
Key Competitors
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar products. Macquarie ETFs compete based on factors such as investment strategy, expense ratios, and historical performance.
Financial Performance
Historical Performance: Data not available without specifying a particular fund.
Benchmark Comparison: Data not available without specifying a particular fund.
Expense Ratio: Varies significantly by individual fund.
Liquidity
Average Trading Volume
Average trading volume varies widely across the Macquarie ETF Trust ETFs.
Bid-Ask Spread
The bid-ask spread depends on the ETF, volume and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment impact the performance of Macquarie ETFs. The impact varies depending on the specific fund's investment strategy.
Growth Trajectory
Growth trends and patterns depend on the specific fund and market conditions. Changes to strategy and holdings depend on individual fund management.
Moat and Competitive Advantages
Competitive Edge
Macquarie ETF Trust's competitive advantage stems from its global financial expertise and brand recognition. Individual ETFs may offer unique investment strategies or niche market focus. These funds are backed by a well-established financial institution with a history of delivering investment solutions. The diversified range of ETFs within the trust caters to various investor needs and risk profiles. Macquarie's research capabilities can provide insights that drive informed investment decisions.
Risk Analysis
Volatility
Volatility depends on the specific fund and the underlying assets it holds.
Market Risk
Macquarie ETF Trust ETFs are subject to market risk, which is the risk that the value of the investments will decline due to overall market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific fund within the Macquarie ETF Trust. It could range from conservative income-seeking investors to aggressive growth-oriented investors.
Market Risk
Suitability depends on the specific fund and the investor's individual investment objectives, risk tolerance, and time horizon.
Summary
Macquarie ETF Trust provides a diversified range of ETFs catering to different investment objectives and risk profiles. The performance of these ETFs depends on the specific fund's investment strategy and market conditions. Investors should carefully consider their investment goals and risk tolerance before investing in any Macquarie ETF. Macquarie's reputation and experience in financial markets provide a solid foundation for its ETF offerings. The availability of various investment strategies enables investors to build well-rounded portfolios and access specific market segments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Macquarie official website
- ETF Database
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. 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 Macquarie ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities the income from which is exempt from federal income tax. Municipal debt obligations are issued by state and local governments to raise funds for various public purposes such as hospitals, schools, and general capital expenses.
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.