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Upturn AI SWOT - About
Columbia ETF Trust I (HYSD)

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Upturn Advisory Summary
10/24/2025: HYSD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 3.21% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.24 - 20.29 | Updated Date 06/28/2025 |
52 Weeks Range 19.24 - 20.29 | Updated Date 06/28/2025 |
Upturn AI SWOT
Columbia ETF Trust I
ETF Overview
Overview
Columbia ETF Trust I encompasses a range of ETFs designed to cater to various investment objectives, primarily focusing on specific market segments, asset classes, or investment strategies. The ETFs provide exposure to diverse sectors and are managed with a focus on either tracking an index or employing an active investment approach.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established asset management firm with a global presence. The firm has a solid reputation for providing a range of investment products, including ETFs, and is known for its commitment to delivering value to its clients.
Management Expertise
Columbia Threadneedle Investments has a team of experienced portfolio managers and analysts who possess in-depth knowledge of various asset classes and investment strategies. Their expertise allows them to effectively manage ETFs and deliver strong investment performance.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the Columbia ETF Trust I family. Goals can range from tracking a broad market index to targeting specific sectors or investment themes.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF. Some ETFs aim to replicate the performance of a specific index (passive management), while others employ active management strategies to outperform a benchmark.
Composition The asset composition varies widely among the ETFs within the Columbia ETF Trust I, encompassing stocks, bonds, and potentially other asset classes, based on the fund's objective.
Market Position
Market Share: Market share depends heavily on the specific ETF within the trust.
Total Net Assets (AUM): AUM varies significantly by individual ETF. Specific figures would need to be retrieved for each fund within the trust.
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
Competitive Landscape
The ETF industry is highly competitive with numerous providers. Columbia ETF Trust I competes with larger, more established ETF providers. Advantages may include specialized strategies or niche market focuses. Disadvantages include lower brand recognition and smaller AUM compared to market leaders.
Financial Performance
Historical Performance: Historical performance varies by individual ETF. Specific historical performance data would need to be retrieved for each fund within the trust.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its underlying index. Specific data would need to be retrieved for each fund within the trust.
Expense Ratio: Expense ratios vary among the ETFs within the Columbia ETF Trust I family. These can generally be found on the issuer's website or within the ETF's prospectus.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the trust and needs to be assessed individually, though most funds in the trust are likely to be less liquid than those of larger providers.
Bid-Ask Spread
Bid-ask spread depends on the specific ETF within the trust and is generally wider for funds with lower trading volumes, leading to potentially higher trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, interest rates, and overall market sentiment influence Columbia ETF Trust I ETFs.
Growth Trajectory
Growth trends depend on the underlying assets and market conditions. Changes to strategy and holdings depend on specific ETF mandate and performance.
Moat and Competitive Advantages
Competitive Edge
Columbia ETF Trust I's competitive edge could lie in specialized investment strategies targeting niche market segments, potentially offering higher growth opportunities or unique risk-adjusted returns. Their expertise in specific sectors or asset classes could provide a differentiated value proposition. However, building brand recognition and scaling AUM in a crowded market remains a key challenge. This depends on the particular ETF and its offering; therefore, further analysis is required for each particular fund.
Risk Analysis
Volatility
Volatility depends on the underlying assets of each specific ETF within the trust.
Market Risk
Market risks are specific to the assets held by each ETF, and may include sector-specific risks, interest rate risk (for bond ETFs), or broader market risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within the trust. Certain ETFs may be suitable for investors seeking long-term growth, while others may be geared towards those with a higher risk tolerance looking for more aggressive investment strategies.
Market Risk
Suitability depends on the specific ETF. Some ETFs within the Columbia ETF Trust I might be best for long-term investors seeking targeted exposure to specific sectors or asset classes.
Summary
Columbia ETF Trust I provides a variety of ETFs designed to meet different investment goals, ranging from passively tracking market indices to actively managed funds targeting specific sectors. It faces stiff competition from established ETF providers. The success of each ETF within the trust hinges on its specific investment strategy, management expertise, and ability to deliver competitive risk-adjusted returns. Investors should carefully review the prospectus of each ETF within the trust to assess its suitability to their individual needs, risk tolerance and time horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and time period.
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 Columbia ETF Trust I
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high-yield debt instruments (commonly referred to as "junk" bonds). The fund may also invest in investment grade debt instruments and in debt instruments of foreign issuers. The fund is non-diversified.

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