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IndexIQ Active ETF Trust (IQRA)
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Upturn Advisory Summary
11/05/2025: IQRA (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 2.83% | Avg. Invested days 58 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.82 - 27.52 | Updated Date 06/30/2025 |
52 Weeks Range 23.82 - 27.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
IndexIQ Active ETF Trust
ETF Overview
Overview
ETF IndexIQ Active ETF Trust is an actively managed ETF aiming to provide investors with capital appreciation and income through a dynamic asset allocation strategy across various asset classes. It focuses on adapting to changing market conditions.
Reputation and Reliability
IndexIQ is known for innovative and alternative investment solutions. They have a solid track record in developing and managing ETFs.
Management Expertise
IndexIQ's management team has experience in active asset allocation and ETF management, leveraging quantitative and qualitative analysis.
Investment Objective
Goal
To achieve capital appreciation and income by actively allocating assets across various asset classes based on market conditions.
Investment Approach and Strategy
Strategy: It does not track a specific index but uses an active management strategy based on market analysis and economic indicators.
Composition The ETF's portfolio consists of a mix of stocks, bonds, commodities, and other asset classes, dynamically adjusted based on market outlook.
Market Position
Market Share: Data unavailable to provide precise market share.
Total Net Assets (AUM): Data unavailable to provide precise AUM.
Competitors
Key Competitors
- DJP
- GSG
- PDBC
- COMT
Competitive Landscape
The ETF market is highly competitive with numerous players offering similar multi-asset strategies. A potential advantage for IndexIQ Active ETF Trust could be its dynamic asset allocation strategy, but it must demonstrate superior risk-adjusted returns. A disadvantage could be higher expense ratios associated with active management compared to passive index trackers.
Financial Performance
Historical Performance: Historical performance data unavailable for structured numerical output.
Benchmark Comparison: Data not available for benchmark comparison.
Expense Ratio: Data unavailable to provide expense ratio.
Liquidity
Average Trading Volume
Average trading volume data unavailable.
Bid-Ask Spread
Bid-ask spread data unavailable.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rates, and GDP growth, alongside sector-specific trends, significantly influence IndexIQ Active ETF Trust's performance.
Growth Trajectory
Growth trends depend on the ETF's ability to adapt its asset allocation strategy effectively to changing market conditions and capitalize on opportunities. Any changes to strategy and holdings are based on evolving market dynamics.
Moat and Competitive Advantages
Competitive Edge
IndexIQ Active ETF Trust's competitive edge lies in its active management approach, allowing it to adapt to changing market conditions unlike passive index trackers. The ETF can dynamically allocate assets to sectors and asset classes that offer the most potential for growth and income. A dedicated management team leverages both quantitative and qualitative analysis. This active management offers potential for outperformance but also comes with higher risk.
Risk Analysis
Volatility
Historical volatility data unavailable.
Market Risk
Market risk includes potential losses due to broad market declines and specific risks related to the underlying asset classes in the ETF's portfolio. These include equity risk, interest rate risk, credit risk for bonds, and commodity price volatility.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a diversified investment portfolio with the potential for capital appreciation and income. Investors should be comfortable with the risks associated with active management and dynamic asset allocation.
Market Risk
It is best suited for long-term investors seeking a diversified portfolio, but active traders may also find it appealing due to its dynamic strategy.
Summary
IndexIQ Active ETF Trust is an actively managed ETF seeking capital appreciation and income. It employs a dynamic asset allocation strategy across various asset classes, adapting to changing market conditions. Its competitive edge lies in its active management style, potentially offering outperformance. However, it also carries the risks associated with active management, and performance depends heavily on the skill of the management team.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
Disclaimers:
The data provided is based on available information and is not financial advice. Investment decisions should be based on thorough research and consultation with a 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 IndexIQ Active ETF Trust
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 assets (net assets plus borrowings for investment purposes) in securities issued by real assets companies. Under normal circumstances, the fund invests primarily in common stock, but may also invest in other equity securities including preferred stock, convertible securities, rights or warrants to buy common stocks, master limited partnerships ("MLPs"), and depositary receipts with characteristics similar to common stock.
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.