Dan IVES Wedbush AI Revolution ETF (IVES)

Overview

The Dan Ives Wedbush AI Revolution ETF (ticker symbol: IVES) is an actively managed ETF focused on investing in companies that are expected to benefit from the AI revolution. The fund primarily invests in stocks of companies involved in AI-related technologies, infrastructure, and applications.

Reputation and Reliability

Wedbush ETF Solutions is the issuer. They have a smaller presence in the ETF market compared to larger players, and their reputation is still developing.

Management Expertise

Dan Ives, a well-known technology analyst at Wedbush Securities, is involved in the management, bringing his industry expertise to the ETF.

Goal

To provide long-term capital appreciation by investing in companies that are expected to benefit from the growth of artificial intelligence.

Investment Approach and Strategy

Strategy: The ETF is actively managed, and does not track a specific index. The strategy involves identifying companies that are leaders or are expected to be leaders in the AI space.

Composition The ETF primarily holds stocks of companies in the technology, communication services, and consumer discretionary sectors that are involved in AI.

Market Share: The fund has a relatively small market share within the broader technology ETF market.

Total Net Assets (AUM): 17324366

Key Competitors

• Global X Robotics & Artificial Intelligence ETF (BOTZ)
• ROBO Global Robotics and Automation Index ETF (ROBO)
• iShares Robotics and Artificial Intelligence ETF (IRBO)

Competitive Landscape

The AI ETF market is competitive, with several established ETFs offering exposure to robotics, automation, and artificial intelligence. IVES distinguishes itself with active management led by Dan Ives' insights. Advantages could include superior stock selection; disadvantages include higher expense ratios compared to passive ETFs.

Historical Performance: Historical performance data unavailable at this time.

Benchmark Comparison: Benchmark comparison unavailable at this time.

Expense Ratio: 0.75

Average Trading Volume

The average trading volume of IVES ETF is relatively low, suggesting potential liquidity issues.

Bid-Ask Spread

The bid-ask spread is moderate, which could impact trading costs.

Market Environment Factors

Economic indicators, sector growth prospects for AI, and overall market conditions significantly influence IVES ETF's performance. Growth in the AI industry and positive investor sentiment towards technology companies are favorable factors.

Growth Trajectory

The growth trajectory of IVES ETF is tied to the adoption and expansion of AI technologies. Changes to strategy and holdings would reflect the evolution of the AI landscape.

Competitive Edge

Dan Ives Wedbush AI Revolution ETF has a competitive edge through Dan Ives' deep expertise in the technology sector and his active management approach. This allows for nimble adjustments based on emerging trends and undervalued opportunities in the AI landscape. The ETF may identify and invest in companies not yet recognized by broader market indices. This differentiated approach could potentially lead to outperformance compared to passive AI ETFs, although it comes with higher management fees.

Volatility

Volatility data unavailable at this time.

Market Risk

The ETF is subject to market risk associated with the technology sector and companies involved in AI. Rapid technological advancements and changing market sentiment can impact performance.

Ideal Investor Profile

The ideal investor is someone who believes in the long-term growth potential of AI and is willing to accept the risks associated with investing in a relatively new and actively managed ETF.

Market Risk

The ETF is suitable for long-term investors who are looking for exposure to the AI sector and are comfortable with active management.

The Dan Ives Wedbush AI Revolution ETF offers a targeted approach to investing in companies involved in artificial intelligence through active management. Its success depends on the stock-picking abilities of the management team, particularly Dan Ives. While the ETF benefits from Dan Ives' sector expertise, potential investors should consider its higher expense ratio and lower AUM compared to more established AI ETFs. The ETF's performance hinges on the continued growth and adoption of AI technologies, and its ability to identify and capitalize on emerging opportunities in the AI landscape.

Data Sources:

• ETF.com
• Morningstar
• Wedbush ETF Solutions

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.