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Upturn AI SWOT - About
LeaderShares® Activist Leaders® ETF (ACTV)
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Upturn Advisory Summary
09/15/2025: ACTV (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 -9.9% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 27.04 - 34.62 | Updated Date 06/29/2025 |
52 Weeks Range 27.04 - 34.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
LeaderShares® Activist Leaders® ETF
ETF Overview
Overview
The LeaderSharesu00ae Activist Leadersu00ae ETF (ACTV) seeks to provide investment results that correspond generally to the performance of the Activist Leaders Index. The fund invests in companies where prominent activist investors are actively engaged. It focuses on capital appreciation by investing in US equities.
Reputation and Reliability
LeaderShares is a niche ETF provider known for thematic and strategy-focused ETFs. Their reputation is still building compared to larger issuers.
Management Expertise
The management team likely has experience in indexing and portfolio management, although details on specific personnel may be limited.
Investment Objective
Goal
To provide investment results that correspond generally to the performance of the Activist Leaders Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Activist Leaders Index, which is designed to identify and weight companies where notable activist investors have taken a significant stake.
Composition The ETF primarily holds stocks of U.S. companies identified as targets of activist investors.
Market Position
Market Share: ACTV's market share within the broader U.S. equity ETF landscape is relatively small.
Total Net Assets (AUM): 64490911
Competitors
Key Competitors
- CRUS (Crusoe Energy Systems Inc.)
- VOTE (Engine No. 1 Transform 500 ETF)
- ALFA (ALFAMARK Actively Managed ETF)
Competitive Landscape
The competitive landscape is characterized by ETFs focusing on ESG, active management and broader U.S. equities. ACTV's focus on activist-driven stocks offers a unique, but niche, strategy. A disadvantage is its reliance on the success of activist interventions.
Financial Performance
Historical Performance: Historical performance data should be viewed based on available data. Returns can be volatile depending on market sentiments.
Benchmark Comparison: Benchmark comparison needs to be carried out carefully. The ETF is designed to track Activist Leaders Index and its performance depends on the activist activities and success.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
ACTV's average trading volume is moderate, potentially leading to wider bid-ask spreads than more liquid ETFs.
Bid-Ask Spread
The bid-ask spread for ACTV varies depending on market conditions, but is generally wider than more liquid large-cap ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, market sentiment toward activist investing, and the performance of targeted companies all influence ACTV.
Growth Trajectory
ACTV's growth is tied to the popularity of activist investing strategies and the success rate of activist interventions in targeted companies. Changes in holdings are dictated by the index methodology.
Moat and Competitive Advantages
Competitive Edge
ACTV's competitive edge is its unique focus on companies targeted by activist investors, offering a specific and differentiated investment approach. This provides exposure to potential value catalysts triggered by activist engagements. However, this niche strategy also exposes investors to risks associated with the success or failure of these interventions. The ETF provides a way to invest in activist investing without directly managing individual activist campaigns.
Risk Analysis
Volatility
ACTV's volatility can be relatively high, influenced by the price movements of its underlying holdings and the market's reaction to activist interventions.
Market Risk
The ETF faces standard market risks associated with equity investments, as well as specific risks related to the success or failure of activist campaigns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who understands activist investing and is seeking capital appreciation through an actively managed thematic investment strategy.
Market Risk
ACTV may be suitable for investors with a higher risk tolerance seeking long-term growth and who are comfortable with a niche investment strategy.
Summary
The LeaderSharesu00ae Activist Leadersu00ae ETF (ACTV) offers a unique investment approach by focusing on companies targeted by activist investors. Its performance is tied to the success of activist interventions, making it a higher-risk, higher-reward option. The ETF may be suitable for investors who are comfortable with niche investment strategies. Investors should be aware of ACTV's liquidity, volatility, and reliance on activist investing outcomes. It's relatively small AUM contributes to the potential liquidity concerns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Seeking Alpha
- Company Fact Sheet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 LeaderShares® Activist Leaders® ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries.
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