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Upturn AI SWOT - About
LeaderShares® Activist Leaders® ETF (ACTV)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit -15.3% | Avg. Invested days 27 | 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 06/27/2025 |
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 track the performance of companies that are subject to activist investor campaigns. It aims to provide exposure to companies where activist investors are influencing corporate governance or strategic decisions.
Reputation and Reliability
LeaderShares ETFs are relatively new, focusing on innovative investment strategies, but have a limited track record compared to larger ETF providers.
Management Expertise
The management team focuses on niche investment strategies, potentially bringing expertise in identifying and tracking activist-led companies.
Investment Objective
Goal
To track the performance of companies that are subject to activist investor campaigns.
Investment Approach and Strategy
Strategy: The ETF tracks an index that identifies companies targeted by activist investors and invests in their equity.
Composition Primarily holds equity stocks of publicly traded companies in the United States.
Market Position
Market Share: ACTV has a small market share within the broader activist investing or factor-based ETF category.
Total Net Assets (AUM): 54000000
Competitors
Key Competitors
- CSH (Simplify US Equity PLUS Convexity ETF)
- DEEP (Roundhill Magnificent Seven ETF)
- FFAL (First Trust FactorFX US Aggressive Core ETF)
Competitive Landscape
The competitive landscape consists of broad market ETFs as well as specialized ETFs focusing on particular segments or strategies. ACTV's focus on activist investing offers a unique approach, while broad market ETFs provide more diversified exposure.
Financial Performance
Historical Performance: Historical performance data needs to be extracted from financial data providers to populate this section.
Benchmark Comparison: Benchmark comparison data needs to be extracted from financial data providers to populate this section.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with an average trading volume requiring monitoring for potential impact on trading costs.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the ETF's liquidity and demand.
Market Dynamics
Market Environment Factors
Economic indicators and current market conditions play a major role, affecting the target companies that may be facing activist investors.
Growth Trajectory
The growth trajectory depends on the increased market awareness of activist investing and its potential for value creation, and the fund's success in tracking companies benefiting from activist influence.
Moat and Competitive Advantages
Competitive Edge
ACTVu2019s competitive edge lies in its unique investment strategy focused on companies targeted by activist investors. It offers investors the opportunity to participate in potential value creation driven by activist campaigns. The ETF's specialized focus and screening process differentiate it from broad-based equity ETFs. However, reliance on activist success may be volatile.
Risk Analysis
Volatility
Volatility needs to be assessed based on the ETFu2019s historical price fluctuations, and it will depend on the performance of underlying holdings.
Market Risk
Market risk is tied to the overall equity market, but specific risks arise from the success or failure of activist campaigns impacting the targeted companies.
Investor Profile
Ideal Investor Profile
Investors who believe in activist investing and want to gain exposure to companies where activist investors are driving change. Investors with higher risk tolerance, seeking potential upside from activist campaigns.
Market Risk
More suitable for active traders or investors with a specific interest in activist investing rather than passive index followers.
Summary
LeaderSharesu00ae Activist Leadersu00ae ETF offers investors a unique opportunity to participate in the potential value creation from activist investor campaigns. The ETF tracks companies that are targeted by activist investors, providing exposure to companies undergoing significant strategic changes. Its success depends on the efficacy of activist campaigns and market perception of these initiatives. Investors should be aware of market volatility and the inherent risks associated with activist investing. ACTV offers a niche investment strategy for experienced investors who understand the potential risks and rewards.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Leadershares Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence and consult with a 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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