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Exchange Traded Concepts Trust (BOBP)
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Upturn Advisory Summary
09/15/2025: BOBP (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 Stock | Historic Profit 4.25% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.38 - 25.03 | Updated Date 05/27/2025 |
52 Weeks Range 24.38 - 25.03 | Updated Date 05/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Exchange Traded Concepts Trust
Company Overview
History and Background
Exchange Traded Concepts Trust (ETC) is a platform that allows companies to launch and manage their own ETFs (Exchange Traded Funds). It was founded to streamline the ETF creation process, offering regulatory, compliance, and operational support. It has evolved to become a leading provider of white-label ETF services.
Core Business Areas
- ETF Incubation: ETC provides a platform for firms to launch their own ETFs, handling the regulatory and operational complexities.
- Fund Administration: ETC offers comprehensive fund administration services, including accounting, compliance, and reporting.
- Distribution Support: ETC assists clients with the distribution and marketing of their ETFs.
Leadership and Structure
Information about the specific leadership team is not publicly available as it functions as a platform. The organizational structure is geared toward supporting independent ETF issuers.
Top Products and Market Share
Key Offerings
- ETF Platform: ETC's primary offering is its ETF platform, which allows asset managers to launch and operate ETFs without building their own infrastructure. Market share is not directly measurable, but it is a significant player in the 'white label' ETF market. Competitors include ALPS and HANetf.
Market Dynamics
Industry Overview
The ETF industry is experiencing rapid growth, driven by increasing investor demand for passive investment strategies and lower costs. Competition among ETF providers is intense.
Positioning
ETC is positioned as a facilitator for smaller asset managers and niche investment strategies to enter the ETF market. Its competitive advantage is its platform, which lowers barriers to entry.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. ETC is positioned to capture a portion of this TAM by enabling the creation of more specialized and targeted ETFs.
Upturn SWOT Analysis
Strengths
- Streamlined ETF launch process
- Comprehensive regulatory and operational support
- Lower barriers to entry for new ETF issuers
- Scalable platform
Weaknesses
- Dependence on the success of its client ETFs
- Limited brand recognition compared to major ETF providers
- Revenue model tied to ETF assets under management (AUM)
- Lack of independent investment strategy differentiation
Opportunities
- Growing demand for niche and thematic ETFs
- Expansion into new asset classes and geographies
- Partnerships with larger financial institutions
- Increasing adoption of ETFs by retail investors
Threats
- Increased competition from other ETF platforms
- Regulatory changes impacting the ETF industry
- Market volatility affecting ETF performance
- Consolidation among ETF issuers
Competitors and Market Share
Key Competitors
- ALPS
- HANetf
Competitive Landscape
ETC competes by offering a more streamlined and cost-effective ETF launch process. Its disadvantage is less brand awareness than larger, established ETF providers like ALPS.
Growth Trajectory and Initiatives
Historical Growth: Growth is correlated with the overall expansion of the ETF market and the number of ETFs launched on its platform.
Future Projections: Future growth depends on its ability to attract new clients and expand its service offerings.
Recent Initiatives: Focus on attracting novel ETFs in high growth areas. Expanding services to accommodate novel financial products.
Summary
Exchange Traded Concepts Trust provides a valuable service in enabling ETF creation, particularly for smaller firms with niche investment strategies. Its success hinges on the performance of its client ETFs and its ability to compete in a crowded ETF market. Growth will depend on attracting new clients and adapting to regulatory changes, while competition from larger players with established brand recognition is a major concern.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF industry reports
- Company websites
- Market research reports
Disclaimers:
The information provided is based on publicly available data and may not be entirely accurate. Market share estimates are approximate.
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 Exchange Traded Concepts Trust
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide exposure to a systematically selected, rules-based portfolio of U.S. large-cap equities, with the capacity to adjust allocations between equities and cash (or cash equivalents) to capture upside potential while mitigating downside risk. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities comprising the index. The fund is non-diversified.
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