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AdvisorShares Trust (HVAC)
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Upturn Advisory Summary
08/14/2025: HVAC (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
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.91% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 20.01 - 27.74 | Updated Date 02/27/2025 |
52 Weeks Range 20.01 - 27.74 | Updated Date 02/27/2025 | ||
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
AdvisorShares Trust
Company Overview
History and Background
AdvisorShares is a sponsor of actively managed ETFs (exchange-traded funds). Founded to deliver access to niche, alpha-seeking investment strategies through the ETF wrapper. Focus is on identifying and partnering with experienced portfolio managers.
Core Business Areas
- Actively Managed ETFs: AdvisorShares designs, launches, and manages actively managed ETFs across various investment strategies, partnering with sub-advisors who have expertise in specific sectors or asset classes.
Leadership and Structure
AdvisorShares operates under a trust structure. The specific individuals in leadership roles (CEO, portfolio managers, etc.) vary depending on the specific ETF within the trust. Focus is on identifying managers with specific sector or strategy experience. The organizational structure involves a board of trustees, the AdvisorShares management team, and sub-advisors for each individual ETF.
Top Products and Market Share
Key Offerings
- AdvisorShares Pure US Cannabis ETF (MSOS): One of the most well known ETFs in the cannabis space. Market share varies greatly with market conditions and investment appetite for the cannabis sector. Competitors include Amplify ETF Trust - Amplify Seymour Cannabis ETF (CNBS) and Roundhill Cannabis ETF (WEED).
- AdvisorShares Ranger Equity Bear ETF (HDGE): An actively managed ETF that seeks capital appreciation through short sales of individual equity securities. Competitors include ProShares Short S&P500 (SH) and Direxion Daily S&P 500 Bear 1X Shares (SPDN).
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, with increasing demand for specialized and actively managed investment products. There is high competition and innovation in the active ETF space. Factors impacting the industry include regulatory changes, investor sentiment, and market volatility.
Positioning
AdvisorShares is positioned as a provider of niche, actively managed ETFs. Their competitive advantage lies in their ability to identify and partner with experienced portfolio managers in specific areas of the market and to offer them in an ETF format.
Total Addressable Market (TAM)
The total ETF market is in the trillions of dollars. Active ETFs are a growing sub-segment, representing a smaller portion of the overall ETF market. AdvisorShares is positioned to capture a segment of the active ETF market.
Upturn SWOT Analysis
Strengths
- Experienced portfolio managers
- Niche investment strategies
- Active management expertise
- ETF structure provides liquidity and transparency
Weaknesses
- Higher expense ratios compared to passive ETFs
- Performance is dependent on the skills of individual managers
- Smaller AUM compared to larger ETF providers
- Regulatory risk regarding specific sectors like cannabis
Opportunities
- Growing demand for active ETFs
- Expansion into new niche investment strategies
- Partnerships with additional experienced portfolio managers
- Increased investor education on active ETFs
Threats
- Competition from larger ETF providers
- Market volatility impacting performance
- Regulatory changes impacting investment strategies
- Potential loss of key portfolio managers
Competitors and Market Share
Key Competitors
- ARK
- JPM
- TROW
- ICLN
Competitive Landscape
AdvisorShares competes with larger ETF providers and smaller niche players. Their advantage is their specialization in actively managed ETFs. Their disadvantage is their smaller AUM and limited brand recognition compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the success of individual ETFs in attracting assets and generating returns. The company grows by launching new ETFs and increasing the AUM of existing ones.
Future Projections: Future growth depends on the overall market conditions, the performance of the underlying strategies, and the ability to attract and retain experienced portfolio managers.
Recent Initiatives: Recent initiatives include the launch of new ETFs focusing on specific investment themes or strategies. Focus on marketing and distribution efforts to attract investors.
Summary
AdvisorShares specializes in actively managed ETFs, offering niche investment strategies and partnering with experienced portfolio managers. Their strength lies in this specialization and the ETF structure providing liquidity and transparency. They must contend with larger, well-established ETF providers and face regulatory uncertainties in sectors like cannabis. Future growth hinges on attracting investors to their niche ETFs and maintaining portfolio manager performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market data is dynamic and may change frequently.
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 AdvisorShares Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.
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