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AdvisorShares Trust (HVAC)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 31.5% | Avg. Invested days 114 | 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 10/15/2025 |
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 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 leading provider of actively managed exchange-traded funds (ETFs), founded in 2009. They pioneered the actively managed ETF space, providing access to strategies previously only available through hedge funds or private accounts. AdvisorShares focuses on offering unique and specialized investment solutions.
Core Business Areas
- Actively Managed ETFs: AdvisorShares' core business revolves around the creation, management, and distribution of actively managed ETFs across various asset classes and investment strategies.
Leadership and Structure
The leadership team consists of experienced investment professionals with expertise in portfolio management, trading, and distribution. The organizational structure is centered around investment teams responsible for individual ETFs, supported by operations, compliance, and marketing functions.
Top Products and Market Share
Key Offerings
- AdvisorShares Pure US Cannabis ETF (MSOS): MSOS provides exposure to US cannabis companies. Competitors include other cannabis ETFs like YOLO, MJ, and CNBS. Market share fluctuates based on performance and investor interest, but MSOS is a leading fund in the category.
- AdvisorShares Ranger Equity Bear ETF (HDGE): HDGE seeks to profit from declines in equity prices. It competes with other inverse ETFs like SH and PSQ. Market share depends on market volatility and investor sentiment.
- AdvisorShares Drone Technology ETF (UAV): UAV focuses on companies involved in drone technology and related industries. Competitors are limited but include thematic ETFs with overlap in holdings. Market share is relatively small but growing with the drone industry.
Market Dynamics
Industry Overview
The ETF industry is experiencing strong growth, driven by increasing investor demand for low-cost, transparent investment vehicles. Actively managed ETFs are gaining traction as investors seek differentiated strategies.
Positioning
AdvisorShares differentiates itself through its focus on actively managed ETFs with specialized investment strategies, often targeting niche markets or alternative asset classes. This allows them to attract investors seeking specific exposures.
Total Addressable Market (TAM)
The total ETF market is several trillion dollars. AdvisorShares, being a smaller player, targets specific segments within this vast market. Their positioning caters to investors looking for active management and thematic investment, capturing a portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Pioneer in actively managed ETFs
- Focus on niche and specialized strategies
- Experienced investment team
- Strong brand recognition within the active ETF space
Weaknesses
- Higher expense ratios compared to passive ETFs
- Performance dependent on active management skills
- Smaller AUM compared to larger ETF providers
- Subject to regulatory changes in niche areas (e.g., cannabis)
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new and emerging asset classes
- Partnerships with other financial institutions
- Increased adoption of ETFs by institutional investors
Threats
- Increased competition from other ETF providers
- Market volatility impacting ETF performance
- Regulatory changes affecting specific investment strategies
- Risk of active management underperformance
Competitors and Market Share
Key Competitors
- ARK Investment Management (ARKK)
- BlackRock (BLK)
- Invesco (IVZ)
- State Street (STT)
- VanEck
Competitive Landscape
AdvisorShares competes by offering specialized and actively managed ETFs in niche areas. This differentiates them from larger passive ETF providers but also exposes them to risks associated with active management and regulatory changes.
Growth Trajectory and Initiatives
Historical Growth: AdvisorShares has experienced growth in AUM and product offerings, driven by increasing investor interest in actively managed ETFs and its ability to launch innovative strategies.
Future Projections: Future growth is dependent on the continued success of its active management strategies, expansion into new markets, and overall growth of the ETF industry. Analyst estimates are not available.
Recent Initiatives: Recent initiatives include launching new ETFs focused on emerging technologies, alternative asset classes, and sustainable investing.
Summary
AdvisorShares is a smaller, specialized ETF provider focusing on active management and niche markets. Its strengths lie in its pioneering spirit and targeted strategies, however, it faces challenges with higher fees and performance risk. Growth opportunities exist in expanding into new asset classes and partnering with other firms. The company needs to watch out for increasing competition and regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- ETF.com
- SEC filings
- Investopedia
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Financial data is limited due to the company's private status. The AI-based rating is based on available information and should not be the sole basis for 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.