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ETF Series Solutions (SAWG)



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Upturn Advisory Summary
08/14/2025: SAWG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 4.11% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 29.93 | 1Y Target Price - |
Price to earnings Ratio 29.93 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 |
52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 | ||
Dividends yield (FY) 0.16% | 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 29.93 | 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
ETF Series Solutions
Company Overview
History and Background
ETF Series Solutions is a white-label ETF platform, not a fund itself. It was established to provide a comprehensive suite of services for companies looking to launch their own ETFs. It doesn't have a specific founding year tied to a single fund but has evolved with the growth of the ETF market.
Core Business Areas
- ETF Platform Services: Provides infrastructure and support for launching and managing ETFs, including regulatory compliance, fund administration, and distribution.
Leadership and Structure
ETF Series Solutions operates as a platform provider, so leadership structure is related to its operations and service management rather than fund management. Specific details on the leadership team would require deeper research into the parent company or operating entity.
Top Products and Market Share
Key Offerings
- ETF Launch Platform: Provides the legal, operational, and distribution infrastructure for new ETF issuers. Market share is difficult to quantify as a percentage of the ETF launch market, but it's a significant player enabling many niche ETFs. Competitors include SEI Investments (SEIC), U.S. Bancorp Fund Services (USB), and other white-label ETF providers.
Market Dynamics
Industry Overview
The ETF industry is experiencing substantial growth, driven by increasing investor demand for diversified and low-cost investment vehicles. Innovation in thematic and actively managed ETFs is accelerating.
Positioning
ETF Series Solutions positions itself as a facilitator for ETF innovation by enabling new issuers to enter the market quickly and efficiently. Its competitive advantage lies in its comprehensive service offering and regulatory expertise.
Total Addressable Market (TAM)
The TAM for ETF services is tied to the overall ETF assets under management (AUM). With global ETF AUM in the trillions, the service provider market represents a multi-billion dollar opportunity. ETF Series Solutions is well-positioned to capture a portion of this TAM by enabling new ETF launches.
Upturn SWOT Analysis
Strengths
- Comprehensive ETF platform
- Regulatory expertise
- Scalable infrastructure
- Facilitates ETF innovation
Weaknesses
- Reliance on ETF market growth
- Indirect competition with larger asset managers
- Brand recognition primarily within the ETF industry, not retail investors
Opportunities
- Expansion into new ETF product types (e.g., crypto ETFs)
- Partnerships with fintech platforms
- International expansion
- Increased demand for thematic ETFs
Threats
- Increased regulatory scrutiny of ETFs
- Consolidation in the ETF industry
- Competition from larger, more established ETF providers
- Market downturn impacting ETF assets
Competitors and Market Share
Key Competitors
- SEI Investments (SEIC)
- U.S. Bancorp Fund Services (USB)
- State Street (STT)
Competitive Landscape
ETF Series Solutions benefits from a specialized focus on new ETF launches, but faces competition from larger financial institutions with broader service offerings. Its success depends on its ability to attract and retain ETF issuers.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the expansion of the ETF industry and the number of new ETFs launched on its platform.
Future Projections: Future growth is expected to align with overall ETF market growth and increasing demand for specialized and actively managed ETFs.
Recent Initiatives: Focus on attracting new ETF issuers by offering innovative services and streamlined onboarding processes.
Summary
ETF Series Solutions is a key enabler in the growing ETF market, providing essential services to new ETF issuers. Its success is closely linked to the overall growth of the ETF industry and its ability to maintain a competitive edge in platform innovation. While it faces competition from larger firms, its specialized focus on ETF launches positions it well for continued growth. They need to be careful that the larger firms do not decide to put more focus on ETF launches, which could potentially impact the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF industry reports
- Company websites
- Financial news sources
- Analyst estimates
Disclaimers:
The information provided is based on publicly available data and represents an assessment of ETF Series Solutions as a service provider in the ETF industry. Financial data is estimated where precise figures are unavailable.
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 ETF Series Solutions
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-31 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity securities of large-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed large-capitalization companies.

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