Bringing you live news and features since 2006 

Strategy Shares surpasses USD330m in AUM

RELATED TOPICS​

Strategy Shares, a family of exchange traded funds (ETFs), has surpassed USD330 million in assets under management (AUM). This growth in assets represents a 325 per cent growth for the firm since the beginning of 2018.

Strategy Shares’ portfolio of offerings includes three ETFs. Each fund looks to utilise a unique strategy, with two of the three offering the first fund available in their respective categories (ecological-focused and target distribution).
 
The Strategy Shares EcoLogical Strategy ETF (HECO) is an actively managed fund that invests at least 80 per cent of its net assets in the securities of ecologically-focused companies. These companies are defined as ones that have positioned their business to respond to increased environmental legislation, cultural shifts towards environmentally conscious consumption and capital investments in environmentally oriented projects.
 
The Strategy Shares US Market Rotation Strategy ETF (HUSE) is a tactically managed fund which invests in US companies included in the S&P Composite 1500, which is comprised of large-cap, mid-cap and small-cap companies. The Fund may over- or under-weight certain industry sectors and segments depending on which the managers believe to have the greatest or least potential for capital appreciation given the current market environment.
 
The Nasdaq 7HANDL Index ETF (HNDL) is a first-of-its-kind target distribution ETF aimed to pay monthly distributions on Fund shares at a target annualised rate of approximately 7.0 per cent on the Fund’s per-share net asset value on the date of a distribution’s declaration. The Fund seeks investment results that correlate generally, before fees and expenses, to the price and yield performance of the Nasdaq 7HANDL™ Index. All or a portion of a distribution may consist of a return of capital from the original investment and the distribution rate may be modified at any time.
 
Strategy Shares was acquired by Rational Capital in January 2016 from Huntington Bank. Since the acquisition, Strategy Shares launched the HNDL ETF and the HECO and HUSE ETFs implemented new strategies.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by