ETF Series Solutions - Aptus Large Cap Upside ETF

UPSD seeks total returns exceeding that of the S&P 500. It actively invests in US large-cap companies selected for their good quality, value, and growth traits, and weighted to minimize volatility. It also will invest in Treasury bills and/or box spreads to provide cash return on collaterals used for the derivatives employing either standard exchange-listed options or FLEX options. The fund aims to outperform the SPX during up-market and manage downside exposure during unfavorable conditions by utilizing futures or total return swaps that implement a systematic trading strategy, as well as collect put option premiums during favorable conditions.

資産クラス

Equity

運用会社

Aptus

設定国

US

設定日

2024年11月20日

ISIN

US26922B4445