The ALPS Lunt Capital Large Cap Value Rotation ETF (ALTL) is managed by ALPS Advisors, Inc., known for its expertise in creating innovative investment solutions. ALTL employs a passive management strategy designed to track the total return performance of the proprietary Lunt Capital Large Cap Value Rotation Index. The index utilizes Lunt Capital's relative strength methodology to rotate between the holdings of two sub-indices, aiming to identify 100 large-capitalization U.S. companies exhibiting distinct traits, such as low volatility or high beta. This ETF provides investors with exposure to a unique approach to value investing in the large-cap segment of the U.S. equity market.
The ALTL Dividend ETF, managed by Pacer Advisors, Inc., employs a passive management investment approach designed to track the total return performance of the proprietary ALTL Dividend Index. The ALTL Dividend Index follows a systematic trend-following strategy that allocates exposure among three possible positions: 100% to the NASDAQ-100 Index, 50% to the NASDAQ-100 Index and 50% to 3-Month US Treasury bills, or 100% to 3-Month US Treasury bills. These positions change based on indicators like the Equity Indicator, 50/50 Indicator, T-Bill Indicator, and a Special Indicator, all designed to manage volatility and market conditions. While dividend distributions are influenced by the underlying index's components, ALTL primarily focuses on its investment strategy to achieve its objectives.
The ALTL ETF is designed to closely follow the performance of the Lunt Capital Large Cap Equity Rotation Index. This passive management approach seeks to replicate the total return performance of the index, before accounting for fees and expenses. The index utilizes Lunt Capital's unique methodology, which involves rotating between two sub-indices: the S&P 500 Low Volatility Index and the S&P 500 High Beta Index. These sub-indices aim to identify the 100 components of the S&P 500 Index that exhibit specific traits, such as low volatility or high beta. By employing this methodology, the ALTL ETF provides investors with exposure to large-cap U.S. companies that are expected to exhibit strong price performance based on relative strength analysis. The ETF's investment strategy typically involves holding at least 80% of its net assets in securities of large-cap companies, with the goal of achieving a high correlation with the index's performance. It's worth noting that the ALTL ETF is considered non-diversified, allowing it to invest a larger proportion of its assets in a smaller number of issuers.
The correlation aspect of the Lunt Low Vol/High Beta Tactical ETF (ALTL) is essential to understanding its performance within the realm of U.S. large-cap equities. This ETF employs a passive management strategy, tracking an index that rotates between the S&P 500 Low Volatility Index and the S&P 500 High Beta Index. Consequently, its correlation with these indices, characterized by low volatility and high beta, respectively, significantly influences ALTL's performance. Investors interested in assessing its behavior and potential portfolio benefits can use our tool, ETF Insider. It provides comprehensive correlation analysis, deep data insights, and user-friendly visualization tools, enabling a clear understanding of ALTL's position within the broader market.
The ALTL ETF primarily focuses on large-cap U.S. companies with a unique approach. It employs a passive management strategy to track the total return performance of an index developed by Lunt Capital Management, Inc. This index uses a proprietary methodology to rotate between two sub-indices, the S&P 500 Low Volatility Index and the S&P 500 High Beta Index, aiming to identify 100 components of the S&P 500 Index that exhibit specific traits such as low volatility or high beta. This strategy provides investors with exposure to large-cap equities while dynamically adjusting to market conditions, potentially enhancing risk-adjusted returns.
The exposure characteristic of the ALPS Lunt Tactical Rotation ETF (ALTL) is rooted in a passive management approach designed to track the total return performance of the Lunt Capital Management, Inc.'s proprietary index. This index employs a rules-based methodology to provide exposure to large-cap U.S. companies. ALTL rotates between two sub-indices, the S&P 500 Low Volatility Index and the S&P 500 High Beta Index, aiming to identify 100 components of the S&P 500 that strongly exhibit specific traits, such as low volatility or high beta. This ETF's primary focus lies in the large-cap segment of the U.S. equity market, seeking to provide investors with a strategic and dynamic approach to capturing market opportunities.
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3 min readThe article "What is the ALTL ETF?" provides a detailed exploration of the Pacer Lunt Large Cap Alternator ETF (ALTL). It delves into the fund's unique alternative weighting strategy, its composition, and performance metrics. This is an invaluable read for investors interested in non-traditional index-tracking strategies in the large-cap equity space.
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