The Hull Tactical US ETF seeks long term capital appreciation and offers an innovative, simplified approach to providing exposure to the S&P 500 Index. The Fund utilizes market timing to seek excess returns with less volatility than the benchmark S&P 500 Index. Each trading day, 30+ indicators are utilized as inputs into quantitative models that forecast equity risk premium and anticipate the direction and magnitude of forward market movements. The Fund is then positioned to help benefit from these ancitipated market movements.
The Fund utilizes S&P 500 related instruments including S&P 500 futures contracts, S&P 500 related ETFs, S&P 500 index options, single-name U.S. equity options, and VIX futures contracts to arrive at a next day targeted market exposure.
– Combines 30+ indicators that have demonstrated to hold predictive power in
forecasting S&P 500 performance.
– Active management with continual review of model performance, additional
indicators, and Fund execution.
– Foundations rooted in academia.
ETF Info | As of: 02/07/2025 |
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Ticker | HTUS |
Primary Exchange | CBOE BZX |
Fund Inception | 06/24/2015 |
CUSIP | 14064D519 |
Net Assets | $75,899,487.6 |
Shares Outstanding | 1,945,000 |
Premium/Discount | $0.05 |
Among 149 funds in the Long-Short Equity category, based on risk-adjusted returns.
3-year rating: 5 stars among 149 funds.
5-year rating: 5 stars among 115 funds.
– Large-Cap Replacement: Use HTUS as a replacement to portfolio S&P 500 exposure.
– Income Generation: Generate additional portfolio income through the use of premium harvesting via integrated option strategies.
– Institutional Research: Hedge fund style research in a transparent, exchange traded product.
Hull’s investment team has deep experience creating and managing proven investment strategies. Blair Hull, the firm’s founder, has over 40 years of investment and trading experience.
Hull uses proprietary analytical techniques and statistical models that drive the fund’s daily exposure to the S&P 500. The fund’s equity exposure may range between 100% short to 200% long. Hull uses signals from statistical, behavioral-sentiment, technical, fundamental, and economic data sources to arrive at a daily market exposure.
Holdings are subject to change. Click to view fund performancePast performance does not guarantee future results.
Diversification does not ensure a profit or protect against a loss.
HTAA, LLC serves as the investment adviser. The Funds are distributed by Northern Lights Distributors, LLC (4221 North 203rd Street, Suite 100, Elkhorn, NE 68022) Check the background of Northern Lights Distributors, LLC on FINRA’s BrokerCheck.