HULL TACTICAL FUNDS

Market Sentiment Meter Current: 68

HTUS

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.


Why HTUS

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.


HTUS QUICK LOOK

ETF Info As of: 02/07/2025
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

Overall Morningstar Rating
(as of 01/31/2024) 1


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.

Latest News

Press Release Dec. 30, 2024
HTUS Announces Transfer of Listing Exchange
Read More View Performance View Holdings
The Wealth Advisor Dec. 12, 2024
A Look at the Hull Tactical Edge
Read More View Performance View Holdings
The Wealth Advisor Oct. 6, 2024
Machine Learning Meets Market Timing
Read More View Performance View Holdings
Press Release Aug. 29, 2024
HTUS Announces Execution of First VIX Futures Trade
Read More View Performance View Holdings

Portfolio Placement

– 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.

Deep Investment Expertise

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.


Technical Expertise

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.

Daily Holdings Estimate



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.