HULL TACTICAL FUNDS

Market Sentiment Meter Current: 83

HTUS

Hull Tactical ETF offers an innovative, simplified approach to delivering risk-hedged exposure to the S&P 500. HTUS’ objective is to provide exposure to the long-term appreciation of the equity market regardless of the direction of the broader market. The fund employs a disciplined process to evaluate indicators of market performance, anticipate market direction, and appropriately position the portfolio. Hull utilizes levered* futures to establish both long and short positions. In addition, the fund will buy and sell (write) put and call options on individual U.S. equity securities or securities indices.


Why HTUS

Exposure to potential equity market appreciation.
Looks to avoid and potentially profit from market downturns.


HTUS QUICK LOOK

ETF Info As of: 02/23/2024
Ticker HTUS
Primary Exchange NYSE Arca
Fund Inception 06/24/2015
CUSIP 14064D519
Net Assets $40,227,933.98
Shares Outstanding 1,050,000
Premium/Discount $0.00

Overall Morningstar Rating
(as of 03/31/2023) 1


Among 173 funds in the Long-Short Equity category, based on risk-adjusted returns

Latest News

Press Release Jul. 20, 2018
Hull Tactical Team Announces 4-Star Morningstar Rating
Read More View Performance View Holdings
Press Release Jan. 3, 2018
Hull Tactical US ETF (HTUS) Reports 2017 Results
View Performance View Holdings
Press Release Dec. 26, 2017
Hull Tactical US ETF (HTUS) Declares 2017 Distribution
View Performance View Holdings
Press Release Dec. 22, 2016
Hull Tactical US ETF (HTUS) Declares 2016 Distribution
View Performance View Holdings

* When trading futures contracts, only a small percentage of the notional value of the contract needs to be paid at the time of purchase. The margin percentage is determined by the exchange or clearing house. As a result, futures exposure is generally leveraged because a small cash outlay controls a large exposure to a financial asset.

Portfolio Placement

– Diversification: Use HTUS’s hedged exposure to offset your S&P 500 allocation.

– Reduce Factor Bias: Use to offset factor-tilted equity exposure.

– Volatility Reduction: Use as an Alternative Asset class to provide a hedge to market volatility for the overall portfolio.

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.

HTAA, LLC serves as the investment adviser. The Funds are distributed by Ultimus Fund Distributors, LLC (225 Pictoria Drive, Suite 450, Cincinnati, OH 45246) Check the background of Ultimus Fund Distributors, LLC on FINRA’s BrokerCheck.