Beautiful Virgin Islands

Saturday, Jul 05, 2025

This ETF Has FOMO in Mind: Portfolio Products

This ETF Has FOMO in Mind: Portfolio Products | CVOL

In addition, O'Shaughnessy Asset Management has expanded its ESG SMA offerings on its custom indexing platform.

Tuttle Tactical Management has filed a registration statement with the Securities and Exchange Commission for an exchange-traded fund that targets investors’ fear of missing out during rallies.

The aptly named FOMO ETF is an actively managed ETF that invests in securities that reflect current or emerging trends. It uses a proprietary tactical model to track and purchase securities that are increasing in value while avoiding those securities that are losing value.

The ETF offers a kitchen sink worth of securities including U.S. foreign and emerging market stocks of any market capitalization, special purpose acquisition companies (SPACs), equity and fixed income ETFs and volatility and inverse volatility ETFs and exchange traded notes (ETNs). The ETF can also invest in leveraged and inverse ETFs and ETNs that seek the inverse performance of stock indexes, Treasury bonds and volatility indexes.

source: CVOL



Frequent trading is expected, “resulting in a high portfolio turnover rate,” according to the SEC filing. Matthew Tuttle is the ETF its portfolio manager and the management fee is 0.80%, according to the SEC filing.

Tuttle is also the portfolio manager for another actively managed ETF included in the SEC filing called the Fat Tail Risk ETF, which refers to the risk of a portfolio moving more than three standard deviations from the mean. The two ETFs are part of the Collaborative Investment Series Trust.

The Fat Tail ETF will invest in cash and U.S. government bonds, ETFs that invest in gold-related derivatives, U.S. stocks and Treasuries, volatility and inverse volatility ETFs, ETNs and leveraged and inverse ETFS gold-rated ETFs that seek the inverse performance of stock indices, treasury bonds, and volatility ETFs

Like the FOMO ETF, the fund may engage in frequent trading of its portfolio, which will result in a higher portfolio turnover rate, and has a 0.80% management fee.

O’Shaughnessy Asset Management Expands SMA ESG Offerings

O’Shaughnessy Asset Management LLC (OSAM), a quantitative asset management firm, has expanded its environmental, social and governance (ESG) and socially responsible investing (SRI) offering on its custom indexing platform.

More than 50 ESG and SRI screens are now available on the Canvas platform. supporting a diverse array of causes, issues, and values. In addition, more than 15 % of client accounts on the platform have incorporated ESG and SRI screens into custom portfolios.

“The popularity of sustainable investments is accelerating,” said Patrick O’Shaughnessy, CFA, Chief Executive Officer of OSAM, in a statement, noting that “pooled funds … are often less effective for investors in terms of performance and tax management than direct ownership of individual stocks… Customization according to individual principles of ESG and SRI lends itself particularly well to separately managed accounts.”

Canvas provides an SMA platform that is scalable and allows tax loss harvesting as well as ESG/SRI overlays that satisfy clients’ individual goals and values.

Sustainable investment funds accounted for nearly one fourth of overall flows into U.S. funds in 2020, with total assets under management reaching $236 billion, according to Morningstar. A record 71 new funds were launched last year.

ASYMmetric Launches a Hedge Fund-Like ETF

ASYMmetric ETFs, the firm founded by seasoned ETF and hedge fund manager Darren Schuringa, has introduced its first ETF, the ASYMshares ASYMmetric 500 ETF (ASPY).

Newsletter

Related Articles

Beautiful Virgin Islands
0:00
0:00
Close
Trump Celebrates Independence Day with B-2 Flyover and Signs Controversial Legislation
Boris Johnson Urges Conservatives to Ignore Farage
SNP Ordered to Update Single-Sex Space Guidance Within Days
Starmer Set to Reject Calls for Wealth Taxes
Stolen Century-Old Rolls-Royce Recovered After Hotel Theft
Macron Presses Starmer to Recognise Palestinian State
Labour Delayed Palestine Action Ban Over Riot Concerns
Swinney’s Tax Comments ‘Offensive to Scots’, Say Tories
High Street Retailers to Enforce Bans on Serial Shoplifters
Music Banned by Henry VIII to Be Performed After 500 Years
Steve Coogan Says Working Class Is Being ‘Ethnically Cleansed’
Home Office Admits Uncertainty Over Visa Overstayer Numbers
JD Vance Questions Mandelson Over Reform Party’s Rising Popularity
Macron to Receive Windsor Carriage Ride in Royal Gesture
Labour Accused of ‘Hammering’ Scots During First Year in Power
BBC Head of Music Stood Down Amid Bob Vylan Controversy
Corbyn Eyes Hard-Left Challenge to Starmer’s Leadership
London Tube Trains Suspended After Major Fire Erupts Nearby
Richard Kemp: I Felt Safer in Israel Under Attack Than in the UK
Cyclist Says Police Cited Human Rights Act for Riding No-Handed
China’s Central Bank Consults European Peers on Low-Rate Strategies
AI Raises Alarms Over Long-Term Job Security
Saudi Arabia Maintains Ties with Iran Despite Israel Conflict
Musk Battles to Protect Tesla Amid Trump Policy Threats
Air France-KLM Acquires Majority Stake in Scandinavian Airlines
UK Educators Sound Alarm on Declining Child Literacy
Shein Fined €40 Million in France Over Misleading Discounts
Brazil’s Lula Visits Kirchner During Argentina House Arrest
Trump Scores Legislative Win as House Passes Tax Reform Bill
Keir Starmer Faces Criticism After Rocky First Year in Power
DJI Launches Heavy-Duty Coaxial Quadcopter with 80 kg Lift Capacity
U.S. Senate Approves Major Legislation Dubbed the 'Big Beautiful Bill'
Largest Healthcare Fraud Takedown in U.S. History Announced by DOJ
Poland Implements Border Checks Amid Growing Migration Tensions
Political Dispute Escalates Between Trump and Musk
Emirates Airline Expands Market Share with New $20 Million Campaign
Amazon Reaches Milestone with Deployment of One Millionth Robot
US Senate Votes to Remove AI Regulation Moratorium from Domestic Policy Bill
Yulia Putintseva Calls for Spectator Ejection at Wimbledon Over Safety Concerns
Jury Deliberations in Diddy Trial Yield Partial Verdict in Serious Criminal Charges
House Oversight Committee Subpoenas Former Jill Biden Aide Amid Investigation into Alleged Concealment of President Biden's Cognitive Health
King Charles Plans Significant Role for Prince Harry in Coronation
Two Chinese Nationals Arrested for Espionage Activities Against U.S. Navy
Amazon Reaches Major Automation Milestone with Over One Million Robots
Extreme Heat Wave Sweeps Across Europe, Hitting Record Temperatures
Meta Announces Formation of Ambitious AI Unit, Meta Superintelligence Labs
Robots Compete in Football Tournament in China Amid Injuries
Trump Administration Considers Withdrawal of Funding for Hospitals Providing Gender Treatment to Minors
Texas Enacts Law Allowing Gold and Silver Transactions
China Unveils Miniature Insect-Like Surveillance Drone
×