Tuttle Capital’s UFO ETF Holds 36 Stocks, Charges 0.99% Expense Ratio
Tuttle Capital’s UFO Disclosure ETF charges 0.99% and holds roughly 36 defense stocks such as Lockheed Martin, Northrop Grumman and Boeing. The fund uses AI-driven scoring to take long and short positions targeting firms likely to gain from a hypothetical government “Disclosure Day” unveiling advanced non-human technology.
1. Fund Overview
The Tuttle Capital UFO Disclosure ETF is an actively managed thematic fund designed to capitalize on potential government confirmation of non-human intelligence and related technologies. It seeks to profit from increased defense, energy and materials spending in a scenario where advanced extraterrestrial technology is acknowledged.
2. Investment Strategy
The ETF employs an AI-driven ranking system to score and select companies based on their likelihood of benefiting from or being disrupted by advanced technologies. It can take both long positions in potential winners and short positions against firms deemed vulnerable to technological shifts.
3. Portfolio Holdings
The fund holds approximately 36 stocks, predominantly in the defense and industrial sectors. Its largest positions include Lockheed Martin, Northrop Grumman and Boeing, alongside exposure to firms like General Electric, Palantir Technologies and Tesla.
4. Fees and Expense Ratio
Investors pay a 0.99% expense ratio, reflecting the active management and specialized AI-driven strategy. The relatively high fee underscores the niche thematic focus and the cost of maintaining both long and short exposures.