What is BITQ?

BITQ is passively managed to track a modified market-cap-weighted index of global companies supporting a crypto-asset-enabled decentralized economy.

PERFORMANCE [as of 03/17/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BITQ -8.04% 49.59% 61.95% -65.63% -- -- --
BITQ (NAV) -8.05% 50.14% 60.70% -65.79% -- -- --
Bitwise Crypto Innovators 30 Index -8.35% 49.09% 59.89% -66.27% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BITQ Factset Analytics Insight

BITQ does not hold crypto currencies. The fund does offer a pick-and-shovel type approach to crypto investing by tracking an index of 30 crypto companies from around the world, including emerging markets. A group of individuals associated with the fund issuer determines which companies meet the necessary criteria for respective classification in the index. Companies are sorted into two tiers. Tier 1 stocks are considered the “Crypto Innovators” or pure-play companies that derive more than 75% of their revenue directly in crypto assets. Tier 2 stocks are large-cap firms with diversified business interests that include at least one significant business focused on the crypto economy. The fund selects the 20 largest Tier 1 and 10 largest Tier 2 companies. Tier 1 companies are market-cap-weighted, while Tier 2 firms are weighted equally. The index is reconstituted and rebalanced quarterly.

BITQ Summary Data

05/11/21
0.85%
$52.61M
Bitwise Crypto Innovators 30 Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

+$0.00B 5 Days
+$0.00B 30 Days
-$0.00B 90 Days

BITQ Portfolio Data

$14.78B
-11.81
1.16
18.94%
N/A
28

BITQ Index Data

Bitwise Crypto Innovators 30 Index
Tiered
Committee
N/A

BITQ Portfolio Management

0.85%
0.05%
8.79%
-0.32%

BITQ Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BITQ Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Medium
Daily

Factset Analytics Block Liquidity

As of 03/20/23

This measurement shows how easy it is to trade a $1 million USD block of BITQ. BITQ is rated a N/A out of 5.

BITQ Tradability

128,431
$703.63K
127,615
$674.30K
0.45%
$0.02
0.00%
0.84% / -1.19%
None
93.92%
--
--
--
--
3,488
$5.48
N/A

BITQ Sector/Industry Breakdown

BITQ Segment
Benchmark
47.57% --
27.35% --
17.13% --
5.82% --
1.71% --
0.43% --

BITQ Top 10 Holdings

8.98%
5.58%
5.14%
5.08%
4.53%
4.35%
67.67%

BITQ Performance Statistics

--
--
--
--
--
N/A

BITQ Countries

BITQ Segment
Benchmark
60.73% --
26.38% --
4.53% --
4.37% --
2.68% --
1.30% --

BITQ Regions

BITQ Segment
Benchmark
87.11% --
7.21% --
5.68% --

BITQ Economic Development

BITQ Segment
Benchmark
95.63% --
4.37% --

BITQ Benchmark Comparison Holdings

28
--
--
--

BITQ Benchmark Comparison Summary

BITQ Segment
Benchmark
28 --
$14.78B --
-11.81 --
1.16 --
0.19% --
High --

BITQ Benchmark Comparison Market Cap Size

BITQ Segment
Benchmark
22.89% --
9.86% --
18.17% --
48.53% --

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.