HOTL Kelly Hotel & Lodging Sector ETF
What is HOTL?
HOTL tracks a market-cap-weighted index of hotel and lodging stocks from developed countries.
HOTL Factset Analytics Insight
HOTL is a passively managed ETF that provides exposure to stocks from developed countries in the hotel and lodging sector. Companies are considered for inclusion based on an analysis of a company’s revenue, profit, and/or capital expenditures attributable to hotel and lodging, as well as exposure to the sector according to public filings. The fund tracks a rules-based index consisting of stocks and depositary receipts that are screened using descriptions of a company’s primary business activities in regulatory filings, analyst reports, and industry-specific trade publications. The index is reconstituted and rebalanced quarterly, subject to a cap of 10%. The fund has the flexibility to use a representative sampling strategy if doing so is deemed in the best interest of shareholders. Such instance may include costs, illiquidity, or restrictions with underlying index holdings.
HOTL Summary Data
HOTL Portfolio Data
HOTL Index Data
HOTL Portfolio Management
HOTL Tax Exposures
HOTL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HOTL. HOTL is rated a 4 out of 5.
HOTL Sector/Industry Breakdown
HOTL Top 10 Holdings
HOTL Performance Statistics
HOTL Economic Development
HOTL Benchmark Comparison Summary
HOTL Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.