METARoundhill Ball Metaverse ETF
META Fund Description
META is a passively-managed ETF investing in globally-listed equities spanning various industries, all relating to what it defines as a future iteration of the internet – Metaverse. Stocks are selected by a committee and weighted in tiers.
META Factset Analytics Insight
META holds equities, selected by a committee composed of subject matter experts, which fall under their definition of Metaverse — the next iteration of the internet. The committee uses information such as patent filings, third-party usage data and metrics, scientific and technology updates, executive presentations and consumer interviews in mapping out companies that interact or enable the Metaverse. The committee identified seven categories: Hardware, Compute, Networking, Virtual Platforms, Interchange Standards, Payments, and Content, Assets and Identity Services. These categories are capped at 25%. The index is tiered-weighted into Pure-play, Core and Non-Core, giving overweight to Pure-plays wherein it receives 2.5x of Core’s initial weight, Core companies receive 2x the initial weight of Non-cores. These weights are adjusted by the numbers of companies in each category during quarterly rebalance to ensure a 100% combined weight.
META Summary Data
META Portfolio Data
META Index Data
META Portfolio Management
META Tax Exposures
META Fund Structure
META Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of META. META is rated a 5 out of 5.
META Sector/Industry Breakdown
META Economic Development
META Performance Statistics
META Benchmark Comparison Summary
META 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.