ETF Watch: Elkhorn To Grow Lunt ETF Lineup

ETF Watch: Elkhorn To Grow Lunt ETF Lineup

Two new filings outline small-cap and midcap follow-ups to its low-vol/high-beta ETF.
Reviewed by: Staff
Edited by: Staff

In a pair of recent filings, Elkhorn has detailed plans to introduce two ETFs to its lineup that will complement the Elkhorn Lunt Low Vol/High Beta Tactical ETF (LVHB). The Elkhorn Lunt SmallCap Low Vol/High Beta ETF and the Elkhorn Lunt MidCap Low Vol/High Beta ETF will target the small-cap and midcap spaces, respectively.

Both funds, like LVHB, will list on the Bats Exchange, which owns

The two funds track 100-stock high-beta and low-volatility indexes derived from the S&P SmallCap 600 Index and the S&P MidCap 400 Index. The two funds will switch between the high-beta and low-volatility subindexes based on Lunt’s relative-strength methodology, with evaluations occurring on a monthly basis.

LVHB rolled out in October and has some $85 million in assets under management. The original fund in the series targets the large-cap space and switches between subindexes of the S&P 500 Index.

The filings did not include tickers or expense ratios.

Schwab Again Expands Its OneSource Platform
Charles Schwab has expanded its commission-free OneSource platform with the addition of issuer Oppenheimer Funds and another 12 ETFs. With these additions, the total number of funds on the OneSource platform has grown to 228 products from 16 different issuers.

The list of new ETFs includes four Oppenheimer ETFs and another eight funds from five firms—Deutsche Bank, Guggenheim, State Street Global Advisors, J.P. Morgan and WisdomTree:

The OneSource platform allows Schwab clients to trade the ETFs included in it without paying any commission. The program currently has $65.4 billion in assets, and as of November 30, 2016, represented 53% of Schwab’s year-to-date ETF flows.

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