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Volume is Surging in This Equity Rotation ETF

Wednesday, October 19, 2016 10:25
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Volume upBack in late July, we covered a fund that had recently undergone a managerial change known as HUSE (Strategy Shares U.S. Equity Rotation Strategy, Expense Ratio 0.95%), which is now run by Tuttle Tactical Management, and formerly Huntington.

Readers are likely familiar with Tuttle as a firm in that the firm also manages TUTT (Tuttle Tactical Management U.S. Core, Expense Ratio 1.34%, $69.8 million in AUM) and TUTI (Tuttle Tactical Management Multi-Strategy Income, Expense Ratio 1.28%, $29.1 million in AUM), as well as SMA strategies that are predicated on ETF investing.

We revisit HUSE today primarily since trading volume in the fund has spiked to all-time highs across several trading sessions earlier in October, as well as at the end of September. Note that HUSE has been around for quite some time now, debuting back in July of 2012 (under Huntington management).

We have seen daily volume on at least three occasions where shares traded have eclipsed 40,000 shares, which is relevant compared to the 3-month trailing average daily volume (ADV) of HUSE of about 3,400 shares. We see that HUSE currently holds a 3-star rating from Morningstar and as “Equity Rotation” strategies are likely familiar to most, we delved into fund literature a bit to get a sense of exactly how this fund is set up from an investment methodology standpoint.

The StrategyShares website states:

“The U.S. Market Rotation Strategy ETF is an actively managed exchange traded fund (ETF). Under normal market conditions, the ETF invests in companies that are organized in the U.S. and included in the S&P Composite 1500, which is comprised of large-cap, mid-cap, and small-cap companies. The ETF may over- or under-weight certain industry sectors and segments of the S&P Composite 1500, depending on which the managers believe to have the greatest or least potential for capital appreciation given the current market environment. This ETF may be appropriate for long-term investors looking for a unique approach to pursuing capital appreciation. It may provide an important overlay to the investor’s portfolio as the advisors seek to enhance performance through emphasizing the market sectors and segments believed most promising.”

Presently we see the top holdings within this portfolio that look defensive, with a >35% weighting to the “cash-like” ETF SHV (iShares Short Treasury Bond, Expense Ratio 0.15%) and exposure to individual equity names on its top end such as AAPL (6.45%), BABA (3.24%), FB (3.24%), ROK (3.19%), and GE (3.11%).


Disclaimer: The content of this article is excerpted from a daily newsletter from Street One Financial. While ETF Daily News may edit the contents and add a relevant title to the piece, the author, Paul Weisbruch, does not endorse or recommend any issuer or security mentioned herein.

About the Author: Paul Weisbruch
paul-weisbruchPaul Weisbruch is the VP of ETF/Options Sales and Trading at Street One Financial. Prior to joining the team at Street One, Paul served as the Director of RIA and Institutional ETF Sales at RevenueShares ETFs from December 2007 until November of 2009. Before RevenueShares, Paul was employed by Susquehanna International Group from 2000 until 2007 serving in roles including OTC/NYSE Institutional Block Trading, Nasdaq/OTC Market Making, ETF/Derivatives Intelligence and Strategy, Algorithmic Trading, as well as acting as the PHLX Floor Specialist in the ETFs, SPY and DIA.

Paul has been actively involved in the ETF space from both a product and trading standpoint since 2000. Additionally, Paul has well forged relationships with national RIAs, institutional pension fund managers and consultants, mutual fund and hedge fund managers, and also the ETF media. Co-authoring the “S1F ETF Daily” since 2009, the daily piece has become a must for many portfolio managers in the ETF space, with segments regularly appearing in the likes of Barron’s, WSJ, and for instance.

He holds his Series 4 (Registered Options Principal), 6, 7, 55 (Equity Trader), 63, and 65 licenses. He graduated from the University of Pittsburgh (B.S. – Economics), graduating magna cum laude, and has an MBA from Villanova University.

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