Hull Tactical exchange traded funds ("Hull Tactical ETFs") are available commission free to clients of Interactive Brokers through an agreement between Interactive Brokers and HTAA, LLC, advisor and sponsor of the Hull Tactical ETFs.
With an Interactive Brokers account, you can gain access via the Trader Workstation platform to commission - free trading of Hull Tactical ETFs. Learn more about Interactive Brokers' trading platforms.
Hull Tactical Asset Allocation, LLC (HTAA, LLC) is an SEC registered investment advisor that was founded in 2013 by Blair Hull. HTAA, LLC is an independent, privately owned firm focused on quantitative asset management and long-term capital management. HTAA, LLC serves as an advisor to ETFs, and uses advanced modeling and macro and technical indicators to anticipate market returns. The strategies are stress tested with over 20 years of historical data and evolved from tactical allocation models developed and traded by Hull Investments, LLC.
The Hull Tactical US ETF (the "Fund") seeks long-term capital appreciation. The Fund seeks to achieve its investment objective by taking long or short positions in one or more exchange-traded funds ("ETFs") that seek to track the performance of the S&P 500 Index (each an "S&P 500-related ETF" or an "Underlying ETF"). The loss on a short sale is theoretically unlimited. Short sales involve leverage because the Fund borrows securities and then sells them, effectively leveraging its assets. The use of leverage may magnify gains or losses for the Fund. The Fund may also invest in leveraged or inverse ETFs that seek to deliver multiples (long), or the inverse (short), of the performance of the S&P 500 Index, respectively. The Fund will enter into futures contracts, in conjunction with investing in shares of an S&P 500-related ETF, to seek the desired long or short exposure to the S&P 500 Index. Futures are often more volatile than other investments and may magnify the Fund's gains or losses. Additionally, to respond to certain adverse market, economic, political or other conditions, the Fund may invest 100% of its assets, without limitation, in Cash Instruments. There is no guarantee that any investment strategy will produce positive results. There is no guarantee that distributions will be made.
This and additional information can be found in the Fund's prospectus. Read the prospectus carefully before investing. For more information, please visit www.hulltacticalfunds.com.
No offer or solicitation to buy or sell securities or futures products of any kind, or any type of recommendation or advice, is made, given or in any manner endorsed by Interactive Brokers or any of its affiliates.
Interactive Brokers receives compensation from HTAA, LLC in connection with an agreement that includes promotion of Hull Tactical ETFs and certain commission waivers.
| Symbol | Fund Name | Fund Description | Prospectus | Fact Sheet |
|---|---|---|---|---|
| HTUS | Hull Tactical US ETF | The Hull Tactical Fund takes long or short positions in ETFs that seek to track the performance of the S&P 500, leveraged ETFs and inverse ETFs, that seek to deliver multiples, or the inverse, of the performance of the S&P 500, as well as futures or cash instruments. | Download | Download |
Carefully consider each Fund's investment objective, risk factors, charges, and expenses before investing. This and additional information can be found in the Fund's prospectus at http://www.hulltacticalfunds.com/Data/Sites/28/media/docs/HULL_Prospectus.pdf. Please read the prospectus carefully before investing.
The commission-free trades for Hull Tactical ETFs must be done online via the IB Trader Workstation platform. Commission-free trades apply to all online buy and sell transactions on the Hull Tactical ETFs listed above. Interactive Brokers may add or waive commissions on Hull TacticalETFs without prior notice. See information regarding account minimums. All ETFs are subject to internal management fees and expenses.
An investment in the Fund is subject to investment risks; therefore you may lose money by investing in the Fund. There can be no assurance that the Fund will be successful in meeting its investment objective. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Narrowly focused investments typically exhibit higher volatility.
The Fund will invest in (and short) exchange-traded funds (ETFs). The Fund will be subject to the risks associated with such vehicles. The Fund may also invest in leveraged and inverse ETFs. Inverse and leveraged ETFs are designed to achieve their objectives for a single day only. For periods longer than a single day, leveraged or inverse ETFs will lose money when the performance of the underlying index is flat over time, and it is possible that a leveraged or inverse ETF will lose money over time even if the level of the underlying index rises or, in the case of an inverse ETF, falls. In addition, shareholders indirectly bear fees and expenses charged by the underlying ETFs, as well as the Fund's direct fees and expenses. The Fund may invest in derivatives, including futures contracts, which are often more volatile than other investments and may magnify the Fund's gains or losses.
The Fund is an actively managed ETF and, thus, does not seek to replicate the performance of a specified passive index of securities.
The Fund may take short positions. The loss on a short sale is theoretically unlimited. Short sales involve leverage because the Fund borrows securities and then sells them, effectively leveraging its assets. The use of leverage may magnify gains or losses for the Fund.
There is no guarantee that any investment strategy will produce positive results. There is no guarantee that distributions will be made.
No offer or solicitation to buy or sell securities or futures products of any kind, or any type of recommendation or advice, is made, given or in any manner endorsed by Interactive Brokers LLC ("Interactive Brokers") or any of its affiliates.
Interactive Brokers receives compensation from HTAA, LLC in connection with an agreement that includes promotion of Hull Tactical ETFs and certain commission waivers.
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".
Your capital is at risk and your losses may exceed the value of your original investment.
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