ELM

Elm Market Navigator ETF
ELM

Overview Fund Activity
27.25 USD
+0.03
0.11%
At close Updated Sep 16, 3:17 PM EDT
1 day
0.11%
5 days
0.85%
1 month
2.91%
3 months
7.24%
6 months
9.22%
Year to date
8.91%
1 year
8.91%
5 years
8.91%
10 years
8.91%
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 4 [Q1] → 4 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

35.98% less ownership

Funds ownership: 79.15% [Q1] → 43.16% (-35.98%) [Q2]

41% less capital invested

Capital invested by funds: $310M [Q1] → $184M (-$126M) [Q2]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

See Fund Rankings

Financial journalist opinion

Positive
Seeking Alpha
3 months ago
ELM: Because There's No Such Thing As Passive Asset Allocation
ELM Market Navigator ETF aims to solve the main challenge that many "set it and forget it" investors face. The ETF seeks to blend the best of passive and active strategies, adjusting stock and bond exposure based on expected returns and risk, using a transparent and systematic approach. ELM is suitable as a core holding or an all-in-one solution for long-term investors, with historical outperformance under specific market conditions.
ELM: Because There's No Such Thing As Passive Asset Allocation
Positive
Seeking Alpha
4 months ago
ELM: Dynamic Factor 60/40 Portfolio
Elm Market Navigator ETF transitioned from a private fund to an ETF in 2025, maintaining its dynamic, rules-based allocation methodology. The fund dynamically adjusts its 75% global equities and 25% fixed income baseline based on valuation and momentum signals, using only equity and fixed income ETFs. Despite its innovative approach, ELM's historical performance has not significantly outperformed the passive iShares Core 60/40 Balanced Allocation ETF since 2015.
ELM: Dynamic Factor 60/40 Portfolio
Negative
Seeking Alpha
5 months ago
A Double Kazoo With A Kazazz: Inverse-Double-Short-Leveraged ETFs Have Arrived!
A new ETF is being proposed that plans to short both a 2x leveraged long ETF and a 2x leveraged short ETF on MicroStrategy stock The ETF prospectus claims it. The ETF prospectus claims it will profit from "volatility drag" affecting both leveraged ETFs, but our analysis shows this strategy actually has zero expected return from drag. We explain why the ETF's daily rebalancing approach cancels out the volatility drag it's attempting to capture, contradicting the fund's own marketing materials.
A Double Kazoo With A Kazazz: Inverse-Double-Short-Leveraged ETFs Have Arrived!
Positive
ETF Trends
7 months ago
Elm Wealth Seizes Opportunity to Launch ETF
Elm Wealth, an independent investment management firm, has launched its first ETF on the New York Stock Exchange – the Elm Market Navigator ETF (ELM). The firm converted ELM from a private fund structure to an ETF.
Elm Wealth Seizes Opportunity to Launch ETF
Neutral
Business Wire
7 months ago
Elm Wealth Launches Dynamic Index Investing® ETF with Industry-Leading Low Fee
PHILADELPHIA--(BUSINESS WIRE)---- $ELM #AssetAllocation--Elm Wealth is converting its multi-million dollar private fund into an exchange-traded fund to provide more tax-efficient, low-cost investing options.
Elm Wealth Launches Dynamic Index Investing® ETF with Industry-Leading Low Fee
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