It was inevitable, an ETF of ETFs... Amplify Thematic All-Stars ETF

Amplify Thematic All-Stars ETF

Ticker: TBD

Exchange: TBD

Expense ratio: TBD

Original filing date: April 28, 2021

Effective date: July 12, 2021

Listing Date: TBD

CUSIP: TBD

Active: No

Investment Objective:

Seeks investment results that generally correspond (before fees and expenses) to the price and yield of the ETF All-Stars Thematic Composite Index.

Index / Benchmark: ETF All-Stars Thematic Composite Index

Index Provider: TBD

Investment Strategy / Index Methodology:

Universe: Companies held in ETFs that qualify for categorization in the following investment themes:

• Disruptive Technology: ETFs that seek to track companies that support technology infrastructure for continued innovation across all sectors of the economy.
• Evolving Consumer: ETFs that seek to track companies participating in evolving consumer trends, excluding ETFs that seek to track cannabis-related companies.
• FinTech: ETFs that seek to track companies involved with technologies that are disrupting the traditional ways professionals deliver and consumers manage investments, banking, and other financial services.
• Health Care Innovation: ETFs that seek to track companies involved with innovations addressing the many challenges across the health care industry, including chronic diseases, aging population, and rising health care costs.
• Industrial Revolution: ETFs that seek to track companies driving change in manufacturing, transportation, aerospace/defense, and mining and production of advanced (high tech) materials.
• Sustainability: ETFs that seek to track companies whose products and services are designed to limit the depletion and/or destruction of natural resources.
• Multi-Theme: ETFs that seek to track companies in two or more of the thematic segments detailed above.

Ownership-Adjusted Market Value (OAMV) is calculated for each company in the universe to determine. Top 75% of total OAMV stocks are chosen for index. Weighting is based on OAMV.

Each ETF is capped at 10% in each theme.

No single company can be more than 5% of the index.

Constituents: 160

 

Adviser: Amplify Investments LLC

Sub-Adviser: TBD

Portfolio Managers: TBD

Administrator: U.S. Bancorp Fund Services, LLC

Fund accountant: U.S. Bancorp Fund Services, LLC

Transfer agent: U.S. Bancorp Fund Services, LLC

Custodian: U.S. Bank National Association

Distributor: Foreside Fund Services, LLC

Legal counsel: Chapman and Cutler LLP

External accounting: Cohen & Company, Ltd.

 Prospectus is here.

 

MORE ETF HEARSAY

 

S000072472

• LinkedIn: Henry Jim
• henry@etfhearsay.com
• Twitter: @ETFhearsay