AdvisorShares Launches HVAC and Industrials ETF (Ticker: HVAC), Introducing a New Opportunity for Growth in Thematic Investing
AdvisorShares has launched the first ETF focused exclusively on the HVAC industry, trading under the ticker HVAC. The actively managed ETF targets U.S.-listed equities and American depositary receipts of companies in the heating, ventilation, and air conditioning sector, including system manufacturers, service providers, and installers.
The fund aims for long-term capital appreciation in a high-growth sector, offering targeted exposure to HVAC companies rather than diluted exposure through broader market indices. AdvisorShares CEO Noah Hamman highlighted the industry's rapid growth and resilience, citing construction growth, energy efficiency trends, and climate resilience as key drivers.
The launch is accompanied by a detailed whitepaper titled 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.' HVAC joins other successful thematic ETFs from AdvisorShares, including the Hotel ETF (BEDZ) and Restaurant ETF (EATZ), both carrying five-star Morningstar ratings for their overall risk-adjusted performance.
AdvisorShares ha lanciato il primo ETF focalizzato esclusivamente sull'industria HVAC, con il ticker HVAC. Questo ETF attivamente gestito si concentra su azioni quotate negli Stati Uniti e ricevute di deposito americane di aziende nel settore del riscaldamento, ventilazione e aria condizionata, comprese le aziende produttrici di sistemi, i fornitori di servizi e gli installatori.
Il fondo mira a una valorizzazione del capitale a lungo termine in un settore ad alta crescita, offrendo un'esposizione mirata alle aziende HVAC piuttosto che un'esposizione diluita attraverso indici di mercato più ampi. Il CEO di AdvisorShares, Noah Hamman, ha sottolineato la rapida crescita e resilienza dell'industria, citando la crescita nel settore edilizio, le tendenze di efficienza energetica e la resilienza climatica come fattori chiave.
Il lancio è accompagnato da un dettagliato whitepaper intitolato 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.' HVAC si unisce ad altri ETF tematici di successo di AdvisorShares, inclusi l’Hotel ETF (BEDZ) e il Restaurant ETF (EATZ), entrambi con valutazioni a cinque stelle di Morningstar per la loro performance complessiva aggiustata per il rischio.
AdvisorShares ha lanzado el primer ETF enfocado exclusivamente en la industria HVAC, que cotiza bajo el ticker HVAC. Este ETF gestionado activamente apunta a acciones listadas en EE. UU. y recibos de depósito estadounidenses de empresas en el sector de calefacción, ventilación y aire acondicionado, incluyendo fabricantes de sistemas, proveedores de servicios e instaladores.
El fondo busca una apreciación de capital a largo plazo en un sector de alto crecimiento, ofreciendo una exposición específica a las empresas HVAC en lugar de una exposición diluida a través de índices de mercado más amplios. Noah Hamman, CEO de AdvisorShares, destacó el rápido crecimiento y la resiliencia de la industria, citando el crecimiento de la construcción, las tendencias de eficiencia energética y la resiliencia climática como impulsores clave.
El lanzamiento va acompañado de un documento técnico titulado 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.' HVAC se une a otros ETF temáticos exitosos de AdvisorShares, incluidos el Hotel ETF (BEDZ) y el Restaurant ETF (EATZ), ambos con calificaciones de cinco estrellas de Morningstar por su desempeño ajustado al riesgo en general.
AdvisorShares는 HVAC 산업에만 초점을 맞춘 첫 번째 ETF를 출시하며, 티커 HVAC로 거래됩니다. 이 활성 관리 ETF는 난방, 환기 및 공조(HVAC) 부문에 속한 미국 상장 주식과 미국 예탁증권을 대상으로 하며, 시스템 제조업체, 서비스 제공업체 및 설치업체를 포함합니다.
이 펀드는 고성장 부문에서 장기 자본 증대를 목표로 하며, 더 넓은 시장 지수를 통한 희석된 노출보다는 HVAC 기업에 대한 목표 지향적인 노출을 제공합니다. AdvisorShares의 CEO 노아 해먼은 산업의 빠른 성장과 탄력성을 강조하며, 건설 성장, 에너지 효율성 트렌드 및 기후 탄력성 등을 주요 요인으로 언급했습니다.
출시는 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.'라는 상세한 백서와 함께 진행됩니다. HVAC는 AdvisorShares의 성공적인 다른 테마 ETF인 호텔 ETF (BEDZ) 및 레스토랑 ETF (EATZ)와 함께 하며, 두 ETF 모두 전반적인 위험 조정 성과에 대해 별 5개 Morningstar 등급을 보유하고 있습니다.
AdvisorShares a lancé le premier ETF axé exclusivement sur l'industrie HVAC, négocié sous le ticker HVAC. Cet ETF géré activement cible les actions cotées aux États-Unis et les reçus de dépôt américains d'entreprises dans le secteur du chauffage, de la ventilation et de la climatisation, y compris les fabricants de systèmes, les fournisseurs de services et les installateurs.
Le fonds vise une appréciation du capital à long terme dans un secteur à forte croissance, offrant une exposition ciblée aux entreprises HVAC plutôt qu'une exposition diluée à travers des indices de marché plus larges. Noah Hamman, PDG d'AdvisorShares, a souligné la croissance rapide et la résilience de l'industrie, citant la croissance de la construction, les tendances en matière d'efficacité énergétique et la résilience climatique comme moteurs clés.
Le lancement est accompagné d'un document détaillé intitulé 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.' HVAC rejoint d'autres ETF thématiques réussis d'AdvisorShares, y compris l'Hotel ETF (BEDZ) et le Restaurant ETF (EATZ), tous deux portant des notes cinq étoiles de Morningstar pour leur performance globale ajustée au risque.
AdvisorShares hat den ersten ETF, der sich ausschließlich auf die HVAC-Branche konzentriert, unter dem Ticker HVAC gestartet. Der aktiv verwaltete ETF zielt auf an den US-Börsen notierte Aktien und amerikanische Depositary Receipts von Unternehmen im Bereich Heizung, Lüftung und Klimaanlage ab, einschließlich Systemherstellern, Dienstleistern und Installateuren.
Der Fonds hat das Ziel, eine langfristige Kapitalsteigerung in einem wachstumsstarken Sektor zu erzielen und ermöglicht eine gezielte Exposition gegenüber HVAC-Unternehmen, anstatt eine verwässerte Exposition über breitere Marktindizes zu bieten. Noah Hamman, CEO von AdvisorShares, hob das schnelle Wachstum und die Resilienz der Branche hervor und nannte das Wachstum im Bauwesen, Trends zur Energieeffizienz und die Klimaresilienz als zentrale Treiber.
Der Start wird von einem detaillierten Whitepaper mit dem Titel 'The Heat is On: Innovation, Stability, and Growth in the HVAC Industry.' begleitet. HVAC reiht sich ein in die anderen erfolgreichen thematischen ETFs von AdvisorShares, darunter den Hotel-ETF (BEDZ) und den Restaurant-ETF (EATZ), die beide mit fünf Sternen von Morningstar für ihre gesamte risikoadjustierte Performance ausgezeichnet wurden.
- First-mover advantage as the only ETF focused exclusively on the HVAC industry
- BEDZ and EATZ ETFs achieved 5-star Morningstar ratings for risk-adjusted performance
- Targets a high-growth sector driven by construction, energy efficiency, and climate resilience
- Exposure to industry-specific risks including regulatory compliance costs
- Vulnerability to economic slowdowns and technological obsolescence
- Subject to real estate market fluctuations and infrastructure project delays
Insights
The launch of the first HVAC-dedicated ETF marks a strategic entry into an overlooked yet fundamental sector of the industrial economy. The timing is particularly noteworthy, coinciding with several macro tailwinds:
- The infrastructure modernization wave across the U.S. is creating sustained demand for HVAC systems
- Stringent energy efficiency regulations are driving replacement cycles and upgrades
- Climate resilience initiatives are accelerating adoption of advanced HVAC solutions
From an investment perspective, this ETF addresses a important market gap. While HVAC companies have historically delivered strong performance, their representation in broad market indices has been and diluted. The active management approach could prove advantageous in this specialized sector, allowing for tactical adjustments based on regulatory changes, technological advances and market dynamics.
The fund's focus on U.S.-listed securities, including ADRs, provides a balanced exposure to both domestic and international HVAC markets while maintaining liquidity and transparency. This structure could appeal to investors seeking targeted exposure to the industrial modernization theme without the complexity of individual stock selection.
However, investors should note the concentration risks inherent in sector-specific ETFs and consider the fund's role within a diversified portfolio. The success will largely depend on the manager's ability to identify companies best positioned to capitalize on the sector's growth while managing cyclical risks inherent to the industrial sector.
Becomes the first and only ETF dedicated to investing in the expanding and vital industry supporting modern infrastructure and daily life
HVAC seeks long-term capital appreciation by investing in a focused portfolio of
"The HVAC industry continues to demonstrate rapid growth and resilience with an established history of outperforming the broader market," said Noah Hamman, CEO of AdvisorShares. "We believe the HVAC ETF provides a compelling opportunity for investors to access targeted exposure to a sector primed for long-term expansion, driven by increasing construction, energy efficiency trends, and climate resilience—all delivered in a fully transparent and efficient ETF investment vehicle."
To showcase the investment opportunity in HVAC and Industrials, AdvisorShares has published a detailed whitepaper, "The Heat is On: Innovation, Stability, and Growth in the HVAC Industry," which examines the history of the HVAC industry, its role in capital goods, the case for investing in HVAC stocks, including historical performance and projected growth for the space. To download and view the whitepaper, please visit www.hvac.advisorshares.com.
HVAC joins other notable thematic offerings in the AdvisorShares ETF suite including the AdvisorShares Hotel ETF (Ticker: BEDZ) and the AdvisorShares Restaurant ETF (Ticker: EATZ) which each carry five-star Morningstar ratings for their overall risk-adjusted performance*.
Today, February 4, at 1:00pm EST, AdvisorShares will host a live webinar with their experts to discuss the HVAC investment space, its role in client portfolios and the long-term investment potential of HVAC-related industries. You may register and attend this webinar by visiting advisorshares.com/events/webinars/HVAC.
For more information on the AdvisorShares HVAC and Industrials ETF (HVAC), please visit www.hvac.advisorshares.com.
*BEDZ earned five stars for its overall rating out of 48 funds and five stars for its three-year 48 funds based on risk-adjusted returns in Morningstar's US Fund Consumer Cyclical category, as of December 31, 2024. EATZ earned five stars for its overall rating out of 48 funds and five stars for its three-year rating out of 48 funds based on risk-adjusted returns in Morningstar's US Fund Consumer Cyclical category, as of December 31, 2024
About AdvisorShares
AdvisorShares is a leading provider of actively managed ETFs. For financial professionals and investors requesting more information, call 1-877-843-3831 or visit advisorshares.com. Follow @AdvisorShares on X and LinkedIn for more insights.
Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information are in the prospectus, a copy of which may be obtained by visiting the Fund's website at www.advisorshares.com. Please read the prospectus and summary prospectus carefully before you invest.
Foreside Fund Services, LLC, distributor.
An investment in the Fund is subject to risk, including the possible loss of principal amount invested. There is no guarantee that the Fund will achieve its investment objective.
HVAC Companies Risk. HVAC companies are subject to a variety of factors that may adversely affect their business or operations, including costs associated with environmental and other regulations, the effects of an economic slowdown, surplus capacity or technological obsolescence, industry competition, labor relations, rate caps or rate changes and other factors. Certain HVAC companies may be subject to extensive regulation by various governmental authorities. The costs of complying with governmental regulations, delays or failures to receive required regulatory approvals or the enactment of new adverse regulatory requirements may adversely affect HVAC companies. HVAC companies may also be affected by service interruption and/or legal challenges due to environmental, operational or other conditions or events, and the imposition of special tariffs and changes in tax laws, regulatory policies and accounting standards. There is also the risk that corruption may negatively affect publicly-funded infrastructure projects, especially in non-
American Depositary Receipt Risk. ADRs have the same currency and economic risks as the underlying non-
Equity Risk. The prices of equity securities rise and fall daily. These price movements may result from factors affecting individual issuers, industries or the securities market as a whole. In addition, equity markets tend to move in cycles, which may cause stock prices to fall over short or extended periods of time.
Alpha. One of the most commonly quoted indicators of investment performance, alpha, is defined as the excess return on an investment relative to the return on a benchmark index.
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SOURCE AdvisorShares
FAQ
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