VistaShares Introduces the VistaShares Target 15™ Berkshire Select Income ETF
VistaShares has launched the VistaShares Target 15™ Berkshire Select Income ETF (OMAH), a new ETF that combines Berkshire Hathaway's investment strategy with income generation. The fund invests in approximately 20 of Berkshire's most representative holdings, including direct exposure to BRK.B, while employing an active options overlay strategy targeting a 15% annual income, distributed as 1.25% monthly.
The ETF tracks the Solactive VistaShares Berkshire Select Index while actively managing portfolio weightings. The options strategy is managed by Tidal Financial Group's trading team, led by Jay Pestrichelli, who will serve as the lead portfolio manager for the OMAH options overlay. VistaShares actively monitors regulatory filings and public disclosures to adjust fund allocations as needed.
VistaShares ha lanciato il VistaShares Target 15™ Berkshire Select Income ETF (OMAH), un nuovo ETF che combina la strategia d'investimento di Berkshire Hathaway con la generazione di reddito. Il fondo investe in circa 20 delle partecipazioni più rappresentative di Berkshire, inclusa l'esposizione diretta a BRK.B, adottando una strategia attiva di opzioni che mira a un reddito annuo del 15%, distribuito come 1,25% mensile.
Il ETF traccia il Solactive VistaShares Berkshire Select Index mentre gestisce attivamente i pesi del portafoglio. La strategia di opzioni è gestita dal team di trading di Tidal Financial Group, guidato da Jay Pestrichelli, che sarà il gestore principale del portafoglio per il sovrapposizione di opzioni OMAH. VistaShares monitora attivamente le comunicazioni normative e le divulgazioni pubbliche per regolare le allocazioni del fondo secondo necessità.
VistaShares ha lanzado el VistaShares Target 15™ Berkshire Select Income ETF (OMAH), un nuevo ETF que combina la estrategia de inversión de Berkshire Hathaway con la generación de ingresos. El fondo invierte en aproximadamente 20 de las participaciones más representativas de Berkshire, incluyendo exposición directa a BRK.B, mientras emplea una estrategia activa de opciones que busca un ingreso anual del 15%, distribuido como 1.25% mensual.
El ETF sigue el Solactive VistaShares Berkshire Select Index mientras gestiona activamente los pesos de la cartera. La estrategia de opciones es gestionada por el equipo de trading de Tidal Financial Group, liderado por Jay Pestrichelli, quien será el gestor principal de la superposición de opciones OMAH. VistaShares monitorea activamente los archivos regulatorios y las divulgaciones públicas para ajustar las asignaciones del fondo según sea necesario.
VistaShares는 VistaShares Target 15™ Berkshire Select Income ETF (OMAH)를 출시했습니다. 이 새로운 ETF는 버크셔 해서웨이의 투자 전략과 수익 창출을 결합합니다. 이 펀드는 버크셔의 가장 대표적인 보유 자산 약 20개에 투자하며, BRK.B에 대한 직접적인 노출을 포함하고, 연간 15%의 수익을 목표로 하는 적극적인 옵션 오버레이 전략을 사용하여 매달 1.25%씩 분배합니다.
이 ETF는 Solactive VistaShares Berkshire Select Index를 추적하면서 포트폴리오 비중을 적극적으로 관리합니다. 옵션 전략은 Tidal Financial Group의 거래 팀에 의해 관리되며, Jay Pestrichelli가 OMAH 옵션 오버레이의 주요 포트폴리오 매니저로 활동합니다. VistaShares는 필요에 따라 펀드 할당을 조정하기 위해 규제 문서 및 공개 정보를 적극적으로 모니터링합니다.
VistaShares a lancé le VistaShares Target 15™ Berkshire Select Income ETF (OMAH), un nouvel ETF qui combine la stratégie d'investissement de Berkshire Hathaway avec la génération de revenus. Le fonds investit dans environ 20 des participations les plus représentatives de Berkshire, y compris une exposition directe à BRK.B, tout en employant une stratégie active d'options visant un revenu annuel de 15%, distribué sous forme de 1,25% par mois.
L'ETF suit le Solactive VistaShares Berkshire Select Index tout en gérant activement les pondérations du portefeuille. La stratégie d'options est gérée par l'équipe de trading de Tidal Financial Group, dirigée par Jay Pestrichelli, qui sera le gestionnaire principal du portefeuille pour la superposition d'options OMAH. VistaShares surveille activement les dépôts réglementaires et les divulgations publiques pour ajuster les allocations du fonds si nécessaire.
VistaShares hat den VistaShares Target 15™ Berkshire Select Income ETF (OMAH) eingeführt, einen neuen ETF, der die Anlagestrategie von Berkshire Hathaway mit der Einkommensgenerierung kombiniert. Der Fonds investiert in etwa 20 der repräsentativsten Beteiligungen von Berkshire, einschließlich direkter Exposition zu BRK.B, und verwendet eine aktive Optionsstrategie, die ein jährliches Einkommen von 15% anstrebt, verteilt als 1,25% monatlich.
Der ETF verfolgt den Solactive VistaShares Berkshire Select Index und verwaltet aktiv die Portfolio-Gewichtungen. Die Optionsstrategie wird vom Handelsteam der Tidal Financial Group geleitet, das von Jay Pestrichelli geführt wird, der als Hauptportfoliomanager für die OMAH-Optionsüberlagerung fungiert. VistaShares überwacht aktiv regulatorische Einreichungen und öffentliche Bekanntmachungen, um die Fondsallokationen bei Bedarf anzupassen.
- New income-focused ETF offering 15% target annual yield
- Direct exposure to Berkshire Hathaway's investment strategy
- Professional options management by experienced team
- Monthly income distribution structure (1.25%)
- Target yield of 15% may carry higher risk
- diversification with only ~20 holdings
- Performance dependent on options strategy execution
Insights
VistaShares has launched the VistaShares Target 15™ Berkshire Select Income ETF (OMAH), creating a unique investment vehicle that combines Warren Buffett's investment philosophy with income generation. The ETF's core strategy involves holding approximately 20 of Berkshire Hathaway's most representative equity positions plus direct exposure to BRK.B shares, while employing an active options overlay targeting an ambitious
This product represents a notable innovation in the increasingly popular equity-plus-options ETF space by specifically focusing on Berkshire's investment selections. The fund will track the Solactive VistaShares Berkshire Select Index while allowing active management to balance exposures and achieve income targets. The options strategy will be managed by Jay Pestrichelli of Tidal Financial Group, which recently acquired ZEGA Financial in early 2025.
What separates OMAH from other Buffett-inspired products is its income generation component, potentially appealing to yield-hungry investors seeking Buffett's equity selection wisdom combined with substantive monthly distributions. However, investors should carefully evaluate how the options overlay might impact overall returns in various market conditions, as high-yield options strategies often involve trade-offs between income and potential capital appreciation.
“Invest like Buffett” as the fund’s equity positions represent ~20 of Berkshire Hathaway’s most representative holdings, while an active options overlay seeks an annual income target of
The Fund adds an entirely new approach to the fast-growing category of equity- and options-powered strategies by providing investors with exposure to an equity portfolio designed to reflect a select group of the publicly disclosed investments of Berkshire Hathaway while an actively managed options overlay aims to achieve an annual income target of
“Warren Buffett is an icon to all generations of investors for what he has been able to accomplish during his long and illustrious career. Trying to ‘invest like Buffett’ has for decades been its own cottage industry, but now, for the first time, it is possible to have access to a Berkshire Hathaway-like portfolio that also seeks to deliver significant income,” said Adam Patti, CEO of VistaShares. “We consider OMAH to be a core equity holding with the added benefit of significant monthly income potential.”
The Fund seeks long-term capital appreciation by investing in a focused portfolio of equity securities included in the Solactive VistaShares Berkshire Select Index (the "Index"). The Index reflects a select group of the top 20 equity holdings that represent the publicly disclosed investments of Berkshire Hathaway, plus additional exposure directly to BRK.B. Although the Fund's portfolio is guided by the Index, VistaShares actively manages the allocation of the Fund's portfolio weightings to balance exposure across these equity positions and to seek to enable the Fund to meet its target income level. VistaShares also monitors regulatory filings, such as 13F filings, and other public disclosures to adjust the Fund's allocations as needed.
The Fund seeks to generate income primarily through the use of options strategies involving options contracts on certain or all of its Underlying Securities. These strategies, which are overseen by the highly experienced options trading team at Tidal Financial Group, are expected to derive the majority of the Fund's yield, with the Fund aiming to achieve an annual income target of
“This is an exciting launch and one we are very pleased to be a part of,” added Pestrichelli, who founded ZEGA Financial (a
For more information and updates from VistaShares, please visit www.VistaShares.com and follow the firm on LinkedIn @VistaShares and on X @VistaSharesETFs.
About VistaShares
At VistaShares, we strive to deliver innovative investment solutions for today’s investors, helping them navigate evolving market opportunities with confidence. VistaShares ETFs are actively managed by industry and investment experts, offering two distinct strategies. Our Pure Exposure™ ETFs target technology-driven economic Supercycles™ that we believe are poised for significant growth. Additionally, our Target 15™ option-based income ETFs are designed to generate high monthly income while complementing a core equity portfolio.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (844) 875-2288. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
The Distribution rate is the estimated payout an investor would receive if the most recently declared distribution, which includes option income, remained the same going forward. The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV. The Distribution Rate represents a single distribution from the ETF and does not represent its total return. Distributions are not guaranteed.
The Distribution rate and 30-Day SEC Yield is not indicative of future distributions, if any, on the ETFs. In particular, future distributions on any ETF may differ significantly from its Distribution Rate or 30-Day SEC Yield. You are not guaranteed a distribution under the ETFs. Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero. Accordingly, the Distribution Rate and 30-Day SEC Yield will change over time, and such change may be significant. The distribution may include a combination of ordinary dividends, capital gain, and return of investor capital, which may decrease a fund’s NAV and trading price over time. As a result, an investor may suffer significant losses to their investment. These distribution rates caused by unusually favorable market conditions may not be sustainable. Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future.
Index / Strategy Risks. The Index’s holdings are derived from publicly available data, which may be delayed relative to the then current portfolio of Berkshire Hathaway. Consequently, the Fund’s holdings, which are based on the Index, may not accurately reflect Berkshire Hathaway’s most recent publicly-disclosed investment positions and may deviate substantially from its actual current Portfolio. The equity securities represented in the Index are subject to a range of risks, including, but not limited to, fluctuations in Market conditions, increased competition, and evolving regulatory environments, all of which could adversely affect their performance.
Focused Portfolio Risk. The Fund will hold a relatively focused portfolio that may contain exposure to the securities of fewer issuers than the portfolios of other ETFs. Holding a relatively concentrated portfolio may increase the risk that the value of the Fund could go down because of the poor performance of one or a few investments.
Distribution Risk. Although the Fund has an annual income target, the Fund intends to distribute income on a monthly basis. There is no assurance that the Fund will make a distribution in any given month.
Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indexes.
Options Contracts Risk. The use of options contracts involves investment strategies and risks different from those associated with ordinary portfolio securities transactions. The prices of options are volatile and are influenced by, among other things, actual and anticipated changes in the value of the underlying instrument, including the anticipated volatility, which are affected by fiscal and monetary policies and by national and international political, changes in the actual or implied volatility or the reference asset, the time remaining until the expiration of the option contract and economic events.
Equity Market Risk. Common stocks are generally exposed to greater risk than other types of securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers. The equity securities held in the Fund’s portfolio may experience sudden, unpredictable drops in value or long periods of decline in value.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective Investors do not have a track record or history on which to base their investment decisions.
Newer Sub-Adviser Risk. VistaShares is a recently formed entity and has limited experience with managing an exchange-traded fund, which may limit the Sub-Adviser’s effectiveness.
Foreside Fund Services, LLC, distributor.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250305584227/en/
Chris Sullivan
Craft & Capital
chris@craftandcapital.com
Source: VistaShares
FAQ
What is the target annual yield for VistaShares OMAH ETF?
How does the OMAH ETF replicate Berkshire Hathaway's investment strategy?
Who manages the options overlay strategy for OMAH ETF?
How does VistaShares maintain OMAH ETF's portfolio alignment with Berkshire's holdings?
