ERShares Crossover ETF (XOVR) Announces SpaceX as Its Top Holding
ERShares has announced SpaceX as the top holding in its Crossover ETF (XOVR), marking its first private equity investment. Launched on NASDAQ in August 2024, XOVR combines public and private equities in a single, liquid fund with an AUM cap of $500 million. The ETF allocates over 85% to the Entrepreneur 30 Total Return Index (ER30TR) and up to 15% to private equities. The ER30TR Index has delivered a total return of 2036% since 2005, outperforming major indices. XOVR offers daily liquidity, transparency, and no minimum investment, making private equity accessible to retail investors.
ERShares ha annunciato SpaceX come principale investimento nel suo Crossover ETF (XOVR), segnando il suo primo investimento in capitale privato. Lanciato su NASDAQ nell'agosto 2024, XOVR combina azioni pubbliche e private in un unico fondo liquido con un limite di AUM di 500 milioni di dollari. L'ETF destina oltre l'85% all'Entrepreneur 30 Total Return Index (ER30TR) e fino al 15% a investimenti privati. L'indice ER30TR ha registrato un rendimento totale del 2036% dal 2005, superando i principali indici. XOVR offre liquidità quotidiana, trasparenza e nessun minimo di investimento, rendendo il capitale privato accessibile agli investitori al dettaglio.
ERShares ha anunciado a SpaceX como la principal inversión en su Crossover ETF (XOVR), marcando su primera inversión en capital privado. Lanzado en NASDAQ en agosto de 2024, XOVR combina acciones públicas y privadas en un único fondo líquido con un límite de AUM de 500 millones de dólares. El ETF asigna más del 85% al Entrepreneur 30 Total Return Index (ER30TR) y hasta un 15% a inversiones privadas. El índice ER30TR ha entregado un rendimiento total del 2036% desde 2005, superando a los principales índices. XOVR ofrece liquidez diaria, transparencia y sin inversión mínima, haciendo que el capital privado sea accesible para los inversores minoristas.
ERShares는 SpaceX를 Crossover ETF (XOVR)의 주요 보유 자산으로 발표하며, 이는 개인 자본에 대한 첫 번째 투자로 기록됩니다. 2024년 8월 NASDAQ에 출시된 XOVR는 5억 달러의 AUM 한도를 가진 단일 유동성 펀드에서 공공 및 개인 자본을 결합합니다. 이 ETF는 Entrepreneur 30 Total Return Index (ER30TR)의 85% 이상을 할당하며, 최대 15%를 개인 자본에 할당합니다. ER30TR 지수는 2005년 이후 2036%의 총 수익률을 기록하며 주요 지수를 초과 달성했습니다. XOVR는 일일 유동성, 투명성 및 최소 투자금이 없어 개인 자본을 소매 투자자에게 접근 가능하게 만듭니다.
ERShares a annoncé SpaceX comme la principale holding de son Crossover ETF (XOVR), marquant ainsi son premier investissement en capital privé. Lancé sur NASDAQ en août 2024, XOVR combine des actions publiques et privées dans un fonds unique et liquide avec un plafond d'AUM de 500 millions de dollars. L'ETF alloue plus de 85% à l'Entrepreneur 30 Total Return Index (ER30TR) et jusqu'à 15% à des actions privées. L'indice ER30TR a généré un rendement total de 2036% depuis 2005, surpassant les principaux indices. XOVR offre une liquidité quotidienne, de la transparence et pas de montant minimum d'investissement, rendant le capital privé accessible aux investisseurs particuliers.
ERShares hat SpaceX als die größte Beteiligung in seinem Crossover ETF (XOVR) bekannt gegeben, was die erste Investition in Private Equity markiert. Der im August 2024 an der NASDAQ eingeführte XOVR kombiniert öffentliche und private Aktien in einem einzigen, liquiden Fonds mit einer AUM-Obergrenze von 500 Millionen US-Dollar. Der ETF weist über 85% dem Entrepreneur 30 Total Return Index (ER30TR) zu und bis zu 15% privaten Anlagen. Der ER30TR Index hat seit 2005 eine Gesamtrendite von 2036% erzielt und hat damit die wichtigsten Indizes übertroffen. XOVR bietet tägliche Liquidität, Transparenz und keine Mindestanlage, wodurch Private Equity für Privatanleger zugänglich wird.
- First ETF to provide retail investors access to both public and private equity in a single liquid fund
- Strong historical performance with ER30TR Index showing 2036% total return since 2005
- Secured SpaceX as top holding, providing rare pre-IPO investment access
- Daily liquidity feature unusual for private equity investments
- AUM cap of $500 million helps maintain investment quality
- private equity allocation (up to 15% of portfolio)
- Past performance does not guarantee future results
Insights
This groundbreaking ETF development represents a significant shift in private equity accessibility. The ERShares Crossover ETF (XOVR) introducing SpaceX as its top holding, with an
The historical performance of the ER30TR Index is remarkable, delivering a
The XOVR ETF's structure introduces a novel solution to private equity investment challenges. By combining public and private equities in a liquid, exchange-traded format, it addresses key barriers that typically restrict retail investor participation. The proprietary Entrepreneur Factor® model's track record in identifying successful companies like Nvidia and Amazon adds credibility to their selection process.
The fund's
Groundbreaking, First and Only ETF, Revolutionizes Private Equity Access for Retail Investors
With assets under management (AUM) that will be capped at
A Milestone in Private Equity Access
Dr. Joel Shulman, Founder & CIO of ERShares and Babson College professor, expressed excitement over the SpaceX acquisition:
"We are thrilled to announce our inaugural private equity purchase, making SpaceX the largest weight in XOVR. Private equity has historically been an exclusive domain, limited by illiquidity, lock-ups, and significant barriers to entry. XOVR breaks these barriers, offering unprecedented access to a previously untouchable asset class."
XOVR allocates over
Demonstrated Performance
The proprietary ER30TR Index, founded in 2005, has consistently outperformed major indices with a total return of
- S&P 500:
640% - Dow 30:
599% - Russell 1000 Growth:
938%
Disclosure: While past performance does not guarantee future results, ERShares' innovative approach has an established 20 year track record of identifying exceptional growth opportunities.
XOVR: The ETF for Visionary Growth Investors
Key features of XOVR include:
- Unmatched Access: Exposure to both public and private equity within a single ETF.
- Daily Liquidity: Tradeable on major
U.S. brokerages, providing flexibility uncommon in private equity. - Transparency: Valued at net asset value (NAV) for accurate pricing.
- Ease of Entry: No minimum investment, making private equity accessible to all investors.
Eva Ados, COO & Chief Investment Strategist at ERShares, emphasized XOVR's transformative impact:
"XOVR represents a paradigm shift in the ETF market, combining public and private equities to address a critical unmet need. The inclusion of SpaceX further enhances its appeal, providing retail investors a rare opportunity to gain exposure to pre-IPO growth."
A Philosophy Rooted in Entrepreneurial Excellence
ERShares' proprietary Entrepreneur Factor® (EF) model, built on 25 years of research at Babson College (#1 in entrepreneurship), evaluates over 18 attributes of entrepreneurial leadership, including management quality, innovation, and profitability. This model has been instrumental in identifying early-stage opportunities like Nvidia, Amazon, and Tesla.
With the addition of private equities XOVR ETF now enables retail investors to participate in the wealth creation early in the company's life cycle. This is the most dynamic, highest growth phase of a company's life cycle when wealth creation accelerates.
"By investing in entrepreneurial companies, we're investing in the future of the global economy," said Dr. Shulman. "With XOVR, we're focused on the next wave of 'Magnificent 7' companies poised to disrupt industries and drive growth. Institutional and high net worth investors have traditionally held an advantage over retail investors. Now, as the rich get richer, retail investors can get richer too."
For more information, visit entrepreneurshares.com.
Disclosures:
Investing involves risk, including potential loss of principal. Past performance is no guarantee of future results.
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SOURCE ERShares
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