XOVR ETF Expands SpaceX Investment with Additional $13M, Raising Position to 11% of AUM
XOVR ETF has increased its investment in SpaceX by $13 million, bringing SpaceX's total allocation to 11% of AUM. The fund, managed by ERShares, is the only ETF providing exposure to private equity and focuses on entrepreneurial U.S. large-cap companies using the ER30TR Index.
The fund's investment strategy is based on ERShares' Proprietary Venture Capital Model, developed by CEO/CIO Dr. Joel Shulman. The company strongly refuted recent WSJ claims about SpaceX's share price range and potential trading strategies, calling them misguided and demonstrating a lack of understanding of private equity markets.
XOVR ETF aims to democratize access to private equity for retail investors, offering opportunities historically reserved for accredited investors. The fund utilizes the ER30TR Index for over 85% of its weight, focusing on Entrepreneurial US Large Cap companies.
XOVR ETF ha aumentato il suo investimento in SpaceX di 13 milioni di dollari, portando l'allocazione totale di SpaceX all'11% del patrimonio sotto gestione. Il fondo, gestito da ERShares, è l'unico ETF che offre esposizione al capitale privato e si concentra su aziende statunitensi di grande capitalizzazione imprenditoriali utilizzando l'ER30TR Index.
La strategia d'investimento del fondo si basa sul Proprietary Venture Capital Model di ERShares, sviluppato dal CEO/CIO Dr. Joel Shulman. L'azienda ha fermamente smentito le recenti affermazioni del WSJ riguardo l'intervallo di prezzo delle azioni di SpaceX e le potenziali strategie di trading, definendole fuorvianti e dimostrando una mancanza di comprensione dei mercati di capitale privato.
XOVR ETF punta a democratizzare l'accesso al capitale privato per gli investitori al dettaglio, offrendo opportunità storicamente riservate agli investitori accreditati. Il fondo utilizza l'ER30TR Index per oltre l'85% del suo peso, concentrandosi su aziende statunitensi di grande capitalizzazione imprenditoriale.
XOVR ETF ha incrementado su inversión en SpaceX en 13 millones de dólares, llevando la asignación total de SpaceX al 11% de los activos bajo gestión. El fondo, gestionado por ERShares, es el único ETF que ofrece exposición a capital privado y se centra en empresas estadounidenses de gran capitalización emprendedoras utilizando el ER30TR Index.
La estrategia de inversión del fondo se basa en el Modelo de Capital de Riesgo Propietario de ERShares, desarrollado por el CEO/CIO Dr. Joel Shulman. La empresa refutó con firmeza las recientes afirmaciones del WSJ sobre el rango de precios de las acciones de SpaceX y las posibles estrategias de trading, calificándolas de erróneas y demostrando una falta de comprensión de los mercados de capital privado.
XOVR ETF tiene como objetivo democratizar el acceso al capital privado para inversores minoristas, ofreciendo oportunidades que históricamente han estado reservadas para inversores acreditados. El fondo utiliza el ER30TR Index para más del 85% de su peso, centrándose en empresas estadounidenses de gran capitalización emprendedora.
XOVR ETF는 SpaceX에 대한 투자를 1300만 달러 증가시켰으며, SpaceX의 전체 할당 비율을 자산 운용의 11%로 끌어올렸습니다. 이 펀드는 ERShares가 관리하며, 사모투자에 대한 노출을 제공하는 유일한 ETF로, ER30TR 지수를 사용하여 미국의 대형 혁신 기업에 집중하고 있습니다.
펀드의 투자 전략은 CEO/CIO인 Joel Shulman 박사가 개발한 ERShares의 독점 벤처 캐피탈 모델을 기반으로 합니다. 회사는 SpaceX의 주가 범위 및 잠재적 거래 전략에 대한 최근 WSJ의 주장을 강력하게 반박하며, 이는 잘못된 것이고 사모 시장에 대한 이해 부족을 드러낸다고 밝혔습니다.
XOVR ETF는 소매 투자자에게 사모 투자 접근을 민주화하는 것을 목표로 하며, 전통적으로 공인 투자자에게만 제공되었던 기회를 제공합니다. 이 펀드는 ER30TR 지수를 85% 이상 활용하여 미국의 대형 혁신 기업에 집중하고 있습니다.
XOVR ETF a augmenté son investissement dans SpaceX de 13 millions de dollars, portant la répartition totale de SpaceX à 11% des actifs sous gestion. Le fonds, géré par ERShares, est le seul ETF offrant une exposition au capital-investissement et se concentre sur les grandes entreprises entrepreneuriales américaines en utilisant l'ER30TR Index.
La stratégie d’investissement du fonds repose sur le modèle de capital-risque propriétaire d'ERShares, développé par le PDG/CIO Dr. Joel Shulman. L'entreprise a fermement rejeté les récentes affirmations du WSJ concernant la gamme de prix des actions de SpaceX et les stratégies de trading potentielles, les qualifiant de trompeuses et montrant un manque de compréhension des marchés de capital-investissement.
XOVR ETF vise à démocratiser l'accès au capital-investissement pour les investisseurs de détail, offrant des opportunités historiquement réservées aux investisseurs accrédités. Le fonds utilise l'ER30TR Index pour plus de 85% de son poids, se concentrant sur les grandes entreprises entrepreneuriales américaines.
XOVR ETF hat seine Investition in SpaceX um 13 Millionen Dollar erhöht, was SpaceX's Gesamtzuweisung auf 11% der verwalteten Vermögenswerte anhebt. Der Fonds, der von ERShares verwaltet wird, ist der einzige ETF, der Zugang zu Private Equity bietet und sich auf unternehmerische US-Companies mit großer Marktkapitalisierung konzentriert, indem er den ER30TR Index verwendet.
Die Anlagepolitik des Fonds basiert auf dem proprietären Venture Capital-Modell von ERShares, das vom CEO/CIO Dr. Joel Shulman entwickelt wurde. Das Unternehmen wies kürzlich die Aussagen des WSJ über die Preisspanne von SpaceX-Aktien und potenzielle Handelsstrategien entschieden zurück und bezeichnete sie als irreführend und als Beweis für ein mangelndes Verständnis der Private Equity-Märkte.
XOVR ETF zielt darauf ab, den Zugang zu Private Equity für Privatanleger zu demokratisieren und bietet Möglichkeiten, die historisch gesehen nur für akkreditierte Anleger reserviert waren. Der Fonds verwendet den ER30TR Index für mehr als 85% seines Gewichts und konzentriert sich auf unternehmerische US-Companies mit großer Kapitalisierung.
- Increased investment in SpaceX by $13M, showing strong conviction in the position
- SpaceX represents 11% of AUM as the fund's largest holding
- Unique market position as the only ETF providing private equity exposure
- Fund utilizes ER30TR Index for 85%+ of weight, competing with major benchmarks
- None.
Insights
The $13M increase in SpaceX allocation by XOVR ETF marks a pivotal moment in democratizing private market access. This strategic move, elevating SpaceX to 11% of AUM, carries several significant implications for investors and the broader market landscape.
The fund's positioning reveals a sophisticated arbitrage opportunity between public and private markets, potentially offering retail investors exposure to high-growth private companies at valuations different from traditional late-stage private rounds. This creates an interesting dynamic where retail investors can participate in private market opportunities through a liquid, regulated vehicle.
The public disagreement over SpaceX valuation methodologies highlights a critical challenge in private market investing. Dr. Shulman's strong rebuttal of the WSJ's pricing suggestions underscores the complexity of private market valuations and the limitations of simplified trading strategies. This tension between public market price discovery mechanisms and private market valuation methodologies could create both opportunities and risks for investors.
XOVR's approach, focusing on entrepreneurial companies through their proprietary ER30TR Index, represents an innovative evolution in ETF strategies. The fund's heavy weighting towards SpaceX signals strong conviction but also introduces concentration risk that investors should carefully consider. The fund's ability to identify early opportunities, exemplified by their early recognition of the Magnificent 7, suggests a robust investment process, though past performance doesn't guarantee future success.
This development represents a significant evolution in ETF product design, introducing a hybrid investment vehicle that bridges the traditional gap between public and private markets. The 11% allocation to SpaceX demonstrates both the fund's conviction and its ability to execute on its unique mandate.
The product structure addresses a important market inefficiency by providing retail investors access to private equity opportunities through a regulated, liquid vehicle. This innovation could potentially reshape how retail investors access private markets, though it comes with unique challenges in portfolio management and valuation.
The public dispute over valuation methodologies highlights the complexities of incorporating private assets into public market vehicles. The fund's approach to valuation and position sizing will be important for maintaining investor confidence and regulatory compliance. The strong stance against simplified trading strategies for price discovery indicates a sophisticated understanding of private market dynamics.
XOVR's success in identifying early opportunities, combined with its proprietary Entrepreneur Factor Model, suggests a robust investment process that could provide meaningful differentiation in an increasingly crowded ETF marketplace. However, the concentrated position in SpaceX introduces specific risks that investors need to evaluate within their portfolio context.
XOVR ETF is uniquely designed to invest in entrepreneurial
"XOVR ETF is democratizing access to private equity for retail investors," said Eva Ados, COO and Chief Investment Strategist at ERShares.
In a recent CNBC interview, Ados added: "We have been evaluating companies like OpenAI, Scale AI, and other popular AI names, but we invest based on conviction, not hype. Because it's still early in the AI race and there are still many unknowns, we don't just jump into names, unlike some other funds. We have high conviction that SpaceX and Starlink are positioned to be the dominant forces in space exploration and global connectivity."
Given this, Shulman states "We have no plans to alter SpaceX's position as our top holding anytime soon. It remains our largest investment, not because of fleeting popularity, but because we build positions in companies that redefine industries."
The fund has already gained strong media attention, including a WSJ article citing SpaceX's share price range from
Dr. Shulman strongly refutes both claims, calling them misguided and lacking a fundamental understanding of private equity markets:
"We recently increased our SpaceX investment by
"Any suggestion to 'buy and sell a little bit of private equity each day' as a pricing strategy is not only impractical but fundamentally flawed. This idea reflects a superficial grasp of how private markets operate and ignores the complex nature of private equity valuation. Such a proposal is simplistic at best and entirely unworkable in practice."
He further emphasizes XOVR ETF's mission to level the playing field by offering retail investors access to private equity opportunities historically reserved for accredited investors.
"Our goal is to provide retail investors with the same opportunities, pari passu, as institutional players—something that has historically been out of reach," Shulman adds.
ERShares has pioneered the Venture Capital Model for public markets, applying its Entrepreneur Factor, a proprietary methodology for identifying and investing in the most innovative companies.
XOVR ETF utilizes the ER30TR Index for
About ERShares
ERShares is a leader in entrepreneur-focused investing, using a proprietary Entrepreneur Factor Model to identify high-growth opportunities. Through its innovative approach, ERShares provides public market investors access to venture-capital-style investments, bridging the gap between institutional and retail investing.
Visit www.ershares.com
Past performance is no guarantee of future results. All investments involve risk. Please refer to the following disclosures: https://entrepreneurshares.com/disclosures/.
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SOURCE ERShares
FAQ
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