Vesper U.S. Large Cap Short-Term Reversal Strategy (UTRN) ETF Holdings & Analysis

What UTRN does

The Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) primarily dedicates a minimum of 80% of its total holdings to assets found within its benchmark index. This underlying index is constructed to monitor the returns of a focused portfolio comprising 25 individual stocks. These equities are chosen from the broader S&P 500 Index, specifically identified by Vesper Capital Management, LLC, because they are deemed most likely to exhibit the "short-term reversal" phenomenon. This selection process relies on a distinctive, in-house algorithmic tool, referred to as "Chow's Ratio" or simply "the Algorithm."

Fund profile

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how UTRN fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does UTRN track?

UTRN is the Vesper U.S. Large Cap Short-Term Reversal Strategy ETF, a Other ETF.

What is the expense ratio of UTRN?

Expense ratio data for UTRN is shown on the page when available from our data provider.

What are the largest holdings in UTRN?

UTRN's top holdings are listed on this page when available.

How can PortView analyze UTRN overlap with other ETFs?

PortView computes the holdings overlap between UTRN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.