Tuttle Tactical Management to Launch Tactical Income ETF

Bond alternative designed to be less subject to interest rate risk

STAMFORD, Conn.--()--Today, Tuttle Tactical Management, in conjunction with ETF Issuer Solutions, launches the Tuttle Tactical Management Multi-Strategy Income ETF (NASDAQ: TUTI). This is the second ETF from Tuttle Tactical Management, following the launch of the Tuttle Tactical Management US Core ETF (NASDAQ: TUTT) in February.

The new ETF is designed to deliver portfolio income, while providing the investor tactically managed exposure to the markets. Etfis Capital, a sister company to ETF Issuer Solutions, is the advisor to the fund and Tuttle Tactical Management is the fund sub-advisor. The rules-based ETF will leverage Tuttle Tactical Management’s four uncorrelated tactical models:

  • Income Relative Momentum Model consists of one or more Income Exchange Traded Products (ETPs) based on relative strength determined on a monthly basis.
  • Dividend Counter-Trend Model invests primarily in dividend-paying equity securities when short-term (daily) market models trending downwards, and cash or cash equivalents when short-term (daily) models show markets trending upwards.
  • Dividend Tactical Fundamental Earnings Model invests in a portfolio of Dividend ETPs when intermediate (weekly) models show stock markets are generally trending upwards and earnings are generally trending downwards, and cash and cash-equivalents during periods when the Sub-Adviser’s intermediate (weekly) models show stock markets are generally trending downwards and earnings are generally trending upwards.
  • Dividend Absolute Momentum Model invests in Dividend ETPs when the intermediate (weekly) models show stock markets are trending upwards, and the invests in cash, cash equivalents or ETPs holding fixed-income securities during periods when intermediate (weekly) models show markets are trending downwards, in accordance with the their relative strength.

Matthew Tuttle, CEO and portfolio manager of Tuttle Tactical Management, LLC offers, “Income investors need a combination of yield and capital gains, and most cannot afford living off of only yield while seeing their principal erode. The bond market remains challenging for investors, and we know that interest rates will rise. The need for income investing strategies that can allocate tactically in the face of increasingly complex market conditions is clear. We believe that this ETF is debuting at a critical time for income-minded investors.”

Tuttle, a regular speaker at industry conferences, will be speaking broadly about tactical investing at the Expert Series ETF Managed Portfolio Summit in Chicago on June 10.

“There is no doubt that the industry appetite for tactical solutions has picked up, and we have seen a strong initial interest in our first ETF product as well as interest in hearing our views on the subject of tactical investing at these industry events,” explains Tuttle.

William J. Smalley, President of ETF Issuer Solutions, said, “Following the success of Matthew’s first ETF, the Tuttle Tactical U.S. Core ETF (TUTT), we’re very happy to have added TUTI to our listing of featured managers.”

About Tuttle Tactical

Tuttle Tactical Management (TTM) is an industry leader in Trend Aggregation providing Investment Advisers, Financial Planners, Insurance Agents and their clients with proven and customized tactical ETF-based investment strategies and exclusive asset management. The firm’s uncertain global economy presents a new paradigm for investing. While growth is important, knowing how to protect the wealth you have accumulated is equally important.

About ETF Issuer Solutions

ETF Issuer Solutions Inc. ("ETFis") is a comprehensive platform for listing, operating, and distributing exchange traded funds. We work with investment managers to bring their strategies to market efficiently and position their ETFs for rapid growth. ETF Distributors LLC (Member: FINRA) is a special purpose broker-dealer designed specifically to operationally administer and actively distribute exchange traded funds.


Please carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. For this and other information about the Tuttle Tactical, call (212) 593-4383 or visit www.tuttlefunds.com for a prospectus. Read it carefully before you invest or send money.

An investment in the Fund is subject to investment risks; therefore you may lose money by investing in the Fund. There can be no assurance that the Fund will be successful in meeting their investment objectives. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Narrowly focused investments typically exhibit higher volatility.

The Fund is subject to management risk because it is an actively managed portfolio. There are additional risks associated with portfolio turnover. As a result of its trading strategy, the Fund may sell portfolio securities without regard to the length of time they have been held and will likely have a higher portfolio turnover rate than other registered investment companies.

Fixed Income Risks: Risks of investments in fixed income securities include, without limitation, credit risk, interest rate risk, maturity risk, yield curve risk, prepayment risk and liquidity risk. These risks could affect the value of investments of the Fund, possibly causing the Fund’s share price and total return to be reduced and fluctuate more than other types of investments.

Junk Bonds or High Yield Securities Risk: High yield securities and unrated securities of similar credit quality are considered to be speculative with respect to the issuer’s continuing ability to make principal and interest payments and are generally subject to greater levels of credit quality risk, liquidity risk, and price volatility risk than investment grade securities.

Allocation Risk: The Fund’s particular allocations may have a significant effect on the Fund’s performance. Allocation risk is the risk that the Fund’s allocation among the ETFs and other securities in which it invests will cause the Fund to underperform other funds with a similar investment objective that do not allocate their investments in the same manner.

The Fund may invest in ETFs or other investment companies. Through its positions in ETFs and other investment companies, the Fund will be subject to the risks associated with such vehicles’ investments, including the possibility that the value of the securities or instruments held by an ETF or other investment company could decrease (or increase).

The Fund's investment adviser is Etfis Capital LLC, and its investment sub-adviser is Tuttle Tactical Management, LLC

Distributed by ETF Distributors LLC (Member: FINRA), and an affiliate of Etfis Capital LLC.


Gregory FCA for Tuttle Tactical Management
Ilan Friedman, 610-228-2287

Release Summary

Tuttle Tactical Management to Launch Tactical Income ETF; Bond alternative designed to be less subject to interest rate risk


Gregory FCA for Tuttle Tactical Management
Ilan Friedman, 610-228-2287