ARP NYSE ARCA

PMV Adaptive Risk Parity ETF

A More Complete Diversifier

Fund Thesis

Seeks to mitigate the impact of market risk on portfolio returns.

ARP is an actively managed ETF that uses a systematic process to evaluate mid- to long-term momentum trends across stock, bond, commodity, and currency markets and allocate exposures based on those trends, with the goal of improving risk-adjusted returns.

The result is a strategy that seeks to provide asset class diversification within a transparent, liquid, and tax-efficient ETF structure, with the objective of maintaining reduced correlation to stocks over time.

ARP is designed to provide exposure beyond traditional stock and bond allocations through a systematic, rules-based monthly rebalancing process that adjusts exposures in response to market trends.

Investing involves risk, including possible loss of principal. The Fund is actively managed and may not achieve its investment objective. Diversification does not ensure a profit or protect against loss.

Fund Details

Key facts and structure.

TickerARP
CUSIP00791R301
ExchangeNYSE ARCA
Inception Date12/21/2022
Net Assets (04/02/2026) $62,242,578
Gross Expense Ratio1.88%
Expense Reimbursements(0.46)%
Net Expense Ratio1.42%
Portfolio ManagerDaniel Snover, CFA

*The Adviser has contractually agreed to waive fees and/or reimburse expenses to keep Total Annual Fund Operating Expenses from exceeding 1.20% of average daily net assets through February 28, 2027.

Documents
Investable Universe

Asset classes many portfolios may be missing.

We believe bonds alone may provide incomplete diversification. Effective diversification may require exposure to asset classes that respond differently to changing economic conditions. ARP seeks to provide diversified asset class exposure in a single trade.

Growth Assets
US Equities
Large-cap domestic stocks
International Equities
Developed market stocks
EM Equities
Emerging market stocks
Inflation Assets
Commodities
Broad commodity exposure may hedge rising prices and input costs
Recession Assets
20+ Yr US Treasuries
Long-duration government bonds that tend to rally when growth slows and rates fall
Defensive Assets
T-Bills
Short-term government debt
Gold
Store of value, crisis hedge
USD Currency
Flight-to-safety asset
Methodology

A systematic, rules-based process.

Four steps, repeated monthly, to stay aligned with the prevailing market environment.

Step 01

Calculate

Measure returns across multiple lookback periods for each asset class to identify persistent trends.

Step 02

Score

Rank each asset by its momentum signal. Stronger, more persistent trends receive higher scores.

Step 03

Allocate

Build a portfolio from the highest-scored assets, targeting the greatest risk-adjusted return.

Step 04

Repeat

Rebalance monthly. The process is continuous and systematic, adapting as conditions evolve.

Performance & Holdings

Carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s prospectus and the summary prospectus. Please read the prospectus carefully prior to investing.

An investment in the fund involves risk, including possible loss of principal. In addition to the normal risks associated with investing, the Fund is subject to Momentum Risk. Therefore, the value of the Fund may decline if, among other reasons, momentum trends believed to be beneficial to the Fund stop, reverse, otherwise behave differently than predicted, or the securities selected for inclusion in the Fund’s portfolio do not perform as anticipated. An actively-managed fund is subject to the risk that its investment adviser will select investments or allocate assets in a manner that could cause the fund to underperform or otherwise not meet its investment objective.

Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.

Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer ("NBBO") as of the time the ETF calculates current NAV per share, and do not represent the returns you would receive if you traded shares at other times. NAVs are calculated using prices as of 4:00 PM Eastern Time.

PMV Capital Advisers, LLC serves as the investment adviser of the Fund. Vident Asset Management, LLC serves as a sub advisor to the Fund. The Fund is distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with PMV Capital Advisers, LLC, Vident Asset Management, LLC or any of its affiliates. Check the background of SIDCO on FINRA’s BrokerCheck.

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