Morningstar

Horizon Kinetics SPAC Active ETF SPAQ

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Kinetics Investment Hub

Morningstar’s Analysis SPAQ

Will SPAQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPAQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPAQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPAQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Kinetics SPAC Active ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPAQ

More SPAQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Oaktree Acquisition Corp III Life Sciences Class A Ordinary shares

5.36 534,314
Financial Services

NewHold Investment Corp IV Class A

4.55 454,050
Financial Services

Viking Acquisition Corp II Class A

4.31 430,133
Financial Services

Evolution Global Acquisition Corp Class A ordinary shares

4.24 422,510
Financial Services

OTG Acquisition Corp I Class A

4.11 410,000
Financial Services

Cantor Equity Partners V Inc Ordinary Shares - Class A

4.09 408,400
Financial Services

Willow Lane Acquisition Corp II Class A - Ordinary Shares

4.09 407,600
Financial Services

Metals Acquisition Corp II Class A - Ordinary shares

4.05 404,390
Financial Services

Space Asset Acquisition Corp Ordinary shares- Class A

4.04 403,190
Financial Services

Dynamix Corp Class A ordinary Shares

4.03 401,820
Financial Services

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