BTCQ.U – 3iQ Bitcoin ETF – ETF Investment Strategy | Morningstar

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Strategy

The fund's investment objectives are to seek to provide holders of Units (“Unitholders”) of the the fund with exposure to the digital currency bitcoin (“bitcoin”) and the daily price movements of the U.S. dollar price of bitcoin; and (b) the opportunity for long-term capital appreciation. To achieve its investment objectives, the the fund invests in long-term holdings of bitcoin and the 3iQ Ether Staking ETF invests in long-term holdings of ether. Bitcoin and ether are purchased from reputable digital asset trading platforms and OTC counterparties, in order to provide investors with a convenient, safer alternative to a direct investment in bitcoin or ether, as applicable.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BTCQ	3iQ Bitcoin ETF	ETF	Open	—	—	Mar 31, 2021	CA$232.87M	—	Below Average	—	−CA$18.42M
BTCQ.U	3iQ Bitcoin ETF	ETF	Open	—	—	Mar 31, 2021	$166.25M	—	Below Average	—	—

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