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Performance as of Sept. 28, 2026

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PeriodPrice returnTotal return
1M▲ +4.91%▲ +10.63%
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▲ +21.57%▲ +29.68%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) -$1.7M
Quarter ending Jun 2026 +$6.5M
Trailing 12 months +$357.4M Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 4 holdings

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NameCUSIPValue%Balance Category Country
TREASURY BILL 912797UP0 $144.4M 99.05 144,600,000 DBT US
Robinhood Markets Inc 770700102 $5.2M 3.59 52,149 EC US
First American Government Obli 31846V336 $291K 0.20 291,414 STIV US
Unknown security · -$4.0M -2.76 1 DE US

Sector breakdown

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Financials 3.6%
Other/Unmapped 96.4%

Dividends 65 payments

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107.43%TTM yield
$30.09TTM payout / share
Weekly (est.)
Ex-dateAmount / share
Sept. 21, 2026$0.2390
Sept. 14, 2026$0.5320
Sept. 8, 2026$0.2750
Aug. 31, 2026$0.4770
Aug. 24, 2026$0.3210
Aug. 17, 2026$0.4000
Aug. 10, 2026$0.1930
Aug. 3, 2026$0.2860
July 27, 2026$0.2390
July 20, 2026$0.4120
July 13, 2026$0.5920
July 6, 2026$0.2440
June 29, 2026$0.5750
June 22, 2026$0.4920
June 15, 2026$0.1880
June 8, 2026$0.5150
June 1, 2026$0.2150
May 26, 2026$0.2920
May 18, 2026$0.3340
May 11, 2026$0.1150
May 4, 2026$0.2570
April 27, 2026$0.4920
April 20, 2026$0.2830
April 13, 2026$0.3380
April 6, 2026$0.2180
March 30, 2026$0.2730
March 23, 2026$0.2770
March 16, 2026$0.3940
March 9, 2026$0.3540
March 2, 2026$0.3500
Feb. 23, 2026$0.2550
Feb. 17, 2026$0.1750
Feb. 9, 2026$0.3280
Feb. 2, 2026$0.4420
Jan. 26, 2026$0.3820
Jan. 20, 2026$0.5490
Jan. 12, 2026$0.5060
Jan. 5, 2026$0.6530
Dec. 29, 2025$0.8290
Dec. 22, 2025$0.5590
Dec. 15, 2025$1.0110
Dec. 8, 2025$1.0020
Dec. 1, 2025$0.5250
Nov. 24, 2025$0.7870
Nov. 17, 2025$0.6990
Nov. 10, 2025$1.3770
Nov. 3, 2025$1.2650
Oct. 27, 2025$0.8500
Oct. 20, 2025$1.4880
Oct. 14, 2025$2.1830

Institutional owners (13F) 9 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
CITADEL ADVISORS LLC $1,387,384 50.24% 48,800 Call option June 30, 2026
CITADEL ADVISORS LLC $349,689 12.66% 12,300 Put option June 30, 2026
StoneX Group Inc. $317,217 11.49% 11,109 Shares June 30, 2026
OLD MISSION CAPITAL LLC $259,565 9.40% 9,130 Shares June 30, 2026
GROUP ONE TRADING LLC $248,848 9.01% 8,753 Shares June 30, 2026
SIMPLEX TRADING, LLC $123,443 4.47% 4,342 Shares June 30, 2026
Wilmington Savings Fund Society, FSB $69,881 2.53% 2,458 Shares June 30, 2026
Farther Finance Advisors, LLC $4,415 0.16% 155 Shares June 30, 2026
CENTAURUS FINANCIAL, INC. $1,097 0.04% 38,597 Shares June 30, 2026

Peer funds

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