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RVER - ETF AI Analysis

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RVER

Trenchless Fund ETF (RVER)

Rating:67Neutral
Price Target:
RVER, the Trenchless Fund ETF, has a solid but not top-tier rating, reflecting a mix of strong tech leaders and some more challenged names. High-quality holdings like Microsoft, Meta, Amazon, and ServiceNow boost the fund thanks to their strong financial performance, growth in areas like cloud and AI, and generally positive earnings outlooks. However, weaker holdings such as ImmunityBio, Mobileye, Rocket Companies, and Generac, which face profitability, valuation, or market challenges, weigh on the overall rating, and investors should note the fund’s meaningful concentration in technology-oriented companies as a key risk factor.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered positive returns so far this year, showing resilience despite recent market ups and downs.
Leading Winners in Top Holdings
Several major positions like Novo Nordisk, Rocket Companies, Cleanspark, Generac, and United Rentals have shown strong gains, helping support the fund’s overall results.
Sector Diversification Across the Economy
The fund spreads its investments across health care, consumer, financial, communication, technology, and industrial companies, which helps reduce reliance on any single industry.
Negative Factors
High Stock Concentration
A small group of holdings, including Novo Nordisk, Meta, Amazon, and Oscar Health, make up a large share of the portfolio, increasing the impact if any of them struggle.
Mixed Performance Among Top Positions
Some key holdings such as Meta Platforms and ServiceNow have shown weak or negative performance this year, which can drag on the ETF’s returns.
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which means more of the investment return goes toward costs instead of staying in investors’ pockets.

RVER vs. SPDR S&P 500 ETF (SPY)

RVER Summary

RVER, the Trenchless Fund ETF, focuses on companies involved in modern, less-invasive infrastructure and utility work, but it also spreads money across many parts of the stock market. It does not track a traditional index, instead targeting the “total market” through this trenchless technology theme. Well-known holdings include Meta Platforms and Amazon, along with health care, financial, and industrial companies. Someone might invest for growth and diversification tied to future infrastructure and technology trends. A key risk is that the ETF is concentrated in a niche theme and its price can go up and down significantly with the stock market.
How much will it cost me?The Trenchless Fund ETF (Ticker: RVER) has an expense ratio of 0.66%, which means you’ll pay $6.60 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a niche sector with specialized expertise to target growth opportunities. While it costs more, the fund aims to deliver value through its unique investment strategy.
What would affect this ETF?The Trenchless Fund ETF (RVER) could benefit from increasing demand for innovative infrastructure solutions, particularly in the U.S., where trenchless technology is gaining traction in utility installations and pipeline rehabilitation. However, its exposure to consumer cyclical and technology sectors may face challenges during economic downturns or periods of high interest rates, which can reduce spending and innovation. Regulatory changes or shifts in government infrastructure priorities could also impact the ETF's performance positively or negatively.

RVER Top 10 Holdings

RVER is leaning heavily on U.S. tech and infrastructure names, with a clear tilt toward innovative, asset‑light platforms and equipment providers. Generac and ImmunityBio have been the surprise engines lately, rising sharply and giving the fund some much‑needed lift. Meta and United Rentals are more steady contributors, helping to smooth out the ride. On the flip side, big tech staples like Microsoft and Amazon have been losing steam, while ServiceNow and Palo Alto Networks are lagging, leaving this tech‑centric, U.S.-focused ETF somewhat top‑heavy in a few names that are currently catching their breath.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ServiceNow8.54%$10.16M$118.94B-29.69%
75
Outperform
Meta Platforms7.77%$9.25M$1.56T5.41%
76
Outperform
7.64%$9.09M
Amazon7.18%$8.55M$2.25T7.33%
71
Outperform
Palo Alto Networks5.86%$6.98M$137.83B-9.78%
73
Outperform
Nvidia5.64%$6.72M$4.38T53.50%
76
Outperform
Microsoft5.51%$6.56M$2.91T1.02%
79
Outperform
United Rentals5.06%$6.02M$45.69B15.69%
73
Outperform
Broadcom4.99%$5.94M$1.50T61.54%
76
Outperform
Rocket Companies4.88%$5.80M$40.13B42.60%
54
Neutral

RVER Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
30.53
Negative
100DMA
31.02
Negative
200DMA
31.20
Negative
Market Momentum
MACD
-0.36
Negative
RSI
39.67
Neutral
STOCH
17.45
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RVER, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.25, equal to the 50-day MA of 30.53, and equal to the 200-day MA of 31.20, indicating a bearish trend. The MACD of -0.36 indicates Negative momentum. The RSI at 39.67 is Neutral, neither overbought nor oversold. The STOCH value of 17.45 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RVER.

RVER Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$119.33M0.66%
67
Neutral
$919.82M1.30%
60
Neutral
$891.76M0.59%
69
Neutral
$727.28M0.45%
74
Outperform
$651.71M0.49%
73
Outperform
$638.77M0.50%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RVER
Trenchless Fund ETF
28.60
1.19
4.34%
ULTY
YieldMax Ultra Option Income Strategy ETF
SYLD
Cambria Shareholder Yield ETF
BGDV
Bahl & Gaynor Dividend ETF
ABFL
Fcf Us Quality Etf
XCHG
AB US Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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