Individual Investors

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The ETFS Battery Tech & Lithium ETF (ACDC) was recently rebalanced on Friday 20th May. As part of this rebalance, new index rules were applied to improve liquidity and ESG filters: The equally weighted fund has increased its reconstitution frequency from once per year in November, to now twice per year in May and November. Any company included in the ESG exclusions list will be removed from the Index universe. A liquidity cap has been introduced, replacing the tiered liquidity system. This is to limit potential market impact when ETFs tracking the index rebalance and manage inflows/outflows. ETFs tracking the index cannot collectively own more than 7.5% of a company to prevent governance issues. ...