Hamilton Champions™ U.S. Technology Index ETF (QMVP)

Overview

Hamilton Champions™ U.S. Technology Index ETF is a strategic investment vehicle designed to provide investors with targeted exposure to a selection of 25 prominent U.S. technology firms, focusing particularly on distinctive profitability metrics. This ETF tracks the performance of the Solactive HAMILTON CHAMPIONS™ U.S. Technology Index and implements a comprehensive replication strategy. A noteworthy feature is its modified market capitalization weighting, which caps individual holdings between 2% and 6% in order to mitigate concentration risk. The ETF encompasses notable companies known as the Magnificent 7, which includes industry leaders like NVIDIA, Apple, Microsoft, and Meta, among others involved in software and services, media and entertainment, and technology hardware sectors. Launched in 2026 by Hamilton ETFs, this investment product is particularly suited as a foundational allocation in technology for investors, emphasizing a blend of growth and value stocks across various market capitalizations within the information technology domain. Additionally, the ETF offers unhedged U.S. equity access in Canadian dollars, providing monthly distributions and quarterly rebalancing, making it an economical choice for investors aiming to incorporate profitable U.S. tech exposure into their investment portfolios.

Products and Services

• Exchange-Traded Fund (ETF): The Hamilton Champions™ U.S. Technology Index ETF serves as an investment fund traded on stock exchanges, designed to track the performance of the Solactive HAMILTON CHAMPIONS™ U.S. Technology Index. It allows investors to access a diversified portfolio of leading technology companies.
• Targeted Exposure to Technology Sector: The ETF specifically provides targeted exposure to 25 leading U.S. technology companies, chosen based on profitability metrics and performance indicators, ensuring that investors can capitalize on growth opportunities within this dynamic sector.
• Modified Market Capitalization Weighting: The ETF utilizes a modified market capitalization weighting system, capping individual holdings between 2% and 6%. This approach helps to limit the risk of over-concentration in any single stock, fostering better portfolio balance and risk management.
• Diversification Across subsectors: By including a variety of companies from different technology subsectors—such as software and services, media and entertainment, and technology hardware—the ETF offers comprehensive exposure to the breadth of the U.S. technology landscape.
• Quarterly Rebalancing: The ETF undergoes quarterly rebalancing to ensure that the portfolio correctly reflects the latest market conditions and maintains its intended investment strategy, optimizing performance potential.
• Monthly Distributions: Investors benefit from monthly distributions, providing a steady income stream while holding the ETF, enhancing attractiveness for those looking for cash flow alongside growth potential.
• Low-Cost Investment Option: The Hamilton Champions™ U.S. Technology Index ETF is designed to be a cost-effective solution for investors seeking exposure to U.S. technology stocks, reducing overall investment costs through its efficient structure.
• Unhedged U.S. Equity Access in Canadian Dollars: The ETF provides Canadian investors with unhedged access to U.S. equities, enabling them to invest without currency conversion, which simplifies investment processes and helps manage currency risk.