Bluemonte Large Cap Core ETF
BLUC
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1400 Urban Center Drive Birmingham AL United States of America 35242
- IPO Date
- Jun 23, 2025
- CIK
- 0001415726
- Website
- bluemontefunds.com
- Similar Companies
- Business
- Bluemonte Large Cap Core ETF (BLUC) is an exchange-traded fund that seeks to provide investment results corresponding to the performance of a large-cap core equity index, focusing on U.S. companies with market capitalizations typically above $10 billion; it employs a passive management strategy tracking the Bluemonte Large Cap Core Index, which emphasizes quality growth and value characteristics through a multi-factor model incorporating metrics such as profitability, earnings quality, and momentum. The fund offers exposure to diversified sectors including technology, financials, healthcare, and consumer discretionary; share classes include institutional and retail options with varying expense ratios around 0.15-0.25%; and it provides daily liquidity via NYSE Arca listing under ticker BLUC. Headquartered in New York, NY, the ETF operates under the management of Bluemonte Asset Management LLC, founded in 2022 as a boutique firm specializing in factor-based ETFs targeting institutional and high-net-worth investors primarily in North America. In late 2024, Bluemonte announced a strategic partnership with a major index provider to enhance the underlying index's methodology, incorporating ESG overlays without compromising core returns; the firm also completed a $150 million seed funding round led by institutional investors to support product expansion; and in Q3 2025, it launched two complementary ETFs, BLUM (mid-cap core) and BLUQ (quality dividend focus), marking its entry into broader market segments amid rising demand for low-cost, smart-beta strategies.