Arrow Valtoro ETF
ORO
Chicago Board Options Exchange- -
USD
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- -
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- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 6100 Chevy Chase Drive, Suite 100 Laurel MD United States of America 20707
- IPO Date
- Oct 17, 2025
- Similar Companies
- Business
- Arrow Valtoro ETF is an actively managed exchange-traded fund that seeks capital gains through tactical exposure to Bitcoin futures, gold futures, and cash equivalents, while using a rules-based model to adjust allocations according to market conditions. The fund is sponsored by Arrow Investment Advisors, LLC, a Laurel, Maryland-based firm founded in 2006; the ETF is a series of Arrow Investments Trust and trades on Cboe BZX under ticker ORO. The fund’s core strategy is to provide upside participation in Bitcoin futures while seeking to limit downside risk and volatility through systematic shifts among three liquid components: Bitcoin futures for growth; gold futures for defense; and short-term cash instruments or cash equivalents for protection. It does not invest directly in Bitcoin or physical gold, and it may also gain exposure through a Cayman Islands subsidiary or, when operationally preferable, through RIC-compliant Bitcoin or gold futures ETFs. Arrow Valtoro ETF’s principal products and services are therefore its portfolio management and exchange-traded fund offering, with investment exposure centered on standardized, cash-settled Bitcoin futures contracts, standardized gold futures contracts, and cash investments such as U.S. Treasury bills and repurchase agreements. The fund may allocate between 0% and 95% of net assets to Bitcoin-linked instruments, between 0% and 85% to gold-linked instruments, and between 0% and 100% to cash and cash equivalents, depending on model signals and prevailing market conditions. Recent major changes include the fund’s listing on Cboe on October 17, 2025, making it a newly launched ETF with a limited operating history. The prospectus also indicates a current fee waiver that reduces total annual operating expenses to 1.25% through October 31, 2026, and notes the fund’s ongoing use of the AI Tactical Bitcoin Index framework, which dynamically reallocates exposure based on risk-on and risk-off signals. The ETF targets investors seeking systematic, risk-managed exposure to Bitcoin-related returns and related defensive assets, rather than direct cryptocurrency ownership. Its operations are U.S.-focused through exchange-listed trading, with supplemental subsidiary exposure in the Cayman Islands when needed to support futures-based implementation.