BDRY

Breakwave Dry Bulk Shipping ETF

BDRY tracks an index of long-only exposure to the nearest calendar quarter of dry bulk freight futures contracts on specified indexes.


Exposure

DERIVATIVES

Active

MANAGEMENT STYLE

$ 40.2 M

ASSETS UNDER MGMT

350 bp

EXPENSES
Fund Basics
Inception dateMar 22, 2018
Regulation
Fund Websitelink...
Distributions
CurrencyUSD
Holdings Transparency
Derivatives-basedYes
Options availableNo
Currency hedgedNo
Fund of fundsNo
Top Holdings
CASH & OTHER 100.0 %
CAPESIZE 5TC FFA 180KT TIMECHARTER AVERAGE M 19.3 %
CAPESIZE 5TC FFA 180KT TIMECHARTER AVERAGE M 17.3 %
PANAMAX 5TC FFA 82KT TIMECHARTER AVERAGE M JU 14.6 %
PANAMAX 5TC FFA 82KT TIMECHARTER AVERAGE M MA 14.3 %
CAPESIZE 5TC FFA 180KT TIMECHARTER AVERAGE M 6.8 %
CAPESIZE 5TC FFA 180KT TIMECHARTER AVERAGE M 6.7 %
CAPESIZE 5TC FFA 180KT TIMECHARTER AVERAGE M 6.6 %
PANAMAX 5TC FFA 82KT TIMECHARTER AVERAGE M JU 5.7 %
PANAMAX 5TC FFA 82KT TIMECHARTER AVERAGE M AU 5.5 %
Historical Performance


Standardized Performance (as of 04/30/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 33.6% 103.3% -4.0% 10.2% -13.9% -- -- -9.1%
Dividend Yield 0.0% 0.0% 0.0% 0.0% 0.0% -- -- 0.0%
Total Returns 33.6% 103.3% -4.0% 10.2% -13.9% -- -- -9.1%
Ann. Volatility 45.5% 42.4% 47.7% 53.6% 61.7% -- -- 63.6%
Market Correlations
versus...BetaR-squared
S&P 500-0.040%
MSCI EAFE-0.110%
MSCI Emg Mkts-0.030%
Liquidity Measures
Avg. volume (000)96
ADV traded (mns)$1
Turnover3.0%
Avg. Bid/Ask (% of price)1.14%
Technical Indicators
30d moving avg. (EMA)$12.04
Relative strength (RSI)58
MACD/Signal0.39/0.45
Bollinger Bands (Upper/Lower)$13.51/$11.14
Short interest (% of AUM)5.5%
Distributions
Bid/Ask Spreads
114 bp
AVG SPREAD
15 — 439 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
464 bp
BDRY
152 bp
PEER AVG