Gene Munster's Innovator Deepwater Frontier Tech ETF (LOUP) Updates Strategy to Active Management, Capitalizing on Nimble Stock Selection

Core Viewpoint - Innovator Capital Management has successfully converted the Innovator Deepwater Frontier Tech ETF (LOUP) to an actively managed ETF to enhance its performance and adaptability in the rapidly evolving technology sector [1][2]. Group 1: ETF Performance and Management - LOUP has achieved a 52% return year-to-date and has surpassed $153 million in net assets since its launch on July 25, 2018 [1][3]. - The ETF has doubled the year-to-date returns of both the S&P 500 and NASDAQ-100 without exposure to the "Magnificent 7" tech stocks [3]. - The active management strategy will allow for nimble maneuvering within sectors such as artificial intelligence, robotics, and augmented reality [2][5]. Group 2: Investment Strategy and Holdings - Approximately 60% of LOUP's investments are currently allocated to AI and related infrastructure, divided between hardware and software sectors [5]. - The ETF's top holdings include companies like Siemens Energy, Nu Holdings, Roblox, Astera Labs, and AeroVironment [5]. - The fund aims to invest at least 80% of its net assets in equity securities of companies considered to be at the forefront of new technology development [11]. Group 3: Leadership and Expertise - Gene Munster, Co-Founder and Managing Partner at Deepwater Asset Management, will continue to lead the strategy, leveraging his extensive experience in venture capital and public equities [3][6]. - Innovator Capital Management emphasizes the importance of Munster's insights in navigating the dynamic landscape of emerging technologies [6]. Group 4: Company Background - Innovator Capital Management manages over $29 billion in assets under management (AUM) as of October 31, 2025, and is known for creating the world's first Buffer ETFs [8]. - Deepwater Asset Management, co-founded by Gene Munster, manages over $500 million in assets and focuses on frontier tech investments [7].