Key Takeaways
- • CPAI tracks insider trading activity through SEC Form 4 filings, providing institutional investors with real-time data on transactions by fund directors and management via Quiver Quantitative's platform.
- • Fund structure emphasizes quantitative selection: Counterpoint Quantitative Equity ETF uses rules-based mathematical models rather than discretionary judgment to construct a diversified U.S. equity portfolio targeting long-term capital appreciation.
- • Recent performance metrics show modest volatility: CPAI trades near $51–$52 per share with a 30-day return of approximately –1.47%, a YTD return of 30.93%, and a dividend yield of 0.62–0.71%, reflecting a balanced risk-return profile for systematic equity investors.
- • Price-to-earnings valuation at 30.09 suggests the fund maintains exposure to growth-oriented equities, with an analyst target price of $76.00 indicating potential upside relative to current trading levels.
- • Insider transaction monitoring available through SEC disclosures allows investors to track directional sentiment from fund leadership and identify material changes in holdings by institutional stakeholders.
Summary
Counterpoint Quantitative Equity ETF (CPAI) operates as a rules-based investment vehicle that employs mathematical models and systematic factor exposure to construct a diversified portfolio of U.S. equities. The fund's approach prioritizes algorithmic stock selection over discretionary management, positioning it within the quantitative equity category for institutional and alternative investors seeking systematic long-term capital appreciation.
Quiver Quantitative provides real-time insider trading surveillance for CPAI through aggregated SEC Form 4 filings, tracking transactions by fund directors, officers, and material shareholders. This transparency layer enables institutional investors to monitor directional conviction among fund leadership and identify significant changes in insider holdings—a key signal for fund health and confidence in the underlying strategy. Congressional trading activity in CPAI is also monitored and disclosed through the same platform, offering additional transparency into political and institutional positioning.
As of late August 2026, CPAI trades in the $51–$52 range with a price-to-earnings ratio of 30.09, reflecting growth-oriented equity exposure. Year-to-date performance stands at 30.93% total return, while 30-day returns show a modest decline of –1.47%. The fund yields 0.62–0.71% in dividends, balancing capital appreciation with income generation. Analyst consensus targets $76.00, implying approximately 46% upside from current levels. Annual volatility and standard deviation metrics are available for risk-adjusted comparison against benchmark indices.
The fund's quantitative framework systematically applies multiple factor exposures—including value, momentum, quality, and volatility screens—to identify securities with favorable risk-adjusted return profiles. This disciplined, non-human approach aims to reduce behavioral biases and provide consistent exposure to systematic equity premiums across market cycles. Performance backtesting results are available for various timeframes (1M through MAX), though all hypothetical returns carry standard disclaimers regarding slippage, liquidity constraints, and changing market conditions.
Quiver Quantitative provides real-time insider trading surveillance for CPAI through aggregated SEC Form 4 filings, tracking transactions by fund directors, officers, and material shareholders. This transparency layer enables institutional investors to monitor directional conviction among fund leadership and identify significant changes in insider holdings—a key signal for fund health and confidence in the underlying strategy. Congressional trading activity in CPAI is also monitored and disclosed through the same platform, offering additional transparency into political and institutional positioning.
As of late August 2026, CPAI trades in the $51–$52 range with a price-to-earnings ratio of 30.09, reflecting growth-oriented equity exposure. Year-to-date performance stands at 30.93% total return, while 30-day returns show a modest decline of –1.47%. The fund yields 0.62–0.71% in dividends, balancing capital appreciation with income generation. Analyst consensus targets $76.00, implying approximately 46% upside from current levels. Annual volatility and standard deviation metrics are available for risk-adjusted comparison against benchmark indices.
The fund's quantitative framework systematically applies multiple factor exposures—including value, momentum, quality, and volatility screens—to identify securities with favorable risk-adjusted return profiles. This disciplined, non-human approach aims to reduce behavioral biases and provide consistent exposure to systematic equity premiums across market cycles. Performance backtesting results are available for various timeframes (1M through MAX), though all hypothetical returns carry standard disclaimers regarding slippage, liquidity constraints, and changing market conditions.
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