ETF Architect Renames Fund for Clearer Focus
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NEWTOWN SQUARE, Pa., Sept. 30, 2026 /CourierPR/ -- ETF Architect, a veteran-owned and operated firm specializing in best-in-class ETF operations, has announced a significant change in its portfolio management strategy. Effective September 30, 2026, the Towle Value ETF will be renamed the Towle Small-Cap Value ETF. This name change does not alter the investment strategy of the fund but aims to more clearly reflect its established focus on small-cap value investments.
The fund's investment objective, portfolio management team, ticker symbol, CUSIP, and listing exchange will remain unchanged, ensuring that shareholders do not need to take any action in connection with the name change.
The Towle Small-Cap Value ETF will begin trading on September 30, 2026, with the same details of its investment objectives, risk factors, fees, and expenses. Shareholders are advised to carefully consider these details before investing, as they can be found in the fund's statutory and summary prospectuses, which may be obtained by calling 215-330-4476 or by visiting towleetfs.com. Alternatively, investors can read the prospectuses by following the links Prospectus and Summary Prospectus or by calling +1.303-731-2494. Please read the prospectuses carefully before investing.
The Towle Small-Cap Value ETF will continue to be advised by Towle & Co., a recognized sub-adviser. Investors are reminded that investments involve risk, and principal loss is possible. The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. These and other important information are contained in the prospectus, which may be obtained by following the links Prospectus and Summary Prospectus or by calling +1.303-731-2494. Please read the prospectus carefully before investing.
The fund is classified as a non-diversified investment, meaning it may invest a larger percentage of its assets in the securities of a smaller number of issuers than a diversified fund. This exposure exposes the fund to greater volatility and potential losses than if its assets were diversified among the securities of a greater number of issuers.
The Towle Small-Cap Value ETF will focus on investing in common stocks of any capitalization, with a particular emphasis on smaller companies, including micro-cap, small-cap, and mid-cap companies. Investing in securities of these companies involves greater risks than investing in large-capitalization companies. Micro-, small-, and mid-cap companies may have limited product lines, markets, or financial resources, and may depend on the expertise of a few people. These companies are also more susceptible to abrupt or erratic market movements than securities of larger companies or market indices in general.
The fund's investment strategy is based on a value-oriented approach, which involves investing in securities that the sub-adviser believes are undervalued in comparison to their peers due to adverse business developments or other factors. Value investing is subject to the risk that the market may not recognize a security's inherent value for a long time or at all, or that a stock judged to be undervalued may actually be appropriately priced or overvalued. In addition, during some periods (which may be extensive), value stocks generally may be out of favor in the markets. Therefore, the Towle Small-Cap Value ETF is most suitable for long-term investors who are willing to hold their shares for extended periods through market fluctuations and the accompanying changes in share prices.
The fund is distributed by PINE Distributors LLC, and the investment adviser is Empowered Funds, LLC, which is doing business as ETF Architect. Towle & Co. serve as the sub-advisers to the fund. PINE Distributors LLC is not affiliated with ETF Architect or Towle & Co.
The announcement of the name change is a significant step in the Towle Small-Cap Value ETF's strategy, reflecting its commitment to a clear and focused investment approach. The name change is intended to more clearly convey the fund's established small-cap value focus, ensuring that investors are fully aware of the investment strategy and risks associated with the fund.