Hamilton ETFs

What Hamilton ETFs does

Hamilton ETFs, operating as Hamilton Capital Partners Inc., is a Toronto-based, privately held Canadian ETF provider founded in 2009 that manages over $17 billion in assets across more than 40 exchange-traded funds as of June 2026. The firm is organized around five product families: HAMILTON CHAMPIONS™ (low-cost dividend and sector index ETFs tracking Solactive Dividend Elite Champions methodologies), Financial Sector ETFs (specialist exposures to Canadian, U.S., global, and Australian financials), Enhanced Growth ETFs (25%-leveraged versions of dividend and sector exposures), Enhanced Income ETFs (covered call strategies including Canada's first 0DTE DayMAX™ suite and the BDAY Bitcoin DayMAX™), and YIELD MAXIMIZER™ ETFs (sector-specific and broad-equity covered call products). Its underlying technology centers on options-based yield engineering (traditional covered calls plus novel 0DTE structures offering roughly 250 annual premium collection opportunities) and proprietary index licensing partnerships with Solactive AG and S&P Dow Jones Indices.

The firm's revenue model is straightforward ETF asset management: it earns management fees calculated as a percentage of assets under management, billed annually, with rates varying by product (sector covered call and 0DTE ETFs typically price higher than index CHAMPIONS products). A fee holiday on CMVP and SMVP ran through January 31, 2026, during which those funds charged zero management fees to seed adoption. Distribution is exclusively through Canadian exchange listings on TSX and Cboe Canada, accessed by retail investors through brokerage accounts and driven by a B2B sales motion targeting Canadian financial advisors via market outlook events (notably with Ed Yardeni), BNN Bloomberg media engagement, and a dedicated Head of Sales function. Customers are primarily Canadian income-oriented retail investors and the financial advisors who allocate to Hamilton's products on their behalf, with a smaller institutional segment including family offices.

The firm is led by Co-CEOs and Co-Founders Jennifer Mersereau and Patrick Sommerville (promoted from Co-Presidents in July 2025), with Executive Chairman and Co-Founder Rob Wessel, Chief Options Strategist Nick Piquard, Head of Product Strategy and Trading Babak Assadi, Managing Director of Marketing Louis Ribieras, and Head of Sales Jeff Lucyk (hired early 2026). Headcount is 11-50 employees and the firm is headquartered at 121 King Street West, Toronto, with a secondary office at 70 York Street. The company has no disclosed parent, no public funding rounds, and no subsidiaries; ownership remains private and undisclosed in available sources.

Name

Hamilton ETFs

Legal name

Hamilton Capital Partners Inc.

Website

https://hamiltonetfs.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Hamilton ETFs (Hamilton Capital Partners Inc.) is a Toronto-based, privately held Canadian ETF manager with over $17B AUM, offering covered call, 0DTE options, and dividend-growth ETFs to Canadian retail investors and financial advisors.

Ownership category

akta.pro rank

Product category

Exchange-Traded Funds (ETF) Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sector & Industry Equity ETFs (FSAAAFAC)

akta.pro secondary industries

Leveraged & Inverse ETFs (FSAAAFAK), Style/Factor Equity ETFs (Value, Growth, Quality, Low Vol, Momentum) (FSAAAFAB), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD)

Keywords

• Exchange-traded funds
• Covered call income
• Dividend growth ETFs
• Asset management Canada
• Sector specialist ETFs

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. ETF Management Fees: Hamilton ETFs charges management fees on its suite of exchange-traded funds. Fees vary by product, with standard management fees applying to most ETFs. The firm offered a fee holiday on CMVP and SMVP through January 31, 2026, during which investors were charged zero management fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Hamilton ETFs is a Canadian asset manager that designs, issues, and manages a diversified suite of exchange-traded funds spanning dividend growth indexing (HAMILTON CHAMPIONS™), sector specialist ETFs, enhanced growth ETFs with 25% leverage, and covered call income strategies (YIELD MAXIMIZER™ and DayMAX™ 0DTE options). Its ETFs are listed on the Toronto Stock Exchange (TSX) and Cboe Canada and are made available to investors through brokerage accounts and via the financial advisor channel. The firm earns management fees on assets under management, which exceeded $17 billion as of mid-2026.

Product overview

Hamilton ETFs operates as a diversified suite of exchange-traded funds organized into five distinct product families: HAMILTON CHAMPIONS™ ETFs (low-cost equity index products including Canadian Dividend Champions, U.S. Dividend Champions, U.S. Tech Champions, Utilities Champions, Canadian Bank Champions, and Canadian Financials Champions); Financial Sector ETFs (specialized exposure to Australian Banks, Canadian Bank Mean Reversion, Global Financials, and U.S. Mid-Cap Financials); Enhanced Growth ETFs (25% leveraged products across Canadian dividends, U.S. dividends, mixed assets, utilities, Canadian banks, and Canadian financials); Enhanced Income ETFs (covered call strategies including Canadian Covered Call, U.S. Covered Call, and the innovative DayMAX™ sub-suite of 0DTE options ETFs offering Canadian Equity, U.S. Equity, Technology, and Bitcoin DayMAX™ products); and YIELD MAXIMIZER™ ETFs (sector-focused and broad equity covered call products generating monthly income from Canadian, International, U.S. equities, financials, utilities, technology, gold producers, energy, healthcare, REITs, and U.S. T-Bill/Bond instruments). The firm manages over $17 billion in assets and positions itself as one of Canada's fastest-growing ETF providers focused on income generation and growth strategies.

Differentiator

Problem solved

Functional benefit

Brands

• HAMILTON CHAMPIONS: Low-cost equity ETFs focused on dividend growth investing in blue-chip companies with proven long-term track records of increasing and sustaining dividends across economic cycles. Includes Canadian Dividend Champions, U.S. Dividend Champions, Sector Champions (U.S. Tech, Canadian Utilities, Canadian Banks, Canadian Financials).
• DayMAX
• YIELD MAXIMIZER

Products and services

• HAMILTON CHAMPIONS™ Canadian Dividend Index ETF (CMVP) Low-cost Canadian equity dividend index ETF that replicates the Solactive Canada Dividend Elite Champions Index, focused on blue-chip Canadian companies with proven long-term track records of increasing and sustaining dividends.
• HAMILTON CHAMPIONS™ U.S. Dividend Index ETF (SMVP) CDN$-hedged U.S. equity dividend index ETF that replicates the Solactive United States Dividend Elite Champions Index, offering exposure to U.S. dividend-paying companies with consistent dividend growth histories.
• HAMILTON CHAMPIONS™ U.S. Technology Index ETF (QMVP) Low-cost ETF providing exposure to the Solactive HAMILTON CHAMPIONS U.S. Technology Index, tracking the 25 highest gross profitability securities from the U.S. Technology sector.
• HAMILTON CHAMPIONS™ Utilities Index ETF (UMVP) Low-cost ETF providing exposure to Canadian utility services companies through the Solactive Canadian Utility Services High Dividend Index, spanning utilities, telecommunications, and pipeline industries.
• HAMILTON CHAMPIONS Canadian Bank Equal-Weight Index ETF (HEB) Equal-weight exposure to Canada's six major banks through the Solactive Equal Weight Canada Banks Index, rebranded as part of the HAMILTON CHAMPIONS suite effective April 30, 2026.
• HAMILTON CHAMPIONS Canadian Financials Index ETF (HFN) Equal-weighted portfolio of the top 12 Canadian financial services companies by market capitalization, tracking the Solactive Canadian Financials Equal-Weight Index; renamed from Hamilton Canadian Financials Index ETF effective January 9, 2026.
• Hamilton Australian Banks ETF (HBA) Equal-weight exposure to Australia's five major banks through the Solactive Australian Bank Equal-Weight Index TR.
• Hamilton Canadian Bank Mean Reversion Index ETF (HCA) Mean reversion weighting strategy for Canada's six major banks, tracking the Solactive Canadian Bank Mean Reversion Index TR.
• Hamilton Global Financials ETF (HFG) Global financials exposure through the S&P Global 1200 Financials Index, providing diversified exposure to financial services companies worldwide. Won the FundGrade A+ Award in Financial Services Equity category for 2025 (second consecutive year).
• Hamilton U.S. Mid-Cap Financials ETF (HUM) U.S. mid-cap financial sector exposure through the S&P/TSX Capped Financials Index and S&P 500 Financials sector indices.
• HAMILTON CHAMPIONS Enhanced Canadian Dividend ETF (CWIN) Enhanced Canadian dividend exposure with 25% leverage, seeking to maximize income and growth from Canadian dividend-paying equities.
• HAMILTON CHAMPIONS Enhanced U.S. Dividend ETF (SWIN) Enhanced U.S. dividend exposure with 25% leverage, designed to maximize income and growth from U.S. dividend-paying equities.
• Hamilton Enhanced Mixed Asset Allocation ETF (MIX) Multi-asset allocation strategy with modest 25% leverage, combining various asset classes for growth and income; renamed from Hamilton Enhanced Mixed Asset ETF effective April 30, 2026.
• Hamilton Enhanced Utilities ETF (HUTS) Enhanced exposure to Canadian utilities sector with 25% leverage, targeting both income and growth potential from utility services companies.
• Hamilton Enhanced Canadian Bank ETF (HCAL) Enhanced equal-weight exposure to Canada's Big-6 banks with 25% leverage, offering enhanced income and growth from the Canadian banking sector.
• Hamilton Enhanced Canadian Financials ETF (HFIN) Enhanced Canadian financials exposure with 25% leverage, seeking to maximize income and growth from Canadian financial services companies; won the FundGrade A+ Award in Alternative Equity Focused category for 2025.
• Hamilton Enhanced Canadian Covered Call ETF (HDIV) All-in-one Canadian covered call strategy writing call options on multiple sectors to generate enhanced income while maintaining broad Canadian equity exposure; renamed from Hamilton Enhanced Multi-Sector Covered Call ETF effective August 21, 2025.
• Hamilton Enhanced U.S. Covered Call ETF (HYLD) U.S. equity covered call strategy writing call options to generate enhanced income with exposure to the U.S. equity market.
• Hamilton Enhanced Canadian Equity DayMAX™ ETF (CDAY) Canada's first 0DTE options ETF investing in CMVP with daily S&P 500 index calls, generating semi-monthly income through approximately 250 annual option-writing opportunities and yielding approximately 16.2% distribution yield vs. ~2.87% underlying yield.
• Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY) 0DTE options ETF investing in SMVP with daily S&P 500 index calls, generating semi-monthly income through daily option premium collection while maintaining overnight market exposure.
• Hamilton Enhanced Technology DayMAX™ ETF (QDAY) 0DTE options ETF investing in Technology Select Sector SPDR Fund (XLK) with daily Nasdaq 100 index calls, generating semi-monthly income through daily covered call strategy on the technology sector.
• Hamilton Enhanced Bitcoin DayMAX™ ETF (BDAY) Canada's first ETF combining 100% Bitcoin exposure (via iShares Bitcoin Trust ETF/IBIT) with a 0DTE options strategy on QQQM (Invesco NASDAQ 100 ETF); generates semi-monthly income without writing calls on Bitcoin, maintaining 100% Bitcoin upside exposure with 25% leverage.
• Hamilton Canadian Equity YIELD MAXIMIZER™ ETF (CMAX) Broad Canadian equity income solution investing in six Hamilton covered call ETFs, providing diversified exposure to Canadian equities with enhanced monthly income through covered call strategies.
• Hamilton International Equity YIELD MAXIMIZER™ ETF (IMAX) International equity income strategy using a covered call option writing program to generate monthly income from international equities while mitigating risk and reducing volatility.
• Hamilton U.S. Equity YIELD MAXIMIZER™ ETF (SMAX) U.S. equity income strategy using covered call strategies to generate enhanced monthly income from U.S. equities, available in CAD-hedged and USD-unhedged versions.
• Hamilton Canadian Financials YIELD MAXIMIZER™ ETF (HMAX) Sector-focused covered call strategy targeting Canadian financial and insurance stocks, delivering approximately 12% annualized yield through monthly distributions.
• Hamilton Utilities YIELD MAXIMIZER™ ETF (UMAX) Utilities sector equity income strategy using covered call options to generate enhanced monthly income from Canadian utility services companies.
• Hamilton Technology YIELD MAXIMIZER™ ETF (QMAX) Technology sector equity income strategy using covered call options to generate enhanced monthly income from technology stocks, available in CAD-hedged and USD-unhedged versions.
• Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX) Gold producer sector equity income strategy using covered call options to generate enhanced monthly income from gold mining companies.
• Hamilton Energy YIELD MAXIMIZER™ ETF (EMAX) Energy sector equity income strategy using covered call options to generate enhanced monthly income from energy companies.
• Hamilton Healthcare YIELD MAXIMIZER™ ETF (LMAX) Healthcare sector equity income strategy using covered call options to generate enhanced monthly income from healthcare and biotechnology companies.
• Hamilton U.S. Financials YIELD MAXIMIZER™ ETF (FMAX) U.S. financials sector equity income strategy using covered call options to generate enhanced monthly income from U.S. financial services companies.
• Hamilton REITs YIELD MAXIMIZER™ ETF (RMAX) REIT sector equity income strategy using covered call options to generate enhanced monthly income from real estate investment trusts.
• Hamilton U.S. T-Bill YIELD MAXIMIZER™ ETF (HBIL) Short-duration fixed income strategy combining U.S. Treasury bill exposure with covered call option writing to generate higher monthly income than traditional T-bill strategies; available in CAD-hedged and USD-unhedged versions.
• Hamilton U.S. Bond YIELD MAXIMIZER™ ETF (HBND) U.S. government bond strategy combined with covered call option writing to generate higher monthly income than traditional bond strategies while maintaining exposure to high-quality U.S. Treasuries; available in CAD-hedged and USD-unhedged versions.

Quantifiable outcome

• HFIN won FundGrade A+ Award in Alternative Equity Focused category for 2025
• +3 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• Cboe CanadacoreChannel Partner/ Reseller/ Distributor · 25 June 2026Cboe Canada serves as the listing exchange for Hamilton ETFs' DayMAX™ suite including BDAY, CDAY, SDAY, and QDAY ETFs. Cboe Canada announced the listing of Hamilton Enhanced Bitcoin DayMAX™ ETF (BDAY) on June 25, 2026.
• Solactive AGcoreTechnology or IntegrationSolactive AG provides proprietary index methodologies for Hamilton ETFs' HAMILTON CHAMPIONS™ suite, including the Solactive Canada Dividend Elite Champions Index and Solactive United States Dividend Elite Champions Index. Hamilton ETFs licenses these indices for use in their ETF products.
• S&P Dow Jones IndicescoreTechnology or IntegrationS&P Dow Jones Indices licenses various S&P indices to Hamilton ETFs for use in certain ETF products. The licensing covers indices including S&P/TSX 60, S&P 500, S&P 500 Financials, and other sector indices used in Hamilton's ETF strategies.
• iShares (BlackRock) - IBITcoreTechnology or IntegrationBDAY ETF invests in iShares Bitcoin Trust ETF (IBIT) to provide 100% Bitcoin exposure without covered calls, preserving full upside participation while generating income from a separate sleeve.
• Invesco - QQQMcoreTechnology or IntegrationBDAY ETF utilizes Invesco NASDAQ 100 ETF (QQQM) as the underlying holding for its 0DTE covered call strategy, providing 25% Nasdaq 100 exposure from modest leverage to generate option premium income.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mackenzie Investments: Large Canadian asset manager with a growing ETF lineup across broad and sector exposures; competes with Hamilton across the Canadian advisor channel and on income-oriented product shelves.
• Vanguard Canada: Global low-cost index ETF leader with a Canadian shelf of broad market and sector ETFs; pressures Hamilton's CHAMPIONS™ suite on price and brand trust.
• iShares (BlackRock): World's largest ETF issuer with broad equity, sector, fixed income, and crypto exposure products; competes broadly with Hamilton on the TSX-listed shelves and is also an upstream holdings provider (IBIT used by BDAY).

Direct peers

• BMO ETFs (BMO Global Asset Management): One of the largest Canadian ETF issuers, offering broad and sector equity ETFs, covered call strategies, and a comparable fixed income lineup that directly competes with Hamilton's CHAMPIONS™ and YIELD MAXIMIZER™ suites on TSX.
• Invesco Canada (incl. Invesco QQQ ETFs): Offers Canadian-listed QQQM and other equity ETFs that Hamilton uses as underlying sleeves (e.g., in BDAY), while also competing on advisor-distributed sector and index ETFs.
• Evolve Funds (Evolve ETFs): Canadian ETF issuer specializing in covered call and income strategies (e.g., Evolve Automobile, Cyber Security) directly competing with Hamilton's YIELD MAXIMIZER™ sector and option-income lineup.
• Global X Canada: Thematic and income-oriented ETF provider in Canada with sector and covered call products that compete with Hamilton's sector and income suites, including a similarly options-heavy product set.
• Purpose Investments: Canadian asset manager offering yield-focused and covered call ETFs (e.g., Purpose High Interest Savings, Purpose Credit Opportunities) that compete for the same yield-seeking Canadian investor base as Hamilton's YIELD MAXIMIZER™ and DayMAX™ products.
• CI Global Asset Management (CI ETFs): Major Canadian issuer of ETFs across asset classes, including covered call and sector strategies; competes with Hamilton on advisor distribution and on income-oriented product shelves.
• Horizons ETFs Management (Canada): Canadian ETF specialist known for covered call and options-based ETFs (e.g., HXT, HBB), closely overlapping with Hamilton's YIELD MAXIMIZER™ covered call and DayMAX™ 0DTE income strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hamiltonetfs

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hamilton ETFs