arrow investment advisors, llc

What arrow investment advisors, llc does

Arrow Investment Advisors, LLC is a privately-held US-based investment management firm that operates the "Arrow Funds" brand and the "ArrowShares" exchange-traded product line. The firm manages a multi-product platform spanning mutual funds and ETFs across tactical allocation, global yield, ultra-short fixed income, managed futures, and thematic hedge strategies, and serves individual investors, financial advisors and RIAs, family offices, endowments and foundations, and qualified and non-qualified retirement plans.

The product shelf includes the Arrow DWA Tactical: Balanced Fund, the Arrow DWA Tactical: Macro Fund (multi-share-class, Morningstar 5-star rated through June 2026), and the Arrow Managed Futures Strategy Fund on the mutual fund side, alongside the Arrow Reserve Capital Management ETF (ARCM, $51M AUM as of 07/31/2026), the Arrow Dow Jones Global Yield ETF (GYLD, 150 holdings across five global asset classes, launched 2012), the Arrow Valtoro ETF (ORO, launched October 2025 as a geopolitical/Bitcoin-drawdown hedge), and the registered-but-not-yet-launched Arrow Adaptive Multi-Strategy ETF (DAIM). Underlying technology relies on Dorsey Wright & Associates relative-strength models (partnership since 2007), a licensed Dow Jones Global Composite Yield Index from S&P Dow Jones Indices, and sub-advisory relationships with Halyard Asset Management (ultra-short fixed income) and DUNN Capital (managed futures).

Revenue is generated through recurring management and expense fees charged on assets under management — for example, 0.42% net / 0.61% gross expense ratio on ARCM, and 1.74% / 2.06% / 2.81% across Class I/A/C of the DWA Tactical Macro Fund — distributed through affiliated entity Archer Distributors (mutual funds), a network of major online brokerages (Schwab, Fidelity, Vanguard, E*Trade, InteractiveBrokers, TD Ameritrade, TradeStation, Robinhood), and a direct RIA/advisor channel. No revenue, headcount, or funding figures are publicly disclosed.

Name

arrow investment advisors, llc

Legal name

Arrow Investment Advisors, LLC

Website

https://arrowshares.com

Company type

Private

Operating status

Operating

Short description

Arrow Investment Advisors, LLC is a private US investment manager operating the Arrow Funds and ArrowShares brands, offering mutual funds and ETFs across tactical allocation, global yield, ultra-short fixed income, and managed futures strategies to retail, advisor, family office, endowment, and retirement plan investors.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

akta.pro secondary industries

Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF), Multi-Asset Income Funds (Diversified Income) (FSAAAJAG), Real Assets — Real Asset Fund Platforms / Multi-Asset Real Assets (Diversified Real Assets Funds) (FSAHAIAM)

Keywords

• Investment advisory services
• Mutual fund management
• ETF management
• Portfolio management
• Tactical asset allocation

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Arrow Investment Advisors generates revenue through management fees charged on mutual funds and ETFs under management. Fees vary by fund class: ARCM ETF has Net Expense Ratio of 0.42%; GYLD ETF charges management fees plus other expenses; DWA Tactical: Macro Fund has total expenses of 1.74% for Class I, 2.06% for Class A, and 2.81% for Class C shares.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Arrow Investment Advisors, LLC manages Arrow Funds, a platform of mutual funds and exchange traded funds (ETFs) under the ArrowShares brand. The firm offers targeted portfolio solutions including tactical allocation funds using Dorsey Wright relative strength models, a global yield ETF tracking the Dow Jones Global Composite Yield Index, a managed futures strategy sub-advised by DUNN Capital, and an ultra short-term fixed income ETF sub-advised by Halyard Asset Management.

Product overview

Arrow Investment Advisors, LLC operates Arrow Funds, offering a platform of investment solutions consisting of mutual funds and exchange traded funds (ETFs) under the ArrowShares brand. The mutual fund lineup includes the Arrow DWA Tactical: Balanced Fund, Arrow DWA Tactical: Macro Fund (leveraging Dorsey Wright & Associates' technical analysis expertise), and the Arrow Managed Futures Strategy Fund (sub-advised by DUNN Capital). The ETF lineup (ArrowShares) includes the Arrow Reserve Capital Management ETF (ARCM) for ultra short-term fixed income, the Arrow Dow Jones Global Yield ETF (GYLD) for global income, the Arrow Valtoro ETF (ORO) for geopolitical hedging, and the Arrow Adaptive Multi-Strategy ETF (DAIM) in registration. The company focuses on providing targeted portfolio solutions for individuals, businesses, nonprofits, endowments, and retirement plans.

Differentiator

Problem solved

Functional benefit

Brands

• Arrow DWA Tactical: Balanced Fund: Provides broad diversification across sectors, styles, international countries, fixed income and alternative assets with ETFs and equities. Follows a defined, moderate tactical allocation strategy with strict relative strength buy and sell discipline.
• Arrow DWA Tactical: Macro Fund
• Arrow Managed Futures Strategy Fund
• Arrow Reserve Capital Management ETF (ARCM)
• Arrow Dow Jones Global Yield ETF (GYLD)
• Arrow Valtoro ETF (ORO)
• Arrow Adaptive Multi-Strategy ETF (DAIM)

Products and services

• Arrow DWA Tactical: Balanced Fund A mutual fund providing broad diversification across sectors, styles, international countries, fixed income and alternative assets with ETFs and equities, following a defined moderate tactical allocation strategy with a strict relative strength buy and sell discipline.
• Arrow DWA Tactical: Macro Fund A tactical global macro fund providing access to a tactical global macro strategy using long and inverse exposure to U.S. and international stocks with global exposure to fixed income, commodities, and currencies.
• Arrow Managed Futures Strategy Fund A mutual fund providing access to DUNN Capital, an industry-leading CTA with more than 40 years of history, offering an alternative to long-only commodity funds with historically low correlation to traditional assets.
• Arrow Reserve Capital Management ETF (ARCM) A conservative ultra short-term fixed income ETF sub-advised by Halyard Asset Management, LLC, designed as an alternative to low yielding money market and non-yielding cash positions, investing in investment grade fixed income securities with maturities generally ranging from 0 to 2 years.
• Arrow Dow Jones Global Yield ETF (GYLD) An ETF providing global exposure to traditional and alternative sources of yield, equal-weighted to reduce over-exposure to individual securities, following a strict screening process with quarterly rebalancing targeting global income securities across five asset classes (Global Corporate Debt, Global Sovereign Debt, Global Real Estate, Global Energy, Global Equities).
• Arrow Valtoro ETF (ORO) An ETF designed as a possible hedge for geopolitical uncertainty, seeking to recover faster from Bitcoin drawdowns and serving as a potential allocation enhancement.

Quantifiable outcome

• GYLD ETF 30-day SEC Yield of 10.56% and Distribution Rate of 9.77% (as of September 2025)
• +2 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• Dorsey Wright & AssociatescoreTechnology or Integration · 1 January 2007Dorsey Wright & Associates (DWA) provides the proprietary relative strength investment models and technical analysis expertise used in Arrow DWA Tactical funds. Arrow has been offering solutions with DWA since 2007, applying rules-based buy and sell discipline.
• Halyard Asset Management, LLCcoreTechnology or IntegrationHalyard Asset Management, LLC serves as sub-advisor for the Arrow Reserve Capital Management ETF (ARCM), providing expertise in reserve capital and fixed income strategies. ARCM invests in ultra short-term fixed income securities under Halyard's management.
• S&P Dow Jones Indices LLCcoreTechnology or IntegrationS&P Dow Jones Indices LLC licenses the Dow Jones Global Composite Yield Index to Arrow Investment Advisors for use in the Arrow Dow Jones Global Yield ETF (GYLD). Arrow Funds partnered with S&P Dow Jones to launch the first exchange traded fund tied to this index.
• Archer Distributors, LLCcoreChannel Partner/ Reseller/ DistributorArcher Distributors, LLC is the affiliated distributor of Arrow Funds mutual funds. Archer Distributors, LLC and Arrow Investment Advisors, LLC are affiliated entities.
• DUNN CapitalcoreTechnology or IntegrationDUNN Capital provides managed futures strategy expertise for the Arrow Managed Futures Strategy Fund. DUNN Capital is described as an industry-leading CTA with more than 40 years of history.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Eaton Vance (Morgan Stanley Investment Management): Diversified asset manager with multi-asset and income mutual funds (e.g., Eaton Vance Income of Boston, Eaton Vance Global Macro). Comparable advisor-distributed mutual fund product mix.
• BlackRock (iShares): Largest ETF sponsor globally with broad multi-asset and income ETF lineup (e.g., iShares Core Moderate Allocation, iShares Global Infrastructure). Sets the scale and fee benchmarks against which smaller sponsors like Arrow compete.
• Invesco: Large incumbent ETF and mutual fund sponsor with comparable tactical, income, and multi-asset products (e.g., Invesco Global Income Fund, Invesco Tactical Allocation ETFs). Overlaps with Arrow in mutual fund and ETF categories targeted at advisors.
• WisdomTree Investments: Major ETF sponsor with strong franchises in yield (WisdomTree Emerging Markets SmallCap Dividend Fund), international equity, and thematic exposures. Comparable product breadth and emphasis on income and dividend strategies similar to GYLD.

Emerging players

• Alpha Architect: Emerging quantitative ETF sponsor offering factor-based and multi-strategy ETFs (e.g., Alpha Architect Quantitative Value ETF). Comparable as a smaller, research-driven ETF sponsor competing in advisor channels.

Direct peers

• Guggenheim Investments (Rydex): Manager of Rydex-branded tactical and leveraged ETFs and mutual funds (e.g., Rydex S&P 500 Pure Value, Guggenheim Multi-Asset Income ETF). Direct overlap in tactical allocation and income-oriented funds.
• Leuthold Group: Boutique firm focused on tactical asset allocation mutual funds (e.g., Leuthold Core Industrials, Leuthold Select Industries). Highly comparable in strategy emphasis on relative strength / tactical allocation and mutual fund structure.
• GMO (Grantham, Mayo, Van Otterloo & Co.): Multi-asset and tactical allocation manager (e.g., GMO Asset Allocation Bond Fund, GMO Benchmark-Free Allocation Series). Directly comparable multi-asset strategy mandate and institutional orientation.
• Cambria Investment Management: Boutique asset manager offering a similar lineup of multi-asset and thematic ETFs (e.g., Cambria Global Value ETF, Cambria Tail Risk ETF) targeted at independent advisors and retail investors. Highly comparable product mix and distribution model to ArrowShares.
• First Trust: Established sponsor of tactical, sector, and income ETFs (e.g., First Trust Multi Cap Value AlphaDEX). Closely comparable in offering tactical and income-oriented ETFs to advisors through major brokerages.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 arrow investment advisors, llc