GAIQ concentrates its bets on a focused group of 25 to 30 global innovators across tech, communications, and globalism, giving each holding outsized influence on returns. At 0.79%, GAIQ costs far more than broad index ETFs but aligns with other actively managed innovation funds, with no leverage or derivatives involved. Launched with no operating history, GAIQ suits long-term investors seeking a satellite position, not income seekers or those needing a proven track record.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) A new exchange-traded fund began trading on the NYSE Arca exchange this summer aimed at investors who want a concentrated bet on global innovation. The Guinness Atkinson Global Innovators Fund (NYSEARCA:GAIQ) is the ETF Class share of a long-running strategy from Guinness Atkinson Asset Management, a Pasadena, California-based adviser. Its prospectus is dated July 24, 2026, and the ETF Class shares are new, meaning they have no trading history of their own yet.
The fund charges a total annual operating expense of 0.79%, structured as a unitary fee (a single management fee that covers the fund's operating costs, with no separate 12b-1 distribution fee and no other expenses listed). In plain terms, that works out to $79 a year on a $10,000 investment. The stated investment objective is long-term capital appreciation.
GAIQ is an actively managed fund, meaning a team at Guinness Atkinson picks the holdings rather than tracking an index. According to the prospectus, the adviser looks for publicly traded companies it believes are positioned to benefit from one or more of four forces: advances in technology, advances in communications, globalism, or innovative management. It can pull in software makers, industrial companies rethinking their business models, or overseas firms benefiting from global supply chains.
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First, the fund invests without regard to issuer market capitalization, so large caps, mid caps, and smaller companies are all fair game. Second, and more important, the adviser has what the prospectus calls a bias toward concentration. Under normal conditions the fund may hold as few as 25 companies or 75 or more.
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