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  5. TXF: There are a number of ETFs offered which has a policy of using Options of up to 30% of the investment. [CI Tech Giants Covered Call ETF]
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Q: There are a number of ETFs offered which has a policy of using Options of up to 30% of the investment. The management fees in general is higher as it attempts to provide higher yield as well as Capital gains. As I have a few of these funds in various accounts, where can I find how much are they making in Options, Dividends and Capital gains. Will appreciate the source of such information in general for these kinds of ETFs.
Asked by Ritwik on December 04, 2023
5i Research Answer:

Many of these funds are new, and as such have not disclosed tax information yet. This is generally done after year end. We do not have a suggestion for a site that aggregates such info. The best source is to go to the fund manager's site directly. For example, here is the breakdown for the ETFs run by Hamilton:

https://hamiltonetfs.com/tax-information/

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in TXF.