SCHD: Go Back To Bed, Why You'll Sleep Well At Night
Schwab’s U.S. Dividend Equity ETF (SCHD) continues to serve as a low‑volatility core holding, delivering steady income and modest capital growth rather than aggressive upside. Recent rebalancing shifted its sector mix, raising consumer staples and healthcare to 19% each while trimming energy to 16%. The fund’s top five positions—Texas Instruments, UnitedHealth, Qualcomm, Chevron and Coca‑Cola—provide blue‑chip stability but also create concentration risk, causing SCHD to lag during tech‑driven market rallies yet buffer against broader macro shocks. Analysts suggest investors stay the course for now, avoiding the anxiety of chasing higher‑risk ETFs.
Single‑stock ETFs Are Under‑funded, Fee‑driven Bubble
There's now over 400 single stock ETFs, but the category 'only' has $40b in aum. That's 100m/ETF (avg is 3b/ETF), which is as low a ratio as I've ever seen. ESG was 400m/ETF at the height of ESG hype, followed...
How Dividend Growth Tech ETF TDV Avoids Concentration Risk While Outperforming
The ProShares S&P Technology Dividend Aristocrats ETF (TDV) blends tech growth with a disciplined dividend‑growth strategy to give investors exposure without over‑weighting the sector’s megacap names. The fund tracks an equal‑weighted index of companies that have raised dividends for at...
Bitcoin's Modest Gains Lag Inflation; Institutions, Not Politics, Matter
Since the 2021 cycle top (~$60-64k), Bitcoin is ~$75–80k today): +20–30% nominal over ~5 years (~4–6% CAGR). CPI over that period: ~20–22% so real return under 10%. It took Bitcoin ETF approvals and institutional flows to recover the nosedive from 64k...
Friday's ETF with Unusual Volume: HDV
The iShares Core High Dividend ETF (HDV) saw a surge in trading on Friday, May 1, with 1.2 million shares changing hands—about five times its three‑month average volume. The ETF slipped roughly 0.3% despite the activity. Qualcomm and Exxon Mobil drove...
Amid TIPS Disappointment, This ETF May Be Bond Investors’ Best Friend
Advisors face a fixed‑income dilemma as Treasury Inflation‑Protected Securities (TIPS) underperformed despite rising inflation, while Treasury yields climbed in Q1. The WisdomTree Floating Rate Treasury Fund (USFR) – a $17 billion ETF with a 12‑year history – has outperformed the Bloomberg...
Friday's ETF Movers: SKYY, URA
On May 1 the First Trust Cloud Computing ETF (SKYY) outpaced peers, climbing about 4.3% after its top holdings Five9 surged 26.3% and Atlassian jumped 23.9%. In contrast, the Global X Uranium ETF (URA) slipped roughly 1.8%, weighed down by Encore Energy’s 7.1%...
Vanguard Russell 2000 ETF Posts 11.1% YTD Gain, Beats S&P 500, Nasdaq‑100 and Dow
Vanguard's Russell 2000 ETF (VTWO) logged an 11.1% year‑to‑date return through March 2026, eclipsing the modest 1.6%‑7.1% gains of the S&P 500, Nasdaq‑100 and Dow Jones. The outperformance stems from diversified small‑cap exposure and favorable U.S. policy tailwinds, while larger‑cap indexes remain...
Bitcoin's Sharpe Ratio Surpasses Gold, Signaling New Bull
I continue to watch Bitcoin here following its mild winter from $126k to $60k. Its momentum and Sharpe Ratio continues to improve vs gold and other asset classes (including commodities). There has been a clear rotation away from gold ETPs...
Active Tech ETF GTEK Up 25% YTD
Goldman Sachs Future Tech Leaders Equity ETF (GTEK) has delivered a 25% gain year‑to‑date, far outpacing the technology equity category’s 8.5% average. Over the past 12 months the fund posted a 65.5% total return while charging a 75‑basis‑point expense ratio....
LQD, SWAN: Big ETF Outflows
ETF Channel reported the week’s biggest outflows in two high‑profile funds. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) saw 24.9 million units destroyed, an 8.1% decline from the prior week. The Amplify Blackswan Growth & Treasury Core ETF...
Using the PPO to Define Trend and Aroon to Identity Breakouts After Corrections
Arthur Hill, CMT, outlines a two‑indicator system that uses the Percentage Price Oscillator (PPO) to confirm a long‑term uptrend and the Aroon indicator to time short‑term breakouts after pullbacks. He notes that the S&P 500 (SPY), Nasdaq 100 (QQQ) and Russell 2000 (IWM)...
BKCH: The Blockchain Thesis For 2026
The Global X Blockchain ETF (BKCH) has shifted from a crypto‑centric proxy to a broader focus on blockchain infrastructure and AI‑enabled firms, tracking the Solactive Blockchain Index. Regulatory clarity from the GENIUS Act and growing institutional interest bolster its outlook,...
Aroon Setups and Signals for 5 ETFs, Include a Commodity ETF
TrendInvestorPro has released a new systematic trading package that provides Aroon‑based setups for five exchange‑traded funds, one of which tracks a commodity index. The service bundles the signals with momentum scores, video tutorials, and a market‑timing model. Access requires a...
BGT: The 13% Dividend Yield Is Not Supported By Earnings
BlackRock Floating Rate Income Trust (BGT) continues to trade at a steep discount as its 13.1% dividend yield is not backed by earnings. Distributions for the 2025 period are nearly twice the fund’s net investment income, highlighting a payout gap....
Bitcoin ETF Inflows Are Becoming Persistent
Bitcoin ETFs have recorded a nine‑day streak of net inflows, the longest consistent demand signal in the current bear market, suggesting a rebuilding buying regime. At the same time, Bitcoin’s price is still below its 200‑day moving average, though the...
SOXX vs IYW: Cost, Concentration and AI Exposure Shape ETF Choice
Fool.com analysts released a side‑by‑side analysis of the iShares Semiconductor ETF (SOXX) and the iShares U.S. Technology ETF (IYW), showing SOXX’s 0.34% expense ratio and near‑150% one‑year return versus IYW’s broader 0.38% fee and lower volatility. The report underscores how...
TCAI: Own The Support Structure, Not The AI Makers
The Tortoise AI Infrastructure ETF (TCAI) focuses on the physical assets that power the AI boom, such as energy, data centers, and networking infrastructure. With a 0.65% expense ratio and $117 million in assets under management, the fund is positioned as...
UTG's Hidden Risk: The 2026 Earnings Trap No One Is Pricing In
Reaves Utility Income Trust (UTG) now sits in a gray zone between income and growth, offering neither a compelling dividend yield nor clear earnings upside. Recent gains stemmed from AI‑linked merchant power stocks, which have increased portfolio concentration and exposed...
Major Asset Classes | April 2026 | Performance Review
April 2026 saw a broad market rebound after March’s sell‑off, with every major asset class posting gains except a few bond segments and bitcoin. The Vanguard Total US Stock Market ETF (VTI) led the rally, jumping 10.4%, while emerging‑market and...
T. Rowe Price Q1 2026 AUM Hits $1.71 Trillion, Earnings Rise 13%
T. Rowe Price posted first‑quarter 2026 results showing assets under management climb 9.6% to $1.71 trillion and adjusted earnings per share rise 13% to $2.52. The firm posted $562 million of adjusted profit on $1.86 billion of revenue, while still grappling with $13.7 billion...
Massive 401(k) Flows Drive Equity Rally
The Flows If you don't have the humility to respect either the market or its flows, you'll get an education "As we have been tracking over the past several weeks, a large part of that move was supported by an estimated...
Corgi ETF Launches Strong, Undercuts Rivals with 30bps Fee
Solid Day One for the Corgi Growth & Tech Buffer ETF $QQMY with $5m in volume. This is part of the wave of low cost buffer funds, Corgi is 30bps, Aptus is 25bps, both much lower than top dogs Innovator...
Mason & Associates Cuts $5.7M Stake in Pacer Cash Cows Growth ETF
Mason & Associates Inc sold 161,704 shares of the Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) for an estimated $5.67 million, cutting its position to 88,667 shares worth $2.91 million. The move shrinks the ETF’s share of Mason’s U.S....
S&P Breaks Out After 6‑8‑Month Stagnation
$SPY - Sure...the S&P moved fast off the lows...but it's also just now resolving a 6-8 month range of nothingness. https://t.co/Ve4gwxbkrC
Madison Wealth Partners Puts $27 Million Into VictoryShares Core Plus Bond ETF
Madison Wealth Partners added 1.23 million shares of the VictoryShares Core Plus Bond ETF (UBND), a $27 million purchase that lifts its holding to 5.6% of its reportable assets. The move underscores a strategic shift toward fixed‑income stability as investors grapple with...
SETM: The Critical Materials Trade Has Already Re-Rated, And Most Advisors Still Aren't Looking
The SETM fund has surged roughly 135% over the past twelve months, driven by exposure to uranium, copper, lithium, rare‑earths and silver miners and refiners. The rally coincides with heightened geopolitical tension, including China’s expanded rare‑earth export controls and the...
ARK Invest Pours $18 M Into CoreWeave as AI Stock Slides
ARK Investment Management, led by Cathie Wood, purchased 162,306 shares of CoreWeave for roughly $18.2 million on April 28, as the stock fell 5.8% after OpenAI missed internal targets. The move adds to a year‑to‑date ARK investment of at least $80 million, underscoring...
DWS Lists Two New Xtrackers MSCI USA Swap II UCITS ETFs on the London Stock Exchange
DWS has listed two new Xtrackers MSCI USA Swap II UCITS ETFs on the London Stock Exchange as of 1 May 2026. Both the accumulating (1C) and distributing (1D) share classes charge a 0.04% annual expense ratio and use an unfunded swap structure...
Global X India Active ETF Q1 2026 Commentary
Indian equities fell sharply in Q1 2026, with the MSCI India Index down 18.13% as geopolitical volatility and a 90% reliance on imported oil pressured sentiment. The Global X India Active ETF (NDIA) outperformed the benchmark by leveraging strong stock selection...
New Strategy Aims to Enhance Upside Return Capture Relative to Buffer Funds
GammaRoad Capital Partners has launched the MarketVector‑GammaRoad U.S. Equity Strategy Index, a rules‑based approach that dynamically allocates between the S&P 500 and U.S. Treasury bills. Unlike traditional buffer ETFs that cap upside by selling call options, the strategy can increase equity...
Monsters of Rock: Money Growing on Trees for Miners as Investors up Bets in Diggers
Mining ETFs have surged to $87 bn in assets under management, more than double the level a year ago, driven by a $8.24 bn inflow in Q1 2024. Junior miners on the ASX attracted a record $5.6 bn of capital in December, while...
Fidelity Launches Four Active‑Enhanced Small‑ and Mid‑Cap ETFs, Expanding $149B ETF Suite
Fidelity Investments rolled out four actively managed, factor‑based small‑ and mid‑cap ETFs, priced at 0.23%–0.28% expense ratios. The launch lifts Fidelity’s ETF count to 81 with $149 billion in assets, reflecting growing advisor demand for active‑ETF solutions.
XRP ETFs Pull $81.6 M in April, Marking Strongest Month of 2026
In April 2026, XRP exchange‑traded funds drew more than $81.6 million in net inflows, the largest monthly haul for the crypto‑themed products this year. The surge helped XRP climb 3.72% to $1.37, expanding its market capitalization by $3 billion.
Big Funds Bet Billions on Mining Supercycle – by Clara Denina, Pratima Desai and Melanie Burton (Reuters – April 30,...
Major fund managers are pouring record capital into mining as AI infrastructure, rising defence spending and a shift from high‑valuation tech stocks drive a perceived commodity supercycle. Mining ETFs saw assets under management double to $87.4 bn by March, while first‑quarter...
OMAH: Berkshire's Core Holdings, But With A Payout
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) uses a covered‑call strategy on Berkshire Hathaway and its top holdings to generate a monthly payout, currently yielding about 15% on an $748 million asset base. By selling calls, the fund caps...
UTF: Discount Stuck, Returns Delivered - The New Reality
Cohen & Steers Infrastructure Fund (UTF) retains a Buy rating, but the investment thesis has shifted from total‑return to income‑focused amid heightened macro uncertainty. The fund continues to trade at a 6‑7% discount to NAV, offering a solid 7‑8% yield that...
Leveraged ETF Drift Report With A Focus On SDOW
The Leveraged ETF Drift Report examines 22 leveraged ETFs, focusing on ProShares UltraPro Short Dow30 (SDOW). SDOW, a -3X bear ETF on the Dow Jones, holds about $192 million in assets and shows a 12‑month average drift of +1.27%, driven by...
Fully Allocated Beta Beats SPY With Commodity Edge
YTD DSSmartBeta up 6.1% DSAlpha up 0.9% DSAlphaBeta up 7.0% SPY 5.74% Less risk more return. Works for me. Still sucks I bought puts at 6960 SPX cash. OOF. All forms of fully allocated beta are blowing away SPY. Without that massive...
Bitcoin ETFs Record $263 M Outflow, Ending Weeks of Inflows
On April 27, Bitcoin ETFs experienced a $263 million net outflow, the first reversal after several days of strong inflows. Fidelity’s FBTC accounted for more than half of the withdrawals, while analysts warned the move could pressure Bitcoin’s price amid geopolitical...
Tech ETF XLK Posts 20% April Gain, Rare Since 2002
Tech stocks finish the month of April up 20%. Only other month that's happened for $XLK since its 1998 inception was October 2002.
Active ETFs Capture Record Fees, Outpacing AUM Share
ETFs hit record fee revenue in Q1 of $6.3b, about 7% over the previous peak set in Q4 (each quarter brings a new record pretty much) but inside this is active's increasing muscle, makes up 28% of revenue pie despite...
15 Clicks to Zero: How EFG International Is Scaling ETF Trading with Automation
EFG International, a private‑banking group with $233.6 billion in assets, teamed with Bloomberg to automate its ETF execution workflow. By integrating Bloomberg EMSX, RFQe, Rule Builder and BTCA with its native OMS, the bank reduced manual RFQ steps from 15 clicks...
Trend Day Surge Leaves 7223.25 Behind, ETFs Lead
Pure trend day UP off Buy Day, 7223.25 PH left in the dust. Will be important level for tomorrow. AIPO FAN IFRA and POWR top performing ETFs. but laggards like XLV...
Daily Leveraged ETF Rebalance Generates $9B Buy, Offsetting Sales
The leveraged ETF rebalance flow which happens daily is a 9BN buy at this stage. It's likely fully offset and selling for multi asset rebalancing.
BCG Warns Asset Managers Must Shift to Distribution and AI as Growth Stalls
Boston Consulting Group released its Global Asset Management Report 2026, warning that performance alone will no longer drive growth. With $147 trillion in assets under management and fees under pressure, firms must win on distribution channels and AI‑enabled efficiency, the report...
BlackRock Files for New Actively Managed Large‑cap Value ETF
NEW: BlackRock just filed for a new actively managed ETF. iShares Enhanced Large Cap Value Active ETF -- no ticker yet. https://t.co/t8k71fvoq1
Calamos Launches Autocallable Income UCITS ETF, Boosting $1.2B Market
Calamos introduced its Autocallable Income UCITS ETF this week, expanding a U.S. market that now holds just under $1.2 billion across 12 autocallable ETFs. The product gives fee‑based advisors a structured‑note‑like tool with lower minimums, while investors gain a simpler, exchange‑traded...
3 Large-Cap Value Funds to Buy Amid Record Low Consumer Sentiment
Consumer sentiment hit an all‑time low of 49.8 in April as the U.S.–Iran conflict and surging oil prices stoked uncertainty. Inflation rose to a 3.3% annual rate, the highest since May 2024, keeping the Federal Reserve on hold. In this environment,...
27 Weekly Distributions: YieldBOOST ETFs Offer Double-Digit Returns
27 weekly distributions just dropped. Some of these YieldBOOST ETFs are paying double-digit weekly rates. Worth a look. https://t.co/GRt5SC6GPI @GraniteShares @WillRhind