Know What's Happening in ETFs
Know What's Happening in ETFs
Fidelity’s Q4 2025 portfolio review of 3,371 advisor‑constructed accounts shows a heavy tilt toward equities, with 72 % of assets in stocks and only 23 % in bonds. U.S. equities dominate the equity sleeve at 79 % and ETFs feature in 59 % of portfolios, accounting for roughly 54 % of total allocations. Active ETFs have surged to 37 % of portfolios, up from 13 % three years earlier. The firm warns that 2026 will reward disciplined, diversified construction rather than headline‑driven bets.
Spot Bitcoin ETFs now hold over $54 billion, roughly 1.5 million BTC, turning the cryptocurrency into a familiar ticker. The ETF structure separates economic exposure from technical ownership, placing the underlying coins in a trust that relies on a custodian’s private‑key control....
Geopolitical shocks feel scary… but history says bottoms come faster than you think. Avg S&P drawdown: -4.6% Avg time to bottom: 19 days Avg recovery: 40 days 6–12 months later? Mostly positive.
Here is a very normal chart that we shouldn't debate or scrutinize in any way. https://t.co/2F9rD46Rcq
Scott Adams, the creator of Dilbert, used his globally‑read comic strip to launch a sustained critique of active fund management, portraying it as a costly scam through the character Dogbert. His personal experience—losing money to a Wells Fargo‑managed portfolio that invested...
People actually sold $SPY , bought $TLT and Bought $GLD and bought $USO on the open. Who the heck are these people?
Lots of chatter on ETFs being seeded via 351. Makes sense-we've seen a large increase in activity (and press e.g., @justinaknope @denitsa_tsekova). Here is an older article that talks about the top 10 ways to screw these up. https://t.co/pcyPnnrYtg Note: Economic substance...
ERShares has detailed the structure of its Private‑Public Crossover ETF (XOVR), the first ETF to provide private‑company exposure through an SPV that reports daily NAV alongside public equities. The fund’s private sleeve includes holdings such as SpaceX and operates under...
Back Shorting SPY Calls @thestreetpro With S&P cash -9 handles (a big rally from the lows of -70 handles) I am back shorting (SPY) calls. By Doug Kass Mar 2, 2026 11:21 AM EST @guyadami @dougkass
Russell 1000 $IWB as has been the case every single day in 2026, we're seeing more highs than lows... https://t.co/3E04oJLnNX
PIMCO’s Active Bond ETF (BOND) is an actively managed, multi‑sector bond fund launched in 2012, holding nearly 1,900 securities with a 30‑day SEC yield of 4.56% and a net expense ratio of 0.54%. Since inception it has generated a total...
$SHLD hit 80 this morning, last week's ETF buy...and another options flow signal that a strike on Iran was imminent https://t.co/X4FCStX2RJ
Bonus momentum and mean-reversion switching strategy update and new signals. $SPY $TLT $GLD $TLT Link in reply below. 👇 https://t.co/KwWAobjSkn
European defence spending is entering a structural re‑armament phase, with global military outlays reaching a record $2.7 trillion in 2024. NATO members have agreed to raise defence budgets to 5% of GDP, allocating 1.5% to cyber, AI and other non‑traditional domains....
The Global X MSCI Greece ETF (GREK) is trading at roughly 10 times forward earnings, delivering a base‑case internal rate of return above 14 percent. Nearly half of its $348 million assets are concentrated in domestic banks, reflecting the country’s financial‑services tilt. Greece’s...
Invesco launched two new US‑dollar‑denominated corporate bond ETFs on the London Stock Exchange on 2 March 2026. Both funds track the iBoxx USD Corporates Investment‑Grade Spread Select Top 50 % TCA Index, using a rules‑based, quarterly‑rebalanced selection that targets higher‑yielding bonds within each sector and maturity...
The United States’ military escalation against Iran has triggered a rapid flight‑to‑quality, pushing U.S. Treasury prices up and yields down while simultaneously stoking inflation concerns via higher oil prices. This dual dynamic creates a paradox for intermediate‑term bond investors, as...
Westwood Holdings Group reported Q4 2025 revenue of $27.1 million, driven by a growing ETF franchise that now holds over $200 million in assets and the launch of the YLDW ETF. The firm closed its Westwood Energy Secondary Fund II with more...
In this episode, host Melanie Schaefer and CraneShares senior investment strategist Derek Yan discuss how the concentration of U.S. mega‑cap stocks is driving investors to seek diversification in emerging markets (EM), especially as the dollar shows signs of weakening. Yan...
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Weekly Market Report: Weekend Wars. Strategic allocation +7.7% YTD, Tactical allocation +4.3% YTD. More details and some free access in the link in reply below. 👇 $SPY $VEU $GLD $TLT https://t.co/gZFEG6wHe1
ProShares UltraPro Short S&P 500 ETF (SPXU) delivers –3X daily exposure to the S&P 500, attracting short‑term traders seeking inverse market bets. The fund manages about $489 million in assets and sees roughly $284 million in average daily trading volume. SPXU is prone to...
Tematica’s latest confirmation points map a broad set of macro trends—from a rapidly aging U.S. population and soaring AI adoption to cash‑strapped consumers, heightened cyber threats, and a surge in digital‑infrastructure investment. The report highlights a 91% YoY jump in...
Cathie Wood’s Ark Innovation ETF (ARKK) recently added three new positions: design‑software firm Figma, gene‑editing company CRISPR Therapeutics, and AI‑focused data‑center provider CoreWeave. Figma now represents about 0.66% of the fund after a third purchase in February, while CRISPR has...
Schwab’s High Yield Bond ETF (SCYB) received a hold rating as macro‑economic headwinds raise concerns in the junk bond market. The fund offers a 6.7% distribution yield, a short 2.9‑year duration, and 58% exposure to BB‑rated issuers, but technical resistance...
The iShares Core S&P Small‑Cap ETF (IJR) has been upgraded to a Buy as it trades roughly 30% below the S&P 500 valuation while delivering faster earnings growth. Its profitability screen removes the 43% of unprofitable firms found in broader small‑cap...
Avantis US Large‑Cap Value ETF (AVLV) combines traditional value screens with profitability filters, delivering a sector‑balanced portfolio that includes notable allocations to technology and industrials. The fund trades at roughly a 24% price‑to‑earnings discount to the Russell 1000 and has posted...
Cross Staff Investments Inc filed a 13F on February 27, 2026 showing a new $18.97 million position in the Akre Focus ETF (AKRE), amounting to 289,630 shares and roughly 10.45 % of the fund’s reportable assets. AKRE, an actively managed ETF that targets high‑return...
The First Trust India NIFTY 50 Equal Weight ETF (NFTY) provides U.S. investors with an equal‑weight exposure to the Nifty 50 constituents, but its performance is hampered by a weakening Indian rupee. Over the past two decades the equal‑weight index has generated...
The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed the benchmark SPY since June 2022, challenging the notion that yield‑focused funds lag in growth markets. SPYD’s equal‑weighting, broader sector exposure and high dividend yield give it a defensive edge...
$TLT - Closed the month above the yearly pivot at 88.18. The next upside target is the 1st yearly resistance at 93.07. The 2nd yearly resistance is 98.98. It looks bullish at the moment but you never know how high...
The Franklin International Core Dividend Tilt Index ETF (DIVI) offers a 3.40% yield and a low 0.09% expense ratio, targeting developed markets outside North America. In August 2022 the fund underwent a strategy overhaul, resetting its performance history and leaving...
The iShares MSCI Chile ETF (ECH) is currently rated Hold as analysts cite high risk and an unclear growth outlook for Chile through 2026. While the fund benefits from solid momentum and liquidity, its expense ratio is above average and...
Since its September 2025 debut, the Sprott Active Metals & Miners ETF (METL) has delivered a cumulative return exceeding 50%, outpacing the broader Natural Resources sector. The fund’s portfolio is notably overweight in copper and uranium, differentiating it from gold‑centric...
Schwab International Dividend Equity ETF (SCHY) delivers a 3.2% dividend yield, low 0.08% expense ratio, and about $2.25 B in assets under management. The fund’s valuation appears cheap relative to peers, and recent price action shows strong momentum over the past...
The Freedom 100 Emerging Markets ETF (FRDM) uses a "freedom‑weighting" model to pick stocks from 24 emerging‑market nations, deliberately excluding companies with more than 20% state ownership. With $2.97 billion in assets and a 0.49% expense ratio, the fund has consistently outperformed...
Convergence Long/Short Equity ETF (CLSE) has delivered strong relative performance, outpacing the S&P 500 and its peers IVV and IWV since the author’s November 2025 coverage. Since converting to an ETF, CLSE has exceeded the broad‑market IWV benchmark by roughly 28.5%, reflecting...
Equal-weighted SPX is holding up despite the Software/Mag 7 decline now spreading to NVDA and to Banks. Resilient... but Financials have been drubbed this year. Here's @IBDinvestors @marketsurge new charts of $KBWB Banks- https://t.co/XW54gpjWXm I discuss Financials & when i...
$QQQ @marketsurge #IBDPartner Such a clear chart of massive breakout and then massive base. Price smack middle of channel now with 200sma 587 as key support https://t.co/g4AzAXM9aK
Capital Group Core Plus Income ETF (CGCP) retains a ‘Buy’ rating, delivering a 5% yield and out‑performing major passive bond funds AGG and BND by 62 basis points over the past two years. The fund’s portfolio is weighted toward investment‑grade...
Monthly hybrid allocation signals +2.6% in February, versus a loss of 0.9% for $SPY ETF. YTD +6.8% versus 0.6% for SPY ETF. Sharpe ratio is 1.73 since Jan 2020 vs. 0.88 for SPY. Link in reply below. 👇 https://t.co/307eeSFnzN
Software ETF $IGV tagged 52 week-year lows and then reversed hard by Friday. We break down what it means for the sector, how it fits into the broader tape, and a few ideas we’re watching to kick off March. 📺 Watch...
The iShares U.S. Pharmaceuticals ETF (IHE) is anchored by Johnson & Johnson and Eli Lilly, whose earnings per share have nearly doubled in the past year. IHE’s aggregate one‑year EPS growth estimate is an impressive 19.07% while trading at a modest...
The Stock Market Right Now The sexy are messy - $XLK $XLY $XLF The boring are beautiful - $XLV $XLB $XLE $XLP $XLI
February... Silver $SLV: +13% Energy $XLE: +10% Gold $GLD: +9% International Developed $VEA: +6% EM $IEMG: +6% Oil $USO: +3% Bonds $AGG: +2% S&P 500 $SPY: -1% Nasdaq 100 $QQQ: -2% Financials $XLF: -4% Mag 7 $MAGS: -7% Software $IGV: -10% Bitcoin $IBIT: -22% Fartcoin $FART: -31%
The State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) has been upgraded to a buy, with analysts forecasting a 20% price return in 2026. The rally is attributed to anticipated rate cuts, a stable macro environment, and earnings growth...
JPM: Software (IGV) — Sentiment +10% | Net flows +1.5z | ETF volume +4z (1yr lookback) Semis (SMH) — Sentiment -7% | Net flows -0.3z | ETF volume +1z I call that "green shoots" and made for a great $NFLX long, $NVDA short...
International vs US small caps.. nice rounded bottom favoring $VSS Same return back to late 2016 https://t.co/mkK1YD3ZSt
Related to the $GS post, subset of selling in XLF in the last 30 days. https://t.co/iuSWLKwbpm
The majority of S&P 500 sector ETFs were +5.7% or more in February @Koyfincharts https://t.co/003sR1VAW7
