Know What's Happening in ETFs
Know What's Happening in ETFs
In March 2026, silver‑focused commodity ETFs slumped as much as 15%, with UTI Silver ETF posting the steepest decline of –14.72%. The broader commodity‑ETF universe saw 43 funds in the red, while gold ETFs also recorded double‑digit losses. The sell‑off was triggered by profit‑taking on leveraged positions, heightened oil prices from the US‑Iran conflict, and a stronger US dollar that squeezed liquidity. Analysts suggest any recovery will hinge on global inflation trends and central‑bank policy shifts.
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has posted an average 10‑year return of 15.5% while charging a razor‑thin 0.02% expense ratio. Since its launch in 2005 the fund has generated roughly 11% annualized gains, outpacing the broader market’s...
The FlexShares US Quality Low Volatility Index Fund (QLV) employs a passive strategy that blends quality and low‑volatility factors, featuring a weighted‑average 24‑month beta of 0.65 and a modest value tilt. Its low beta should keep downside capture below 80%,...
The Angel Oak Mortgage‑Backed Securities ETF (ticker MBS) has emerged as a standout pure‑play vehicle for residential mortgage credit. Early April 2026 sees the fund navigating heightened volatility as geopolitical tensions, notably the Iran conflict, have nudged Treasury yields up...
Vanguard's Total Stock Market ETF (VTI) dropped roughly 6% from its 52‑week high amid Middle‑East tensions and higher energy prices. Despite the pullback, the fund stays up about 16% over the past year, with large‑cap stocks still accounting for roughly...
Roundhill Investments has launched the Roundhill Memory ETF (ticker DRAM), a nine‑stock fund that tracks the world’s leading memory and storage manufacturers, including Samsung, SK Hynix, and Micron. The ETF arrives as AI‑driven demand has propelled memory chip prices and...
GraniteShares is hosting its first Autocallable Income ETF Seminar on April 10, 2026 at the NASDAQ MarketSite, gathering banks, market makers, and clearing firms to discuss the newly launched single‑stock autocallable ETFs TLA (Tesla) and ANV (NVIDIA). These ETFs employ...
Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (TDIV) for an estimated $3.42 million, cutting its quarter‑end position by $3.73 million. The firm still holds over 100,000 shares, leaving the ETF at 2.05% of...
ETF issuers are accelerating product shutdowns as the market floods with new offerings. The average lifespan of a fund liquidated in 2026 dropped to just 1 year and 9 months, down from 3 years and 6 months in 2025. More...
Below we can see that when Bitcoin peaked last October, the ETP flows left Bitcoin and jumped on the gold bandwagon. Now that gold has lost its mojo while Bitcoin is finding its footing, the flows have reversed. To me...
Banks kept autocallable income locked behind high minimums for years. @graniteshares just put it in an ETF — 20%+ yields. NASDAQ seminar April 10 explains it all. @willrhind https://t.co/Xx3nS8vCjF
Schwab U.S. Dividend Equity ETF (SCHD), iShares Core High Dividend ETF (HDV) and Vanguard High Dividend Yield ETF (VYM) have delivered year‑to‑date returns of 12%, 11% and 4% respectively, all beating the S&P 500’s roughly 4% loss. The outperformance reflects a...
Vanguard announced 6-for-1 forward share splits for its Vanguard Growth ETF (VUG) and Vanguard S&P 500 Growth ETF (VOOG), cutting share prices from the $400 range to roughly $70. The move is intended to improve pricing, tighten bid‑ask spreads and enhance...
The Invesco NASDAQ 100 ETF (QQQM) has slipped more than 10% yet its earnings outlook remains unchanged, creating a rare valuation gap. The fund now trades close to its ten‑year average price‑to‑earnings multiple, a level not seen since the last major...
The iShares Global Timber & Forestry ETF (WOOD) has lagged sharply, posting a 12% loss over the past two years while the S&P 500 rose 29%. Structural weaknesses—such as declining demand, oversupply, and limited compounding potential—undermine timber’s long‑term upside. WOOD’s portfolio...
Janus Henderson’s AAA CLO ETF (JAAA) received a Buy rating, driven by its superior risk‑adjusted returns and strong liquidity. The fund posted a 3‑year Sharpe ratio of 1.95 and an annualized return of 7.05%, outperforming comparable fixed‑income peers. Its floating‑rate...
Analysts spotlight the State Street SPDR S&P Regional Banking ETF (KRE) and BlackRock's iShares fixed‑income ETFs as top picks before the Federal Reserve's upcoming rate decision. With KRE offering a 2.4% yield and iShares navigating higher oil prices, the debate...
Invesco QQQ Trust (QQQ) delivers broad exposure to AI‑driven tech leaders, while the NEOS Nasdaq‑100 High Income ETF (QQQI) adds a 14.1% distribution yield through an option‑overlay strategy. QQQI tends to underperform QQQ in strong up‑trends and can suffer NAV...
PIMCO’s Multisector Bond Active ETF (PYLD) has been given a Sell rating due to its heavy exposure to mortgage‑backed and commercial‑mortgage‑backed securities, which now represent about 40% of the portfolio. The fund’s 6.36% yield and recent outperformance of its benchmark...
The Alpha Analyst upgraded the REX AI Equity Premium Income ETF (AIPI) to a Buy rating, citing a range‑bound AI market that favors aggressive covered‑call strategies. The fund’s option‑writing model now captures income more efficiently as downside risks have softened...
Franklin FTSE Taiwan ETF (FLTW) offers exposure to Taiwan’s semiconductor and AI infrastructure sector, with more than 70% of assets in technology and a 21.7% weighting to Taiwan Semiconductor Manufacturing Company (TSMC). The fund trades at a forward price‑to‑earnings multiple...
Options desks are piling into Brazil’s emerging‑market equity and bond space, citing unusually low implied volatility and a clean‑energy narrative that sets the country apart from peers. Call‑spread strategies on the iShares MSCI Brazil ETF (EWZ) have gained traction as...
The iShares Silver Trust (SLV) and iShares MSCI Global Silver & Metals Miners ETF (SLVP) are under fresh scrutiny as silver prices slipped below $74 per ounce. SLV, a $36 billion physical‑silver fund, offers direct exposure but higher fees, while SLVP...
This correction is a gift. It’s clear power demand is at all time highs & I’ve been adding these… $IREN — 4.5GW secured, 810MW live + $9.7B Microsoft AI cloud contract. $VST — Nuclear baseload king. 20-year Meta PPA locked in. $VRT —...
The iShares MSCI China A ETF (CNYA) gives U.S. investors exposure to over 400 mainland A‑shares, focusing on domestic growth drivers. While it has outperformed many China‑focused ETFs on total and risk‑adjusted returns, the fund suffers from high turnover, notable...
HANetf and Infrastructure Capital Advisors have launched the Nuclear Renaissance UCITS ETF (ticker NUKZ) in Europe, offering investors exposure to the full nuclear value chain—including fuel, construction, advanced reactors and utilities. The fund adopts a diversified, non‑commodity‑centric approach, contrasting with traditional...
![Model Factsheet Update [March]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!Xnrp!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fce2ca8fd-928e-45d0-8e0e-e5d9b20c566d_1280x1280.png)
Tematica Research released an updated suite of model factsheets covering its AI, CHIPS, cloud, digital infrastructure, nuclear, power, core, targeted and dividend strategies. The update highlights the $52.7 billion CHIPS Act funding earmarked for U.S. semiconductor reshoring. Each model links to...
ProShares launched the Genius Money Market ETF (IQMM) in late February, quickly amassing $22 billion in assets—making it the largest ETF debut of 2026. The fund is the first money‑market ETF structured to meet the Genius Act, a new federal framework...
JPMorgan has launched the Equity Premium Yield ETF (ROCY), a fund designed to deliver tax‑advantaged returns primarily through return‑of‑capital distributions. The ETF generates monthly income by selling call‑option spreads and investing in U.S. large‑cap equities, aiming for lower volatility than...
The Range Global Coal Index ETF (COAL) saw assets double in March as investors rushed into coal amid heightened energy‑security concerns triggered by the Persian Gulf conflict. COAL climbed just over 11% in the month and has delivered roughly 60%...
The SPDR BlackRock Senior Loan ETF (SRLN) is delivering roughly a 7.7% dividend yield, positioning it as a high‑income vehicle in a rate‑sensitive market. Its portfolio of floating‑rate, short‑tenure senior loans dampens direct interest‑rate exposure, focusing risk on issuer credit...
The NEOS Enhanced Income Aggregate Bond ETF (BNDI) is positioned as a defensive play amid heightened market volatility caused by geopolitical tensions. By selling put options on the S&P 500, the fund generates extra, tax‑advantaged income, pushing its yield to roughly...
Solar-focused Invesco Solar ETF (TAN) has surged 16% year‑to‑date and 62% since President Trump’s return, outperforming most sectors. Technical analysis shows the fund trading between $52 and $60, with MACD and RSI turning positive, indicating a likely continuation of the...
The April 1 edition spotlights a curated list of high‑yield ETFs that meet three strict filters: dividend yields above 5%, at least $100 million in assets under management, and a 20‑day average volume over 0.5 million shares. Crypto‑focused funds such as YieldMax’s Bitcoin and...
Analysts rate Invesco DB U.S. Dollar Index Bearish Fund (UDN) a buy as the dollar index’s recent rally to 100.64 appears to be losing momentum. Long‑term bearish pressures—rising U.S. debt, de‑dollarization trends, and a shift of central‑bank reserves toward gold—continue...
Calamos Investments has launched three April‑dated protected Bitcoin ETFs—CBOA, CBXA and CBTA—that embed predefined downside protection while offering varying upside exposure through options. In the recent crypto‑winter slump, these structured funds delivered markedly less loss than traditional spot Bitcoin ETFs,...
Income ETFs that employ options strategies emerged as a top‑performing category in Q1 2026, driven by heightened global volatility and investor appetite for yield. Goldman Sachs' GPIX and GPIQ each attracted over $750 million in net inflows, pushing GPIX’s assets above...
The FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) was spotlighted on VettaFi’s "ETF of the Week" podcast, where Head of Research Todd Rosenbluth broke down its strategy with host Chuck Jaffe. GUNR tracks a Morningstar index that aggregates...
NEW EPISODE: Bloomberg's @JSeyff returns to the show to break down major developments in the ETF world. Who's holding through the 50% Bitcoin crash. What Morgan Stanley's filing means for the space. And why gold ETFs beat Bitcoin...for now. Streaming wherever...
Last week (ending March 29, 2026) leveraged and inverse exchange‑traded funds posted some of the strongest gains of the year, led by oil‑focused products that surged over 20% as geopolitical tensions pushed crude prices higher. Energy‑linked ETNs such as OILU, NRGU and...
$BWET has done it. Has a 1yr return of over 1000%, which I'm almost certain is the first time a non-leveraged ETF hit quadruple-digit returns in the range of one year. Perhaps even more amazing it only has $50m in...
$spy Daily. I try and simplify it. The level was $645 and it held. Didn’t gov much pain if u added to some long in the first 15-30-60 minutes https://t.co/2rNgNrybJI
Investors seeking broad AI exposure can turn to three exchange‑traded funds: iShares Future AI & Tech (ARTY), iShares A.I. Innovation and Tech Active (BAI), and the niche Range Nuclear Renaissance Index (NUKZ). ARTY offers a passive 50‑stock portfolio focused on...
I dare you to lookup a relative perf chart of @SamofAmerica vs. Cathy's Flagship ETF starting in October of 2025
When Oil $USO goes down, $BATL and its cohorts really trend down. The trend is your friend. #tradingstrategy #TradingCommunity https://t.co/dviMcfgDWp
The Vanguard Utilities ETF (VPU) is up about 7% year‑to‑date, contrasting with a 7% decline in the S&P 500. Its performance is driven by top holdings such as NextEra Energy, Southern Company and Duke Energy, which are signing long‑term power‑purchase agreements...
The U.S. Securities and Exchange Commission has placed a leveraged‑freeze on any Solana‑based exchange‑traded fund proposals, effectively pausing the next wave of crypto ETFs that target the high‑throughput blockchain. Earlier this year the SEC signaled a broader openness to digital...
IT’S SO OVER -Retail traders have been piling into $SQQQ (3x short Nasdaq 100) and $SGOV (cash) over the past two days -Call volumes traded peaked in October -Pretty much every speculative asset of note peaked in October https://t.co/ruhoAuTrha https://t.co/OAqKObkeTF
January 2026 set a new record for European UCITS funds, with net sales reaching €150 billion (about $163.5 billion), far above December’s €52 billion. Total inflows across UCITS and AIFs hit €168 billion ($183 billion), more than doubling the previous month. Long‑term UCITS saw €101 billion...
MSCI announced that Greece will be reclassified from emerging to developed markets in its May 2027 index review. The upgrade, hailed as a symbolic turning point in Greece’s post‑crisis recovery, is expected to generate about $300 million in net passive inflows,...
