Know What's Happening in ETFs
Know What's Happening in ETFs
VictoryShares WestEnd U.S. Sector ETF (MODL) experienced a spike in trading activity on Friday, with 728,000 shares changing hands—about ten times its three‑month average volume. The ETF edged up roughly 0.5% during the session. Among its holdings, Nvidia posted a modest 0.3% gain on over 92 million shares traded, while Intel slipped 3% on 52.8 million shares. Smaller constituents Coherent rallied 6% and Coreweave fell 11.6%, highlighting divergent performance within the fund.
The episode dissects YYY, an ETF that offers exposure to a rules‑based basket of high‑income closed‑end funds (CEFs) via a fund‑of‑funds structure. It highlights the layered risks of credit exposure, embedded leverage, and premium/discount dynamics, noting that performance is highly...
Gold exchange‑traded funds saw a sharp $3.87 billion outflow in the week ending Feb 6, before a modest $2.34 billion inflow the following week, leaving assets under management at $664.2 billion. The swing reflects investors reacting to the Fed‑chair nominee Kevin Warsh’s hawkish stance...
The Canadian Investment Regulatory Organization (CIRO) imposed a permanent Ultimate Designated Person (UDP) ban on Peter Michael Deeb, a Toronto dealer executive, after leveraged ETF trading and capital reporting failures caused a US$1.419 million realized loss. Deeb faces a $500,000 fine,...
The race to zero has hit a wall as the asset weighted average ETF fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv...
Two spot Sui ETFs—Canary's SUIS on Nasdaq and Grayscale's GSUI on NYSE Arca—began trading on February 18, but together they moved fewer than 10,000 shares and generated under $150,000 in notional volume. By contrast, Solana and XRP ETFs posted over...
Canada’s ETF industry closed 2025 with a record $735.1 billion in assets, a 37.5% increase over the prior year. Equity‑focused funds dominated, representing roughly 67.5% of total holdings, while the number of listed ETFs rose to 1,472, adding 255 new products....
CIBC Asset Management announced the launch of four Avantis CIBC ETFs on the Toronto Stock Exchange, covering Canadian equity and three U.S. equity strategies – all‑cap, large‑cap value and small‑cap value. The products are the result of a strategic partnership...
Recent academic research sharpens the tools investors use to forecast long‑term returns and market risk. Rui Ma et al. show that a market‑cap‑weighted Component CAPE ratio aligns prices and earnings, delivering out‑of‑sample R² above 50 %. Javier Estrada confirms that valuation multiples...
This week’s investment roundup highlighted three interlinked themes: a resurgence in unemployment, accelerating consolidation among asset‑management firms, and a surge in semi‑liquid fund inflows. Unemployment edged to 5.2% in Q4 2025, prompting managers to boost cash buffers and reassess risk models....
Western Asset Diversified Income Fund (WDI) trades at a 3.04% discount to NAV and offers a 12.41% yield, positioning it as a high‑yield income vehicle. The fund’s portfolio is heavily weighted toward high‑yield corporate bonds and a sizable floating‑rate component,...
The Virtus Newfleet Multi‑Sector Bond ETF posted a 1.64% NAV return in Q4 2025, beating the Bloomberg U.S. Aggregate Bond Index’s 1.10% gain. The fund’s deliberate underweight to U.S. Treasuries captured excess returns as spread‑rich sectors outperformed. Management continued to fine‑tune...
GLD remains a buy as its fundamentals stay strong despite recent price swings. The SPDR Gold Shares ETF has generated nearly a ten‑fold return since inception and now manages over $174 billion backed by 1,080 tonnes of gold. Retail physical‑gold sales are...
The Return Stacked Bonds & Managed Futures ETF (RSBT) posted a 12.25% year‑over‑year price gain after a tough 2022‑23 inflation cycle. The fund allocates capital between the AGG bond ETF and a suite of trend‑following managed‑futures strategies, positioning it as...
The First Trust Industrials/Producer Durables AlphaDEX® Fund (FXR) has underperformed the sector benchmark XLI since its 2007 launch, delivering a CAGR 1.38 % lower while exhibiting higher volatility and deeper drawdowns. Despite a sophisticated AlphaDEX screening process and a modest value...
Biotech stocks and ETFs rebounded strongly last year, and the ALPS Medical Breakthroughs ETF (SBIO) is positioned to benefit from that momentum. SBIO tracks nearly 90 companies with drugs in Phase II or III trials, but it carries a modest YTD...
Commercial real‑estate REITs have recently slumped amid AI‑related worries, but the dip may create a buying window for investors. The NEOS Real Estate High Income ETF (IYRI) stands out with an almost 11% distribution rate and a 3.15% 30‑day SEC...
To be clear, the fund being referenced is *not* an interval fund, it is a BDC. This may seem like splitting hairs because they are both lumped together as evergreen/semi-liquid fund structures, but there are important distinctions - much in the...
There has been near zero coverage in the endowment and foundation world about there now being a low-cost, tax-efficient investable benchmark ETF. June 30th can't come soon enough...
Lynx Investment Advisory disclosed a new $5.73 million position in the Akre Focus ETF (AKRE) during Q4 2025, purchasing 87,467 shares. The holding accounts for 3.1 % of Lynx’s reportable assets under management, though it sits outside the firm’s top five holdings....
Markets can be tricky... SCOTUS tariffs ruling giveth...then taketh away... SPDR S&P Retail ETF intraday...upside volatility...that has been slowly eroded in the last 45 min...now trading where it was before announcement. Let's see how things shake out by closing bell 🤔 $XRT https://t.co/d2XrrhSSlC
For those that missed it earlier this week. We now have two spot SUI ETFs with staking in the US. $SUIS from @CanaryFunds and $GSUI from @Grayscale. They both launched as ETFs on 2/18 https://t.co/fPEHSnq8Iu
Strategas Macro Thematic Opportunities ETF (SAMM) has marginally outperformed the Russell 1000 since its 2022 launch, meeting its stated objective of delivering thematic exposure. The fund’s top‑down approach now concentrates on AI, cash‑flow aristocrats, de‑globalization and an industrial power renaissance. While...
$SPX.X $SPY Feb performance by day 100 years overlaid on MTD action of SPY https://t.co/x1W4uABOCj
The Reaves Utility Income Fund (UTG) has delivered an 11% average annual total return since its 2004 launch, driven by a 6‑7% dividend yield and 4‑5% capital gains. Over 22 years the fund has raised its dividend 13 times, demonstrating...
Schwab US Large‑Cap Growth ETF (SCHG) remains on a Hold rating as earnings‑upgrade momentum wanes among its top holdings. Recent quarterly results show a cooling of positive revisions, especially in mega‑cap names, indicating a slowdown in the fund's upgrade engine....
This is a pretty cool chart to show your investment committee. A classic stock price-to-corporate profits image that reveals extended conditions reminiscent of the turn of the century. If this chart has any prescience, we should remember that the leaders...
Goldman Sachs’ S&P 500 Premium Income ETF (GPIX) outperforms the iShares S&P 500 ETF (ISPY) on total return, thanks to a dynamic, actively managed strategy. While ISPY’s zero‑days‑to‑expiration (0DTE) approach offers a higher upside ceiling, its results hinge heavily on precise manager...
Cybersecurity stocks have lagged behind the broader software sector this year, with the Amplify Cybersecurity ETF down 4.8% while the S&P 500 barely rose. Jefferies analyst Joseph Gallo argues the sell‑off is overstated, pointing to rising AI‑driven threat vectors and strong...
The Options Clearing Corporation (OCC) announced special pricing for SoFi Next 500 ETF (SFYX) options expiring on February 20, 2026 due to the underlying shares being suspended on the NYSE. For expiration processing, OCC will use the last traded price of $17.17 per share...
Artificial intelligence and the rise of autonomous vehicles are expected to cap the personal auto‑insurance market at roughly $560 billion by 2040, after which it could shrink about 4 % per year. Self‑driving cars are projected to cut accident rates by 75‑90 %,...
The Franklin International Dividend Booster ETF (XIDV) posted an 8.95% year‑to‑date return, slightly outpacing the iShares Core MSCI EAFE ETF (IEFA) at 8.75%. XIDV follows VettaFi’s rules‑based dividend‑optimization index, targeting yields two to three times its parent benchmark without using...
Wealth manager Financial Council disclosed a $10.55 million purchase of 159,189 shares of the iShares MSCI ACWI ex U.S. ETF (ACWX) on Feb. 4, 2026, raising the fund to 5.65% of its reportable assets. The ETF posted a 1‑year total return of 35.4%,...
The latest "ETF of the Week" podcast highlighted Invesco's S&P 500 Equal Weight ETF (RSP), hosted by VettaFi’s Todd Rosenbluth and Chuck Jaffe. RSP follows an equal‑weight methodology, giving each S&P 500 constituent the same influence regardless of market cap....
Morningstar's 2025 Active/Passive Barometer shows only 38% of actively managed mutual funds and ETFs outperformed their asset‑weighted passive composites, a four‑point drop from 2024. Over a ten‑year horizon, just 21% of active funds beat passive peers, with bond and real‑estate...
The consumer staples sector is off to its best start to a calendar year BY FAR. $XLP is up 13.3% so far in 2026. Next best year is 2013 at 7.8%.
CoinShares introduced a new education series, “Digital Assets: The Advisors’ Brief,” to help financial advisors understand Bitcoin ETFs. The guide highlights that spot Bitcoin ETF assets topped $27 billion in early 2025, underscoring growing client demand. Contributors note reduced volatility—under 50%...
Emerging‑market equities have outpaced U.S. and European stocks in 2026, with the iShares MSCI Emerging Markets ETF up more than 11% year‑to‑date and 37% over the past twelve months. Wealth‑management firms are responding by raising EM exposure to roughly 10‑12%...
In this episode, Nate Geraci discusses the current landscape of ETFs, highlighting trends such as fee compression, the rise of thematic and ESG funds, and the growing importance of technology-driven ETF solutions. He shares insights on how advisors can effectively...
Solactive has opened a market consultation on proposed methodology changes to its CWM Balanced Strategy Index. The firm invites all stakeholders and third parties to review detailed amendment documents and submit comments. Feedback must be received by 5 March 2026, after which...
Bond ladder ETFs are emerging as a transparent alternative for retirees seeking steady, inflation‑protected income. The Northern Trust 2045 Inflation‑Linked Distributing Ladder ETF (TIPC) structures a 20‑year ladder of TIPS, delivering annual principal payouts as each rung matures. By evenly...
Janus Henderson has launched a new CLO exchange‑traded fund that targets AA to A‑rated CLO tranches, offering a modestly higher expected return than its existing AAA‑focused CLO ETF. The product is designed specifically for institutional investors seeking greater yield without...
STOXX and DWS have launched the Xtrackers Europe Defense Technologies ETF on Nasdaq, tracking the STOXX Europe Total Market Defence Space and Cybersecurity Innovation 50-25 index. The index, which captures companies with revenue and patent exposure to defense, space and...
CLO ETFs have surged into the mainstream, pulling in $4 billion of net inflows in the first six weeks of 2026. Total assets now top $35 billion, more than doubling in just over a year, with most money flowing into AAA‑rated funds....
📊 If you are a beginner and want to learn the key Sector ETFs to track. Below is a good starting point. Here is the full suite of SPDR S&P 500 Sector ETFs from State Street: $XLK – Technology $XLC – Communication Services $XLY...
Technical analysts note a bond breakout as yields pierce a key resistance, suggesting upward momentum in fixed‑income markets. Meanwhile, gold charts display a bullish continuation pattern, reinforcing optimism for further price gains. Silver is experiencing a short‑term retracement, testing a...
📺 STOP WAITING FOR THE BREAKOUT, TRADE THE RANGE FOR NOW Get today's newsletter: https://t.co/Rqp84Wg39F My core message to everyone today: stop expecting big follow-through and start trading the range that’s actually in front of you. That’s the environment right now: quick pushes,...
I'll say it 1,000 times... Simple > complicated. A few low-cost ETFs, consistent contributions, and patience beat most “fancy” strategies. Boring plans quietly build six-figure accounts.
Between February 12 and 19, 2026, U.S. exchanges saw a flurry of 25 new exchange‑traded funds covering a wide range of sectors and strategies. Highlights include the first share‑class offering from F/m Investments, Simplify’s DBi CTA Managed Futures Index ETF,...
First Trust announced the listing of eleven additional UCITS ETFs on the SIX Swiss Exchange, effective 19 February 2026, raising its total offerings on the venue to 27 funds. The new products cover themes such as artificial intelligence, clean water,...
