Know What's Happening in ETFs
Know What's Happening in ETFs
Investors can now gain exposure to SpaceX through private secondary markets, specialty ETFs and pooled funds, sidestepping the wait for a public listing. The rocket company is valued at roughly $1.25 trillion, making it one of the most coveted private assets. However, the firm’s financial picture remains opaque, especially after Elon Musk’s acquisition of xAI and lingering debt from the Twitter purchase. Bankers are reportedly crafting a refinancing plan that could trim the near‑$18 billion debt load, adding another layer of uncertainty for prospective investors.
Global X announced the launch of two actively managed, options‑based ETFs – the Global X Nasdaq‑100 Income Edge (EDGQ) and the Global X U.S. 500 Income Edge (EDGX). Both funds aim to generate weekly distributions by writing covered calls, targeting...
Tradr ETFs announced it will launch three single‑stock leveraged ETFs on the Cboe on Feb 19, 2026. The funds provide either 200% long or –200% inverse daily performance on CleanSpark (CLSK), Centrus Energy (LEU) and Coherent (COHR). These are the first...
New research by Mark Kritzman and David Turkington shows that despite recent headlines about the S&P 500’s rising concentration, the index’s current concentration is within historical norms. Using almost a century of data, they find that strategies that reduced equity exposure...
WisdomTree announced the launch of a new exchange‑traded fund focused on humanoid robotics, marking the first ETF of its kind. The fund will track a basket of companies developing human‑like robots for industrial, service and consumer applications. WisdomTree expects to...
REX Shares has launched the REX Autocallable Income ETF (ATCL) in partnership with CAIS, RBC Capital Markets, and Bloomberg Index Services. The fund tracks the Bloomberg US Large Cap VolMax Autocallable Total Return Index, using a laddered portfolio of autocallable...
REX Shares and Tuttle Capital have launched two new leveraged ETFs—FGRU, which seeks 200% of Figure Technology Solutions’ daily performance, and APHU, which targets 200% of Amphenol’s daily performance. Both funds provide the first 2x long exposure to these single...
BlackRock’s iShares Staked Ethereum Trust ETF (ETHB) will aim to keep 70%‑95% of its ether staked, generating yield while maintaining a 5%‑30% unstaked liquidity sleeve for creations, redemptions and expenses. The prospectus reveals an 18% skim of gross staking rewards...
US spot Bitcoin ETFs recorded a $104.9 million net outflow on Tuesday, with total trading volume collapsing to just over $3 billion—an 80% drop from the February 5 record. Jane Street emerged as the second‑largest buyer of BlackRock’s iShares Bitcoin ETF (IBIT), adding...
Russell Investments Canada Limited announced the launch of five new exchange‑traded funds on the Toronto Stock Exchange, adding two fixed‑income products (HALO and RBND) and three multi‑factor equity funds (RQCA, RQUS, RQIN). The fixed‑income ETFs carry a 0.35% management fee,...
The VanEck BDC Income ETF is yielding 12.3% as of 12 February, just below its five‑year high of 12.8% reached in April 2025. In contrast, the BofA Merrill Lynch US High Yield index has slipped to 6.6%, down from an 8.5%...
The PIMCO Dynamic Income Fund (PDI) is trading at roughly a 12% premium to its net asset value, delivering a near‑14% yield and monthly distributions. While its strong distribution history appeals to income investors, the fund’s leverage and sensitivity to...
The Inspire 100 ETF (BIBL) offers exposure to 100 U.S. large‑cap companies screened for biblical alignment. In 2026 the fund outperformed the S&P 500 benchmark IVV, largely because of a heavier tilt toward cyclical sectors and zero allocation to communications. Over the...
The Valkyrie Trading Society argues that the State Street SPDR S&P Capital Markets ETF (KCE) is not materially threatened by the recent AI‑scare or large‑language‑model automation. While asset‑management revenues are already pressured by passive‑investment competition, AI is unlikely to accelerate...
State Street SPDR Portfolio Emerging Markets ETF (SPEM) remains a buy, backed by strong technical momentum, low valuation and a 0.07% expense ratio. The fund holds $16.7 billion in assets, offers a 2.58% dividend yield and provides broad EM exposure. Its...
dividendology_yt 🚨 Warren Buffett’s Berkshire Hathaway recently released their latest Form 13F. With Buffett retiring at the end of 2025, this document reveals the LAST moves Buffett made before he stepped down. I spent hours reviewing it, and found 10 key takeaways for...
Oil has a big risk premium in it in terms of vol and skew. Meanwhile SPUs, IWM, VXUS all near ATHs Feels like a tense contradiction. https://t.co/6lmCdFZUnm
The Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) receives a Hold rating because its deep‑in‑the‑money FLEX‑option strategy creates structural NAV drag and an unsustainable ~20 % distribution yield. To maintain that yield, the underlying SPY would need to grow at roughly...
Glick's Picks Prediction: New All-time highs coming for the QQQs this year. But Kenny Glick @HitTheBidRadio is Short right now. See what will change his mind LIVE on The Morning Show @StockMktTV Here's the link: https://t.co/C495u7NDBU https://t.co/Wr4Es0KkTd
Despite the YTD losses in the Tech sector, the EW Tech sector (the avg Tech stock) is outperforming the S&P 500 this year. Plenty of Tech names to own that remain in an uptrend as a market rotation continues to...
Asian ultra‑high‑net‑worth individuals (UHNWIs) confront heightened market volatility in 2026, driven by geopolitical tensions and macro‑economic uncertainty. The turbulence is prompting a reassessment of traditional passive approaches. The article recommends active management strategies to navigate these risks and preserve wealth....
(PREMIUM) The Lyons Share Daily Pre-Market Outlook & Charts videos for 2/18/2025 are up: https://t.co/vi4S276f8t… Among markets covered: $RFV $QQQ $RSP $SPY $VIX $XLU $IGV $XLP $XLE $GDX $SIL $EWU $EWW $DXY $GLD $SLV $PLTM $PALL $EMB
$qqq gave many ways to tactically adjust yesterday around a few key pivots. Now u can use some sell rules to manage the trade https://t.co/qldCOKB0UE
The Eaton Vance Tax‑Managed Diversified Equity Income Fund (ETY) delivers a 7.81% monthly distribution, targeting tax‑efficient income for taxable accounts. It employs a partial overwrite strategy, allocating roughly 50% of notional value to laddered S&P 500 call options, which balances current...
Roundhill Investments has filed a request with the U.S. Securities and Exchange Commission to launch six exchange‑traded funds that let investors wager on U.S. election outcomes. Each ETF would hold binary event contracts that settle at either $1 or $0,...
Something caught my eye in the latest 13F filings. The biggest new entrant into IBIT, from a brand new entity, is something called Laurore Ltd. No website. No press. No footprint. The only public information is that the filer's name is...
Vanguard’s Core‑Plus Bond ETF (VPLS) is an actively managed fund that targets investment‑grade bonds, Treasuries, and mortgage‑backed securities while holding modest amounts of foreign and high‑yield debt. Compared with its passive benchmark, the Vanguard Total Bond Market ETF (BND), VPLS...
The February utilities dashboard shows water utilities trading about 15 % below their 11‑year average, while electric and multi‑utility firms are roughly 17 % overvalued. First Trust Utilities AlphaDEX Fund (FXU) has outperformed the sector benchmark XLU, yet the Invesco S&P 500...
The Alerian MLP ETF (AMLP) offers an approximately 8 % distribution yield, boosted by a recent $1 quarterly dividend increase. Its portfolio concentrates heavily, with the six largest mid‑stream MLP holdings accounting for over 75 % of assets due to a 12 %...
Googles Top holdings was just updated $ASTS $PL $RVMD $ARM $FRSH Other notable names : $PATH $OSCR $GTLB $TEM
📺 THIS MARKET NEEDS RESOLUTION The market is stuck in a range. Breakouts fail, breakdowns bounce, and both longs and shorts get frustrated. We need a decisive move that breaks the range and sticks. That could mean: 🔻 A clean break below support $QQQ...
Amundi has launched a Luxembourg‑domiciled ETF that tracks the Euronext European Strategic Autonomy index, focusing on ten sectors deemed critical for Europe’s self‑sufficiency. The fund, listed on Xetra and also available in Paris, carries a 0.40% annualised total expense ratio...
BIG: BlackRock affiliate purchases 4,000 seed shares of the iShares Staked Ethereum Trust for $100K, providing initial capital for upcoming staked ETH ETF (ticker: ETHB) Source: The Block https://t.co/etT8T4zhjU
NEW: updated filing for BlackRock’s @iShares staked Ethereum ETF. Ticker $ETHB. Filing includes expense ratio which will be 0.25%. https://t.co/CW7pKVoJXX
EdenTree Investment Management has rebranded a large portion of its fund lineup to reflect the completion of Sustainable Development Reporting (SDR) labelling across the entire range. The renaming aligns each strategy’s name with its ESG focus, making sustainability credentials more...
The FTSE 100 delivered a strong performance this year, climbing roughly 12% despite lingering macro uncertainties. Yet UK equity funds continued to see net outflows, with investors pulling about 15% less capital compared to the previous year. The reluctance stems...
The London Stock Exchange marked a milestone 2025, delivering a record‑breaking year for exchange‑traded products (ETPs). Trading volume surged to GBP 238.4 billion, a 38% year‑on‑year increase, while 398 new listings pushed the total to 2,645 ETPs. The removal of the retail...
Mackenzie Investments announced the launch of four new exchange‑traded funds on the Toronto Stock Exchange, expanding its ETF suite with two value‑focused products, a global balanced fund, and a U.S. all‑cap growth vehicle. The Global Value and U.S. Value ETFs,...
Mondrian, a European asset manager, has selected FundGuard’s cloud‑based investment ledger to replace its legacy accounting system. The new platform will provide real‑time transaction processing, automated regulatory reporting, and seamless integration with tokenisation workflows. Migration includes historic data transfer and...
Indexes are increasingly dominated by a handful of AI‑focused mega‑cap firms, turning passive funds into de‑facto concentrated bets. Peter Corey of Pave warns that investors often mistake broad ETF holdings for true diversification, while underlying exposure remains clustered around the...
The February Consumer Discretionary Dashboard shows the sector’s services segment trading about 14% below its 11‑year average, while autos and components remain the most overpriced subsector. Fidelity’s FDIS ETF and SPDR’s XLY deliver comparable long‑term Sharpe ratios, but FDIS offers...
The episode examines the current U.S. housing market inflection point, highlighting softened builder confidence, persistently tight resale inventory, and the potential impact of a credible rate‑cut cycle on margins and incentives. It discusses policy initiatives aimed at streamlining permitting and...
The carnage brings us back to the Dot-Com highs on Software Relative to the S&P 500. Ugly ugly ugly. I don't know if it happens this week, but I think this chart will break down. Time will tell. https://t.co/d0hCRxotxq
Solactive announced an ordinary adjustment to its AgTech and Food Innovation v2 Index effective March 2, 2026. The revised composition adds 30 companies spanning plant‑based protein, agricultural equipment, and food producers across North America, Europe, and Asia. Notable inclusions are Beyond Meat,...
Rotation away from S&P500 (flat on the year) into other assets like foreign stocks, US value, etc up 10-15% seems to be accelerating...
Great conversation. We cover why to be bullish ... and bearish ... about the next 12 months.
Solactive announced an ordinary review of its Solar v2 family of indices, effective 2 March 2026. The review covered the Solactive Solar v2 Index, its price return (PR) and total return (GTR) variants. No changes to the index composition were made, meaning...
Metal Volatility Changed Everything $GLD $SLV $BTCUSD $SPX $QQQ $IGV $XLK Sharp volatility in gold, silver, crypto and equities was easier to spot than most think. And why I study sector rotation, options structure, and investor confidence. https://t.co/PYmLxcJSCJ
The Pacer Data and Digital Revolution ETF (TRFK) is a newly launched fund that essentially mirrors the broader technology sector. Its performance is highly correlated with existing tech ETFs, offering little differentiation. The analyst rates the ETF as a sell,...
Investors are increasingly gravitating toward semi‑liquid, or evergreen, funds in pursuit of higher returns, but industry experts warn these vehicles are not a universal solution. Evergreen funds blend liquid and illiquid assets, allowing periodic redemptions while retaining exposure to higher‑yielding...
