Know What's Happening in ETFs
Know What's Happening in ETFs
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 the constituent list remains identical. The announcement was released on 16 February 2026 after the close of business on 30 January 2026.
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.
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,...
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
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...
State Street’s SPDR Portfolio Short Term Treasury ETF (SPTS) is gaining attention as its 1.85‑year duration aligns with a lower‑inflation environment, allowing a growth‑focused mandate. The ETF’s exposure to short‑term rate moves helps it sidestep risks tied to long‑term USD...
The Fidelity Enhanced Large Cap Core ETF (FELC) trades at a modest premium, 25.9× forward earnings versus the US market median of 23.6×, while mirroring the composition of megacap tech‑heavy indices. Its expense ratio exceeds that of comparable index funds,...
TCW Strategic Income Fund (TSI) announced a roughly 30% increase in its monthly dividend, pushing its distribution yield to about 6.9%. The closed‑end fund trades at a 7.62% discount to net asset value and carries a Buy rating. TSI’s portfolio...
abrdn Focused U.S. Small Cap Active ETF posted gross gains in Q4 2025 but lagged the Russell 2000 benchmark. The fund sold nine positions, including Integer and Vertex, while Corcept Therapeutics dragged performance after a drug failure. Alphatec’s rally provided a...
In 2026 crypto is shifting from a speculative narrative to a disciplined portfolio allocation. Institutional investors are accessing digital assets through exchange‑traded products and custodial solutions, which has compressed Bitcoin’s volatility. Staking on Ethereum and Solana now supplies native yield,...
Crypto exchange‑traded products recorded a fourth straight week of net outflows, totaling $173 million last week. Bitcoin‑linked ETPs led the decline with $133 million withdrawn as Bitcoin fell below $70,000, briefly touching $65,000. While Ether funds also saw redemptions, XRP and Solana...
Former IndexIQ founder Adam Patti returns to ETFs with VistaShares, partnering with ex‑Tesla president Jon McNeill to launch thematic and income‑focused products. The firm’s first offerings include an AI infrastructure fund and a series of Target‑15 ETFs that mirror top...
Grayscale filed a Form S‑1 with the SEC to convert its Aave trust into an exchange‑traded fund, renaming it the Grayscale Aave Trust ETF and targeting a NYSE Arca listing under the ticker GAVE. The fund will charge a 2.5% expense ratio...
We have the potential to see a large portion of S&P 500 companies out perform in 2026. With the top 10 stocks making up around 40% of the index, even a slight pullback in tech would make this quite easy.
Major institutional players sold off the #Bitcoin ETF from BlackRock ($IBIT) in Q4 2025. This includes: Goldman Sachs Clear Street Wells Fargo DRW Securities JPMorgan Chase Harvard Management Company https://t.co/S4OWOmb2kq
The episode dissects DNP Select Income Fund Inc., a closed‑end fund that targets utilities and promises a steady monthly payout via a managed distribution plan that can draw from income, gains, or return of capital. It explains how the fund’s...
REITs are currently trading at their lowest valuations in decades. The vast majority of investors are not positioned to take advantage of this historic opportunity. 🧵Here's a 'Mini Masterclass' on how to take advantage:
🇺🇸 US Sector Performance in 2026 📈 $XLE Energy up 22% $XLB Basic Materials up 18% $XLP Consumer Defensive up 16% $XLI industrials up 12.8% $XLU Utilities up 9% $XLRE Real Estate up 8% $XLV Healthcare up 2% $XLY Consumer Retail -2% $XLK Technology -2.5% $XLF Financials -5%
Vanguard launched the Multi‑Sector Income Bond ETF (VGMS) in June 2025, offering a 5.19% SEC yield and a low 0.30% expense ratio. Over the past eight months the actively managed fund outperformed the benchmark AGG by 93 basis points, delivering...
Fidelity Fundamental Small‑Mid Cap ETF (FFSM) is an actively managed, non‑transparent fund that combines quantitative screening with fundamental research. Since its 2024 strategy shift, FFSM has outperformed the S&P 500 and several SMID peers such as IJH and SMMD, driven by...
Cohen & Steers Infrastructure Fund (UTF) received a Buy rating, while abrdn Global Infrastructure Income Fund (ASGI) was placed on Hold due to its premium valuation. UTF trades at a 6 % discount to NAV and carries 29.7 % leverage, positioning it to...
First Trust Senior Floating Rate Income Fund II (FCT) remains a hold as its earnings growth stalls and its 11.7% yield faces pressure. Net investment income is insufficient to fully fund distributions, forcing the fund to rely on realized gains,...
JPMorgan Equity Premium Income ETF (JEPI) uses a covered‑call strategy to target 7‑9% annual distributions, positioning it as a low‑volatility, income‑focused vehicle. The fund has consistently met its payout goals since inception, appealing to risk‑averse investors seeking steady cash flow....
The Amplify Lithium & Battery Technology ETF (BATT) has surged 14.5% year‑to‑date, outpacing the Global X Lithium & Battery Tech ETF (LIT) and other pure‑play mining funds. Its 0.59% expense ratio and $117 million assets give investors exposure across the entire...
The episode dissects the current QQQ options market, highlighting that skew and risk reversals are at historic highs, indicating expensive downside protection and a defensive bias among investors. Despite heavy put activity, call participation remains steady and speculative far‑out‑of‑the‑money buying...
While sectors like staples (XLP), energy (XLE), materials (XLB) and industrials (XLI) have all provided a safe haven in recent weeks as large cap tech has sucked wind, most of these are all now reaching exhaustion. This means that from...
If you were buying more Energy Exposure via $XOP $OIH into a red close 24 hours ago, professionally done
Energy stocks are enjoying a robust start to 2026, driven by rising data‑center power demand and deregulation. The T. Rowe Price Natural Resources ETF (TURF), an active fund launched in June 2025, posted a 13% year‑to‑date gain and a 23.2% return over...
The ALPS Clean Energy ETF (ACES) is positioned to profit from a $1.4 trillion U.S. grid‑modernization program slated through 2030, as utilities boost capital spending 12% in 2025 and are expected to increase it another 6% in 2026. Roughly 40% of...
In a volatile market, Invesco’s equal‑weight ETFs RSPT and RSPG offer sector exposure while limiting concentration risk. Both funds track S&P 500 equal‑weight indexes, giving roughly 1.5‑2% weight to each constituent instead of the 40% dominance seen in cap‑weighted peers like...
The Federated Hermes MDT Market Neutral ETF (MKTN) saw unusually high trading activity on Friday, with 295,000 shares changing hands—about seven times its three‑month average volume. The fund’s price rose roughly 0.7% during the session. Among its top holdings, Intel...
"We have shown over the past couple of years that Return-on-Equity readings for companies are very high, and very supportive of equity prices as the high ROE promotes rapid growth of corporate book value, and consequently higher market valuations." -...
A new CEM Benchmarking study covering 26 years shows public REITs generated 9.72% annual net returns, outpacing private real estate’s 7.79% by roughly 2 percentage points. The analysis, based on realized performance from 462 pension plans, highlights that only internally...
The NEOS Gold High Income ETF (IAUI) launched in June 2025 and has quickly amassed over $367 million in assets as of February 2026. By writing covered‑call options on gold, the actively managed fund delivers a 30‑day SEC yield of 1.88%...
Truth Social Funds has filed a registration statement with the SEC for two digital‑asset exchange‑traded funds – the Truth Social Cronos Yield Maximizer ETF and the Truth Social Bitcoin and Ether ETF. The Cronos ETF will track CRO, while the...
Floating‑rate notes are gaining traction as a higher‑yielding alternative to Treasury bills, especially as short‑term rates rise. VanEck's IG Floating Rate ETF (FLTR) offers a 4.28% yield, low duration, and strong credit quality, making it attractive for income‑focused investors. The...
The iShares Expanded Tech-Software Sector ETF (IGV) has slumped more than 20% as investors fear AI coding tools could upend software businesses. The ETF’s top five holdings—Microsoft, Palantir, Oracle, Salesforce and Applovin—are collectively down about 40% from six‑month highs, pushing...
By year‑end 2024 the SEC recorded 1,531 active ETFs, closing the gap with 1,907 passive funds. Active ETFs, while holding just 9% of total ETF assets, expanded 300% in count and posted 65% annual AUM growth versus 19% for passive...
ProShares UltraShort Silver (ZSL) and Defiance Daily Target 2X Short AMD (DAMD) recorded the largest weekly outflows among ETFs tracked by ETF Channel. ZSL shed 36.25 million units, a 27.9% decline, while DAMD lost 80,000 units, down 38.1% week‑over‑week. Both are...
Tactically $spy pushed below yesterday’s low and reclaimed it for a bounce cash flow move. U guys know what to do with that Same for $qqq
MoneySense has launched an ETF screener that showcases the 100 best‑performing Canadian exchange‑traded funds based on one‑year returns as of Feb 13 2026. The tool, powered by data from ETF Market Canada CBOE, displays each fund’s ticker, expense ratio, management fee, benchmark...
Fund managers are increasingly bullish on China as equity markets rebound, but they remain cautious until the government provides clearer policy direction. The recent rally has revived interest in a market once deemed “uninvestable,” prompting a reassessment of exposure levels....
An independent Assessment of Value test has evaluated Allianz Global Investors' UK fund lineup. The majority of the funds received a positive rating, indicating they deliver good value to investors. A subset were amber‑flagged, meaning they only meet basic value...
BitGo and 21shares have broadened their partnership to include staking and qualified custody services for 21shares' suite of crypto exchange‑traded products in the United States and Europe. The expanded deal gives 21shares access to BitGo’s regulated custody framework, trading execution...
The DER AKTIONÄR North America Cannabis Select 10 Performance‑Index announced an ordinary adjustment effective 20 February 2026. The index will add four constituents: Innovative Industrial Proper, Jazz Pharmaceuticals PLC, Scotts Miracle‑A, and Tilray Brands Inc. This change reflects a broader exposure to...
Invesco has launched the MSCI ACWI Islamic M-Series UCITS ETF (ISIN IE000LFC57H7) on the London Stock Exchange, offering global equity exposure that complies with Shariah principles. The fund tracks the MSCI ACWI Islamic M-Series index using a market‑capitalisation‑based screening methodology...
Metals essential to electrification are seeing demand outpace supply, with copper at the core of grid, transportation, and industrial upgrades. VanEck’s Copper and Green Metals ETF (EMET) offers investors a liquid, diversified way to capture exposure to copper miners, refiners...
$SLV having big trouble getting above 75.00 again...which still won't be enough to restore confidence. Big inflation report ahead...precious metals may see a big reaction.
Software stocks are struggling again today. $IGV (iShares Software ETF) is essentially back to last week's panic lows. Don't forget there's another type of software, "programmable money," crypto. Bitcoin (blue) with the software index (orange). They are the same thing. https://t.co/tLEELqcWcJ
