BlackRock Launches Two Actively Managed ETFs with Defined Protection on the S&P 500 on the LSE
BlackRock’s iShares platform launched two actively managed buffer ETFs on the London Stock Exchange, targeting US large‑cap equities with built‑in downside protection. The Moderate Buffer fund limits losses to roughly 10% while capping upside, whereas the Max Buffer fund aims for full loss protection but imposes a lower upside cap. Both products use total‑return swaps and listed options to create the defined‑outcome profile and charge a 0.50% expense ratio. They are domiciled in Ireland, listed in GBP, and reset parameters annually each March.
SPY Bullish on Earnings, AI
Macro: SPY supported by ~17.5% S&P earnings growth and AI/NVIDIA outperformance. Technicals are bullish but 150‑day EMA caps. Risk: higher oil → inflation, Fed hawkish shift. Trade: buy pullbacks; stop <150‑day EMA. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Overweight Tesla as ARK Pivots to EVs
Macro: ARK shifts from industrial semis to EVs. Key: sold Teradyne, bought Tesla. Risk: ARK flows will amplify volatility. Insight: Consider overweighting TSLA within risk limits. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
VanEck's Rare Earth and Strategic Metals ETF Gains Over 125% as Investor Appetite Swells
VanEck's Rare Earth and Strategic Metals ETF (REMX) has climbed more than 125% over the past year, driven by heightened demand for rare‑earth commodities. The fund holds 34 positions, with an expense ratio of 0.58%, but its narrow focus brings...
Staying Long Energy, Short Financials for Q3
SECTORS: we remain Long of Energy $XLE and Short of Financials $XLF in #Quad3 https://t.co/yzGAEJws8f
ARK Adds $14M Tesla Stake, Tops Three ETFs
ARK buying 39,691 $TSLA shares in ARKK, ARKQ and ARKX ($14m) This morning, Tesla was in - ARKK #1 position with 9.94% - ARKQ #1 with 9.58% - ARKX #17 with 2.39% (ARK Space & Defense Innovation ETF) No purchases in ARKW; #1 position with...
Nvidia's $4.1 T Market Cap Meets CoreWeave's $39 B Surge as Investors Bet on AI Supercycle
Nvidia, the world’s largest AI‑chip maker with a market cap just under $4.1 trillion, is being compared to fast‑growing cloud specialist CoreWeave, whose stock rose 85% since its 2025 debut. Ark Investment’s Cathie Wood added $6.9 million of CoreWeave shares, underscoring the...
ETF Launch Shifts Trading From Exchange to OTC, Preserving Stability
ETF pre-launch accumulation drove exchange volume creating all-time high approach. Post-launch shifted to OTC desks, dark pools. TWAP/VWAP strategies spread institutional buying maintaining stability. Fiduciary duty demands best execution pricing.
Vanguard Splits Tech ETF After 136% Three-Year Gain, Highlights Hedge-Fund-Style Multifactor Fund
Vanguard announced an 8-for-1 split of its Information Technology ETF (VGT) following a 136% total return over the past three years. At the same time, the firm’s U.S. Multifactor ETF (VFMF) continues to deliver hedge‑fund‑style factor exposure at a 0.03%...
SPY Holds $5 Range; MVC at $660, Exposure at $658
We spent the whole day in the $5 range we identified earlier on $SPY. $660 remains the MVC, and there's quite a bit of positive exposure at $658. Pretty much the same analysis as this morning...
PIMCO Expands Active ETF Lineup With Timely Inflation-Linked Launch
PIMCO has launched the Inflation PLUS Active ETF (PCPI), an inflation‑linked fund that combines ultra‑short TIPS with derivatives such as CPI swaps. The ETF carries a net expense ratio of 25 basis points, positioning it as a low‑cost, actively managed hedge...
Monday Links: A Distraction at Best
The Monday Links roundup highlights several developing stories that could distract investors: BlackRock is filing a new Nasdaq‑100 exchange‑traded fund to challenge Invesco’s dominance; OpenAI faces internal debate over an IPO while publishing an AI‑economy policy paper; the Iran‑related conflict...
ADG 4/6: Wait-and-See-Change
BlackRock has filed with the SEC to launch a Nasdaq‑100 ETF under the ticker IQQ, likely charging a 12‑basis‑point fee that undercuts Invesco’s QQQ, which carries an 18‑bps charge and manages about $375 billion. Invesco’s shares dropped more than 5% after...
Energy, Materials Propel NDIV to Strong March Performance
Amplify’s Energy & Natural Resources Covered Call ETF (NDIV) posted a 13.99% total return for the period from late February through March 2026, outpacing the S&P 500 by 10.8% for the quarter. The fund’s outperformance was driven primarily by its heavy...
BlackRock Files to Challenge Invesco’s Nasdaq 100 ETF Monopoly
BlackRock has filed with the SEC to launch the iShares Nasdaq 100 ETF under the ticker IQQ, aiming to become one of the few U.S.-listed funds that track the Nasdaq 100 exclusively. The move challenges Invesco’s long‑standing dominance of pure Nasdaq 100 ETFs,...
SPY Gamma Exposure Shows Upside Bias Near $660
$SPY Gamma Exposure update: There's quite a bit of positive exposure overhead, especially around $660. I have $655-$660 as the current range, biased towards upside today. We'll see how things change, especially if a new catalyst comes in.
Is There a Buying Opportunity in the SPY ETF?
The SPDR S&P 500 ETF (SPY) is trading at historically low valuations, and multiple technical indicators—including MACD and stochastic momentum—signal a bullish trend for April 2026. Earnings growth for the S&P 500 is forecast at roughly 17.5% this year, driven largely by...
BlackRock Files to Challenge Invesco’s Nasdaq 100 ETF Monopoly
BlackRock has filed with the SEC to launch an iShares Nasdaq 100 ETF, ticker IQQ, marking its first pure Nasdaq 100 product in the U.S. market. The move challenges Invesco’s long‑standing dominance of the index, which currently powers the $374 billion QQQ Trust...
Tarbox Family Office Inc. Cuts Stake in Vanguard Dividend Appreciation ETF $VIG
Tarbox Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 40.5% in the fourth quarter, selling 5,068 shares and now holding 7,457 shares worth roughly $1.64 million. Other advisors increased positions, with Leo Wealth adding $8.47 million and Walkner Condon...
BlackRock Targets Invesco's QQQ Monopoly with New ETF
SHOCK: BlackRock is planning a Nasdaq 100 ETF in direct challenge to Invesco’s monopoly w $QQQ(M). Big boy product battle for a unique index, that’s not beta, not tech but it crushes everything. Big variable will be fee. My early...
Assessing Crypto ETFs, BTC’s Identity, and Quantum Risks
My conversation w/ @OspreyFunds' Managing Director @BillBirminghamm… We cover: -Rex-Osprey crypto ETFs -Crypto downturn since October -Btc = digital gold or tech stock? -Quantum threat to btc -Allocating to crypto in a portfolio https://t.co/APXj4t7hUu via @CryptoPrimePod https://t.co/WutKNs5Dnh
US-Listed ETF Inflows Cool in March as Geopolitical Risks Reshape Investor Playbook
US-listed ETF inflows slowed sharply in March, totaling $104 billion—about 40% below the six‑month average. The dip reflects heightened geopolitical tension and rising yields, prompting investors toward defensive sectors such as energy, utilities, and defence, while technology and emerging‑market funds saw...
QQQ and SPY Near 20‑Day SMA, Hinting Bottom
both the $QQQ and $SPY flirting with the 20 day SMA's. early. A close over would be add to the case for a bottom last week.
Morgan Stanley's 14bps Bitcoin ETF: Big Deal
Nice look at historical assets of the Big Four wirehouse firms.. Or why MS launching a bitcoin ETF at 14bps is a BFD.. via BI FLOW https://t.co/etoW9AQFPc
Defensive ETFs Surge as VIX Jumps 73% Amid Early 2026 Turmoil
Investors are flocking to defensive exchange‑traded funds as the CBOE Volatility Index has risen 73% year‑to‑date. Low‑volatility ETFs such as iShares USMV, Invesco SPLV and State Street XLP are seeing fresh inflows, while high‑beta funds face outflows, especially in emerging‑market...
JEPQ: Barely Any Hedge Benefit In The Volatile 2026 Market (Rating Downgrade)
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has delivered negative year‑to‑date returns despite a modest outperformance versus QQQ, offering only marginal downside protection. The fund’s covered‑call strategy, intended to smooth volatility, has fallen short in the current volatile 2026 market....
COWZ: Is Opportunity Knocking Again For This $18B Cash Cows ETF?
The Pacer US Cash Cows 100 ETF (COWZ) oversees roughly $18 B in assets and charges a 0.49% expense ratio. Year‑to‑date it delivered a 4.24% total return, holding up well against its benchmarks. Recent quarterly rebalancing has increased its exposure to...
GDX: New Macro Risks, Same Solid Valuation For Gold Mining Stocks
VanEck’s Gold Miners ETF (GDX) retains a buy rating, anchored by an attractive 11.2× price‑earnings multiple and strong earnings‑per‑share growth forecasts. The fund has posted a 108% year‑to‑date return, outpacing the S&P 500 by more than 80 points, though it recently...
Vanguard S&P 500 ETF VOO Poised to Outperform Market Over Long Term
Vanguard's flagship S&P 500 ETF (VOO) is being highlighted as a top large‑cap vehicle that could beat the broader market over the long haul. With a 0.03% expense ratio and recent price weakness, analysts argue the fund offers a cheap, diversified...
Tech Concentration Raises New Risk for S&P 500 ETFs, Analysts Warn
Financial analysts caution that the growing dominance of the “Magnificent Seven” tech giants now accounts for roughly one‑third of the S&P 500, creating a hidden volatility risk for market‑cap‑weighted ETFs. They suggest equal‑weight funds as a hedge against tech‑driven drawdowns.
SEC Clears ETF Share‑Class Model for Mutual Funds, Targeting Tax Relief for Millions
The U.S. Securities and Exchange Commission has green‑lit a wave of dual‑class fund structures, allowing mutual funds to add ETF share classes. With 48 asset managers already approved, the change promises to reduce capital‑gains distributions and lower tax bills for...
Billionaire Investor Shares Two-Step Approach To Positive Returns: 'I Think I Finally Solved The Stock Market'
Billionaire investor John Arnold claims to have "solved the stock market" with a simple 50/50 allocation between the technology ETF XLK and the energy ETF XLE. His data show the blend generated double‑digit returns in six of the last seven...
Derivative‑Income ETFs Pull Record Inflows; JEPI and JEPQ Lead with $78B AUM
Derivative‑income exchange‑traded funds have logged some of the strongest net inflows of any ETF category this year, with JPMorgan’s Equity Premium Income (JEPI) and Nasdaq Equity Premium Income (JEPQ) together managing $78 billion. The surge reflects heightened demand for covered‑call strategies...
Spot BTC ETF Flows Stagnant as Bitcoin Stays Range‑bound
Spot BTC ETF flows remain weak and directionless. BTC has been trading in a tight range for the past two months. https://t.co/atqcpWvSFW
ETF Liquidations Accelerate, Winners Face Curse, Aluminum Squeezed
🆓 Sunday links: how the winner's curse works, the quickening pace of ETF liquidations, and tough times for aluminum consumers. https://t.co/WzJWiWfiDv image: https://t.co/25ICizy0cu https://t.co/squG5KO1ww
BlackRock Sells $320 Million of Bitcoin and Ethereum ETFs in One Week
BlackRock withdrew about $320 million from its Bitcoin and Ethereum exchange‑traded funds in a single week, with $185 million exiting the Bitcoin ETF and $135 million leaving the Ethereum ETF. The outflows highlight growing caution among institutional investors as broader crypto ETF flows...
SCHD's 2026 Reconstitution: Nature Is Healing
Schwab’s US Dividend Equity ETF (SCHD) completed a strategic 2026 reconstitution, trimming its energy exposure and adding high‑quality dividend‑paying stocks in healthcare and technology. The changes lifted the fund’s yield to 3.4% and lowered its forward price‑to‑earnings multiple to 15.3×,...
SPVM Could Keep Outperforming
The Invesco S&P 500 Value with Momentum ETF (SPVM) has recently outperformed as investors rotate from growth to value and defensive sectors. Its methodology first screens for value, then adds momentum, leading to a portfolio weighted toward financials, energy and other...
Vanguard to Split Five Equity ETFs 5‑for‑1, Cutting MGK Share Price to ~$70
Vanguard announced that five of its equity index ETFs, including the Mega Cap Growth ETF (MGK), will undergo a 5‑for‑1 stock split effective April 21. The split will quintuple outstanding shares and bring the MGK price down to roughly $70, aiming...
CGW: Global Mix Of Water Utilities And Industrials Lacks A Coherent Investment Case
The Invesco S&P Global Water ETF (CGW) has lagged both U.S.-focused water funds and the broader market since its launch. Its portfolio is 43% weighted toward slow‑growth, state‑dependent utilities, diluting the impact of more innovative water‑industrial holdings. International exposure, particularly...
ORR: A Hedge Fund In ETF Clothing, Convincing Buy Opportunity
The Militia Long/Short Equity ETF (ORR) launched in January 2025 and is rated a buy for its differentiated, non‑correlated global long/short strategy. Since January 2025 it has generated a 47.1% net asset value return, outperforming the S&P 500 by 2.5 times...
GNR: A Beneficiary Of Rising Energy Prices
The State Street SPDR S&P Global Natural Resources ETF (GNR) has jumped more than 20% in early 2026, outpacing most of its peers as energy and commodity prices surge. The fund’s heavy exposure to basic materials and energy, combined with...
Gold ETFs GLD, SLVP and SGDM Show Divergent Risk‑Return Profiles, Shaping Options Strategies
SPDR Gold Shares (GLD) offers low‑volatility, high‑liquidity exposure to physical gold, while iShares SLVP and Sprott SGDM deliver higher returns but greater drawdowns through mining equities. The contrast is prompting options traders to tailor strategies around each ETF’s risk‑return profile.
Hedge Funds Dump Global Stocks at Fastest Pace in 13 Years
Goldman Sachs' premier brokerage division reported that hedge funds liquidated global equities in March at the fastest rate in 13 years, second‑fastest since the firm began tracking the metric in 2011. The sell‑off was sparked by a 17% jump in...
High-Yield And Tax-Advantaged Income Funds From NEOS (April Update)
NEOS Investments has rolled out a suite of high‑yield, tax‑advantaged ETFs that distribute income monthly, using Section 1256 options to enhance after‑tax returns. Existing equity funds such as QQQI and SPYI now report yields as high as 14.6%, with a large...
Crumly & Associates Sells $3.4 Million of TDIV ETF in Q1, Raising Institutional Confidence Questions
Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (TDIV) for an estimated $3.42 million in Q1 2026, cutting its holding to 2.05% of its 13F assets. The move, disclosed in an SEC filing,...
SCHG Outperforms with 79% 5‑year Return
SCHG is loaded with growth leaders 👇 Top holdings: • NVDA 11.44% • AAPL 9.44% • MSFT 7.87% • AMZN 5.73% • META 4.96% • GOOGL 4.84% • TSLA 4.27% • GOOG 3.88% • AVGO 3.86% • LLY 2.96% 5-year return: +79% Would you pick SCHG over QQQ or VOO?
US and International Stocks Record Third‑Worst Year Start
US vs international stocks.. still the 3rd-worst start to a year in the last 30 @augurinfinity $SPY $VEU https://t.co/bv48hVPlK9
The Case for Owning a Broad Market ETF Instead of Picking Stocks
Recent studies show that 79% of large‑cap domestic equity funds underperformed the S&P 500 in 2025 and 95% lagged the benchmark over the past ten years. This persistent underperformance has fueled a surge in low‑cost exchange‑traded funds that simply track the...
Endowus Rolls Out $10 Billion Digital Wealth Platform with Three Low‑Cost BlackRock iShares Funds
Endowus, a Singapore‑based independent digital wealth platform managing about $10 billion in assets, announced the launch of three low‑cost, HKD‑denominated BlackRock iShares index funds in Hong Kong. The funds—World Equity, World Government Bond and Hong Kong Equity—aim to give retail and...