Whale-Sized Savings: How To Execute Large ETF Trades
The article announces a forthcoming premium‑research guide titled “Whale‑Sized Savings: How To Execute Large ETF Trades.” The guide is aimed at institutional investors handling multi‑million‑dollar ETF orders and will detail market‑impact mitigation and cost‑saving tactics. It is currently in beta and available only to Premium Research members. Interested readers must email contact@bankeronwheels.com to request access.
Long‑Term Treasuries Outperform Stocks, Contrarian Bond Bet Wins
Long-term Treasuries are up 4.60% this year. The S&P 500 is down 3.24%. The most consensus short trade in finance for three years is quietly winning. Nobody writes bond bull pieces. Nobody is crediting their bond allocation. But TLT has outperformed SPY...
BlackRock's iShares Staked Ethereum Trust Delivers Immediate Yield and Targets Higher Future Payouts
BlackRock introduced the iShares Staked Ethereum Trust, an ETF that pays roughly a 3% annual distribution from Ethereum staking while positioning itself to capture larger yields as network participation expands. The launch joins a wave of income‑oriented ETFs, from dividend‑focused...
VFMF ETF: This Multi-Factor Value ETF Meets The Moment
Vanguard’s U.S. Multifactor ETF (VFMF) has been upgraded to a cautious Buy after delivering outperformance amid heightened geopolitical volatility. The fund employs a rules‑based quantitative model that blends value, momentum and quality factors, resulting in a sector tilt toward energy,...
Trimmed Long Book to 21; Gold Remains Sole Metal
ETF Pro and Macro Pro subcribers can see I've reduced my Long Book to 21 positions down from 30 (a month ago). Gold is my only metal - I used to have 9 https://t.co/7EABDXnFqc
Dividend ETFs SCHD and VYM Touted as High‑Yield Picks for Income Investors
Analysts at The Motley Fool spotlighted Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) as leading dividend‑focused funds for income investors. Both ETFs deliver roughly 3% yields and have posted double‑digit annual total returns over...
TLT Hits New Yearly Low, Eyes Low‑80s Support
$TLT - Made a new low for the year and is headed back to the low 80s. The next major support is the May 2025 low at 83.30. https://t.co/b3Nva3eIMx
$3 Trillion S&P 500 Gatecrashers
Three of the largest private tech firms—SpaceX, OpenAI and Anthropic—are slated for IPOs later this year, together representing roughly $3 trillion in private market value. With the S&P 500 valued at about $60 trillion, their entry could reshape the composition of the world’s...
EWZ: The Case For Brazilian Equities In 2026
Analysts upgrade iShares MSCI Brazil ETF (EWZ) to BUY, citing the central bank’s monetary easing and expanding trade ties with China and the EU. The fund offers a 4.2% dividend yield and stands to benefit from the upcoming EU‑Mercosur free‑trade...
EWZ: The Case For Brazilian Equities In 2026
FinHeim Research rates the iShares MSCI Brazil ETF (EWZ) a BUY, citing anticipated monetary easing and expanding trade ties with China and the EU. The fund trades at $35.06, offers a 4.22% dividend yield and holds $9.3 B in assets, positioning...
Small‑cap Stocks Outpace Mega‑cap Tech Amid Oil Shock
$IWM is up 0.12% YTD while $QQQ is down 3.16%. Small caps quietly outperforming mega-cap tech during an oil shock. Nobody's talking about it. That's exactly why it matters. https://t.co/uJRKl9XT9N
Defensive ETFs Surge as Gold Dips and March Volatility Persists
Gold prices slipped below $5,000 per ounce and Indian gold ETFs saw ₹42.9 trillion of new money in 2023‑24, prompting investors to seek shelter in defensive exchange‑traded funds. Vanguard Energy (VDE), iShares MSCI USA Min Vol (USMV) and State Street Consumer...
Why Retirees Can Still Rely On JEPQ For Income
JPMorgan’s Nasdaq Equity Premium Income ETF (JEPQ) delivers double‑digit yields by combining a Nasdaq‑100 stock basket with equity‑linked notes. The fund’s payouts are strong but hinge on market volatility and the capacity of its premium‑income strategy. Rising assets under management...
BUXX: Active ETF With 4.9% Yield, Low Credit Risk, And Low Duration
Strive Enhanced Income Short Maturity ETF (BUXX) is an actively managed fund that targets short‑term investment‑grade debt, emphasizing securitized and mortgage‑related securities. Launched in August 2023, the ETF offers a 4.9% yield while maintaining a low effective duration of 0.75...
IWM’s Surge in Unusual Options Activity Signals Opportunity — Here’s a Covered Strangle With a Twist
Unusual options activity on the iShares Russell 2000 ETF (IWM) spiked as geopolitical tensions lifted oil prices and pressured S&P futures. Despite solid year‑to‑date returns—11.39% in 2024 and 12.66% in 2025— IWM’s early rally faded, prompting investors to buy protective puts....
Using Free Cash Flow Across International Value and Growth Equity Investing
VictoryShares offers two international ETFs—IFLO and GRIN—that use free cash flow (FCF) as the core screening metric. IFLO targets the 100 largest profitable companies with the highest trailing and forward‑looking FCF, adding a growth filter for value‑oriented exposure. GRIN focuses...
PDI With PDX: Neutralizing The Premium For A Diversified 11.5% Yield
PIMCO’s Dynamic Income Fund (PDI) remains a benchmark for income but its persistent premium to net asset value raises valuation concerns for new investors. The PIMCO Dynamic Income Fund (PDX) trades at a deep discount and concentrates on the energy...
ITWO: Russell 2000 Covered Call Strategy That Outperforms Its Peers
ProShares Russell 2000 High Income ETF (ITWO) combines direct exposure to the Russell 2000 with a 0‑day‑to‑expiration covered‑call overlay, aiming to deliver both growth and income. Over the past twelve months the fund outperformed peer covered‑call ETFs, benefitting from its aggressive...
Private Credit Crack Or Not, I'm Moving Away From KBWB
Invesco KBW Bank ETF (KBWB) provides concentrated exposure to large‑cap, systemically important U.S. banks and currently trades at an attractive 14.4× price‑to‑earnings multiple. The fund’s modest 11.5% return on equity and heavy weighting in a few banks amplify cyclical risk,...
How Active ETFs Brought Muni Bonds Investing to Life
Active municipal‑bond ETFs have transformed a traditionally static fixed‑income segment by pairing tax‑exempt muni exposure with the liquidity and transparency of the ETF structure. The 2019 ETF rule spurred a wave of product innovation, allowing active managers to dynamically adjust...
AUSF: This Multifactor ETF Continues To Play Defense
The Global X Adaptive U.S. Factor ETF (AUSF) continues to emphasize a defensive, low‑volatility, value‑oriented stance, underweighting technology while overweighting financials, healthcare and consumer staples. It trades at a 13.7× price‑to‑earnings discount to the Russell 1000, reflecting its sector mix and...
Follow the Flows, Not the Active/Passive Hype
1/2 If you're going to follow the active/passive debate, you gotta follow the flows. Fortunately, I have a reliable source. My oldest son, @senseiverde18, is putting out some great material at Nasdaq. His latest for February was excellent https://t.co/1FmfNEqUE1 and...
SMH Nears Critical $374 Threshold Amid Tech Weakness
$SMH (VanEck Semi ETF) in focus as many parts of Tech have begun to wobble a bit while QQQ just undercut last Nov lows. @IBDinvestors @marketsurge While still in consolidation here, any weekly close under $374 would be problematic...
Fidelity’s Active Large Cap Growth ETF Continues to Quietly Outpace Passive Rivals From Vanguard and iShares
Fidelity’s Enhanced Large‑Cap Growth ETF (FELG) posted a 21% total‑return over the past 12 months, edging out passive peers iShares Russell 1000 Growth (IWF) and Vanguard Growth (VUG). The fund charges a modest 0.18% expense ratio and manages about $4.7 billion, concentrating...
S&P up 35% From April Low; ETFs Post Strong Gains
The S&P 500 remains +35% from its April low... the Gain from 52wk low heat map... In the last year: $SPY +16.4% $QQQ +22.1% $RSP +11.0% $IWM +19.4% $VEU +20.6% https://t.co/tSe8pBORDA
Treasury ETF Faces Near-Worst 3‑Week Drop Since 2022
$GOVT Treasury ETF down 2.2% last 3 weeks... that's almost its worst plunge since March 2022... which was a historic drop... @stockcharts https://t.co/AR2FifcXyx
KraneShares AI ETF Gives Retail Access to Private AI Giant Anthropic Valued at $380 Billion
KraneShares' Artificial Intelligence and Technology ETF (AGIX) now includes a direct equity position in private AI startup Anthropic, which recently closed a $30 billion Series G round that valued it at $380 billion. The move lets non‑accredited investors gain exposure to the company...
XLK Tech ETF Hits Six‑month Low, 12% Drawdown
$XLK tech ETF aims for its lowest close in more than 6 months... look at that gap @stockcharts A 12% drawdown.. https://t.co/WnAoCjYRPP
QQQ Fades at 21‑EMA, Targeting November 21 Level
For now for the $QQQ, the pattern is that we fade at the 21ema and undercut key upside reversals The Nov 21 level is approaching https://t.co/mxcUisB0Cx
FLCH: The Dragon Discounted, But Not Enough
The Franklin FTSE China ETF (FLCH) provides a low‑cost, diversified gateway to China’s high‑tech and industrial sectors, benefiting from easing U.S.–China trade tensions, supportive People’s Bank of China policy, and the 15th Five‑Year Plan’s focus on advanced industries. At a...
Vertiv's Buying Surge Hits
Last week i wrote about S&P 500 index rebalance which happens today. Vertiv $VRT, Lumentum $LITE, Coherent $COHR and EchoStar $SATS are all going into the index today. Vast majority of the trading will happen around market close. Vertiv buying...
Dimensional Debuts First Actively Managed ETF Share Class
Dimensional launches industry’s first actively managed ETF share class… Dimensional US Micro Cap ETF. Launched as mutual fund in 1981. Is first of what will be *many* ETF share class launches across industry. https://t.co/NnR6tcgN5k
1607 Capital Partners Boosts EUFN Stake by $42 Million as European Bank Earnings Surge
1607 Capital Partners, LLC added 921,396 shares of the iShares MSCI Europe Financials ETF (EUFN) in Q4 2025, raising the position's value by $42.1 million. The move lifts the fund to 9.62% of the firm’s 13F‑reportable assets, underscoring confidence in the...
The $87 Billion Reason Tech ETFs Are About to Move
Technology‑focused ETFs are diverging in 2026 as the broad XLK fund, holding $87.7 billion and dominated by Nvidia, Apple and Microsoft, slipped 4% YTD, while the AI‑heavy Roundhill Magnificent Seven ETF (MAGS) fell nearly 10% amid doubts over AI spending payoffs....
NIHI: Tax-Efficient Way To Collect A 10% Yield From International Stocks
NEOS MSCI EAFE High Income ETF (NIHI) employs a collar option‑spread on international equities to deliver roughly a 10% yield, paid monthly and designed for tax‑efficient payouts. The overlay caps upside participation while providing limited downside protection, appealing to income‑focused...
FTXN: Solid Long-Term Choice, But Risky To Buy For Now
The First Trust Nasdaq Oil & Gas ETF (FTXN) offers U.S. oil and gas exposure through a factor‑weighted, cash‑flow-focused methodology that emphasizes high‑quality producers. Its top ten holdings—XOM, CVX and COP—make up about 55 % of assets, and the fund has...
Defensive Tide Rising
Three of four intermarket signals have turned risk‑off as utilities outperform the S&P 500 and Treasuries attract safe‑haven flows. The S&P 500 slipped below its 200‑day moving average, triggering a shift from leveraged SSO to plain SPY exposure. Meanwhile, gold’s...
Record $64B Outflow From SPY, QQQ in 3 Months
The boat is getting tippy. About $64 billion has come out of SPY + QQQ over the past 3 months. That's nearly double the previous decade's extreme. Still not all that extreme as a % of assets tho. https://t.co/Ep1DBUQEqI
BlackRock Canada Sets March Cash Payouts for Over 70 iShares ETFs, Up to $0.47 per Unit
BlackRock Asset Management Canada disclosed March 2026 cash distributions for more than 70 iShares ETFs listed on the TSX and Cboe Canada. Payouts range from $0.033 to $0.469 per unit, with record‑date holders on March 26 receiving cash on March...
Emerging Markets Hold Up, S&P Bounces After Pullback
emerging markets $EEM vs. S&P 500 $SPX still looks legit and bounced after the first "pullback against"... let's keep an eye... https://t.co/2tOH6LJWWS
Capital‑Efficient International Overlay Adds Global Exposure Without Selling US
Our latest 90/60 ETF idea out today This idea came from a client in our capital efficient overlays w/ gold. Problem: current portfolio was 100% US stocks --likes idea of adding international, but doesn't want to sell US core. Solution:...
ZEQT vs VEQT vs XEQT: Why Is Everyone Ignoring This ETF?
ZEQT, VEQT and XEQT are Canada’s leading all‑equity asset‑allocation ETFs, but VEQT and XEQT command tens of billions in assets while ZEQT lags far behind. The three funds share almost identical global equity exposures, diversification across U.S., international and emerging...
J.P. Morgan Debuts Equity Premium Yield ETFs ROCY and ROCQ on Nasdaq
J.P. Morgan Asset Management launched two new active ETFs, ROCY and ROCQ, on the Nasdaq, expanding its derivative‑income suite. ROCY focuses on U.S. large‑cap equities while ROCQ targets Nasdaq‑listed stocks, both using a call‑spread options overlay to generate yield. Each...
Flow Traders Launches 24/7 OTC Liquidity Service for Tokenized Stocks, Gold and Money‑Market Funds
Flow Traders announced a 24/7 over‑the‑counter desk that provides two‑way pricing for tokenized money‑market funds, equities and commodities, including Franklin Templeton's BENJI and Tether Gold. The service aims to give permissioned institutional counterparties continuous access to tokenized assets, a move...
State Street Investment Management Expands LSE Offering: New Distributing ETF on European CLOs with Blackstone
State Street Investment Management launched a distributing version of its Blackstone Euro AAA CLO GBP Hedged UCITS ETF, allowing investors to receive regular coupon payments. The GBP‑denominated fund is fully hedged to sterling and carries a 0.30% total expense ratio....
JPMorgan’s First Taiwan ETF in over Decade Faces Crowded Market
JPMorgan Asset Management is launching its first Taiwan‑focused ETF since 2010, entering a market valued at about US$260 billion. The fund will employ an active strategy that combines cash equities with covered‑call options to boost cash distributions. Taiwan’s ETF sector is...
Lion Global Launches Singapore’s First Home‑Grown Physical Gold ETF on SGX
Lion Global Investors is listing the LionGlobal Singapore Physical Gold ETF on the Singapore Exchange on March 26, 2026, marking the first home‑grown gold ETF on SGX in 20 years. The product, backed by insured vault‑stored gold, follows a $502.2 million fund launched...
AMD Angles May Portend Upside for This Exciting ETF
Advanced Micro Devices (AMD) has slipped more than 7% year‑to‑date, yet its pivotal AI chip contracts with OpenAI and Meta keep it in focus. The Direxion Daily AMD Bull 2X Shares (AMUU) ETF aims to deliver twice AMD’s daily return,...
Short-Term Bond ETFs Are Still Fashionable
Short‑term bond ETFs remain a practical choice despite recent rate cuts, offering investors low‑cost exposure to conservative fixed‑income assets. While longer‑duration bonds promise higher yields and greater price sensitivity to rate moves, short‑term funds excel as liquid savings tools and...
Sell on the Pop Prospects: March 18 Edition
The March 18 Sell‑on‑the‑Pop Prospects list highlights 46 ETFs that meet a two‑step technical screen: a 50‑day moving average below the 200‑day average indicating a longer‑term downtrend, and a price above the 20‑day average suggesting a short‑term pop. A liquidity...