High Conviction for the Long-Term: Inside Baron Capital’s Strategy
Baron Capital, a veteran active manager, launched two high‑conviction ETFs last year: the Baron SMID‑Cap ETF (BCSM) and the Baron Technology ETF (BCTK). Both funds emphasize a bottom‑up, fundamental research process aimed at identifying companies that can double in value over a three‑to‑five‑year horizon. BCSM boasts a 96.3% active share and blends small‑ and mid‑cap stocks, while BCTK concentrates on 38 global AI‑related names with a 69% active share versus the Nasdaq‑100. The offerings give investors a transparent, tax‑efficient way to access Baron’s long‑term, secular‑growth philosophy within an ETF wrapper.
Bond ETFs Redefine Liquidity
Bond exchange‑traded funds have surged past $3 tn in assets, more than doubling since 2020, as higher yields and volatility drove record inflows and trading. BlackRock’s iShares head Vasiliki Pachatouridi notes that ETFs now act as “shock absorbers,” letting investors shift...
Bitcoin ETFs Lose $635M in One Day as Alt‑Coin Funds Pull In Millions
U.S. spot Bitcoin ETFs recorded a combined $635 million net outflow on May 13, led by BlackRock’s IBIT, while niche Solana and XRP ETFs drew modest inflows. The debut of the Hyperliquid ETF added $1.2 million, underscoring a shift in investor focus within...
Warwick Investment Management Adds $8.5 Million to Vanguard Corporate Bond ETF
Warwick Investment Management, Inc. bought an additional 109,583 shares of the Vanguard Total Corporate Bond ETF (VTC) for roughly $8.5 million in Q1 2026. The purchase lifted its holding to 3.8% of its 13F‑reportable assets, a move that underscores growing institutional interest...
Invesco Draws $4.9 B in One-Day ETF Inflows, Tops May 12 League Table
Invesco’s ETF brand attracted $4.87 billion of net new capital on May 12, the biggest single‑day flow among U.S. ETF sponsors. The surge lifted the brand’s assets‑under‑management to $928 billion and underscored growing demand for its product lineup.
Roundhill Memory ETF (DRAM) Sets Record with Over $6 B in Net Inflows in Five Weeks
Roundhill Investments' Memory ETF (ticker DRAM) amassed over $6 billion in assets within five weeks of its April 2 launch, making it the quickest ETF to reach that scale. The surge reflects retail appetite for AI‑related semiconductor exposure and a rare...
MLPI: A 14.7% Yield Play With 1099 Simplicity And AI Tailwinds
The NEOS MLP & Energy Infrastructure High Income ETF (MLPI) offers a projected 14.7% annual yield with monthly 1099‑taxable payouts, positioning it as a high‑income play for U.S. investors. The fund adopts NEOS’s best‑practice framework and leverages AI‑enhanced analytics to...
EPI: Safer Bet To Maintain Exposure To India
The WisdomTree India Earnings Fund ETF (EPI) provides investors with earnings‑focused exposure to India’s high‑growth equities, leveraging a selection process that emphasizes profitability. Despite a recent pullback in Indian market multiples, EPI trades at valuations that remain competitive relative to...
JQUA: Focusing On Quality Helps Mitigate Volatility
JPMorgan’s U.S. Quality Factor ETF (JQUA) targets Russell 1000 stocks emphasizing profitability, earnings quality, and solvency. Although the fund is 38% weighted toward technology, it maintains low company‑specific risk and delivers lower volatility with higher risk‑adjusted returns than the broader...
EWZS: The Asymmetry In Brazilian Small Caps Thesis
Analysts reaffirm a buy rating on iShares MSCI Brazil Small‑Cap ETF (EWZS), citing a cyclical tailwind as Brazil’s interest rates fall. The fund trades at roughly 7.5× earnings, well under its 9× historical average, suggesting about a 20% upside if...
BKT: With A Resurgent Inflation Picture, Leveraged Duration Is Not Attractive (Rating Downgrade)
BlackRock Income Trust (BKT) was downgraded to Sell as a deteriorating macro backdrop hurts leveraged MBS closed‑end funds. Its 6.4‑year duration and 25 % leverage leave it exposed to rising intermediate rates, with no Fed cuts priced through 2026. The fund’s...
Roundhill AI ETF Posts 138% Gain, Doubling Fidelity Tech’s 60% Return
Roundhill Investments' Generative AI & Technology ETF (CHAT) posted a 138% total return over the trailing 12 months, eclipsing Fidelity MSCI Information Technology Index ETF (FTEC)'s 60.5% gain. The outperformance comes with a higher expense ratio, a concentrated 52‑stock portfolio...
US ETFs Attract Record Inflows as Global Interest Wanes
Americans' flirtation with int'l stocks may be over, the surge in the S&P 500 has helped suck back in cash as April saw $134 billion go into domestic ETFs -- the third-largest inflow on record and the spread bt US...
Per Stirling Capital Adds 65,904 FIXD Shares in $2.9 Million Purchase
Per Stirling Capital Management acquired 65,904 shares of the First Trust Smith Opportunistic Fixed Income ETF (FIXD) for an estimated $2.92 million, lifting its ownership to 2.02% of its reportable assets. The move underscores the firm’s confidence in actively managed fixed‑income...
IBIT Bitcoin ETF Outpaces Bitwise XRP ETF as Investors Favor Direct BTC Exposure
The iShares Bitcoin Trust (IBIT) now controls roughly 810,000 bitcoins worth $65 billion and attracted nearly $2 billion in net inflows in April 2026, while the Bitwise XRP ETF lags with $354 million in assets. The disparity is fueling a debate over whether...
Korean ETFs Over 1 Trillion Won Surge to 96 Funds, Driven by KOSPI Rally
South Korea’s ETF market added 29 funds with net assets exceeding 1 trillion won, raising the total to 96 – a 43% rise in five months. The surge, led by domestic equity ETFs, mirrors the KOSPI’s 85% rally and pushes KODEX200 to...
Vanguard S&P 500 Growth ETF Forecast to Outpace Index in 2026
A Fool.com analyst projects that Vanguard's S&P 500 Growth ETF (VOOG) will generate a 10% return this year, beating the broader S&P 500's 8% gain. The forecast hinges on the fund’s heavy tilt toward high‑growth tech stocks and a rebound...
Infrastructure Capital Launches Nasdaq‑linked Option‑income ETF QVOL
Infrastructure Capital Advisors announced the launch of the Infrastructure Capital Nasdaq Option Income ETF (QVOL), an actively managed fund that writes Nasdaq options to generate monthly income while keeping at least 80% of assets in equities. The product adds a...
Direxion's 3X Semiconductor ETF Plunges 20% as Investors Flee High‑Beta Tech
Direxion Daily Semiconductor Bull 3X ETF (SOXL) tumbled 20.9% at 1 p.m. ET, the steepest intraday decline since its launch, as investors rotated out of leveraged chip exposure following a disappointing inflation report. The drop far outpaced the 7% fall in...
Crypto ETF Surge Turns up Pressure on Regulators: Nickel
Crypto exchange‑traded funds pulled in roughly $47.2 billion in 2025, underscoring strong institutional appetite despite crypto market volatility. A Nickel Digital survey of wealth managers and investors across six continents found 46 percent believe these inflows will drive comprehensive regulatory frameworks, while...
Stonebrook Private Inc. Takes $15.2 Million Stake in iShares International Country Rotation ETF
Stonebrook Private Inc. disclosed a new $15.20 million holding of 472,627 shares in the iShares International Country Rotation Active ETF (CORO). The purchase represents 3.24% of the fund’s reportable AUM and signals a move toward active, country‑rotation strategies for international diversification.
Roundhill Memory ETF Hits $6.5 B AUM in 36 Days, Fastest Thematic Fund Since Pandemic
Roundhill Investments’ memory‑chip ETF (ticker DRAM) surged to $6.5 billion in assets under management just 36 days after its April 2 launch, making it the quickest thematic ETF to hit that milestone. The rapid inflow, driven by retail investors, underscores mounting...
Fixed‑income ETFs Pull Ahead in April as Risk Appetite Revives, BlackRock Reports
BlackRock reported $52.8 billion of net inflows into fixed‑income ETFs in April, nearly matching March’s $56.5 billion, as a renewed risk appetite drove equity inflows to $121.2 billion. The data reveals a sharp rotation from short‑term rates to credit spreads and highlights daily...
Hong Kong Gold ETFs Pull in Record $732 Million in April, Boosting Hub Ambitions
Hong Kong's physically backed gold exchange‑traded funds drew a record $732 million in April, representing 41% of Asia’s $1.8 billion inflows and 11% of the global $6.6 billion total. The surge underscores the city’s push to become a premier gold trading hub amid...
Korean Chip Giants Dominate EWY, Prompt US Rebalancing
Given that Samsung & SK Hynix have now exceeded 50% of $EWY, there will need to be some "rebalancing" to satisfy US Diversification requirements by end of month @IBDinvestors @marketsurge charts here: https://t.co/XW54gpjWXm Similar to today, South Korea's weakness very...
European ETF AUM Hits $3.1 Trillion in April 2026, Fueled by Market Gains and Inflows
European exchange‑traded funds expanded to $3.1 trillion in assets under management in April 2026, a €199.8 bn increase driven largely by market performance (+$175 bn) and net inflows (+$40 bn). Equity ETFs remain dominant, holding roughly $2.39 trillion, while bond and commodity ETFs also posted...
High-Yield Prospects: May 13 Edition
The May 13 edition highlights ETFs that meet a 5 % dividend‑yield minimum and hold at least $100 million in assets. Crypto‑linked funds and leveraged products dominate the top of the list, delivering yields above 60 % but suffering steep 1‑year losses. Traditional covered‑call...
Active Growth ETF FDG Is Outperforming More Each Month YTD
The American Century Focused Dynamic Growth ETF (FDG) has continued to outpace its peers in 2026, delivering a 7.6% year‑to‑date return that accelerated to 12.76% over the past three months and 14.6% in the most recent month. Since its 2020...
XBI Sees Modest Boost After Anticlimactic FDA Decision
$XBI getting small lift (so far) from the Un-Martying of the FDA. It's all very anticlimactic. https://t.co/q4ta0bkJh4
Tuesday's ETF with Unusual Volume: PRFZ
On Tuesday, the Invesco FTSE RAFI US 1500 Small‑Mid ETF (PRFZ) experienced a dramatic spike in trading activity, with more than 4.5 million shares changing hands—over 50 times its three‑month average volume. Despite the surge, the ETF’s price slipped about 1.9%...
Top Performing Leveraged/Inverse ETFs: 05/10/2026
During the week ending May 10 2026, leveraged and inverse ETFs posted extraordinary gains, led by Defiance’s RIOX, which delivered a 63.5% return on Riot Platforms exposure. Other AI‑linked funds such as SMCX, AMDL and SOXL posted weekly returns above 35%, while...
CHY: Some AI Exposure And A Better Fund Than Most Bond Funds
The Calamos Convertible & High Income Fund (CHY) delivers a 9.35% yield by blending convertible bonds with high‑yield corporates. About 69% of its assets are in convertible securities, offering inflation protection and a hedge away from pure‑play tech stocks. The...
This Inflation-Fighting ETF Is Right for These Times
Inflation pressures and soaring energy prices have revived interest in Treasury Inflation‑Protected Securities (TIPS), but the WisdomTree Inflation Plus Fund (WTIP) distinguishes itself by pairing TIPS with commodities. The ETF has surged 19.07% year‑to‑date, dwarfing the 1.26% gain of the...
BMNU, VAMO: Big ETF Outflows
The ETF Channel reported that the BMNU fund experienced the largest absolute outflow, shedding 17.98 million units—a 9.7% decline week‑over‑week. On a percentage basis, the VAMO ETF recorded the steepest drop, losing 925,000 units, equivalent to a 39.8% contraction. Both outflows...
SCHD, UVXY: Big ETF Inflows
The Schwab US Dividend Equity ETF (SCHD) recorded the largest absolute inflow this week, adding 19.3 million units, a 0.7% rise in outstanding shares. The ProShares Ultra VIX Short‑Term Futures ETF (UVXY) posted the biggest percentage gain, expanding by 4.05 million units,...
Sector Ratings For ETFs And Mutual Funds: Q2 2026
In Q2 2026, the Telecom Services, Consumer Non‑cyclical, and Healthcare sectors each received an Attractive‑or‑better rating, reflecting strong underlying holdings and modest costs. The methodology weighs both stock quality and total annual expense ratios, not merely fee levels. iShares Global Comm...
FESM: Active Small-Cap ETF With Superior Returns And Low Fees
Fidelity’s actively managed Fidelity Enhanced Small‑Cap Core ETF (FESM) has continued to outpace the Russell 2000 and its value and growth sub‑indexes over the past ten years. Using a multi‑factor, bottom‑up approach, the fund delivers superior risk‑adjusted returns while keeping expenses...
XRP ETFs Record $25.8M Inflow, Largest Since January
U.S. spot $XRP ETFs saw $25.8M in inflows on May 11, their biggest daily inflow since January
Defiance Quantum ETF: The Infrastructure Of Tomorrow
The Defiance Quantum ETF (QTUM) provides diversified exposure to quantum computing, AI chips, and machine learning by tracking the BlueStar Quantum Computing and Machine Learning Index. The fund holds roughly 86 securities with a modified equal‑weight approach, capping each at...
AIRR: The Re-Industrialization Alpha
First Trust RBA American Industrial Renaissance ETF (AIRR) targets U.S. reshoring and manufacturing renaissance themes, heavily weighting industrials and community banks with a mid‑cap tilt. The fund has outperformed peer ETFs by over 5% YTD, driven by fiscal stimulus, expanded...
PFF: The Rewards Do Not Justify The Risk
PFF’s portfolio is roughly one‑third mandatory convertible preferred shares, a segment that has driven a disproportionate share of its performance. While these securities have added return, the fund’s overall returns still lag the broader preferred‑share category. The heavy exposure also...
Fidelity Flags Three ETF Trading Traps as U.S. Assets Hit $13.46 Trillion
Fidelity’s ETF Management & Strategy Team warned investors that three common execution mistakes—ignoring bid‑ask spreads, using market orders, and trading at market open or close—are eroding returns. The alert comes as U.S. ETF assets surged to a record $13.46 trillion with...
Lumentum Joins Nasdaq‑100, Replacing CoStar Group, Shares Surge 16%
Lumentum Holdings (LITE) was added to the Nasdaq‑100 on May 18, 2026, displacing CoStar Group. The move sparked an immediate 16% rally in Lumentum’s shares, underscoring the mechanical buying pressure from index‑tracking funds and highlighting the company’s rapid revenue growth...
EIPI: The Iran War Will Eventually End, Indirect Benefits For MLPs (Rating Downgrade)
The FT Energy Income Partners Enhanced Income ETF (EIPI) was downgraded from Buy to Hold after a steep rally made its entry price unattractive. The fund’s performance has mirrored oil price movements tied to the Iran war, yet its master‑limited...
Bailard Inc. Dumps $27.9 M of iShares iBonds Dec 2026 ETF, Cutting Stake to 0.85% of AUM
Bailard Inc. filed an SEC report on May 11, 2026 showing it sold 1,218,026 shares of the iShares iBonds Dec 2026 Term Treasury ETF (IBTG) for an estimated $27.89 million. The divestiture lowered the fund’s weight in Bailard’s portfolio to 0.85% of...
GPTY Owns The Hottest AI Trade - That's The Problem
YieldMax’s AI & Tech Portfolio Option Income ETF (GPTY) concentrates on AI‑hardware semiconductor stocks, delivering strong exposure to the sector’s recent rally. Its active portfolio has outperformed both QQQ‑based covered‑call ETFs and the QQQ index, thanks to the premium collected...
Bitcoin Forecast Targets $150,000 by End‑2026 Amid Rising Institutional Demand
A market analyst predicts Bitcoin will climb to $150,000 by the close of 2026. The outlook rests on tightening supply, record inflows into spot ETFs and expanding corporate and sovereign ownership. If the assumptions hold, the price target could reshape...
Net Holdings in Gold ETFs Down 80% Since January 1
Net holdings in physically‑backed gold ETFs have slumped nearly 80% since the start of 2026, with $629 million of net outflows recorded in the week to May 9. While North America led the withdrawals—$1.72 billion in net exits—Asian investors supplied $16.16 billion of net...
Asia Macro Shorts Counter Our Long Oil Bet
3 of our 9 Macro Shorts in ETF Pro are in Asia where they are Short of our Long Oil $BNO
WisdomTree Lists Its New ETP on Systematic Put Option Selling on Borsa Italiana, Xetra and the London Stock Exchange
WisdomTree launched the 1‑Day Equity Put Premium ETP on Borsa Italiana, Xetra and the London Stock Exchange, charging a 0.34% annual expense ratio. The product tracks the Daily US Equity Put Premium Total Return Index, which reflects a systematic strategy...