Cross Staff Loads Up on 289,000 Shares of AKRE
Cross Staff Investments Inc filed a 13F on February 27, 2026 showing a new $18.97 million position in the Akre Focus ETF (AKRE), amounting to 289,630 shares and roughly 10.45 % of the fund’s reportable assets. AKRE, an actively managed ETF that targets high‑return U.S. equities, has fallen 20.61 % over the past year and underperformed the S&P 500 by nearly 38 points. The purchase makes AKRE the firm’s largest holding, overtaking its stakes in Costco and Apple. The move highlights institutional confidence in AKRE’s disciplined, quality‑focused strategy despite recent price weakness.
NFTY: Comparatively Better, Structurally Weak
The First Trust India NIFTY 50 Equal Weight ETF (NFTY) provides U.S. investors with an equal‑weight exposure to the Nifty 50 constituents, but its performance is hampered by a weakening Indian rupee. Over the past two decades the equal‑weight index has generated...
SPYD Just Did The Unthinkable: Matching SPY In A Growth Market
The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed the benchmark SPY since June 2022, challenging the notion that yield‑focused funds lag in growth markets. SPYD’s equal‑weighting, broader sector exposure and high dividend yield give it a defensive edge...
TLT Breaks Yearly Pivot, Bullish Toward 93.07
$TLT - Closed the month above the yearly pivot at 88.18. The next upside target is the 1st yearly resistance at 93.07. The 2nd yearly resistance is 98.98. It looks bullish at the moment but you never know how high...
DIVI: The New Strategy Still Has To Prove Itself
The Franklin International Core Dividend Tilt Index ETF (DIVI) offers a 3.40% yield and a low 0.09% expense ratio, targeting developed markets outside North America. In August 2022 the fund underwent a strategy overhaul, resetting its performance history and leaving...
ECH: Recent Pullback May Be A Sign Of Things To Come
The iShares MSCI Chile ETF (ECH) is currently rated Hold as analysts cite high risk and an unclear growth outlook for Chile through 2026. While the fund benefits from solid momentum and liquidity, its expense ratio is above average and...
METL: Active Diversified Metals Miners, Up 50% Since Inception In The Past Year
Since its September 2025 debut, the Sprott Active Metals & Miners ETF (METL) has delivered a cumulative return exceeding 50%, outpacing the broader Natural Resources sector. The fund’s portfolio is notably overweight in copper and uranium, differentiating it from gold‑centric...
SCHY: International Dividend Equity ETF, Cheap Valuation, Above-Average Yield, Solid Growth, Significant Momentum
Schwab International Dividend Equity ETF (SCHY) delivers a 3.2% dividend yield, low 0.08% expense ratio, and about $2.25 B in assets under management. The fund’s valuation appears cheap relative to peers, and recent price action shows strong momentum over the past...
FRDM: Are Emerging Market Equities Driving The U.S. Market?
The Freedom 100 Emerging Markets ETF (FRDM) uses a "freedom‑weighting" model to pick stocks from 24 emerging‑market nations, deliberately excluding companies with more than 20% state ownership. With $2.97 billion in assets and a 0.49% expense ratio, the fund has consistently outperformed...
CLSE: Impressive Performance Amid Capital Rotation Reinforces Buy Rating
Convergence Long/Short Equity ETF (CLSE) has delivered strong relative performance, outpacing the S&P 500 and its peers IVV and IWV since the author’s November 2025 coverage. Since converting to an ETF, CLSE has exceeded the broad‑market IWV benchmark by roughly 28.5%, reflecting...
Equal‑Weighted SPX Holds While Financials Remain Weak
Equal-weighted SPX is holding up despite the Software/Mag 7 decline now spreading to NVDA and to Banks. Resilient... but Financials have been drubbed this year. Here's @IBDinvestors @marketsurge new charts of $KBWB Banks- https://t.co/XW54gpjWXm I discuss Financials & when i...
Hybrid Allocation Beats SPY: +2.6% Feb, 1.73 Sharpe
Monthly hybrid allocation signals +2.6% in February, versus a loss of 0.9% for $SPY ETF. YTD +6.8% versus 0.6% for SPY ETF. Sharpe ratio is 1.73 since Jan 2020 vs. 0.88 for SPY. Link in reply below. 👇 https://t.co/307eeSFnzN
CGCP: Plodding Along Doing Its Job, 5% Yield
Capital Group Core Plus Income ETF (CGCP) retains a ‘Buy’ rating, delivering a 5% yield and out‑performing major passive bond funds AGG and BND by 62 basis points over the past two years. The fund’s portfolio is weighted toward investment‑grade...
IGV Rebounds From 52‑week Low, Signaling Sector Turn
Software ETF $IGV tagged 52 week-year lows and then reversed hard by Friday. We break down what it means for the sector, how it fits into the broader tape, and a few ideas we’re watching to kick off March. 📺 Watch...
Messy “Sexy” Sectors Falter; “Boring” ETFs Shine
The Stock Market Right Now The sexy are messy - $XLK $XLY $XLF The boring are beautiful - $XLV $XLB $XLE $XLP $XLI
IHE: U.S. Pharmaceuticals ETF With Excellent GARP Features
The iShares U.S. Pharmaceuticals ETF (IHE) is anchored by Johnson & Johnson and Eli Lilly, whose earnings per share have nearly doubled in the past year. IHE’s aggregate one‑year EPS growth estimate is an impressive 19.07% while trading at a modest...
February: Metals and Energy Surge While Stocks and Crypto Dive
February... Silver $SLV: +13% Energy $XLE: +10% Gold $GLD: +9% International Developed $VEA: +6% EM $IEMG: +6% Oil $USO: +3% Bonds $AGG: +2% S&P 500 $SPY: -1% Nasdaq 100 $QQQ: -2% Financials $XLF: -4% Mag 7 $MAGS: -7% Software $IGV: -10% Bitcoin $IBIT: -22% Fartcoin $FART: -31%
SPMD: It's Time To Ride The Long-Lasting Momentum In Mid Caps
The State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) has been upgraded to a buy, with analysts forecasting a 20% price return in 2026. The rally is attributed to anticipated rate cuts, a stable macro environment, and earnings growth...
This Advisor Added $3.33 Million to a Bond Position to Balance Nvidia and Apple Holdings
On February 6, 2026 Larson Financial Group LLC disclosed a $3.33 million purchase of 61,408 shares of the JPMorgan Active Bond ETF (JBND), raising its stake to 1.09 % of its 13F assets. The addition increased the fund’s quarter‑end value by $3.27 million...
#58449
Global X Disruptive Materials ETF (DMAT) will be renamed Global X Rare Earth & Critical Materials ETF, trading under the new ticker EART effective March 2, 2026. The option symbol will also shift from DMAT to EART, with the contract multiplier increasing...
Investors Double Down on Robotics: ROBO Sees $225M Flow Surge
Investors are pouring money into the ROBO Global Robotics and Automation Index ETF as the rise of “physical AI” expands the addressable market for intelligent hardware. Assets under management jumped to $1.7 billion, driven by a $452 million year‑to‑date inflow, with $255 million...
ETJ: There's Only One CEF That Will Survive A Market Crash
ETJ, a closed‑end fund, hedges its U.S. equity holdings by buying out‑of‑the‑money S&P 500 put options that cover nearly the entire portfolio. This strategy allowed the fund to post positive returns during the 2008 financial crisis and positions it as a...
MAGS Or MAGY: Which Magnificent Seven ETF Is Worth It?
Roundhill’s Magnificent Seven ETF (MAGS) is downgraded from buy to hold, with the analyst citing an elevated 28× earnings multiple that remains above the 22× threshold needed for a purchase. Heavy AI‑driven capital expenditures are turning the traditionally asset‑light Magnificent...
Why Expected Returns Matter More than Index Concentration
The S&P 500’s top‑seven stocks now represent more than 30% of market value, sparking industry warnings about concentration risk. Academic research shows this level mirrors historic peaks from the 1930s and is a natural outcome of firm‑specific volatility, not a market...
Option ETF Popularity Showcases Need for Portfolio Security
Option‑strategy ETFs have hit a new record, attracting roughly $65 billion of inflows projected for 2025. The Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) exemplifies this trend by bundling twelve monthly Calamos Structured Protection ETFs into a single ticker. CPSL...
S&P Near 10‑Month Winning Streak, Needs 30bps Boost
STREAK ON LINE: The S&P 500 is trying to notch its 10th straight positive month on last day of Feb today to secure the 2nd longest streak in the SPY Era (33yrs). It only needs 30bps of gains. Problem is...
Market Misprices IGV Despite Strong AI Potential
The market may be wrong about $IGV, which is down 30% in past few months. Our tech analysts went through and graded stocks for AI vulnerability and AI potential, a select few got green on both (list below) and guess...
Dimensional Passes USD1 Trillion in AUM Milestone
Dimensional Fund Advisors announced it has surpassed $1 trillion in assets under management, marking a significant scale milestone for the firm. ETFs now represent over $265 billion of that total, a product line the firm introduced after a 2019 regulatory change. Its...
Software Gains, Hardware Falters: Go Long NFLX, Short NVDA
JPM: Software (IGV) — Sentiment +10% | Net flows +1.5z | ETF volume +4z (1yr lookback) Semis (SMH) — Sentiment -7% | Net flows -0.3z | ETF volume +1z I call that "green shoots" and made for a great $NFLX long, $NVDA short...
International Small Caps Outperform US, Matching 2016 Returns
International vs US small caps.. nice rounded bottom favoring $VSS Same return back to late 2016 https://t.co/mkK1YD3ZSt
UBS AM Lists Two India-Focused ETFs on London Stock Exchange
UBS Asset Management has listed two India‑focused UCITS ETFs on the London Stock Exchange. The MSCI India SF ETF uses synthetic replication to track the MSCI India Total Return Index with a 0.15% total expense ratio. The MSCI India Universal...
Significant XLF Selling Spike Mirrors $GS Trend
Related to the $GS post, subset of selling in XLF in the last 30 days. https://t.co/iuSWLKwbpm
Most S&P 500 Sector ETFs Jump over 5.7% in February
The majority of S&P 500 sector ETFs were +5.7% or more in February @Koyfincharts https://t.co/003sR1VAW7
Robeco Launches NextGen Global Small-Cap Equity UCITS ETF on LSE
Robeco has introduced the NextGen Global Small‑Cap Equity UCITS ETF, listed on the London Stock Exchange and Xetra under ticker RGSC. The actively managed fund combines traditional factor investing with a machine‑learning overlay to target small‑cap stocks across developed markets....
Most S&P
Story of the month.. 8/11 S&P 500 sector ETFs up today.. Financials, Tech, Discretionary down @Koyfincharts https://t.co/9XD507Xfoo
Gold Hits Record High, Extends 7‑Month Streak
Gold $GLD just another record monthly high.. by a mile. 7-month winning streak... +9% in February https://t.co/K0ucOz3DnD
Gold Price & Investment Outlook: 2026 & Beyond>
VanEck projects gold prices to stay above the $3,000 level reached in 2025 and potentially break $4,000 in the near term, with a longer‑term target of $5,000 by 2030. The rally is fueled by strong central‑bank buying in emerging markets,...
February Historically Weak for QQQ, Not a Certainty
Seasonality is a historical tendency and not a guarantee. Feb is statistically a bad month for the $QQQ and this one looks to add to the stat on the negative side.
Passive Investing Still Beats Human‑Run Index Committees
Passive has been tough to beat -for sure—but 20 years ago I did a study “What Happened to the Original Stocks in the S&P 500 index” and the recent experience is far from unique. The committee members are human still.
Brown Advisory Introduces Value Select Strategies - #Wealth #AssetManagement #AssetFinance
Brown Advisory announced the launch of two global equity value strategies—Global Value Select and International Value Select—aimed at identifying companies trading below intrinsic value. The International strategy mirrors the global approach but excludes U.S. equities. A European‑domiciled UCITS fund will...
Six of Eleven S&P Sectors Currently Trading Green
6 of the 11 S&P sectors are green right now in this moment of time. $XLU $XLP $XLV $XLRE $XLC $XLB. $XLE flat the others red
Spot BTC ETFs See Three Days of Strong Inflows
Strong inflows have been observed in spot #BTC ETFs for 3 consecutive days - according to SoSoValue. https://t.co/aMS6a1BS9V
AI Adoption Drives Investment Shift Beyond Chipmakers
Investors are widening AI exposure beyond chipmakers as generative AI reaches half of U.S. households within three years, a pace unmatched by prior technologies. Alger’s research splits the market into “enablers” that build hardware and software and “adopters” that embed...
Intel Set for MSCI Rebalance Boost; Google, Meta Sell
MSCI index rebalance TODAY Cherry picking $INTC has 5.5M shares to buy for the MSCI tonite a notable "few" sells $GOOG $META https://t.co/OEKl7nD5AW
XLE Inflows Biggest Since 2008, Posing Tactical Risk
Gotta love a decade-plus breakout but XLE flows represent a tactical risk to the energy trade. Most one-month inflows since 2008 https://t.co/S4x6eWEanb
Low-Cost Active ETFs Post Higher Success Rates, Morningstar Finds
Morningstar’s 2025 Active/Passive Barometer shows low‑cost active ETFs outperformed expensive peers, with 31% of the cheapest quintile beating passive averages over ten years versus 17% for the costliest funds. The data suggests fees, not manager skill, drive active success, especially...
South Korea Single-Stock ETFs Set for Summer Approval
South Korea single-stock ETFs will likely be approved by the summer, just before Interactive Brokers starts offering access https://t.co/WpRK4ten0F.
Ethereum ETFs Attract $6.6M Inflows, BlackRock
🚨 ETF UPDATE YESTERDAY, ETHEREUM ETFS SAW $6.6M IN INFLOWS. Blackrock clients bought $15.3M worth of $ETH. https://t.co/gwBntKxUrX
Syfe Launches JPMorgan Active ETF Strategy as First WealthTech Partner
🇸🇬 Syfe becomes first #WealthTech partner to launch JPM AM's active ETF strategy: While #JPMorgan provides research insights and market perspectives, @SyfeSG remains responsible for all portfolio decisions. @financialit_net. #WealthManagement https://t.co/aJqdfpeMKr
IWM Projected to Hit $290‑$300 by 2026
Check out the beauty of this $IWM chart ... 2026 targets: $290 to $300 https://t.co/pFti1OyqaH