Know What's Happening in ETFs
Know What's Happening in ETFs
Oil prices have jumped to roughly $100 a barrel amid the Iran conflict, reviving the historic link between high fossil‑fuel costs and renewable‑energy equities. The ALPS Clean Energy ETF (ACES) rose 3.5% over the past month, extending its YTD gain to 6.66%. Analysts attribute the rally to the economics of wind and solar becoming more attractive when oil is expensive. The trend is reinforced by European policy shifts and evolving U.S. political dynamics that could further boost clean‑energy incentives.
QQQ returns since 2000, ranked from worst to best years: 🔴 2008: -42% 🔴 2002: -37% 🔴 2000: -36% 🔴 2001: -33% 🔴 2022: -33% 🔴 2026: -8% (YTD) 🟢 2018: 0% 🟢 2005: 2% 🟢 2011: 3% 🟢 2006: 7% 🟢 2016: 7% 🟢 2015: 9% 🟢 2004: 11% 🟢 2012: 18% 🟢...
The iShares Expanded Tech-Software Sector ETF (IGV) is down almost 25% year‑to‑date, reflecting a broad sell‑off in enterprise software stocks. Salesforce, the ETF’s largest holding, has launched a $50 billion share‑repurchase program and spent $20 billion of newly raised debt to buy...
Schwab U.S. Dividend Equity (SCHD), iShares Core High Dividend (HDV) and Vanguard High Dividend Yield (VYM) have each delivered more than 10% year‑to‑date returns, while the S&P 500 fell 5%. Their strong energy sector weightings and attractive yields make them...
The iShares S&P 500 Growth ETF (IVW) has been upgraded to Buy as its forward P/E fell to multi‑year lows amid a war‑driven market sell‑off. Robust earnings growth in the technology sector and a correction in mega‑cap valuations have created...
The Invesco S&P MidCap Quality ETF (XMHQ) earned a Hold rating after lagging its peers and the S&P MidCap 400 over the past year. Its portfolio is heavily weighted toward health‑care and financial stocks while underweight in technology, which has depressed...
Direxion announced the launch of four new 2× daily leveraged ETFs that track Adobe, PayPal, Texas Instruments and UnitedHealth, giving investors a tool to double short‑term gains on four high‑profile U.S. stocks. The products arrive as single‑stock trading accounts for...
Geopolitical tension from the Iran‑U.S. conflict has driven Brent crude up roughly 50% and WTI 41%, reigniting inflation fears across markets. Fixed‑income experts point to Treasury Inflation‑Protected Securities (TIPS) as a primary hedge, with inflation‑linked bond ETFs pulling about $600 million...
Nuveen Variable Rate Preferred & Income Fund (NPFD) posted strong total returns since the last review, buoyed by a narrowing discount that fell from over 8% to roughly 5%. The fund’s 10.09% distribution yield now leans heavily on capital‑gain components,...
BlackRock Enhanced Equity Dividend Trust (BDJ) delivers an 8.5% distribution yield while trading at a 7% discount to NAV, with a three‑month Z‑score of –2.3 indicating undervaluation. The fund’s large‑cap equity portfolio, enhanced by a 50% call‑overwriting strategy, has generated...
Investors seeking lower equity volatility and higher income are turning to preferred‑stock ETFs, with VanEck's Preferred Securities ex Financials ETF (PFXF) emerging as a standout. The $2.12 billion fund excludes financial‑sector preferreds, focusing on industrials, REITs, and utilities, and currently offers...
Vident International Equity Strategy ETF (VIDI) launched in 2013 and follows a multi‑factor, value‑tilted approach across 243 non‑U.S. stocks. The fund posted a 41 % 12‑month total return, beating the IXUS benchmark and many peers. Despite strong recent performance, VIDI lags...
Franklin Templeton’s U.S. Dividend Booster Index ETF (XUDV) completed its March 24, 2026 quarterly rebalance, swapping 13 holdings in the VettaFi New Frontier U.S. Dividend Select Index. The fund added semiconductor and hardware names such as Micron, Western Digital, Seagate and Lumentum...
Andrew Hecht upgrades the Aberdeen Physical Precious Metals Basket Shares ETF (GLTR) to a Strong Buy as metal prices retreat from January 2026 highs. Gold, silver, platinum and palladium have fallen 27%‑50% but retain long‑term bullish momentum. GLTR provides diversified...
'You will soon be able to log into your brokerage acct and click one button (to instantly move your $ from a MF share class to an ETF class with no tax implications). Today it's a manual process that is...
$QQQ with a rare negative return over the last 6 months well, not that rare.. but 3.5% is material https://t.co/sPGVWoNt6b
Morningstar, Bloomberg and Vanguard analysts released side‑by‑side reviews of the Schwab U.S. Broad Market ETF (SCHB) versus the Vanguard Value ETF (VTV) and the iShares Russell 2000 ETF (IWM) versus the iShares Mega‑Cap Growth ETF (MGK). The reports stress expense‑ratio...
I see a new family of ETFs beating the Old Wall's bags, across the board today
10-year yield was sub 4% at the start of the war. Now it's over 4.4%. Worst month for $TLT since December 2024 https://t.co/OmX97S6MQ1
Ellsworth Growth and Income Fund (ECF) remains a hold, trading near the high end of its historical price‑to‑NAV range. The fund delivers a 6.7% yield by blending convertible securities with equities, offering income and limited upside in a sideways market....
The iShares MSCI Canada ETF (EWC) has posted strong returns since the analyst’s mid‑2025 buy rating, confirming the appeal of non‑U.S. equity exposure. Its focus on large and mid‑cap Canadian companies, especially in resources and financials, has driven performance. A...
Real estate investment trusts posted a 10.5% total return in the first two months of 2026, the second‑strongest start since 2006, and were up 7.6% YTD as of March 16 despite geopolitical headwinds. Nareit’s research shows that in the four...
BNP Paribas announced the launch of six exchange‑traded notes (ETNs) that track Bitcoin and Ether, targeting French retail, private banking and Hello bank! clients. The ETNs are issued by selected asset managers and operate under the MiFID II framework, providing regulated, indirect exposure...
left: U.S. micro-caps $IWC middle: U.S. small-caps $IWM right: U.S. mid-caps $MDY three weekly charts... don't know about you, but i don't see anything looking particularly ominous (yet) about the pictures... https://t.co/vbKj3xs8HY
Imagine if the global stock market reverted to 50/50 US/ex-US... doesn't seem like folks are positioned for it.. ...in today's environment, "we are bullish international" means having like a 10% allocatoin to it lol $EFA $EEM $ACWI $VEU https://t.co/bSBFac5qch
Morgan Stanley has filed with the NYSE to list the Morgan Stanley Bitcoin Trust (MSBT) under ticker MSBT, indicating a spot Bitcoin ETF launch is imminent. The bank’s wealth‑management division oversees roughly $8 trillion in assets, and its internal allocation framework...
Rumors that Elon Musk's SpaceX will file an IPO prospectus this week ignited buying across space‑linked equities, lifting EchoStar 5%, Rocket Lab 3% and AST SpaceMobile 3%. Analysts estimate the offering could raise more than $75 billion at a valuation above...
Inflows into Bitcoin ETFs have started to recover after the February outflows, according to CryptoQuant. https://t.co/08lNwqFoPT
Record Tech Flows From BofA via BBG: - Tech had the biggest weekly inflow in client data history (2008) - Energy, Discretionary, Financials, Staples, Utilities, and Materials all had record or near-record outflows
Defense‑focused exchange‑traded funds have surged in early 2026 as the Russian‑Ukraine war and Middle‑East conflicts keep defense budgets high. Global defence spending is projected to reach $2.6 trillion by year‑end, an 8.1% rise over 2025, turning the sector into a structural...
Mean reversion (MR) update for subs. There are new signals. Since inception: -#ES_F bonus MR +42% (May 21, 2025) -Bonus MR+momentum: +2.4% (October 9, 2025) -Main MR strategy: +37.6% (June 27, 2023) Links in profile (Daily mean reversion signals) 🔽 $GLD $TLT $QQQ $SPY https://t.co/G8duPD06Ug
Investors are comparing the newer AAAU ETF with the market‑dominant GLD as spot gold steadies around $4,500 per ounce. Recent data show gold ETFs shed roughly 62 metric tons in March, prompting a focus on expense ratios, trading liquidity...
KraneShares has listed its California Carbon ETC on the London Stock Exchange, offering both US‑dollar (KCCA LN) and GBP‑hedged (KCCP LN) share classes. The ETC tracks the S&P Carbon Credit CCA Index, giving investors exposure to California Carbon Allowance futures, a market...
Europe’s push for strategic autonomy is reshaping investment flows, with 2025 marking a historic surge in European equity ETFs that attracted roughly €80 bn (about $86 bn) in net inflows. Asset managers have responded by launching thematic funds focused on defence, energy...
Investors are shifting into dividend‑focused exchange‑traded funds as U.S. Treasury yields remain subdued, seeking income from large‑cap equities that pay solid dividends. The trend is underscored by recent payouts from MillerKnoll, KB Home, Strauss Group and others, highlighting the appeal...
Vanguard's High‑Yield Corporate ETF (VWEHX) posted a cumulative real return above 25% over the past decade, joining Fidelity and T. Rowe Price as the top‑performing high‑yield bond ETFs. At the same time, Vanguard's flagship Total Bond Market Index fund (VBTLX) lost nearly...
Mutual fund and ETF expense ratios remained near historic lows in 2025, with equity mutual funds averaging 0.40% and bond funds 0.36%. The shift toward no‑load share classes accelerated, capturing 92% of long‑term mutual‑fund sales. Passive vehicles now represent 52%...
The March 25 “Buy on the Dip” prospects list flags 150 ETFs that meet a dual‑trend screen—50‑day moving average above the 200‑day average and price below the five‑day average—while also clearing a one‑million‑share liquidity threshold. The selection mirrors the recent U.S....
New filing for the Cryptex Digital Market Cap ETF (which has chosen the ticker $BAGZ) structured using Cayman subsidiary and looking to hold 30-ish cryptos directly (which would blow away the curr baskets on mkt) if I'm reading it correctly...
Oil markets have been jolted by the 2026 Iran war, with prices swinging sharply on each new development. The volatility makes pure‑play energy exposure risky for investors and advisors. FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) offers a diversified...
Today on @CNBCClosingBell with @ScottWapnerCNBC, I discussed our latest portfolio moves in $V and $MPC. ➡️Link: https://t.co/bovmiq2w00 (3/25/2026) @cwp_advisor https://t.co/Pegen7YKiD
The Amplify Video Game Leaders ETF (GAMR) executed a major rebalance in March, adjusting 22 holdings. The fund swapped the U.S.-listed NetEase for its Hong Kong‑listed counterpart and added Bilibili, both at 2.5% weights, while boosting exposure to EA, Unity,...
Bitcoin hovered around $71,000 on Wednesday, gaining 2% in 24 hours, while the broader crypto market rose 2% to a $2.51 trillion valuation. Spot Bitcoin ETFs reversed sharply, posting $74.5 million net outflows after a day of $167 million inflows, led by Fidelity’s...
Where Have All the Hedges Gone? - @psarofagis channeling Paula Cole into a timely note today re how once again bonds fell with stocks. This time gold fell too. This is why Money Mkt Funds and Buffer ETFs are increasingly...
Try to remember that just 3 months ago we were in the middle of the most bizarre underperformance by the Quality factor this century. Almost 1999 on the performance gap. Historically, when this chart snapped, it snapped hard the other...
Section 351 ETF conversions are emerging as a growth engine for registered investment advisors, allowing them to bundle existing client assets into a new exchange‑traded fund without triggering immediate capital‑gains taxes. The process streamlines trading, rebalancing, and compliance while preserving the...
here's a bunch of the key technology $XLK ETFs in @Optuma ratio grid style, allowing for an easy comparison of the % returns vs. the others... #SectorWatch left: 3-month % change right: 1-month % change... $PTF $PSCT $SMH $CHAT doing the 3-month relative...
it's clear... U.S. stocks whether equal-weighted $RSP or market-cap $SPX weighted are trending down vs. Canadian stocks $EWC making an oppoortunity cost for U.S. investors... https://t.co/MKHgNCqmYQ
Cohen & Steers Infrastructure Fund (UTF) trades at an 8.78% discount to its net asset value, offering investors broad global infrastructure exposure. The fund announced a higher monthly distribution, largely funded by capital gains with a contribution from net investment income....
Hedge funds and large asset managers are channeling more than $1 trillion into tax‑alpha strategies that prioritize after‑tax returns. The surge includes $100 billion in tax‑aware long‑short funds and a direct‑indexing boom, prompting both investor enthusiasm and policy criticism.
