Know What's Happening in ETFs
Know What's Happening in ETFs
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 holdings when bonds are called or default. Funds such as Goldman Sachs’ GCAL and GMNY illustrate how active strategies can target higher yields, including non‑investment‑grade exposure, while charging modest 30‑basis‑point fees. In 2026, muni bonds have emerged as the top‑performing fixed‑income category year‑to‑date, offering advisors a resilient income tool amid market volatility.
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...
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...
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...
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...
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
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...
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...
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...
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....
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...
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...
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...
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 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 $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
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, 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 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 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 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 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 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...
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 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...
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...
Miners $GDXJ vs Gold $GLD. Very close to support. Interestingly, only 1 of the last 5 corrections even reached the trendline. The end may be nigh. https://t.co/oK6drb2TpF
We get lots of questions around what return stacking looks like. So, we built a simple tool to explore how different stack sizes and blends, when layered on different stock/bond bases, behaved historically. (Link below.) https://t.co/ogWicOHDD6
Bitcoin’s price slump masks a strengthening underlying ecosystem, with regulated spot ETFs, custodians, and institutional gateways now operating more reliably than in past downturns. deVere Group CEO Nigel Green argues that the infrastructure foundation is the strongest ever, and that...
Breadth just cleared the 5-day, and the best-looking charts are still the inverse ETFs. That tells you everything about this tape. 3/18: Transition phase. Initiating small pilots in theme-in-play names. Not forcing it. https://t.co/tWty14oJip
The NYLI Hedge Multi‑Strategy Tracker ETF (QAI) offers investors hedge‑fund style exposure through a blend of ETFs and swaps, charging a 0.88% expense ratio and delivering a 1.47% trailing‑12‑month yield. Launched in 2009, QAI emphasizes high‑quality, floating‑rate investment‑grade debt and...
ERShares Private‑Public Crossover ETF (XOVR) offers investors a blend of private and public equities, with a striking 35.81% allocation to SpaceX ahead of its anticipated IPO. The fund’s asset base has contracted due to outflows, forcing a higher concentration in...
The Hartford Large Cap Growth ETF posted positive returns in Q4 2025 but lagged the Russell 1000 Growth Index. The shortfall stemmed mainly from weak security selection in information technology and communication services, while healthcare and industrial picks added modest support. Sector...
The iShares Core MSCI Total International Stock ETF (IXUS) is outperforming the S&P 500 in early 2026 despite near‑term headwinds from Middle‑East tensions and a stronger U.S. dollar. Analyst Ivo Kolchev projects an 8.5% long‑term total return and maintains a Buy rating,...
Manulife Investments announced today the launch of the Manulife CQS Multi‑Asset Credit Fund ETF series, a new suite of exchange‑traded funds focused on credit markets. The series debuts in Canada, adding a diversified fixed‑income product line for retail and institutional...
From March 9 to March 15, 2026, U.S. spot Bitcoin exchange‑traded funds recorded a six‑day streak of net inflows, totaling $962.8 million, with $199.4 million added on Monday alone. Over three consecutive days the sector attracted $1.1 billion, led by BlackRock’s iShares Bitcoin...
Virtus Total Return Fund (ZTR) is being recommended as a buy, offering an 8.8% distribution yield while trading at an 11.08% discount to net asset value. The fund’s infrastructure‑heavy portfolio, including utilities such as NextEra Energy (NEE) and Waste Management...
JPMorgan's Hedged Equity Laddered Overlay ETF (HELO) delivers S&P 500 exposure while slashing volatility roughly in half through a collar options structure. The design caps upside potential but consistently trims drawdowns, making it a defensive tool during risk‑off periods. With outright...
The latest weekly ranking of leveraged and inverse ETFs shows HIMZ soaring 120.5% after Defiance’s partnership with Novo Nordisk boosted Hims & Hers shares. Gold‑miner inverse products such as GDXD and JDST posted strong gains as a stronger dollar and higher Treasury...
$QQQ - You can see the importance of the 40 week moving average. Going back to 2014 every time a multi week decline bottomed at the 40 week MA QQQ went on to make a new all time high. On...
$SPY getting a bit more constructive this week Sentiment washed out a bit Hit my 660 target nicely and basing type price-action above a rising 200-MA as NYMO hit extreme oversold Warned of the bearish RSI divergence into highs earlier this year, that...
WisdomTree launched the Europe Infrastructure UCITS ETF (WBLD) with a 0.45% total expense ratio, tracking a proprietary index of companies building transportation, digital and renewable energy assets across Europe. The fund is listed on Xetra, Borsa Italiana, Euronext Paris, SIX...
Years ago I pushed for Bitcoin ETFs. Many said it would never happen. Now Bitcoin ETFs are a reality and top buyers of Bitcoin. Next Bitcoin is becoming the collateral layer of finance. Infrastructure is being built now. Similarly hard and...
$UGA Daily. "You're gonna need a bigger jawbone." White House trying to talk down oil & gasoline prices. But gasoline futures ETF still stretching out higher. https://t.co/vicHCJhxQx
A new Brown Brothers Harriman survey projects active exchange‑traded funds to reach $10 trillion in assets by 2033, marking the fastest growth segment in the ETF market. Investors are gravitating toward the blend of active management’s flexibility with the ETF’s low‑cost,...
Volume in short ETFs is the highest ever. Awesome chart from @MacroCharts. Many clues out there that show sentiment is about as one-sided as we've ever seen.
Bonus momentum and mean-reversion switching strategy update with new signals. $TLT $GLD $TLT Link in reply below. 👇
The European exchange‑traded product market crossed the $3 trillion AUM mark last year, buoyed by $390 billion of fresh inflows and a 69 % rise in ETF investors over two years. A panel at the Exchange conclave walked participants through the full lifecycle...
ETF Combo 30% $SPHB 30% $GLD 40% $DBMF (managed futures) Quarterly rebalance only. CAGR 16.5% vs 14.0% maxDD -19.8% vs -33.8% Vola 13.3% vs 20.1% Sharpe: 0.97 vs...
HALO stocks — Heavy Assets, Low Obsolescence — are being sold as a new AI-proof strategy. But Goldman's own data shows the trade tracks value vs. growth almost perfectly. A familiar rotation with a fresh acronym. I've taken a closer...
