Polen Capital Aims to Boost Advisor Choice with Active Growth Equity ETFs
Polen Capital has introduced two actively managed ETFs—the Polen 5Perspectives Large Growth ETF (PCLC) and the Polen 5Perspectives Small‑Mid Growth ETF (PCSG). Both funds target innovative companies in sectors such as electrification, artificial intelligence, genomics and aerospace, offering advisors tax‑efficient, active‑management options. The launches expand Polen’s 25‑year 5Perspectives platform to both large‑cap and emerging small‑mid‑cap growth segments. Active ETF assets have surged past $1.8 trillion globally, with inflows doubling since 2022, underscoring strong market demand.
BLOX: Blended Portfolio Reduces Crypto Risks
The Nicholas Crypto Income ETF (BLOX) aims to deliver high income, offering an estimated 36% annualized distribution paid weekly. It blends Bitcoin and Ethereum exposure with traditional equities and an active option‑writing program to generate cash flow. Recent performance shows...
ELFY & Inflation: Rethinking the 60/40 Split
Investors are re‑examining the classic 60/40 portfolio as inflation resurfaces, with research from SS&C ALPS Advisors showing that a modest 10% allocation to global infrastructure can improve inflation sensitivity by 18% while leaving returns largely unchanged. The study models higher allocations—20%...
Market Rebound Lifts Canadian Fund Assets as ETF Flows Nearly Double Year-over-Year
Canada’s investment fund industry rebounded strongly in April, with mutual fund assets climbing to CAD 2.6 trillion ($1.9 trillion), a 4% rise from March, and ETFs expanding 6% to CAD 817 billion ($605 billion). Net inflows stayed positive, reaching CAD 2.4 billion ($1.8 billion) for mutual funds and CAD 13.6 billion...
ETFGI Report on ETFs and ETPs Listed Globally – April 2026
The ETFGI May 2026 report shows global ETF assets surged to $21.91 trillion at end‑April, eclipsing the February peak. Net inflows hit $218.97 billion in April, pushing year‑to‑date inflows to a record $856.38 billion and marking 83 straight months of positive flows. Vanguard’s $60.4 billion...
Bitcoin ETFs Just Lost US$1B: What Smart Money Knows that You Don’t
U.S. spot Bitcoin ETFs experienced a massive outflow, with investors withdrawing $648.6 million in a single session and $1.8 billion over five days. BlackRock’s iShares Bitcoin Trust bore the brunt, losing roughly $448 million, while Ark 21Shares and Fidelity also saw sizable redemptions. The...
Canada’s ETF Boom Nears the Trillion-Dollar Mark
Canada’s exchange‑traded fund market surged to CAD 949.9 billion (≈US $695 billion) in May 2026, marking five straight weeks of growth. Strong equity market performance drove about 75% of the increase, while broad‑market index funds added CAD 21.8 billion (≈US $16 billion). Net inflows hit CAD 77.8 billion (≈US $57 billion) YTD,...
FDIS: Consumer Discretionary Dashboard For May
The latest Consumer Discretionary Dashboard highlights the consumer services subsector as the most compelling area, displaying significant undervaluation and high quality relative to an 11‑year historical baseline. The State Street Consumer Discretionary Select Sector SPDR (FDIS) provides exposure to 249...
Long-Term Yields Back In Spotlight: This Trade Bets On Further Weakness In TLT
Long‑term Treasury yields have surged to 5.14%, the highest level since 2023, as inflation pressures and a larger debt supply lift the term premium. The 20‑year Treasury yield is approaching levels not seen since the 2007 financial crisis, prompting the...
IGOV: Bond Sell-Off On Prolonged Energy Issues Is Global As Expected
The iShares International Treasury Bond ETF (IGOV) carries a 7.43‑year effective duration, making it highly sensitive to rising global rates. A prolonged energy supply shock from the Hormuz crisis is pushing benchmark yields higher across the curve, amplifying potential capital...
HIDV: Overlooked GARP Play With A 2.3% Yield, A Buy
Analyst Vasily Zyryanov initiates coverage of the AB US High Dividend ETF (HIDV) with a Buy rating, highlighting its active, high‑turnover strategy that blends core U.S. equity exposure with a 2.3% dividend yield. The fund leans toward growth‑at‑a‑reasonable‑price (GARP) stocks, reflected in a...
SPHQ Outpaced JQUA by 500 Basis Points Over Five Years Despite Being the Riskier Trade
The Invesco S&P 500 Quality ETF (SPHQ) has outperformed JPMorgan’s U.S. Quality Factor ETF (JQUA) by roughly 500 basis points over the past five years, delivering a 92.36% total return versus JQUA’s 84.42%. While both funds target high‑return‑on‑equity, low‑accrual, financially strong...
Meatloaf and the Evolution of ETF Thinking
Franklin Templeton’s ETF veteran uses a meatloaf analogy to illustrate the shift in ETF transparency. He notes that most funds now publish daily holdings, making it easier for investors than assembling individual securities. However, he also defends semi‑transparent ETFs, arguing...
State Street Tech Sector ETF XLK Passes $100 Billion in AUM
State Street’s Technology Select Sector SPDR ETF (XLK) has crossed the $100 billion assets‑under‑management threshold, reporting $116 billion as of May 14, 2026. The fund, which tracks large‑cap technology stocks in the S&P 500, posted a 29.51% total‑return over the past 12 months. Strong investor...
The IBIT Effect: Why New ETFs Now Scale Faster
New exchange‑traded funds are scaling to billions of dollars in assets far faster than historically expected. The iShares Bitcoin Trust (IBIT) now holds about $67 B, while Fidelity’s FBTC sits at $15 B, illustrating that issuer brand and operational familiarity outweigh the...