European Autonomy: A Thematic Investment Ripe for EU Savers
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 and infrastructure. While retail participation remains low, the EU’s Savings & Investment Union seeks to channel household savings back into Europe. Analysts see a gradual rotation from US to European equities, positioning autonomy as a long‑term structural opportunity.
Fund Fees Hold Near Record Lows as Investors Keep Shifting to Cheaper Options
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%...
Buy on the Dip Prospects: March 25 Edition
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....
Oil Instability Calls for Diversified Natural Resource ETFs
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...
GAMR Rebalance Highlights Gaming Stock Rotation
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 Holds $71K as ETF Flows Reverse
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...
How Advisors Are Leveling Up With 351 ETF Conversions
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...
UTF: Deep Discount And Monthly Pay Was Just Bumped Up
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....
FLOT: One Of My Favourite Low Duration Instruments
The iShares Floating Rate Bond ETF (FLOT) is gaining attention for its low‑duration, variable‑rate exposure that cushions investors against rising interest rates. Its floating‑rate structure delivers yields that outpace traditional cash equivalents and short‑duration bond funds while keeping price volatility...
MDST: High Yield, Limited Alpha -- Why It's A Decent Hold, Not A Buy
The Westwood Salient Enhanced Midstream Income ETF (MDST) targets roughly a 9% distribution by layering aggressive covered‑call writing on a midstream equity base. While the income stream appears attractive, the strategy caps upside and drags performance during market rallies, leading...
EZA: Gold's Bounce Bodes Well For South African Stocks After A Bruising Decline
The iShares MSCI South Africa ETF (EZA) remains a strong buy as gold prices rebound, keeping the fund’s valuation attractive at a 10‑11× price‑to‑earnings multiple. With a 45% weighting in materials and top holdings in gold miners, EZA’s performance is...
This Value-Stock Strategy Has Trounced the S&P 500 for Nearly Five Years
The Putnam Focused Large Cap Value ETF (PVAL) has outperformed the S&P 500 and its Russell 1000 Value benchmark since its launch in May 2021, delivering a 3‑year average annual return of 21.8%. With $8.7 billion in assets under management, the fund uses a...
Balanced Funds Power Mutual Fund Sales as Industry Assets Reach New Record Highs
Canada’s investment fund industry posted another month of growth in February, with mutual fund assets climbing to CAD $2.641 trillion (about $1.95 trillion USD), a 3% month‑over‑month increase, and net mutual fund sales hitting CAD $10.5 billion (~$7.8 billion USD). ETF assets also rose,...
Here's How Micron Technology, Nvidia, and AMD Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years
The iShares Semiconductor ETF (SOXX) could transform a $250,000 investment into $1 million within a decade, driven by soaring AI‑related demand for chips and memory. Nvidia, AMD and Micron—three of the fund’s largest holdings—account for 23.2% of its portfolio and are...
2 ETFs That Capitalize on the “Silver Tsunami”
Fidelity’s FPRO and FMED ETFs aim to profit from the “Silver Tsunami,” the surge in demand for senior‑focused real estate and innovative healthcare solutions as Baby Boomers retire. FPRO’s active strategy positions it in senior housing, skilled‑nursing and medical office...
This Smart Beta Emerging Markets ETF Has Outperformed Since January
Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) charges a 35‑basis‑point fee and has outperformed its category over both one‑ and three‑year periods. The fund’s assets under management rose above $1 billion earlier this year and now sit at roughly $1.3 billion....
Top Performing Leveraged/Inverse ETFs: 03/22/2026
Last week’s most active leveraged and inverse ETFs were dominated by bets against gold‑related assets, with GDXD, DULL, ZSL and JDST delivering weekly gains between 30% and 36%. A strengthening U.S. dollar and rising Treasury yields squeezed precious‑metal prices, while...
As International Equities Demand Grows, Quality ETF QINT Offers Opportunity
In 2026, demand for international equities has surged despite heightened geopolitical volatility, prompting investors to seek ex‑U.S. exposure. The American Century Quality Diversified International ETF (QINT) offers a quality‑focused, rules‑based approach, charging a modest 34‑basis‑point fee. Over the past year...
HDFC Gold ETF to Use Commodity Derivatives During Supply Shortage
HDFC Mutual Fund announced that its Gold ETF will tap exchange‑traded commodity derivatives (ETCDs) only when physical gold becomes temporarily scarce. The fund currently holds 15,262 kg of 99.5% pure gold, representing 98.65% of its assets, with cash and net current...
PXH: Emerging Markets ETF With Solid Value, Overweight In China
Invesco’s PXH ETF provides diversified exposure to roughly 350 emerging‑market stocks using a fundamental size weighting. It trades at markedly lower valuation multiples than the benchmark iShares MSCI Emerging Markets ETF (EEM) while delivering a 4 % yield. However, 58 % of...
E Fund HK Launches “Global First” Biotech ETF Bridging Hong Kong and US Markets
E Fund Management Hong Kong launched the E Fund (HK) Solactive Biopharma Select Index ETF (code 3186) on March 23, 2026, the first ETF to blend Hong Kong and US biotech stocks. The index tracks up to 100 biotechnology and pharmaceutical firms, weighting...
DWS Delists an Xtrackers ETF
DWS announced that its Xtrackers II Eurozone Government Bond Short Daily Swap UCITS ETF will be delisted from the London Stock Exchange effective 25 June 2026, with the sub‑fund’s final trading day on 24 June 2026. The closure is driven by a strategic decision to...
Digital India: The Next Phase>
The MVIS Digital India Index, the benchmark for VanEck’s DGIN ETF, is overhauling its methodology to mirror India’s shift from export‑focused IT services to a domestically driven digital economy. A new rule requiring over 50% of revenue from Indian customers...
PEO: Energy Income Fund Capitalizing On Resources With Market Outperformances
Adams Natural Resources Fund (PEO) leverages its 85‑year distribution pedigree to deliver a current yield of roughly 7.5%, with upside potential toward 10% if net asset value climbs. The fund’s concentrated energy portfolio—top ten holdings account for 64%—captures sector rallies...
UTG: Create Dividend Growth From AI Data Centers
Reaves Utility Income Fund (UTG) remains a buy, delivering a 6.2% dividend yield while giving investors direct exposure to utilities that power AI‑driven data centers. The fund trades at a modest 0.92% premium to NAV, slightly above its five‑year average,...
SCHR: At Least Avoiding Credit Pressures From Oil-Led Reinflation
The Schwab Intermediate‑Term U.S. Treasury ETF (SCHR) is confronting heightened duration risk as inflation resurges from oil‑driven supply shocks. A 0.4 % increase in its yield‑to‑maturity has already erased roughly 2 % of the fund’s price, underscoring its sensitivity to a steeper...
IVV, RDTY: Big ETF Outflows
ETF Channel data shows the iShares Core S&P 500 ETF (IVV) experienced its biggest weekly outflow, losing 22.4 million units, a 2.1% decline from the prior week. The YieldMax Russell 2000 0‑DTE Covered Call Strategy ETF posted the steepest percentage drop,...
Small Caps Have Outperformed Since Tariffs: This ETF Can Help
American Century Investments’ analysis shows small‑cap stocks have outperformed large caps since the tariff‑driven “Liberation Day” last year, delivering a 32.9% return versus 23.8% for the Russell 1000. The outperformance is linked to lower interest rates, reshoring trends and comparatively cheaper...
Covered Call ETFs: The Promise, The Reality And My Top Picks
Amid a broad risk‑off wave, investors are turning to covered‑call ETFs for defensive positioning and income. While the strategy promises downside protection, many funds have struggled with persistent losses, shrinking dividends, and missed upside during market rebounds. The article outlines...
Fed Disappointment May Make This Bond ETF Appealing
The Federal Reserve has signaled no rate cuts until late 2026, disappointing many investors. With rates expected to stay steady and inflation still above target, fixed‑income managers are seeking duration‑neutral options. WisdomTree’s Floating Rate Treasury Fund (USFR), a $16.66 billion ETF...
WisdomTree Launches 2 New ETFs Rooted in Moving Averages
WisdomTree introduced two new ETFs—WAMA for U.S. equities and WIMA for international large‑cap stocks—both built around an adaptive 200‑day simple moving average (SMA) rule. The funds enter equity positions when the index closes at least 1% above the SMA for...
First Trust Lists Maximum Buffer ETF on S&P 500 in London
First Trust has listed its Vest U.S. Equity Max Buffer UCITS ETF on the London Stock Exchange, commencing trading on 23 March 2026. The fund targets the S&P 500 using FLEX options, offering a 7.00% upside cap before fees and a buffer protecting...
ETFGI Report on ETFs and ETPs in Europe – February 2026
The European exchange‑traded fund (ETF) market closed February 2026 with a record $3.53 trillion in assets under management, up 9.4% since the start of the year. Year‑to‑date net inflows reached $115.09 billion, with $56.42 billion flowing in during February – the 41st straight...
RSPA: Equal-Weighted S&P 500 Index Portfolio Generating 9%+ Yield
Invesco’s S&P 500 Equal Weight Income Advantage ETF (RSPA) provides full‑cap exposure with a 9 %+ monthly yield through a call‑writing overlay. The fund uses equity‑linked notes rather than standard options, delivering higher income but generating ordinary‑income distributions. This structure reduces tax...
QQQ Gets an Equal Weight Buddy
Invesco has added a new equal‑weight ETF, the QEW, which tracks the Nasdaq‑100 by giving each of its 100 stocks an equal 1% weight. The fund arrives as equal‑weight strategies have outperformed traditional cap‑weighted indexes this year, with the Nasdaq‑100...
THW: A Global Healthcare Fund With 11% Yield But Overpays The Distribution
The Abrdn World Healthcare Fund (THW) offers an 11.3% distribution yield, split roughly 50:50 between U.S. and European healthcare stocks. Over the past five years, about 60% of that yield has come from return of capital, raising questions about payout...
Copper Cools After Record January—But This ETF Is a Buy-the-Dip Opportunity
Copper prices surged to an all‑time high in January before correcting, prompting analysts to view the metal as a 2026 commodities star. The Global X Copper Miners ETF (COPX) fell about 20% from its peak but has recovered roughly 3% since...
Echoes Of 2022: Bear Bounces As ETF Signal Portfolio Leads S&P 500 By Over 23%
The Monthly ETF Signal Portfolio is outperforming the S&P 500 by more than 23% year‑to‑date, driven by sector‑momentum and market‑timing models. Energy‑focused bull ETFs such as ERX and XLE have generated the strongest returns, echoing 2022 patterns for different reasons. Financial...
FFC: Can Capitalize From Efficiency Of Banking In The Future, But Not Yet
Flaherty & Crumrine Preferred Securities Income Fund (FFC) remains on hold as its high leverage and a challenging interest‑rate environment constrain growth prospects. The fund trades at a 10.06% discount to NAV, well above its five‑year average, reflecting persistent headwinds...
Hudson Bay Capital Management LP Sells 172,767 Shares of Vanguard S&P 500 ETF $VOO
Hudson Bay Capital Management LP dramatically reduced its position in the Vanguard S&P 500 ETF (VOO), selling 172,767 shares in Q3. The sale represents a 95.8% cut, leaving the firm with just 7,500 shares worth about $4.6 million. Meanwhile, several other...
SCHD: Your Complete Guide To The March 2026 Index Reconstitution
Schwab U.S. Dividend Equity ETF (SCHD) underwent its March 2026 index reconstitution, removing 22 stocks and adding 25. The changes cut the fund’s Energy sector exposure by roughly 8% while boosting Health Care (+4%) and Technology (+3%). Core fundamentals shifted modestly, with...
VFMF ETF: This Multi-Factor Value ETF Meets The Moment
Vanguard’s U.S. Multifactor ETF (VFMF) has been upgraded to a cautious Buy after delivering outperformance amid heightened geopolitical volatility. The fund employs a rules‑based quantitative model that blends value, momentum and quality factors, resulting in a sector tilt toward energy,...
EWZ: The Case For Brazilian Equities In 2026
Analysts upgrade iShares MSCI Brazil ETF (EWZ) to BUY, citing the central bank’s monetary easing and expanding trade ties with China and the EU. The fund offers a 4.2% dividend yield and stands to benefit from the upcoming EU‑Mercosur free‑trade...
EWZ: The Case For Brazilian Equities In 2026
FinHeim Research rates the iShares MSCI Brazil ETF (EWZ) a BUY, citing anticipated monetary easing and expanding trade ties with China and the EU. The fund trades at $35.06, offers a 4.22% dividend yield and holds $9.3 B in assets, positioning...
Why Retirees Can Still Rely On JEPQ For Income
JPMorgan’s Nasdaq Equity Premium Income ETF (JEPQ) delivers double‑digit yields by combining a Nasdaq‑100 stock basket with equity‑linked notes. The fund’s payouts are strong but hinge on market volatility and the capacity of its premium‑income strategy. Rising assets under management...
BUXX: Active ETF With 4.9% Yield, Low Credit Risk, And Low Duration
Strive Enhanced Income Short Maturity ETF (BUXX) is an actively managed fund that targets short‑term investment‑grade debt, emphasizing securitized and mortgage‑related securities. Launched in August 2023, the ETF offers a 4.9% yield while maintaining a low effective duration of 0.75...
IWM’s Surge in Unusual Options Activity Signals Opportunity — Here’s a Covered Strangle With a Twist
Unusual options activity on the iShares Russell 2000 ETF (IWM) spiked as geopolitical tensions lifted oil prices and pressured S&P futures. Despite solid year‑to‑date returns—11.39% in 2024 and 12.66% in 2025— IWM’s early rally faded, prompting investors to buy protective puts....
Using Free Cash Flow Across International Value and Growth Equity Investing
VictoryShares offers two international ETFs—IFLO and GRIN—that use free cash flow (FCF) as the core screening metric. IFLO targets the 100 largest profitable companies with the highest trailing and forward‑looking FCF, adding a growth filter for value‑oriented exposure. GRIN focuses...
PDI With PDX: Neutralizing The Premium For A Diversified 11.5% Yield
PIMCO’s Dynamic Income Fund (PDI) remains a benchmark for income but its persistent premium to net asset value raises valuation concerns for new investors. The PIMCO Dynamic Income Fund (PDX) trades at a deep discount and concentrates on the energy...
ITWO: Russell 2000 Covered Call Strategy That Outperforms Its Peers
ProShares Russell 2000 High Income ETF (ITWO) combines direct exposure to the Russell 2000 with a 0‑day‑to‑expiration covered‑call overlay, aiming to deliver both growth and income. Over the past twelve months the fund outperformed peer covered‑call ETFs, benefitting from its aggressive...