Internet Giants ETF Cuts Meta and Alphabet in Rebalance
The ALPS O’Shares Global Internet Giants ETF (OGIG) trimmed its stakes in Meta Platforms and Alphabet to a 6% cap during the March 2026 rebalance, aligning with a broader move away from the so‑called Magnificent Seven. The fund added three new positions—Synopsys, Constellation Software and Recruit Holdings—while removing nine existing holdings, notably The Trade Desk and Zillow. Oracle and Tencent posted the biggest weight gains, up 0.91 and 1.03 percentage points respectively. Overall, the changes reflect a shift toward undervalued enterprise‑software and international internet platforms.
Surging Oil Prices Put Spotlight Back on Clean Energy
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...
How Uranium Will Help Power the AI Revolution
Uranium is emerging as a strategic pillar of the global energy transition as AI data centers drive unprecedented electricity demand. Tech giants like Google, Microsoft and Amazon are directly funding nuclear projects and small modular reactors, creating a new demand...
Real Assets May Be the Missing Piece in Portfolios
Financial advisors are confronting persistent inflation and a "higher for longer" rate environment as the Fed holds rates steady. They are increasingly turning to real assets, particularly midstream master limited partnerships (MLPs), to offset inflation and interest‑rate volatility. The Alerian...
This Preferred ETF Deserves Preferential Treatment
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...
XUDV Refreshes for Yield & Tech-Light Exposure
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...
Bitcoin Miners Face Worst Profit Squeeze in 2 Years
Bitcoin miners are confronting their toughest profitability environment in two years as the cryptocurrency’s price fell to roughly $68,000, below the industry’s average cash cost of about $80,000 per coin. Hash‑price revenues collapsed to $28‑30 per petahash per day, the...
REITs’ Decent 2026 Start Could Bode Well for This ETF
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...
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 Dip Debate Creates Buy Sign for Defensive Exposure
Bitcoin has held steady between $60,000 and $70,000, hovering near $67,848 despite the geopolitical shock of the Iran war that began in February 2026. This price stability contrasts with broader risk‑asset sell‑offs, prompting bulls to view the dip as a...
Holding Cash in Money Market Funds? You May Be Missing Out
Investors have been parking cash in money‑market funds for attractive yields, but T. Rowe Price warns that the opportunity cost of this approach is rising. Their analysis shows that a systematic 60/40 portfolio with $12,000 annual contributions outperforms a cash‑only strategy over...
Robotics Sector Reaches Critical Inflection Point Amid AI Integration
The robotics and automation sector is at a pivotal inflection point as artificial intelligence becomes embedded in physical systems, expanding the market beyond traditional industrial applications. Zeno Mercer of VettaFi highlighted rapid advances in autonomous aerial and ground robots, driven...
Nuclear Supply Chain Ramping Up to Meet Global Capacity Projections
The nuclear industry is shifting from a maintenance‑focused model to a growth trajectory, aiming for roughly 1,600 GWe of capacity by 2050. Current fuel‑chain infrastructure only supports the existing 400‑plus reactors, creating a sizable supply‑chain gap. Government incentives and geopolitical pressures...
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...
The Strait of Hormuz & Why It Matters
In a 3EDGE Week in Review video, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro examine the geopolitical risks of a potential closure of the Strait of Hormuz. They outline the waterway’s strategic role in global oil transport and...
J.P. Morgan Bitcoin Mining Deal Boosts WGMI Top Holding
Core Scientific secured $500 million in financing from JPMorgan, bringing its total Wall Street commitments to $1 billion after a prior $500 million from Morgan Stanley. The funding will accelerate equipment purchases, property acquisitions, and energy contracts as the miner pivots its 11...
This Active Bond ETF Just Hit a Key Milestone as Market Vol Rises
The T. Rowe Price Ultra Short‑Term Bond ETF (TBUX) crossed the $1 billion assets‑under‑management mark on March 4, buoyed by more than $100 million of net inflows in the prior month. Now in its fifth year, the fund charges a modest 0.17% expense ratio...
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...
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...
Companies Set to Win as States Vie to Host Nuclear Campuses
The U.S. Department of Energy is promoting regional Nuclear Lifecycle Innovation Campuses that co‑locate fuel fabrication, recycling, reactor testing and power generation. South Carolina is courting the Savannah River Site while Tennessee is leveraging Oak Ridge and Oklo’s $1.68 billion used‑fuel...
Will Materials Stocks Repeat Their Strong 2025 in 2026?
Materials stocks have delivered robust returns, with the Fidelity MSCI Materials Index ETF (FMAT) gaining 12.34% over the past three months and 22.19% year‑to‑date. The sector’s strength is driven by rising copper demand for AI‑intensive GPUs and broader chemical needs...
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...
AMD Angles May Portend Upside for This Exciting ETF
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,...
With Rising Oil Prices, This Is the Portfolio Opportunity Not to Miss
Rising oil prices and a recent S&P 500 pullback are creating market dislocations that favor a shift from passive to active core equity exposure. T. Rowe Price’s new active core ETFs—TACU for U.S. large‑cap stocks and TACN for international equities—offer a blend of...
Short-Term Bond ETFs Are Still Fashionable
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...
Here’s Why Bitcoin May Be a 2026 Rally Candidate
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...
Taking Your ETF Strategy to Europe
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...
Conquer Risk Podcast
The Conquer Risk Podcast featured Potomac CEO Manish Khatta discussing how he scaled the firm from $140 million to $3 billion. He attributes the growth to relentless reinvestment, rapid execution, and a content strategy centered on authenticity rather than pure tactics. The...
“Message Not Received” Covers Marketing to Advisors
Financial institutions are struggling to reach independent advisors, a group projected to shrink by 32% by 2035. At Exchange’s Industry conclave, IAA CMO David Buzo outlined five rules to modernize advisor marketing, emphasizing precise targeting, appropriate channels, and value‑first engagement....
How Federal Policy Can Supercharge Lithium Price Momentum
Spot lithium prices have surged 125.65% over the past year, with a 35.63% rise year‑to‑date as of February 28 2026. Jacob White of Sprott Asset Management notes expanding demand beyond electric vehicles into energy‑storage systems and AI‑driven infrastructure, while supply disruptions in...
Electrification Boom Meets Supply Chain Reality
America’s electrification build‑out is hitting a supply‑chain wall, with lead times for transformers and high‑voltage switchgear now exceeding 100 weeks, according to McKinsey. The shortage is inflating margins for equipment makers and underpins the ALPS Electrification Infrastructure ETF (ELFY), which...
BlackRock’s Model Shift: Scaling Active ETFs Ahead of Exchange
In February, actively managed ETFs in the United States attracted $73 billion of new capital, propelled by BlackRock’s recent model‑portfolio adjustments. By March 11, BlackRock’s active ETF suite had swelled to $98 billion, nearly three times its 2024 level, with flagship funds like...
Uncertain Macro Environment May Call for Autocallable ETFs
The article warns that 2026’s macro landscape is clouded by escalating U.S. foreign‑policy tensions and lingering doubts about Federal Reserve independence, which could pressure equity markets. It proposes laddered autocallable income ETFs as a defensive tool, highlighting Calamos’s CAIE and...
Industries That Stay on My Wish List
Kelly Green outlines two macro‑level wish‑list sectors—travel and tourism and the automobile industry—highlighting their massive market sizes but low dividend yields. Global tourism is valued at $10 trillion in 2025 and could reach $17 trillion by 2035, yet airlines, cruise lines and...
An Impact-First Strategy That Reimagines the Global Core
The Adasina Social Justice All‑Cap Global ETF (JSTC) launches as an impact‑first product that prioritizes community‑sourced social‑justice metrics over traditional ESG scores. It mandates at least 40% non‑U.S. exposure, holds more than 600 diversified stocks, and keeps its top‑10 holdings...
Time or Price Who Charted?
Potomac Co‑CIO Dan Russo, CMT, broke down the hottest market charts for the final week of February 2026, focusing on the S&P 500, Nasdaq 100 and the NYSE advance/decline line. He highlighted modest gains in the major indices while the breadth indicator showed...
The Surprising Trend Helping Clean Energy ETF FRNW Stand Out in 2026
The Fidelity Clean Energy ETF (FRNW) posted a 71% total return over the past twelve months. It continued its momentum in 2026, delivering a 10.6% gain year‑to‑date through early February, outpacing its peer group. The surge is linked to rising...
Emerging Market Bulls Rejoicing, But Will It Last?
Emerging‑market indices have outperformed both the MSCI World and the S&P 500 in early 2026, driven by easing inflation, a weaker dollar, and shifting investor sentiment. Forecasts show EM economies growing around 4 % this year, roughly three times the pace of...
Market Wrap
The U.S. economy showed resilience in early 2026 despite a sharp drop in consumer confidence, which fell to 84.5 – the lowest since May 2014. Manufacturing activity rebounded, with the ISM Manufacturing PMI climbing to 52.6, the strongest pace in...
Clean Energy ETF Sees Flows as Grid Buildout Hits Record
The United States logged a historic 50.3 GW of clean‑power installations in 2025, accounting for more than 90% of all new capacity added to the grid. Solar led the surge, delivering roughly half of the new capacity, while battery storage posted...
Beyond the Data Center: Critical Minerals Driving AI
A Sprott report warns that 2026 marks the start of a new commodity supercycle centered on critical minerals. Geopolitical de‑globalization, energy security and the AI boom are pushing demand for metals like copper and uranium. The report highlights the Sprott...
Texas ETFs: Investing in the Lone Star Economy
Texas' economy reached $2.77 trillion in 2024, added 132,500 jobs in 2025 and now ranks as the world’s eighth‑largest, surpassing nations like Canada and South Korea. The state’s pro‑business environment—no personal or corporate income tax, low operating costs, and 54 Fortune 500 headquarters—has...
Bond Funds Draw Big Inflows Amid Mideast Tensions
Bond fund inflows surged to $5.8 billion in early March as investors fled heightened Middle‑East tensions and the threat to the Strait of Hormuz. Short‑term Treasury ETFs led the rush, with iShares SGOV pulling in $2.27 billion, while international and emerging‑market debt...
A Broadening Market Boosts the Case for Quality ETF Investing
Investors are turning to broader market exposure as tech dominance wanes, and Fidelity’s Quality Factor ETF (FQAL) is emerging as a leading option. The fund tracks the Fidelity U.S. Quality Factor Index, charging a modest 15‑basis‑point fee, and delivered a...
Get Private Equity Performance ETF Exposure in GTPE
The Goldman Sachs MSCI World Private Equity Tracker ETF (GTPE) launched in October, offering investors a way to capture private‑equity performance without direct fund commitments. It tracks the MSCI World Private Equity Return Tracker Index and charges a 50‑basis‑point expense ratio. The...
Music Investment Summit Debuts in New York
David Schulhof’s MUSQ Global Music Industry ETF is launching the Amplify Music Investment Summit in New York on May 8. The event, co‑hosted with Mondo NYC, will feature a keynote with Warner Music Group CEO Robert Kyncl and panels on streaming, live...
