Active: archive
Every Active story in ETFs, newest first. 75 stories
5 stories
Active ETFs take 37% of flows on a three-year-old shelf
A flow share three times the asset share is wrapper migration, and the experience premium incumbents sell has an 18-month shelf life.
Goldman's AI pitch is really a case for the active wrapper
The dispersion figure is the best quantitative argument active management has had in years, and GSAM's own framing shows what would have to change for it to hold.
The fee page arrives after the ticker in Europe's active ETF wave
Pictet and Deutsche put active strategies in front of European intermediaries without publishing what they cost, and the shelf will have to price them anyway.
Hedged equity sells patience in a wrapper built for leaving
A category that buried 2,100 funds on investor behavior is now distributed through the most impatient vehicle on the shelf.
A value fund buys tech when the multiple and an insider agree
Tweedy Browne's COPY holds 6.22% in information technology, and the Adobe trade behind it shows the arithmetic doing the work, with the insider as timing.
1 story
South African active managers no longer see active ETFs as a threat
A Prescient Fund Services survey found no respondents view actively managed ETFs as a risk to unit trusts, while 88% expect meaningful growth over five years.
1 story
NEOS pitches XSPI as the answer to the S&P 500's record-low dividend yield
The Boosted S&P 500 High Income ETF layers a long index overlay onto SPYI's covered-call income, giving advisors a yield product that is really an equity-volatility bet.
1 story
Anthropic IPO filing sets up a daily-rebalance test
A likely $1 trillion AI debut will test how leveraged single-stock ETFs handle a listing with no price history.
3 stories
American Century sells a screen against concentration
On ETF Prime, American Century's product chief ties a $40 billion inflow year to clients asking whether their growth sleeve is actually diversified.
Single-Stock Options ETFs Make Volatility the Product
A 20% payout target on Alphabet and $60 million in first-week flows for Guggenheim's GEEQ bring the active wrapper into single-stock options-income products that manage risk first.
Direxion packages Alphabet's volatility as a 20% payout target
The new single-stock fund arranges options premiums into twice-monthly paychecks; the 20% target is a product objective, not a contract.
2 stories
AGZD finally gets a market built for its zero-duration design
WisdomTree's rate-hedged aggregate fund turns 13 just as U.S. 10-year yields hit 4.78 percent, their highest since January 2025, and hike odds climb past two-thirds.
Guggenheim's GCLO makes a defensive CLO case
Guggenheim's GCLO builds a defensive case for investment-grade CLOs, with floating-rate income, broad loan exposure and a 35 bp fee.
1 story
FDTX's 43-stock bet targets tech's enabling layer
The actively managed fund's 53.3% top-ten concentration and hardware tilt set it apart from a cap-weighted benchmark.
1 story
WTIP's TIPS outperformance is a gold trade
The actively managed fund has returned nearly 30% since June, with commodities doing the work — and the comparison comes from WisdomTree's paid sponsorship.
1 story
OPPJ's tech weight is the real yen-intervention hedge
The fund's modest gain through the intervention scare points to AI and semiconductor volume, not currency direction, as the durable driver.
1 story
QINT's 24.7% run argues for quality-screened international exposure
A 34-basis-point ex-U.S. fund is beating its category, with a growth/value switch that echoes the active wrapper migration.
1 story
XLEI's 20% yield is a war premium with a cap
State Street's energy covered-call fund pays for its distribution by giving away upside, the same trade that left its tech sibling trailing its benchmark.
1 story
T. Rowe Price Looks Beyond Chips for AI's Next Winners
Portfolio managers see the next AI beneficiaries in healthcare, robotics, financials, and industrials—a message built for the firm's active ETFs.
2 stories
KORP, American Century's active corporate bond ETF, nears $1 billion
The American Century fund has stacked up nearly $200 million in six months, a sign that investors will pay 29 basis points for active credit management.
IAUI's play: gold income without bonds as 30-year yields hit 19-year high
ETF Trends pitches the gold-income fund as a way to collect income without bonds while 30-year Treasury yields sit at a 19-year high, and Neos shareholders weigh Goldman's acquisition.
3 stories
ETF market splits into two camps over fees
A midyear FactSet report finds a 0.03% index-fund core and a growing minority paying up for active bond managers.
Bitwise's Trendwise ETFs swap long-only crypto for rotation
Three Bitwise futures funds now rotate between crypto and Treasuries on a moving-average rule, chasing better risk-adjusted returns.
TTEQ nearly doubles assets as investors pour in $189 million
Flows, not market gains, drove TTEQ to $429 million as investors paid up for active tech.
10 stories
Guggenheim's GISC brings floating-rate structured credit to ETF allocators
ETF Trends argues GISC's 5.18% SEC yield and floating-rate book give fixed-income allocators a way to hold ground while the Fed decides.
T. Rowe Price's TMED makes the case for active sector ETFs
A 44-basis-point fee and a bottom-up, global mandate are beating the S&P health-care benchmark by wide margins.
FBCG tops $7 billion as investors pay up for stock-picking
The Fidelity blue-chip growth ETF has absorbed $1 billion this year, a sign active management is winning as the former Mag Seven breaks apart.
Tweedy, Browne makes its century-old value pitch to ETF investors
The firm behind Ben Graham's brokerage makes its case for value investing as active stock funds pull in cash.
Leveraged Treasury ETFs: a two-sided bet with a timing tax
Soft jobs data and a hawkish futures path frame the TYD/TYO trade; the daily objective rewards the nimble.
SpaceX's first public quarter backs Baron's one-stock ETF
The debut earnings report delivered the growth RONB's 30% position was built to capture.
FDFF's three-year record opens distribution doors
The active finance ETF's third birthday unlocks brokerage shelf space and a fresh test of its momentum.
Active ETFs now anchor 19% of institutional ETF assets in Europe
A Crisil Coalition Greenwich report finds a majority of European institutions and distributors use active ETFs and plan to add more.
Direxion's leveraged Treasury ETFs offer a two-horizon Fed trade
The 3x Treasury ETFs let traders bet on Fed direction, but the bigger question is how long to hold.
GPIQ crosses $5B as options-income flows keep rolling
A $2.5 billion inflow run and an October three-year milestone test whether call-writing ETFs hold their income audience.
1 story
Active stock funds take in $272.5 billion as dividend yields sink
The S&P 500's dividend yield has fallen to 1.08%, its lowest since July 2000, sending income-seeking investors into active equity and options-income strategies.