ETFs archive
Every ETFs story, newest first. 452 stories
7 stories
- Issuers
Goldman and Victory pay up for proven ETF shelves
August's acquisitions by Goldman, Victory and T. Rowe Price put a price on the advisor relationships that now matter more than product innovation.
- Passive & Indexing
IBUY's back-to-school trade reaches the checkout
The NRF's $146.8 billion forecast is a seasonal headline; Wayfair, Etsy, and Affirm give IBUY a claim on the financing layer as well as the goods.
- Issuers
Revolut's daily-money app is an ETF distribution channel
With 75 million customers already inside the app, the retail ETF sale is migrating from the trading session to the daily money habit.
- Passive & Indexing
XLE tops sector SPDRs as oil risk returns
XLE was August's best sector fund, but the gain ran through oilfield services and refiners, not its integrated-major core.
- Issuers
T. Rowe Makes Active ETFs a Distribution Play
Dee Sawyer's Bloomberg conversation mapped a $1.8 trillion mutual-fund giant's plan to keep active management in every client conversation, with active ETFs as one shelf item.
- Issuers
Tema builds a bench while one fund carries the book to $4B
Paisley Nardini becomes head of investment strategy as Tema tries to turn one fund's momentum into a lasting platform.
- The Tape
A 3% JGB yield tests Goldman's 16-basis-point fund
Japan's 10-year yield has crossed 3% for the first time since 1996, and the instrument now under test is Goldman Sachs' 16-basis-point ultra-short active ETF.
11 stories
- Passive & Indexing
Japan's yield spike puts short-duration active ETFs in focus
A 3% 10-year JGB yield — a level not seen since 1996 — makes Goldman's 16-basis-point ultra-short fund the test case for active short-duration wrappers.
- The Tape
The leveraged leaderboard turns into a product catalog
GraniteShares placed four funds in the top nine and three issuers each ran a Microsoft 2x ETF, as the weekly list ranked products as much as trades.
- Passive & Indexing
Tweedy Browne prices insider buying into a foreign-value ETF
The fund's 20.39% year-to-date gain, the firm argues, comes from copied insider buys and buybacks, not just cheap foreign stocks.
- Active
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.
- Passive & Indexing
OGIG's 10.7% August rides a cloud-AI earnings wave
The tech-heavy book supplied 9.27 of the 10.7 points, leaving 1.43 for everything else.
- Passive & Indexing
MFEM's 26% YTD makes the case for dynamic factor EM
A $160 million emerging-markets ETF is beating cap-weighting with fundamental weights and dynamic factor tilts; now it has to win shelf space.
- The Tape
State Street's summer inflows favor cheap stocks and a gold hedge
The top SPDR funds this year buy the S&P 500 at 0.02% and bullion up 13.6% in four weeks, a pairing with little faith in the surroundings.
- Launches
Defiance's ISRL goes local where Israel ETFs go global
The new fund tracks Tel Aviv-listed names instead of Israel-heavy multinationals, turning a country ETF into a direct local-market wager.
- Passive & Indexing
GFLW rebalance adds Caterpillar, Dell and Royalty Pharma
The free-cash-flow ETF's June reconstitution shows what the screen buys, what it cuts, and why the rules do the managing.
- Passive & Indexing
CWEB: a daily trade on China's AI capex cycle
The 2x daily objective sits over a concentrated index of Chinese platforms paying for AI infrastructure — a powerful trade for days, a poor position for years.
- The Tape
European ETF flows and performance split for second week
A €8.65 billion week masks a second straight divergence between where the money went and what performed.
5 stories
- Launches
Thematic ETF launches price brand and politics at a premium
Wedbush's first fund is a 0.75% Nasdaq-100 lookalike; KraneShares bets on humanoids; a four-manager alliance sells deregulation.
- Passive & Indexing
VFINX at 50: the index fund that changed everything
An $11.3 million experiment in 1976 became the default way trillions are now invested.
- Passive & Indexing
Sector Equal Weight Is the Smarter Concentration Play
A sector-level equal-weight fund like EQL lets advisors trim the S&P 500's concentration without the tax bill of a full reconstruction.
- Issuers
Victory's free-cash-flow suite wins because the distribution loop matches the screen
Three funds built on one free-cash-flow screen have gathered more than $12 billion, and the reason is a distribution loop that turns a licensing fee into a full sales channel.
- Active
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.
12 stories
- The Tape
The 89% Number That Makes Cyber ETFs a Core Hold
CrowdStrike and Okta beat earnings, but the attack-data figure is what justifies owning HACK for the long run.
- Issuers
FCLD's 39bp fee buys a revenue screen with teeth
The cloud fund's 36.4% year is powered by a 50%-revenue rule that keeps the trade outside the megacaps.
- The Tape
The launch machine has outrun the shelf
Record launches and record flows are setting up a consolidation wave that distribution will decide.
- Issuers
GEEQ's fast start sells equity income as risk control
Guggenheim's covered-call ETF pulled in roughly $60 million in a week, evidence that the category's pitch is volatility management as much as income.
- Issuers
AMJB's flat 5.3% coupon is the product's contract
The 5.3% payout with no quarter-over-quarter pop is the ETN wrapper doing its job, and the next coupon will test whether MLP cash flows hold.
- Passive & Indexing
Critical materials ETFs are the AI-power trade in a wrapper
Sprott's SETM sells diversification, but the demand story is the energy grid.
- The Tape
Gold's rebound is a hedge, not a breakout
The 15% recovery since June will pull flows into gold-backed ETFs, but the metal's January peak still hangs over the trade.
- Active
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.
- The Tape
Wells Fargo builds a private bank in a day
A JPMorgan wealth chief, a $6 billion Morgan Stanley team, and a $1.8 billion BofA advisor landed the same morning—the liftout market has moved up to wirehouse production.
- The Tape
ETF flows near $1.4T, but the shelf is already full
August's $150 billion inflow puts last year's all-time mark within a matter of weeks.
- Launches
Evolve defense ETF tilts 75% to non-US names
CAMO tracks a Solactive index built to favor allied procurement budgets, with two non-US names selected for every US one.
- Launches
Northern Trust's ladder push leads a two-dozen-fund week
Eight distributing-ladder ETFs anchor a launch calendar packed with active and thematic funds.
5 stories
- Launches
MNGU brings 3x daily swings to a ten-name AI basket
BMO and REX Shares' new MicroSectors ETN ties 3x daily leverage to an equal-weight basket of ten AI names, with a reset that makes the 2046 maturity a short-horizon tool.
- Passive & Indexing
RSP's $100B crossing makes equal weight a core allocation
The Invesco S&P 500 Equal Weight ETF hit $100 billion, a flows story about concentration risk more than performance.
- Launches
Permanent portfolio ETF nears $25M as insurance does the work
Tuttle's PCPP has pulled in $21.34 million since June, with the financials sleeve contributing more to performance than bitcoin.
- Active
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.
- The Tape
Reshoring ETFs look like a hedge, not a growth trade
MADE and BATT are both up on tariff math, but their different mandates split the trade into two distinct bets.