CIO Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Thematics & Sectors

What Coca-Cola’s New Sugar-Cane Coke Means for a Sugar ETF

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The world’s leading beverage company plans to add a cane-sugar version of its namesake beverage in the US.

2 min read
Regulation & Legislation

Why the SEC Keeps Putting Off Diversified Crypto ETFs

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The agency this week delayed approving Bitwise’s ETF conversion, a sign of hesitancy despite a crypto-friendly government.

2 min read
Thematics & Sectors

Faith-Based Firm Led by Bob Doll Adds First ETFs

Photo by ALEXANDRE DINAUT via Unsplash

Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read
Investing Strategies

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read
Regulation & Legislation

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
Industry News

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read
Industry News

Why Invesco Wants QQQ to Become an Open-End Fund

Photo via May James/ZUMAPRESS/Newscom

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
Thematics & Sectors

Bitcoin with Bubblewrap: Calamos Preps Laddered ETFs

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The company’s latest spin on protected Bitcoin investing includes Calamos ETFs that diversify their exposure to a range of Bitcoin funds.

2 min read
Thematics & Sectors

Best International Equity ETFs of 2025

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With European markets consistently outperforming their US counterparts, investors are eyeing funds tracking foreign companies.

2 min read
Regulation & Legislation

What ‘Crypto Week’ Means for ETFs

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The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

2 min read
Investing Strategies

Here Are the Most Popular Active ETFs of 2025

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JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
Industry News

BlackRock Tops $12T in AUM. State Street Profits Tumble

Photo via Erik McGregor/Sipa USA/Newscom

A handful of asset managers reported earnings Tuesday.

2 min read
Investing Strategies

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The firm has launched nine total fixed-income ETFs this year.

2 min read
Industry News

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

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Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read
Thematics & Sectors

Trump Media Files for Third Crypto ETF

Photo via CNP/AdMedia/SIPA/Newscom

Trump’s media company has filed for a third crypto-focused ETF that would hold Bitcoin, Ether, Solana, Cronos and XRP.

2 min read
Regulation & Legislation

What’s Inside the SEC’s Latest Crypto ETF Guidance

Photo via Graeme Sloan/Sipa USA/Newscom

The agency’s new guidelines focus on disclosures around price fluctuations and market manipulation, among other common concerns.

2 min read
Industry News

State Street’s PRIV Lands First Daily Inflows in Months

Photo by Terrillo Walls via Pexels

The fund pulled in more than $18 million in assets over two days last week but has seen negligible interest from investors long term.

2 min read
Investing Strategies

JPMorgan Files to Launch Money Market ETF

Photo via Jimin Kim/ZUMAPRESS/Newscom

The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

2 min read
Thematics & Sectors

All Sunshine for First Spot Solana ETF

Photo by Alvaro Fernandez Echeverria via iStock

The first spot Solana ETF came to market last week through a filing under the Securities Act of 1940, unlike competitors who filed under the 1933 Act.

2 min read
Industry News

Dimensional Hits $200B in ETF Assets

Photo by City Dweller via CC BY-SA 4.0

The firm has increasingly brought its nontraditional style of active management to Dimensional ETFs, which has ramped up sales.

2 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.