ETF Upside

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

Investing Strategies

Research Affiliates Has a New Feather in Its Cap-Weighted Line

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The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read
Thematics & Sectors

Big Bank ETFs Are Big Winners in 2025

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Funds holding large financial institutions have significantly outperformed broad market indices this year.

2 min read
Industry News

Nasdaq Seeks SEC Approval for Tokenized Trading

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The exchange could start offering tokenization of securities, including exchange-traded products and stocks, next year.

2 min read
Thematics & Sectors

US Policy Whirlwind Threatens Clean Energy ETF Rebound

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Amid a reversal in tax incentives that had started to buoy clean energy technologies, investors have pulled money from linked ETFs.

2 min read
Thematics & Sectors

21Shares Tosses ETFs While Prepping for Spot Crypto Frenzy

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The company, which sponsors a nearly $5 billion Bitcoin ETF along with ARK, is nixing the three other ETFs in that partnership.

1 min read
Regulation & Legislation

New Spot Crypto Products? Regulators Say Bring It On

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The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read
Thematics & Sectors

Media Companies Are Cracking the Streaming Code. Should Investors Care?

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Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read
Investing Strategies

LionShare’s ETF Won’t Take Dividends Lion Down

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The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read
Investing Strategies

What’s Behind Tuttle Capital’s 21 New Option Income ETFs

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If approved, Tuttle Capital Management would buck an industry trend in the options it uses, according to the company’s CEO.

2 min read
Investing Strategies

Emerging Markets Are Heating Up. Here’s What It Means for US Investors

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Stocks in rapidly emerging markets have been outperforming their so-called developed counterparts due, in part, to a depreciating US dollar.

2 min read
Industry News

Ahead of Product Debut, RayJay Hires New ETF Leader

Photo via Raymond James

The company’s asset manager, Raymond James Investment Management, has been prepping a line of four ETFs since last year.

2 min read
Thematics & Sectors

The Leveraged Single-Stock ETF Gold Rush

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There isn’t an ETF for everything, but the volume of leveraged products coming to market shows a strategy of filling any voids.

2 min read
Thematics & Sectors

Will AI Be the Next Dot-Com Bubble?

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As AI continues to rake in funds despite questions about long-term profitability, some experts are calling for more diversification.

2 min read
Investing Strategies

ETFs Lag Mutual Funds in Advisors’ Income Allocations

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Cash is king, but income-generating mutual funds and ETFs are increasingly being used for clients, Nasdaq found.

1 min read
Industry News

ARK’s Recent Highs Led to Massive Outflows. Are Institutional Investors to Blame?

Cathie Wood, CEO of ARK Invest. Photo via Hugo Amaral / SOPA Images/Sipa U/Newscom

The company’s massive asset moves may, in part, reflect institutional investors’ entry into the industry, particularly crypto.

2 min read
Regulation & Legislation

Former Military Court Judge to Lead SEC Enforcement

Margaret Ryan. Photo via Harvard Law School.

Meg Ryan, a lecturer at Harvard with a background in military law, will take over next month as director of the SEC Division of Enforcement.

2 min read
Investing Strategies

These ETFs Are Hoping to Skip the Dividend Tax

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The latest ETFs from F/m Investments and Compoundr help institutional investors avoid taxes on income distributions.

1 min read
Thematics & Sectors

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
Investing Strategies

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
Industry News

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

Photo via Rafael Henrique/SOPA Images/Si/Newscom

A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read

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