ETF Upside

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

Investing Strategies

IRS, Treasury Cast Doubt on Dividend-Skipping ETFs’ Future

Photo via imageBROKER/McPHOTO / Dirk Skorski/Newscom

Next week, there will be one less ETF in the dividend-avoiding category, though it’s unclear if its closure was influenced by an IRS notice.

2 min read

Investing Strategies

ETFs on Track to Outnumber Mutual Funds Early Next Year

Photo by David Kristianto via Unsplash

2 min read
Will Hourly Resets Seriously Spice Up Leveraged ETFs?

Photo by Annie Spratt via Unsplash

2 min read
Is Concentration Causing Investors to Fear the Market-Weighted Index?

Photo by Piret Ilver via Unsplash

2 min read

Industry News

Not Everything Needs to Be an ETF, Invesco’s Brian Hartigan says

Photo via Invesco

The issuer, with nearly $1 trillion in ETF assets, recently launched the Invesco Nasdaq International Innovators 100 ETF (QQI) and has plans for more.

4 min read

Thematics & Sectors

Why Buffer ETFs Persist in a Sea of Single-Stock Funds

Photo by Karolina Grabowska via Unsplash

With single-stock and leveraged products making up the majority of new ETF launches, where do risk-averse strategies stand?

2 min read

Thematics & Sectors

Now Boarding: Single-Country ETFs

Photo by GeoJango Maps via Unsplash

Investors have poured $26 billion into single-country ETFs this year, more than quadrupling 2025’s haul.

2 min read

Industry News

Northern Trust Initiates Record-Breaking Mutual-Fund-to-ETF Conversion

Photo via imageBROKER/Steve Heap/Newscom

The company will convert six mutual funds with collective assets of $33 billion.

2 min read

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