Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.
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The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.
The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.
Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.
Asset managers said active strategies are among their top choices for new products, per Morningstar.
The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.
The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.
In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.
The iShares 20+ Year Treasury Bond ETF (TLT) took in $1.3 billion in inflows this past week.
Unlike similar mutual fund products at Vanguard, two passive tax-exempt bond ETFs don’t have a high minimum for fees of 9 basis points.
The two are among a laundry list of firms trying to open up private credit to Main Street investors.
Millennials and advisors are leaning into nontraditional investments that help diversify their portfolios.
Invesco recently added several active ETFs to its product lineup, and PGIM is among those prepping a few more.
Anxious investors are looking for potential hedges during all the economic uncertainty and issuers are going to deliver.
The funds, also known as tail risk ETFs, are designed to do well when the market drops but underperform in the long run.
Last week, Amplify launched two Bitcoin funds that seek to deliver monthly income through weekly call options.