Investing Strategies

ETF Upside

How Alpha Architect Is Keeping 351 ETFs Rolling

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The funds, which can help investors move portfolios with concentrated stock positions, are gaining steam.

2 min read

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ETF Upside

These ETFs Are Being Seeded with Tax-Free Exchanges

Asset managers are increasingly using 351 exchanges to move investors’ concentrated stock holdings to new ETFs, even if they don’t specialize in that tax strategy.

2 min read
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ETF Upside

Defiance to Launch Autism Impact ETF, Donate Profits

With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read
Photo via Damon Butler

Advisor

The Multi-Trillion Dollar Shift: The Future of Active ETFs

6 min watch

ETF Upside

ETF Use by RIAs Keeps Climbing

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Newer ETF entrants like Tom Lee’s Fundstrat and option-income shop NEOS are winning hearts, one report shows.

2 min read

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ETF Upside

Are ETF Investors Abandoning Big Tech?

Geopolitical conflict and AI anxiety are driving some investors to so-called HALO products.

2 min read
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ETF Upside

Commodity ETFs May Feel Ripple Effects of Iran War

The Strait of Hormuz closure means less fertilizer for corn and other crops, which will likely impact commodity ETFs and the food sector.

2 min read
Photo by Garrett A. Wollman via CC BY-SA 2.5

ETF Upside

Why State Street’s PRIV Quintupled in Assets in a Single Day

PRIV was a standout performer in 2025. Investors may have taken note.

1 min read

ETF Upside

BlackRock Ramps Up Risk in Its Target-Date Funds

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The company is increasing stock exposure in its target-date funds, a response to people living longer and investing more.

2 min read

ETF Upside

‘Clean’ Company Index Trounced Peers Over Past Decade

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Sustainable investing doesn’t always outperform, but the trend is positive, according to As You Sow.

2 min read

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