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

Industry News

Lazard Hires Former US Rep. as Senior Advisor

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Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read
Investing Strategies

Flocking to Faith-Based ETFs

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A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear…

2 min read
Investing Strategies

New BlackRock ETF Takes Bite Out of S&P 500 Weightings

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An iShares ETF caps individual holdings at 3%; it isn’t the first to skew allocations away from the largest companies.

2 min read
Investing Strategies

Where Do You Turn When Stocks and Bonds are Hurting?

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With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read
Investing Strategies

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

Photo via Connor Lin / The Daily Upside

While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read
Thematics & Sectors

New Bitcoin ETFs Unveil Protection and Income Strategies

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Calamos, Grayscale, and several others are adapting hot-selling ETF categories to bitcoin amid volatility.

2 min read
Investing Strategies

Direct Indexing’s Not Exactly an ‘ETF Killer’

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The strategy opened up new personalized indexes to investors, but it still remains a niche service, according to new research.

2 min read
Thematics & Sectors

Gold ETF Inflows Top $8.6B in March

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With equity markets rattled by the latest US tariff policies, investors are flocking to the precious metal for safety.

1 min read
Regulation & Legislation

SEC Inches Closer to Dual-Share-Class Approval

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The agency is telling issuers to base their dual-share-class applications on one from Dimensional Fund Advisors.

2 min read
Industry News

ETF Closures Could Tick Up in Volatile Markets

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ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read
Investing Strategies

Betting on Sin Stock ETFs Is Paying Off Amid Volatility

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Funds that invest in “morally questionable” industries are doing better than others amid market volatility this year.

2 min read
Thematics & Sectors

Altcoin ETFs Test Demand for Anything Other Than Bitcoin

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Bitcoin has been big business in the ETF market. Ether less so. What does that mean for Other Crypto Assets?

2 min read
Industry News

Victory Capital Brings the Pioneer Investments Brand Back From Extinction

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After an acquisition by Victory Capital, Amundi US is being renamed in honor of the longstanding fund business it acquired in 2021.

1 min read
Industry News

Allspring’s Latest Clones Are Active Growth, Value ETFs

Photo via Connor Lin / The Daily Upside

Allspring Global Investments recently added two new ETFs, following its entry to the market late last year.

2 min read
Investing Strategies

Can Buffer ETFs Really Help Weather a Market Plunge?

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The increasingly popular ETFs can help manage volatility, but much depends on the timeframes and when investors buy.

2 min read
Thematics & Sectors

Everything’s Bigger in iShares’ Texas ETF

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BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read
Thematics & Sectors

The ETF Betting on Women-Led Companies

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Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read
Markets

ETFs Are Headed Into Space

1 min read

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