ETF Upside

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

Investing Strategies

Are ETF Investors Abandoning Big Tech?

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

2 min read
Investing Strategies

Commodity ETFs May Feel Ripple Effects of Iran War

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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
Thematics & Sectors

ETFs Highlight Market Turmoil of Iran Conflict

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Broad-market index funds were nearly flat Monday, while gold and defense ETFs were up. All that changed a day later.

2 min read
Thematics & Sectors

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits

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XOVR has three times more assets in the aerospace tech company than what the SEC typically allows.

2 min read
Investing Strategies

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

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

1 min read
Investing Strategies

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
Regulation & Legislation

Dozens of Issuers Win Dual Share Class Approval. Rolling Them Out Won’t Be as Easy

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The latest group of issuers’ dual share class applications were greenlit last week, paving the way for the implementation process.

2 min read
Investing Strategies

Wedbush Expands IVES Franchise With New Autocallable ETF

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The companion fund to the Dan Ives Wedbush AI Revolution ETF is focused on income and adds to the nascent autocallable category.

2 min read
Thematics & Sectors

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

2 min read
Regulation & Legislation

SEC Lightens Up on Enforcement

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Companies will have double the time to respond to notorious Wells notices, letters telling them they will likely face charges.

1 min read
Regulation & Legislation

SEC Pushes Back Fund Reporting Requirements

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The agency, which is on a deregulatory tear, is setting itself up to roll back Biden-era public-reporting rules for mutual funds and ETFs.

2 min read
Thematics & Sectors

BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing

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Staked crypto ETFs are launching left and right, but there are risks.

2 min read
Investing Strategies

Vegan ETF Issuer Preps an International Flavor

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There’s one ETF option for investors who specifically want to align their dollars with vegan causes. Another fund is coming to the market.

2 min read
Investing Strategies

‘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
Industry News

TBIL Rang the Opening Bell on Dual Share Classes. What Comes Next?

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The long-awaited dual share class structure can now be found at exchanges near you.

2 min read
Investing Strategies

Why Buffer ETFs May Fall Short for Long-Term Investors

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Buffer ETFs can work for short-term investors, Morningstar found. But they shouldn’t be compared with historical returns, one company says.

2 min read
Investing Strategies

Fidelity Jumps into Growing CLO ETF Market

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Collateralized loan obligation ETFs are quickly gathering assets, including some that limit distributions.

2 min read
Investing Strategies

Do ETFs Make RIA Firms More Valuable?

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A firm that offers white-label services says so, but RIAs may need a certain threshold of assets to make ETFs work.

2 min read
Thematics & Sectors

Inside Baron Capital’s SpaceX ETF Party

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Ron Baron, an early investor in Elon Musk’s aerospace tech company, launched funds to open up access to private investments.

1 min read
Industry News

ETF Conversions from Mutual Funds Hit Record Highs

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Traditional asset managers that avoided ETFs are now going where the money is.

2 min read

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