ETF Upside

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

Thematics & Sectors

Media Companies Are Cracking the Streaming Code. Should Investors Care?

Photo by Mollie Sivaram via Unsplash

Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read
Investing Strategies

LionShare’s ETF Won’t Take Dividends Lion Down

Photo by Matt Bango via Unsplash

The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read
Investing Strategies

What’s Behind Tuttle Capital’s 21 New Option Income ETFs

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If approved, Tuttle Capital Management would buck an industry trend in the options it uses, according to the company’s CEO.

2 min read
Investing Strategies

Emerging Markets Are Heating Up. Here’s What It Means for US Investors

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Stocks in rapidly emerging markets have been outperforming their so-called developed counterparts due, in part, to a depreciating US dollar.

2 min read
Industry News

Ahead of Product Debut, RayJay Hires New ETF Leader

Photo via Raymond James

The company’s asset manager, Raymond James Investment Management, has been prepping a line of four ETFs since last year.

2 min read
Thematics & Sectors

The Leveraged Single-Stock ETF Gold Rush

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There isn’t an ETF for everything, but the volume of leveraged products coming to market shows a strategy of filling any voids.

2 min read
Thematics & Sectors

Will AI Be the Next Dot-Com Bubble?

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As AI continues to rake in funds despite questions about long-term profitability, some experts are calling for more diversification.

2 min read
Investing Strategies

ETFs Lag Mutual Funds in Advisors’ Income Allocations

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Cash is king, but income-generating mutual funds and ETFs are increasingly being used for clients, Nasdaq found.

1 min read
Industry News

ARK’s Recent Highs Led to Massive Outflows. Are Institutional Investors to Blame?

Cathie Wood, CEO of ARK Invest. Photo via Hugo Amaral / SOPA Images/Sipa U/Newscom

The company’s massive asset moves may, in part, reflect institutional investors’ entry into the industry, particularly crypto.

2 min read
Regulation & Legislation

Former Military Court Judge to Lead SEC Enforcement

Margaret Ryan. Photo via Harvard Law School.

Meg Ryan, a lecturer at Harvard with a background in military law, will take over next month as director of the SEC Division of Enforcement.

2 min read
Investing Strategies

These ETFs Are Hoping to Skip the Dividend Tax

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The latest ETFs from F/m Investments and Compoundr help institutional investors avoid taxes on income distributions.

1 min read
Thematics & Sectors

Harvard Owns IBIT. Is That Smart for Clients?

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Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
Investing Strategies

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

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ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
Industry News

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

Photo via Rafael Henrique/SOPA Images/Si/Newscom

A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Thematics & Sectors

These ETFs Are Going Nuclear

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Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

2 min read
Investing Strategies

Are Cyclical ETFs Worth the Boom and Bust?

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Cyclical industries can provide some regularity for ETF investors, but not without downsides.

2 min read
Thematics & Sectors

Trump Media Delays Registration for Bitcoin ETF

Photo via Hu Yousong / Xinhua News Agency/Newscom

The filing marks President Trump’s latest move to bring his spot bitcoin strategy to the ETF market. Will advisors bite?

2 min read
Regulation & Legislation

Should Asset Managers Trust Future BLS Data?

Photo by Josh Beech via Unsplash

Following revised jobs reports data, Trump fired the Bureau of Labor Statistics head. His successor choice at the BLS may raise red flags.

2 min read
Thematics & Sectors

The Future of AI ETFs May Be Data Centers

Photo by Scott Rodgerson via Unsplash

Investments in AI infrastructure are set to take off in the next decade, and more ETFs are focusing on that.

2 min read
Investing Strategies

Are US Stocks Inflated? Fund Managers Say So

Photo by Aditya Vyas via Unsplash

Finance pros say US stock prices are higher than they should be, but that may have a lot to do with the biggest names in the S&P 500.

2 min read

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