CIO Upside

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

ETF

Calamos Launches First Autocallable ETF

Photo via Kris Tripplaar/Sipa USA/Newscom

The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

2 min read
Thematics & Sectors

ETF Investors Lured to AI, Crypto, Fintech

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People are also more informed than ever about their ETF investments, per a Nasdaq report.

1 min read
Investing Strategies

An ETF for the Buy Now, Pay Later Market

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The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
Investing Strategies

The Rise of the Buffer ETF

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Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
Industry News

RFG’s Bluemonte Jumps Into ETFs

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The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

1 min read
Investing Strategies

Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read
Industry News

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Photo via Rafael Henrique/SOPA Images/Si/Newscom

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
Thematics & Sectors

Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

2 min read
Thematics & Sectors

BlackRock Dumps 14 Funds, Many Being Sustainable Products

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The asset manager disclosed that it will close and liquidate the mutual funds and ETFs, including the BlackRock Impact Mortgage Fund.

2 min read
Thematics & Sectors

What the Israel-Iran Conflict Means for Sector ETFs

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ETFs with exposure to shipping and defense have largely held strong despite a series of Israeli missile strikes against Iran.

2 min read
Regulation & Legislation

Fidelity, Franklin Prep Solana ETFs with Staking

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The SEC has warmed up to crypto ETFs and staking, but whether it will approve both in the same package is a question.

1 min read
Regulation & Legislation

Who Benefits Most from Dual-Share Class ETFs?

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Mutual fund shareholders and retirement savers stand to benefit more than others from dual share class approval.

2 min read
Thematics & Sectors

Single-Stock ETF Market Swells With Firehose of New Products

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Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

2 min read
Industry News

Invesco Hires Crypto Product Leader from JPMorgan

Photo via Mark Black/ZUMA Press/Newscom

The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

1 min read
Regulation & Legislation

Vanguard Files for ETF Share Class Approval

Photo via Connor Lin / The Daily Upside

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read
Industry News

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read
Thematics & Sectors

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

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ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read
Investing Strategies

WisdomTree Branches Out to Private Credit

Photo via Samuel Rigelhaupt/Sipa USASamuel/Newscom

The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read
Regulation & Legislation

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

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One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read
Thematics & Sectors

Trump’s Truth Social Files for Bitcoin ETF

Photo via May James/ZUMAPRESS/Newscom

The ETF, named after Truth Social, will be managed by Trump’s new fintech, Truth.fi.

1 min read

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