CIO Upside

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

Industry News

Active ETFs Are Booming in Europe. US Managers Want In

Photo by George Zvanelli via Unsplash

With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.

2 min read
Thematics & Sectors

Gold ETF Sales Skyrocket Amid Price Surge

Photo by Jingming Pan via Unsplash

Not since the pandemic have US gold ETFs seen such demand, with geopolitical and economic uncertainty driving people to the safe-haven asset.

2 min read
Regulation & Legislation

SEC, Congress Want Regulations to Oversee AI Experiments

Photo via Graeme Sloan/Sipa USA/Newscom

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

1 min read
Investing Strategies

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

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Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Regulation & Legislation

SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

2 min read
Industry News

Two Income ETFs Are Goldman’s Fastest Sellers

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Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

1 min read
Regulation & Legislation

Crypto ETFs Get Major Relief From SEC

Photo by Krblokhin via iStock

Bitcoin, Ether and other crypto ETFs are no longer limited to cash transactions — they can use in-kind creation and redemption.

2 min read
Thematics & Sectors

ETF Sales: A Tale of Bitcoin and the S&P 500

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BlackRock and Vanguard have raked in cash in very different places, highlighting some of the differences in their ETF customer bases.

2 min read
Industry News

Why Goldman Sachs Jumped Back into Lead Market Making

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Wall Street giant Goldman Sachs has emerged as the lead market maker of the $34 million Capital Group US Large Growth ETF.

1 min read
Thematics & Sectors

Are Faith-Based ETFs the Answer to Clients’ Prayers?

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The faith-based ETF segment focuses less on generating alpha and more on adhering to religious principles and values.

2 min read
Thematics & Sectors

What Coca-Cola’s New Sugar-Cane Coke Means for a Sugar ETF

Photo by Elena Leya via Unsplash

The world’s leading beverage company plans to add a cane-sugar version of its namesake beverage in the US.

2 min read
Regulation & Legislation

Why the SEC Keeps Putting Off Diversified Crypto ETFs

Photo by Erik Mclean via Unsplash

The agency this week delayed approving Bitwise’s ETF conversion, a sign of hesitancy despite a crypto-friendly government.

2 min read
Thematics & Sectors

Faith-Based Firm Led by Bob Doll Adds First ETFs

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Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read
Investing Strategies

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read
Regulation & Legislation

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

Photo by Krblokhin via iStock

It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
Industry News

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read
Industry News

Why Invesco Wants QQQ to Become an Open-End Fund

Photo via May James/ZUMAPRESS/Newscom

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
Thematics & Sectors

Bitcoin with Bubblewrap: Calamos Preps Laddered ETFs

Photo by JHVEPhoto via iStock

The company’s latest spin on protected Bitcoin investing includes Calamos ETFs that diversify their exposure to a range of Bitcoin funds.

2 min read
Thematics & Sectors

Best International Equity ETFs of 2025

Photo by Antoine Schibler via Unsplash

With European markets consistently outperforming their US counterparts, investors are eyeing funds tracking foreign companies.

2 min read
Regulation & Legislation

What ‘Crypto Week’ Means for ETFs

Photo by Elijah Mears via Unsplash

The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

2 min read

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