CIO Upside

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

Investing Strategies

Here Are the Most Popular Active ETFs of 2025

Photo by JHVEPhoto via iStock

JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
Industry News

BlackRock Tops $12T in AUM. State Street Profits Tumble

Photo via Erik McGregor/Sipa USA/Newscom

A handful of asset managers reported earnings Tuesday.

2 min read
Investing Strategies

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The firm has launched nine total fixed-income ETFs this year.

2 min read
Industry News

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

Photo by Getty Images via Unsplash

Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read
Thematics & Sectors

Trump Media Files for Third Crypto ETF

Photo via CNP/AdMedia/SIPA/Newscom

Trump’s media company has filed for a third crypto-focused ETF that would hold Bitcoin, Ether, Solana, Cronos and XRP.

2 min read
Regulation & Legislation

What’s Inside the SEC’s Latest Crypto ETF Guidance

Photo via Graeme Sloan/Sipa USA/Newscom

The agency’s new guidelines focus on disclosures around price fluctuations and market manipulation, among other common concerns.

2 min read
Industry News

State Street’s PRIV Lands First Daily Inflows in Months

Photo by Terrillo Walls via Pexels

The fund pulled in more than $18 million in assets over two days last week but has seen negligible interest from investors long term.

2 min read
Investing Strategies

JPMorgan Files to Launch Money Market ETF

Photo via Jimin Kim/ZUMAPRESS/Newscom

The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

2 min read
Thematics & Sectors

All Sunshine for First Spot Solana ETF

Photo by Alvaro Fernandez Echeverria via iStock

The first spot Solana ETF came to market last week through a filing under the Securities Act of 1940, unlike competitors who filed under the 1933 Act.

2 min read
Industry News

Dimensional Hits $200B in ETF Assets

Photo by City Dweller via CC BY-SA 4.0

The firm has increasingly brought its nontraditional style of active management to Dimensional ETFs, which has ramped up sales.

2 min read
Industry News

Innovator Launches 2 Dual Directional ETFs

Photo by Jan van der Wolf via Pexels

Innovator’s new ETF takes its structure from the world of annuities, but its utility to investors remains an open question.

1 min read
Industry News

Fixed Income ETF Assets Hit Record $2T

Photo by Planet Volumes via Unsplash

Sales of fixed income ETFs have been accelerating, and more companies are focusing on active management in new products.

2 min read
Thematics & Sectors

Are Gambling ETFs Worth the Bet?

Photo by Michał Parzuchowski via Unsplash

Sports betting and gambling have taken off in recent years, but their ETFs’ success remains relatively market-dependent.

1 min read
Thematics & Sectors

Crypto ETFs Are Diversifying. Can Demand Keep Up?

Photo by Traxer via Unsplash

Numerous products have been awaiting approval by the SEC, and more, such as an index-based crypto ETF, are in development.

2 min read
Investing Strategies

ETFs Built On Tax Advantage Draw Congressional Scrutiny

Photo via Douglas Christian/ZUMAPRESS/Newscom

Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

2 min read
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

Photo by Traxer via Unsplash

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

Photo by Yunus Tuğ via Unsplash

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

Photo by Fellipe Ditadi via Unsplash

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

Photo by Getty Images via Unsplash

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

1 min read

Sign Up for ETF Upside to Unlock This Article

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