ETF Upside

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

Investing Strategies

These ETFs Are Being Seeded with Tax-Free Exchanges

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Asset managers are increasingly using 351 exchanges to move investors’ concentrated stock holdings to new ETFs, even if they don’t specialize in that tax strategy.

2 min read
Industry News

Direxion to Shutter 10 ETFs in April

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The firm is closing and liquidating ETFs meant for sophisticated traders, with many of the funds focused on shorting individual stocks.

1 min read
Investing Strategies

Defiance to Launch Autism Impact ETF, Donate Profits

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With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read
Thematics & Sectors

Iran War Drives Commodities ETF Rally as Stocks Retreat

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The war in Iran and ongoing political uncertainty have buoyed commodities ETFs broadly, though oil has experienced the biggest rise.

2 min read
Thematics & Sectors

What’s at Stake for BlackRock’s Ethereum ETFs?

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The company rolled out its iShares Staked Ethereum Trust ETF, a complement to an unstaked version that’s already the biggest in its category.

1 min read
Industry News

State Street Gives Asset-Backed Securities the Private Treatment

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The firm’s latest public and private ETF goes beyond CLOs and includes mortgages, credit cards, auto loans and other debt.

2 min read
Industry News

Fidelity Adds Models with a Taste of Private Markets

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The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.

2 min read
Industry News

Sequoia Fund to Be Transplanted into an ETF

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The fund, which was at the center of 401(k) lawsuits years ago, has seen a trickle of outflows. Could a switch to an ETF change its fortunes?

2 min read
Investing Strategies

ETF Use by RIAs Keeps Climbing

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Newer ETF entrants like Tom Lee’s Fundstrat and option-income shop NEOS are winning hearts, one report shows.

2 min read
Thematics & Sectors

Roundhill Launches a Space ETF Into Orbit

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A new fund focused on companies working beyond Earth’s atmosphere hints at the growing potential of the space economy.

2 min read
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

Photo by Garrett A. Wollman via CC BY-SA 2.5

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

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