ETF Upside

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

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

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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

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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

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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

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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?

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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?

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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

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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

Photo via Richard B. Levine/Newscom

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

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