CIO Upside

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

Investing Strategies

Active Strategies Are Coming for Model Portfolios

Photo by Graham Mansfield via Unsplash

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
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
Regulation & Legislation

Proxy Warfare

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Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read
Regulation & Legislation

Racing to Keep Up With Dual Share Class Applications

Photo by City Dweller via CC BY-SA 4.0

More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

2 min read
Investing Strategies

Investors Turn to Defined Outcome ETFs Amid Market Turmoil

Photo by Austin Hervias via Unsplash

In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

1 min read
Thematics & Sectors

Not Taking Single-Stock ETFs for Granite

Will Rhind, CEO of GraniteShares.

In the ever-expanding universe of ETFs, finding new products that stick is more of an art than a science, the CEO of GraniteShares says.

3 min read
Thematics & Sectors

Grayscale Wants in on Quantum Computing ETFs

Photo by Galina Nelyubova via Unsplash

The company, which briefly owned the biggest spot bitcoin ETF, wants to invest in another potentially disruptive technology that could even pose a threat to crypto.

2 min read

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