ETF Upside

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

Industry News

Cathie Wood’s ARK Invest Takes Best-Performing Issuer of 2025

Photo by Elias Null via Unsplash

Actively managed funds have the potential for outsized returns, but timing is everything. ARK ETFs did well.

2 min read
Regulation & Legislation

Proposed ETF from VegaShares Bets on 4X Leveraged Funds

Photo by Jonathan Greenaway via Unsplash

Vega Capital Partners filed for 16 highly leveraged ETFs not long after the SEC told other issuers that such products wouldn’t fly.

2 min read
Investing Strategies

ESG Hits Record $799B in ETF Assets Globally

Photo by Anders J via Unsplash

Investors are still flocking to environmental, social and governance funds, even as criticism has grown louder on Capitol Hill.

2 min read
Investing Strategies

Why This ETF Can’t List on Major Exchanges

Photo by Getty Images via Unsplash

Tuttle’s GRFT fund aims to capitalize on the links between power and profit in government but was turned away by all the major US exchanges.

1 min read
Industry News

The Year ETFs Couldn’t Stop Breaking Records

Photo by Kevin Andre via Unsplash

ETF Launches, flows and assets were higher than ever in 2025, as issuers and investors expanded into niche categories.

2 min read
Industry News

Advisors’ Favorite ETFs of 2025

Photo by Mayur Gala via Unsplash

ETFs, particularly strategies built around AI and crypto assets, saw massive growth among RIAs this past year.

2 min read
Investing Strategies

How AI Will Reshape Client Communications in 2026

Photo by Marvin Meyer via Unsplash

Advisors are expected to utilize more artificial intelligence tools next year and even launch their own chatbots.

2 min read
Thematics & Sectors

Best-Performing ETFs of 2025 Were Digging for Silver and Gold

Photo by TomasSereda via iStock

The five funds with the best returns tracked companies that mined precious metals, with one ETF up 200% year-to-date.

2 min read
Regulation & Legislation

Dual Share Classes Are 2025’s Single Biggest ETF Development

Photo by ablokhin via iStock

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

2 min read
Thematics & Sectors

Crypto ETFs Pull in Assets Despite Poor Performance

Photo by Getty Images via Unsplash

The funds have taken in tens of billions of dollars in inflows this year as enthusiasm for digital currencies continues.

1 min read
Investing Strategies

VanEck Ties Latest Funds to Positive Analyst Sentiment

Photo by Getty Images via Unsplash

Allocations will go toward companies that exhibit favorable future estimates of cash flow, earnings per share, price targets and sales.

2 min read
Industry News

State Street’s Private-Credit ETFs Outperformed in 2025. Is That Enough to Interest Investors?

Photo by Terrillo Walls via Pexels

Its two diversified bond ETFs can’t match the private-credit allocations of less-liquid vehicles, but they are beating 92% of peers.

2 min read
Industry News

American Century’s Avantis Crosses $100B AUM

Photo by Planet Volumes via Unsplash

Avantis Investors reached the asset milestone during a big year of growth and a legal proceeding over naming rights.

2 min read
Investing Strategies

Here Are the Top ETFs Holding Oracle after Its Nosedive

Photo by Gregory Varnum via CC BY-SA 2.0

There are 11 ETFs with over 5% of assets allocated to the stock. But most assets are held in gigantic funds with small exposures.

2 min read
Regulation & Legislation

SEC to Open Floodgates for Dual Share Classes

Photo by Juliana e Mariana Amorim via Unsplash

The agency granted approval to dozens of providers last week but reserved the right to bring future hearings.

2 min read
Industry News

QQQ to Become an Open-End Fund

Photo by Annie Spratt via Unsplash

Unit investment trust no more, Invesco’s massive ETF will see revenue directed away from marketing — something the company has long wanted.

2 min read
Thematics & Sectors

New ETFs Aim to Help Investors Pay for Rising Healthcare Costs

Photo by Getty Images via Unsplash

With the average cost of health care regularly outpacing inflation, Americans are struggling to afford it.

2 min read
Industry News

SPYM’s $100B Milestone Might Be the Last of Its Kind

Photo by JHVEPhoto via iStock

The fund is State Street’s way of tapping the retail market, but it might be the last new dominant S&P 500 entrant.

2 min read
Thematics & Sectors

Cannabis ETFs Stay High on Drug Rescheduling News

Photo by Natalia Blauth via Unsplash

A new legal standing for marijuana could help change how ETFs track and invest in the cannabis industry.

2 min read
Investing Strategies

BlackRock Expands Its Bond-Ladder ETFs

Photo by Getty Images via Unsplash

The company is planning to add 10 target-maturity ETFs. Vanguard and State Street have also moved to fill out their bond-ladder lines.

2 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.