ETFs

ETF Upside

Victory Capital Brings the Pioneer Investments Brand Back From Extinction

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After an acquisition by Victory Capital, Amundi US is being renamed in honor of the longstanding fund business it acquired in 2021.

1 min read

Photo via Connor Lin / The Daily Upside

ETF Upside

Allspring’s Latest Clones Are Active Growth, Value ETFs

Allspring Global Investments recently added two new ETFs, following its entry to the market late last year.

2 min read
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ETF Upside

Can Buffer ETFs Really Help Weather a Market Plunge?

The increasingly popular ETFs can help manage volatility, but much depends on the timeframes and when investors buy.

2 min read
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ETF Upside

Everything’s Bigger in iShares’ Texas ETF

BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read

ETF Upside

The ETF Betting on Women-Led Companies

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Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

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A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

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New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read

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