As active ETFs have exploded, so too has thematic investing, a dangerous trend for most investors, the author of a Morningstar report said.
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.
Net flows of ETFs reached yet another record last month, and actively managed products also captured more market share.
The pace of ETF launches and fund conversions is picking up, but there is a challenge to find shelf space at broker-dealers.
The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.
With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.
JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.
The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.
The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.
Invesco recently added several active ETFs to its product lineup, and PGIM is among those prepping a few more.
Low costs, a flight from active mutual funds, and tax efficiency have boosted assets in US-listed active ETFs.
Calamos, Grayscale, and several others are adapting hot-selling ETF categories to bitcoin amid volatility.
The agency is telling issuers to base their dual-share-class applications on one from Dimensional Fund Advisors.
ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.
Allspring Global Investments recently added two new ETFs, following its entry to the market late last year.
Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.
Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.