Demand for high-yielding fixed-income funds is driving a wave of innovation across the space.
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Industry experts say the sheer number of products entering the market can make it harder for advisors to determine where active ETFs belong in client portfolios.
Researchers argue SPIVA’s methodology isn’t fully aligned with what investors actually experience when they allocate to active mutual funds and ETFs.
Pensions, endowments and other institutional asset owners are finding new uses for exchange-traded funds.
Gabe Plotkin, whose firm Melvin Capital was hit hard during the GameStop short squeeze, is reportedly seeding the fund via a 351 exchange.
JPMorgan issues three of the top five active funds preferred by RIAs.
The industry is still in growth mode, but getting more businesslike, said Bloomberg analyst Eric Balchunas.
It’s becoming less expensive to manage ETFs, allowing more funds to remain on the market with lower AUM, according to analysts.
Despite active ETFs having a shorter shelf life compared with passive funds, asset managers aren’t expected to slow down anytime soon.
The firm now manages just $2 billion more than Dimensional in active ETF assets.
As active ETFs have exploded, so too has thematic investing, a dangerous trend for most investors, the author of a Morningstar report said.
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.