Under-the-Radar Active Equity ETFs
Actively managed equity ETFs have continued to gain traction in 2024 and risen in value. Some of the top performing funds were focused on in vogue, large-cap growth stocks such as the American Century...
View ArticleVettaFi Recognized for Index and Research Prowess
In the rapidly expanding ETF community, it can be hard to stand out. So it is with pride and gratitude that TMX VettaFi shares that it received three ETF Express awards last week. TMX VettaFi is now a...
View ArticleHow ETFs Can Help on Halloween
The S&P 500 is up sharply in 2024, as are many other indexes. While this has been a treat for advisors and their clients, some investors might be spooked. So let’s take a quick stroll, nowhere near...
View ArticleCommunity Engagement in the Digital Age
It’s exciting when the financial services community comes together to learn from one another. VettaFi hosts several virtual events on a weekly basis with leading asset management companies and...
View ArticleA Smarter Way To Midcap?
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by...
View ArticleBond ETFs Trade on Veterans Day
Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service. Today is also a holiday for many. The bond market is...
View ArticleA Record Year for ETF Inflows Imminent
[Editor’s Note: “As of November 12, the year-to-date net inflows for U.S.-listed ETFs was $915 billion, setting a new annual record. Strong demand for equity ETFs pushed the industry past the...
View ArticleGLD Still Shines 20 Years Later
A few firsts in the U.S. ETF industry stick out to ETF nerds. November 18, 2004, was one of them. This was when the first — and still largest — gold ETF, the SPDR Gold Shares ETF (GLD), launched. GLD...
View ArticleCap Gains Season to Spur ETF Demand
It is almost the official start of the holiday shopping season, also known as Thanksgiving. However, just as some retailers have offered savings to early shoppers, ETF providers have offered early tax...
View ArticleFidelity Crosses $100 Billion ETF Milestone
In mid-November, Fidelity Investments joined the select ‘$100 billion in ETF assets’ club. While the firm still has a sizable presence in the mutual fund world, Fidelity’s ETFs have been gaining...
View ArticleETF Industry Gratitude
There is so much that I am thankful for in the ETF industry. I’m going to list some categories, but I’m sure my brevity will cause me to regret the absence of others. Record Year for ETF Flows The U.S....
View Article5 ETF Articles That Broke Through in 2024
On this platform, VettaFi covers a wide range of ETF topics to keep advisors and investors informed. Thus far in 2024, we published more than 3,000 articles. Let’s take a look at five of them that...
View ArticleiShares’ New International ETF Takes Active Approach
Active ETF supply and demand has accelerated in 2024. We believe a new active product from iShares is one to watch. The iShares International Country Rotation Active ETF (CORO), which launched today,...
View ArticleWhy $1 Trillion in New ETF Money Will Matter
In the next few days, the U.S. ETF industry could have more than $1 trillion of net inflows in 2024. As I write this, the ETFs have gathered $984 billion, according to Bloomberg. This will be a...
View ArticleHappy 15th Anniversary MINT
Actively managed fixed income ETFs have been increasingly popular in 2024. Investors have turned to professionals to help navigate the bond market amid shifting monetary and pending fiscal policies....
View ArticleHigh Yield Muni Bonds in Focus
During this week’s VettaFi Market Outlook Symposium, we learned that the advisor community is moderately positive on the outlook for fixed income heading into 2025. In a response to a kick-off poll,...
View ArticleNew Names, Same Compelling Active ETF Strategies
The roster of actively managed ETFs continues to shift based on advisor and investor demand. We try to take note of interesting launches. However, sometimes ETF name and ticker changes also catch our...
View ArticleActive Fixed Income ETF Demand Looks Strong for ’25
Advisors and investors have long turned to active management for fixed income exposure. They are increasingly favoring ETFs to access the markets. The ETF industry has crushed the prior year record for...
View ArticleReasons to Celebrate an ESG ETF
There’s a perception that ESG ETFs are less relevant or able to add value than in the past. The reality is that some ESG ETF are not only gathering assets, but are performing well too. Let’s dive into...
View ArticleVettaFi Voices Recap an ETF Year to Remember
Recently, my VettaFi Voice colleagues Roxanna Islam, Kirsten Chang, Cinthia Murphy and I got together to recap the amazing year in ETFs. We covered: Record industry wide flows and demand for S&P...
View ArticleA 2024 Worthy of Celebration
What a year it has been. Whenever I retire I will surely look back on 2024 fondly. The biggest news arguably was the launch in January of the first U.S.-listed spot bitcoin ETFs. Thanks to Grayscale’s...
View ArticleBeing Cheap Paid Off for ETF Investors
With over $1 trillion of net inflows in 2024, there were a lot of ETF success stories. Those included bitcoin ETFs, active ETFs, even supposedly boring fixed income ETFs. My colleague Kirsten Chang’s...
View ArticleSpot Bitcoin ETFs: What Matters to Advisors?
This week, a number of spot bitcoin ETFs will hit a milestone. They will have successfully reached their one-year anniversary. At the start of 2024, many people, including us at VettaFi, were...
View ArticleA Look Back at Morgan Stanley First 2 ETF Years
Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of...
View ArticleGrowth or Value? Some Megacaps Are Both
Every year by now, market forecasters share equity market predictions. These forecasts often include whether growth or value stocks will lead the charge. Yes, “the charge,” as rarely does anyone...
View ArticleRaymond James Own ETFs Coming Soon
You might think most large-scale firms that offer mutual funds have already entered the ETF market. However, in April, we should be even closer to that being a reality. Raymond James Investment...
View ArticleAdvisors Favor Dividends at Start of 2025
With the 10-year bond yield climbing higher at the start of the year, many advisors are looking to equities for income. In the initial days of 2025, bonds fell in value amid expectations that the Fed’s...
View ArticleFree Cash Flow Growth ETFs Hit Milestones
There is a lot of uncertainty in the markets given changes in fiscal and monetary policy. To start the year, investors have turned to companies with strong financial profiles. ConocoPhilips, Qualcomm,...
View ArticleExchange Excitement Is Building
Two months from now, the ETF community of advisors and industry folks will come together. The Exchange conference kicks off in Las Vegas on March 23. For three days, there will be expert insights on...
View ArticleHow Hedge Funds Were Positioned at End of 2024
In mid-February 2025, some in the media will be excitedly discussing what stocks were bought or sold by hedge funds in Q4 2024. However, thanks to the Unlimited Hedge Fund Barometer, we can understand...
View ArticleA New Individual ETF King?
There should soon be a new individual ETF asset leader. Only $28 billion separated the three largest U.S. ETFs from one another, as of January 24. The gap might be smaller when you read this. It feels...
View ArticleCan Health Care ETFs Aid Your Portfolio?
The Health Care Select Sector SPDR ETF (XLV) was up approximately 6% year-to-date as of January 29. While it is still early days, this performance is already twice as robust as the sector ETF’s...
View ArticleMunicipal Bonds Favored by Many Advisors
Municipal bonds were a hot topic at last week’s VettaFi Fixed Income Symposium — more than I expected them to be. There were 491 live attendees at VettaFi’s two-hour virtual event. You can catch the...
View ArticleHow & Why Tweedy, Browne Entered ETF Market
As a former mutual fund analyst, there are some asset management brands I remember. Tweedy, Browne is one of them. They offered actively managed, long-term-minded, value strategies that always seem to...
View ArticleTime for an Overseas Trip? Some Advisors Think So
At the start of each new year, there are regular predictions that international equity markets will outperform U.S. large-cap ones. Experts point to the relatively attractive valuation of Europe and...
View ArticleWhat’s Now Inside Your Dividend ETF
Doing anything consistently for 20 or more consecutive years is hard to imagine. Yet, 69 companies in the S&P 500 Index and 149 companies in the S&P 1500 indexes have a two-decades long ongoing...
View ArticleSmall Value Momentum in Different Packages
The ETF flow leader board tends to show many large funds getting even larger. However, when I looked last week, one more moderately sized ETF caught my eye. The VictoryShares US Small Mid Cap Value...
View ArticleHappy 3rd Anniversary, Capital Group ETFs
An actively managed fund hitting its three year track record used to be a major milestone. A Morningstar rating would follow. If the star rating was strong, inflows would usually manifest. However, the...
View ArticleWhy Move Cash Off Sidelines
At the end of January 2025, $7 trillion was invested in money market funds, according to the Investment Company Institute. Some of this cash has been on the sidelines waiting for a better time to...
View ArticleBlackRock Adds Bitcoin & Active ETFs to Model Portfolios
The BlackRock Target Allocation team further embraced active ETFs at the end of February. The team runs model portfolios for advisors worth we believe approximately $150 billion. A number of ETFs are...
View ArticleBeing Short Has Its ETF Benefits
After a record year for fixed income ETFs in 2024, demand has been even stronger to start 2025. U.S. listed fixed income ETFs pulled in $78 billion in the first two months. This puts the industry on...
View ArticleAccess to Bridgewater’s Expertise Via ETFs
State Street Global Advisors, which launched the first U.S.-listed ETF more than 30 years ago, continues to innovate. Today it expanded its lineup to include a global multi-asset allocation ETF....
View ArticleWalk Away From Exchange With Actionable Ideas
In two weeks, the Exchange conference will be underway and I could not be more excited. We have more than 120 industry partners and more than 1,660 registered attendees. Advisors, there’s room for you...
View ArticleModels Will Further Boost Capital Group’s ETF Presence
Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios. Advisors who work...
View ArticleFixed Income ETF Demand Continues in March
During the first week of March, fixed income ETFs gathered more money than equity products. While not rare, this is a sign of uncertainty in the markets. With on-again-off-again-on-again tariffs, many...
View ArticleExchange Conference Kicked Off in Vegas
The ETF and advisor community has come together in Las Vegas at the Exchange conference. As you are reading this, the first full day of the conference is underway. However, there were great sessions...
View ArticleThe Fundamental Drivers of Bitcoin to CoinShares
Bitcoin was a hot topic at the recently concluded Exchange conference in Las Vegas. So I connected with Matthew Kimmel, digital assets research analyst at CoinShares, to learn more. CoinShares offers a...
View ArticleCompelling Content at Exchange Conference
A week has passed since the Exchange conference kicked off. More than 1,500 people joined VettaFi on site in Las Vegas for education, networking and more. (I played a ‘Connect 4 basketball game and got...
View ArticleiShares Soon to Be Deep in the Heart of Texas
Through ETFs, iShares has long offered exposure to equity markets like Canada and Italy. Soon, the firm will provide access to an even larger market. Texas. After the market closed on Friday, the...
View Article5 Avantis ETFs Gaining Traction in 2025
The Avantis lineup of actively managed ETFs has had a strong first quarter of 2025. The five-most-popular funds to start the year pulled in $3.7 billion. All of the ETFs take a similar active approach...
View Article