Municipal 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 ArticleMany ETFs in the Toolbox Can Provide Diversification
After the last two trading days, some investors might be questioning their exposure to U.S. equites. On the heels of consecutive 20%-plus calendar year gains for the Vanguard 500 ETF (VOO), large-caps...
View ArticleWhat Did ETF Investors Research Last Week?
When the market gets rough, advisors and investors turn to trusted sources for insights and data. VettaFi is grateful that this occurred last week. Our ETF Database platform saw a spike in traffic and...
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