State Street's summer inflows favor cheap stocks and a gold hedge
The top SPDR funds this year buy the S&P 500 at 0.02% and bullion up 13.6% in four weeks, a pairing with little faith in the surroundings.
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The top SPDR funds this year buy the S&P 500 at 0.02% and bullion up 13.6% in four weeks, a pairing with little faith in the surroundings.
The new fund tracks Tel Aviv-listed names instead of Israel-heavy multinationals, turning a country ETF into a direct local-market wager.
The free-cash-flow ETF's June reconstitution shows what the screen buys, what it cuts, and why the rules do the managing.
The 2x daily objective sits over a concentrated index of Chinese platforms paying for AI infrastructure — a powerful trade for days, a poor position for years.
A €8.65 billion week masks a second straight divergence between where the money went and what performed.
Wedbush's first fund is a 0.75% Nasdaq-100 lookalike; KraneShares bets on humanoids; a four-manager alliance sells deregulation.
An $11.3 million experiment in 1976 became the default way trillions are now invested.
A sector-level equal-weight fund like EQL lets advisors trim the S&P 500's concentration without the tax bill of a full reconstruction.
Three funds built on one free-cash-flow screen have gathered more than $12 billion, and the reason is a distribution loop that turns a licensing fee into a full sales channel.
The actively managed fund has returned nearly 30% since June, with commodities doing the work — and the comparison comes from WisdomTree's paid sponsorship.
The average RIA now holds 92.9 ETFs, but Q2's net additions went to tech, semiconductors, and a SpaceX-linked crossover fund.
CrowdStrike and Okta beat earnings, but the attack-data figure is what justifies owning HACK for the long run.
The cloud fund's 36.4% year is powered by a 50%-revenue rule that keeps the trade outside the megacaps.
Record launches and record flows are setting up a consolidation wave that distribution will decide.
Guggenheim's covered-call ETF pulled in roughly $60 million in a week, evidence that the category's pitch is volatility management as much as income.
The 5.3% payout with no quarter-over-quarter pop is the ETN wrapper doing its job, and the next coupon will test whether MLP cash flows hold.
Sprott's SETM sells diversification, but the demand story is the energy grid.
The 15% recovery since June will pull flows into gold-backed ETFs, but the metal's January peak still hangs over the trade.
The fund's modest gain through the intervention scare points to AI and semiconductor volume, not currency direction, as the durable driver.
A JPMorgan wealth chief, a $6 billion Morgan Stanley team, and a $1.8 billion BofA advisor landed the same morning—the liftout market has moved up to wirehouse production.
August's $150 billion inflow puts last year's all-time mark within a matter of weeks.
CAMO tracks a Solactive index built to favor allied procurement budgets, with two non-US names selected for every US one.
Eight distributing-ladder ETFs anchor a launch calendar packed with active and thematic funds.
BMO and REX Shares' new MicroSectors ETN ties 3x daily leverage to an equal-weight basket of ten AI names, with a reset that makes the 2046 maturity a short-horizon tool.
The Invesco S&P 500 Equal Weight ETF hit $100 billion, a flows story about concentration risk more than performance.
Tuttle's PCPP has pulled in $21.34 million since June, with the financials sleeve contributing more to performance than bitcoin.
A 34-basis-point ex-U.S. fund is beating its category, with a growth/value switch that echoes the active wrapper migration.
MADE and BATT are both up on tariff math, but their different mandates split the trade into two distinct bets.
KORP's climb toward $1 billion, SDSI's yield math, and Northern Trust's 2056 ladders show the active bond trade is now about how yield is built, not just how much it pays.
Latin America and U.S. offshore investors are turning to global ETFs before the distribution plumbing catches up
A RiverFront primer separates earnings yield, dividend yield, and the 10-year, and shows why the next income battle will be won on definitions.
The record quarter validated the AI buildout; the real question is which ETF wrapper should own it.
Treasury buybacks and short covering ignited the rally; the next few weeks of ETF flow reports will show whether the bid is durable.
Fresh inflows show investors are paying for a manager's ability to rotate inside a fragmented commodity market.
State Street's energy covered-call fund pays for its distribution by giving away upside, the same trade that left its tech sibling trailing its benchmark.
A supply-timing move, not a deficit fix, steers the long-end trade toward the wrapper.
Non-auto sectors now drive robot adoption, and thematic ETFs are the hook for an automation cycle that may only be starting.
Eight new TIPS and muni funds pay principal annually and liquidate at maturity, testing the case for a bond ladder with a stop date.
Record issuer counts and income-driven flows push asset managers toward M&A; the next consolidation wave likely turns on distribution.
The PCR ETF delivers private-credit yield through listed BDC and closed-end fund holdings plus a long/short equity swap hedge, but in a downturn the derivatives layer, not the loan book, will set its daily price.
The active short-duration fund's 5.9% yield to maturity is the forward-looking number; its 4.7% distribution rate only describes the past.
Canadian investors banked the best sector pop of July, routing new cash to broad-market and international funds.
Flows into VGK, IEUR, BBEU and OPPE are repricing European funds for their industrial, financial and infrastructure overweights.
The Tweedy, Browne active ETF screens for insider purchases and buybacks; its 20.30% YTD gain is a strong start, but the screen is unproven over a full cycle.
State Street's premium income tech ETF cushioned the AI selloff with a 19.7% payout, but its return since inception trails XLK by 11.9% — the honest cost of converting volatility into cash.
The covered-call equity fund and the CLO fund land at 35 basis points, widening Guggenheim's post-GISC platform into two more income sleeves.
Two free-cash-flow ETFs crossed the thresholds on the same day, suggesting advisors are buying the screen, not the style box.
Portfolio managers see the next AI beneficiaries in healthcare, robotics, financials, and industrials—a message built for the firm's active ETFs.
GDE is up nearly 15% alongside bullion, but the sponsored case leans on forecasts and the fund's equity sleeve has to prove itself once the metal stops moving.
The record haul through July belongs mostly to equities and three firms, while active funds surge and commodities sit in the red.
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