A Daily Network publication
Explore the network
ETF Daily
The Definitive Daily Read on Exchange-Traded Funds
Saturday, October 3, 2026The Morning Brief →Sign in

The Tape Desk 13 stories this week · 97 total

Direxion's Netflix bull and inverse ETFs target 2x and 1x daily moves

Netflix sits nearly 44% below its 52-week high, and Deutsche Bank's Bryan Kraft upgraded the stock to buy while cutting his price target to $95 from $100.
October 1

Meta and Mercury announce deals as nuclear generation sets a record

ETF Trends is making the buildout case for NUKZ on that record, while five AI-capex issuers borrowed more than $132 billion in the first half.
October 1

Nuclear generation sets 2,702 TWh record as ETF Trends argues NUKZ buildout case

The account puts operating capacity at 423 GWe across nearly 440 reactors, at an 83.7% average capacity factor.
September 30

Hyperscaler bond issuance pushes tech past banks in IG bond indexes

The five AI-capex issuers borrowed more than $132 billion in the first half, lifting tech weight in pure corporate bond ETFs by about 300 basis points.
September 30

European ETF sector flows converge with performance in Week 39

Information Technology led performance at 4.57% and drew €275.7m; Financials shed €1.03bn in the week to September 25.
September 29

Scalable Capital's European Investor Exchange extends its trading day to 17 hours

The venue, operated with Börse Hannover, covers thousands of equities and hundreds of ETFs, and says one in ten trades already executes before 9 a.m.
September 29

BlackRock model rebalance sends $2.2 billion into iShares Large Cap Core Active ETF over five days

The fund has grown from just over $100 million in March to $9 billion.
September 29

Morgan Stanley lists four thematic funds in Europe as three firms dominate active ETF inflows

The $16.5 billion US active-ETF platform goes abroad under one Morgan Stanley brand, betting neobroker shelves can do what Eaton Vance, Parametric and Calvert labels did at home.
September 28

Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September

Two of the additions were three-advisor teams, from UBS to Frost and from Raymond James to LPL.
September 28

The $459 billion parking trade is a bet on not deciding

A record year for fixed-income ETFs sits at the front of the curve, where the funds selling the wait charge for the only part of the trade the Fed does not control.
September 25

Options ETFs hit $300 billion with half the room still undecided

A decade of listings built a $300 billion options category, but buyers cannot agree what they own, and the next leg turns on a shared language rather than more launches.
September 25

Midstream's $1.1 billion is an income bid

AMLP and ENFR took the category's money while trailing the broader energy sector by more than 17 points, which tells you what buyers are actually paying for.
September 24

The ETF shelf is rented, and issuers keep paying

Fee cuts and acquisitions are the same trade — buying access — and this week's numbers show distribution, not performance, sets the price.
September 24

The Fed hiked, and the front-end parking trade got fuller

A record $459 billion year for fixed income ETFs is running through the front end, and the first hike since 2023 is what keeps it there.
September 23

REX's CHIP fund buys the bottleneck after the index ran 126.6%

The fund opened with 52.5% in ten names and a third of its assets in one country, leaving the first-year return to the rebalance calendar as much as the theme.
September 23

August's ETF flows went to three promoters and one country

Three promoters took half of August's $245.8 billion ETF inflows, the US took three-quarters, and the one fixed-income line near the top is a short-duration parking trade.
September 22

Rulebooks are selling AI while private capital buys it

HALX, QGRO, VFLO and OUSM rotated out of AI exposure their holders never voted to sell; Brookfield and Google kept underwriting the buildout instead.
September 22

Europe's ETF flows chased the tape, and the tape was defensive

European ETF flows tracked last week's defensive tape, reversing the split this publication has been documenting since August.
September 21

GCSH's raise says the front-end trade grew a credit leg

Three months, $263 million, and a Fed hike that extends the front-end parking trade instead of closing it.
September 21

A tripling call for bitcoin ETFs rests on allocators, not wrappers

Bitcoin funds sit just below gold's asset base, but tripling that depends on institutions that have barely started allocating.
September 21

The ETF record belongs to three funds, not the shelf

Record inflows keep landing in three cheap funds, while BNY's $20 billion book, Amplify's 15% private sleeve and a 1,100-point value gap add shelf space that moves none of the dollars.
September 21

The AI-power trade is now a private deal

Brookfield's $600 million ACME tie-up and a day of clean-energy procurement should worry the issuers who just listed data-center funds with no assets.
September 21

Three funds are carrying the ETF industry's record year

The $2 trillion forecast for 2026 is Q4 seasonality applied to this year's run rate; underneath the record, the money keeps routing to the same few tickers.
September 18

The value label hides three rule books and a 1,100-point gap

Three funds file as value, follow different index rules, and finished the year 1,100 basis points apart—the cost of screening on a category instead of a methodology.
September 18

The SEC's clock, not demand, decides the next ETF wave

With the SEC's comment period closed, the 60- and 75-day effectiveness windows set the launch order for novel ETF filings.
September 18

Texas Stock Exchange opens with the two easiest listings it could pick

A closing bell in Dallas confirms a new US primary-listing venue works on paper; the harder question is whether it can carry the funds the industry is straining to quote.
September 18

FDTX's broadening pitch runs into a top ten holding half the fund

The three-year milestone buys shelf access; the fund's answer to hyperscaler concentration is a different concentration, one layer lower.
September 17

The bond ETF record is a parking trade

The $446 billion landed at the front end, and the first Fed cut decides whether it stays.
September 17

The record bond ETF year is a front-end parking trade

The money behind 2026's bond ETF record sits in cash substitutes, where the first Fed cut decides whether it stays.
September 17

Sprott's copper ETFs sell leverage; the metal sleeve buys it back

A 4.41% move in spot copper became 20.76% in junior miners, which leaves the hybrid fund in the middle of the shelf as the one advisors have to think hardest about.
September 17

Five geared ETF launches, none from a leveraged-specialist house

Ultumus' 8 September roundup puts Harbor, AXS, Evolve, WisdomTree, and VanEck on the same shelf, and the roster says the wrapper is the product.
September 16

Canada's ETF market grows by converting the clients it already has

ETFs now hold a quarter of Canadian fund assets and run 2.5 times the net creations of open-end mutual funds — growth built on moving existing clients into new wrappers.
September 15

Bond ETFs set a flow record while the book shrinks

The $446 billion says more about the wrapper than about bonds, and the Fed vote lands on both.
September 15

State Street's midterm playbook doesn't need an election

The financials case rests on agency rulemaking, the energy income fund on a forecast its own sponsor calls negative — neither one is a bet on November.
September 14

The ETF industry's next moat is quoting capacity

Canada's CAD125 billion ETF year and National Bank's research sale point to the binding constraint: complex products are being listed faster than the desks behind them can price the baskets.
September 14

National Bank sells research; the quoting desk is the moat

Canada's CAD125 billion ETF year makes quoting capacity the scarce asset, and concentration in a few balance sheets is the issuer's problem.
September 12
Every weekday · 6:30 a.m. ET

The Morning Brief

ETF launches, fund research, and market coverage in your inbox every weekday. Free.