Distribution is Europe's new ETF weapon
Mintos's €1 zero-fee shelf makes the app the place where European retail ETF flows are won.
August 24
The Tape Desk 13 stories this week · 97 total
Volatility, not fees, drives the investor gap
Morningstar's Mind the Gap data shows investor shortfalls concentrate where volatility runs highest, and cheap funds cannot fix behavior.
The Ticker
The AI trade is rewriting thematic ETF mandates
The AI power trade now runs through crypto, commodity, and critical-minerals ETFs.
Tariff confusion pushed 200,000 tons of copper into U.S. ports in July
Copper's summer rally reflects tariff timing as well as AI demand. Sprott's COPP holds both the metal and the miners.
WGMI's 80% mandate now runs from bitcoin miners to AI power
The fund's new investment policy formalizes the miners' pivot to data center hosting — and changes what investors own.
Goldman sees a $2 trillion ETF year, active money leading
Goldman Sachs expects $2 trillion in 2026 U.S. ETF inflows, with active strategies and model portfolios supplying much of the new money.
Bond ETFs pull in $13.2B as ballast beats curve risk
Weekly fixed-income flows concentrated in high-quality, short-duration strategies, leaving riskier credit on the sidelines.
CSHI's case grows as 30-year yield hits 5.31%
A T-bill ETF with an options overlay gives bond investors a place to hide when long-term rates break out.
Pacer brings Cash Cows to bonds as rate-hedge ETFs stack up
Fixed-income ETFs now come with a rate view, not just a coupon.
Ether takes the lead as crypto ETPs break a long outflow streak
July's $515.9 million in net inflows ended the streak and lifted assets to $117.5 billion, though price gains did most of the work.
BlackRock's synthetic ETF shows core flows trump purity
The index giant's swap-based fund lands as pension money and near-$50 billion weekly inflows make the ETF wrapper the default for core portfolios.
UK ETF ownership nears one in five as investment trusts fall to 9%
Boring Money's latest report finds UK retail investors leaving trusts for cheaper, simpler ETFs.
Energy wins Europe's week; tech takes the money
European-listed equity ETFs absorbed €7.94 billion last week, the bid still parked in US and developed-market exposure, while the week's best-performing sector got sold.
European equity ETFs draw €7.94B as flows and performance diverge
European ETFs drew €7.94B into broad beta while the best-performing sector saw outflows.
Tradeweb's automated ETF trading now handles 96% of European tickets
Automated execution now handles nearly every European ETF ticket. Its notional share still lags.
Record highs get bought, but the leverage crowd sits out
ETF inflows reached nearly $50 billion last week as the S&P 500 crossed above 7,800. Index funds and Treasuries took the cash; leveraged funds saw outflows.
Goldman buys Neos, a $30bn options-income ETF shop
The deal hands Goldman a ready-made shelf in a fast-growing ETF niche and signals buyer appetite for specialized issuers.