The Tape: archive
Every The Tape story in ETFs, newest first. 141 stories
1 story
Dimensional folds final ETFs back into mutual fund shares
The eight-fund reverse conversion moved roughly $100 billion into mutual funds that now hold $150 billion, with asset-weighted fee cuts taking effect November 1.
3 stories
VettaFi buys the index behind Invesco's $8 billion PPA
The SPADE Defense Index acquisition follows August's RAFI purchase and pushes assets tied to its aerospace and defense franchise past $11 billion.
Thornburg's TMB bond ETF holds 1.4 years less duration than its index
The $260.98 million fund's 4.2-year effective duration compares with 5.6 years for the Bloomberg U.S. Universal Index.
Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Three of the five moves came from independent broker-dealers, and Cetera's $185 million Fitzgerald Financial Group liftout was the only asset figure disclosed.
2 stories
Europe's ETF savings-plan generation has never faced a sustained bear market at current scale
Scalable Capital's clients bought the April 2025 tariff dip, but a four-week correction is a thin test for a book that has grown roughly sixfold since 2020.
ETF Trends recap puts 2026 U.S. ETF inflows at a record $1.5 trillion
The item, recapping a Schwab TV appearance, says advisors are turning to S&P 500-based ETFs and cites Jensen Investment Management and Northern Trust as fund managers encouraged to build out ETF lineups.
4 stories
BlackRock files to add ETF share classes to five active funds holding $55 billion
The five strategies held nearly $55 billion as of Aug. 31; the filing would add an ETF share class without moving the portfolios or changing their managers.
ETF Trends recommends advisors swap NLR for NUKZ to harvest nuclear ETF losses
The article says the $705 million NUKZ is outpacing the $3.6 billion NLR by more than 1,100 basis points in 2026 and holds about 50 stocks to NLR's 25.
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.
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.
2 stories
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.
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.
3 stories
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.
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.
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.
2 stories
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.
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.
2 stories
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.
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.
2 stories
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.
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.
2 stories
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.
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.
2 stories
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.
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.
5 stories
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.
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.
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.
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.
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.
4 stories
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.
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.
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.
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.
4 stories
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.
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.
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.
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.
1 story
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.
1 story
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.