ETFs archive
Every ETFs story, newest first. 442 stories
3 stories
- The Tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.
- Active
South African active managers no longer see active ETFs as a threat
A Prescient Fund Services survey found no respondents view actively managed ETFs as a risk to unit trusts, while 88% expect meaningful growth over five years.
- Issuers
Xtrackers keeps its name in Deutsche Asset Management rebrand
DWS becomes a home-market active brand while Xtrackers carries the group's global passive franchise under a new institutional umbrella.
6 stories
- The Tape
Oil near $100 turns NDIV into a momentum trade
Amplify's covered-call energy fund has returned 40.8% this year, its monthly 5% cap letting the strongest names run until the next reset.
- Passive & Indexing
Index Funds Are No Longer the Neutral Default
Top-heavy equities and Treasury-heavy bonds have quietly remade what core passive funds deliver.
- The Tape
Pentagon forecast becomes a rare-earth ETF pitch
Sprott's REXC packages a bet that U.S. demand for specialty magnets will outgrow China's 94% grip on production.
- Passive & Indexing
Faith-based ETFs are outgrowing negative screening
The 48-fund U.S. shelf is broadening past equity screens; the harder work, the global numbers suggest, is building indexes that choose as well as exclude.
- Active
NEOS pitches XSPI as the answer to the S&P 500's record-low dividend yield
The Boosted S&P 500 High Income ETF layers a long index overlay onto SPYI's covered-call income, giving advisors a yield product that is really an equity-volatility bet.
- Launches
Direxion sells Nvidia's volatility as a 20% yield
The new NVIB fund turns Nvidia's price swings into twice-monthly income, betting on the volatility a 0.44% dividend can't provide.
1 story
- The Tape
Anthropic's debut will break the daily reset
Leveraged single-stock ETFs that list before a stable close forms will rebalance against a phantom close.
1 story
- Active
Anthropic IPO filing sets up a daily-rebalance test
A likely $1 trillion AI debut will test how leveraged single-stock ETFs handle a listing with no price history.
4 stories
- Launches
Daiwa's new ETF stacks gold and Treasuries in one ticker
The Tokyo-listed iFreeETF Gold plus Income turns a gold-and-Treasury allocation into a single rules-based benchmark.
- Passive & Indexing
FLDR puts the index in the manager's chair
FLDR pairs a one-year duration cap with statistical sampling at 15 basis points, five basis points cheaper than Fidelity's active fund, and leaves the credit calls to an optimizer.
- Launches
DWS lists two active euro credit ETFs in London
The Xtrackers pair promises moderate outperformance within benchmark fences; high yield is the fund where selection can pay.
- The Tape
HODU traders get a football catalyst from the Rothera shift
Analysts see the NFL season lifting prediction-market revenue on Robinhood's own venue, while the 2x single-stock ETF will measure the trade one day at a time.
9 stories
- Launches
Deutsche adds a short-duration high-yield ETF on HYLB's index
SHYL takes HYLB's Solactive index and limits its portfolio to bonds maturing in under five years; the expense ratio remains undisclosed.
- The Tape
Lithium's rally is a grid-storage trade
LITP's 19.62% monthly NAV gain points to battery-storage demand, not just electric-vehicle appetite.
- The Tape
SMRF's August was a uranium rally in a tech wrapper
Energy names drove more than 70% of SMRF's 9.02% August index gain, making a would-be reactor-tech fund a uranium-mining trade for the month.
- The Tape
QINT's 2026 inflows show the rotation wants a filter
The American Century Quality Diversified International ETF has added more than a third of its asset base this year, evidence that model portfolios are buying a screen rather than the world.
- Active
American Century sells a screen against concentration
On ETF Prime, American Century's product chief ties a $40 billion inflow year to clients asking whether their growth sleeve is actually diversified.
- The Tape
COAL's 23.4% August is a scarcity trade
Coal producers are collecting scarcity rents, but the hedge pitch only works in one direction.
- Active
Single-Stock Options ETFs Make Volatility the Product
A 20% payout target on Alphabet and $60 million in first-week flows for Guggenheim's GEEQ bring the active wrapper into single-stock options-income products that manage risk first.
- Active
Direxion packages Alphabet's volatility as a 20% payout target
The new single-stock fund arranges options premiums into twice-monthly paychecks; the 20% target is a product objective, not a contract.
- The Tape
The fixed-income wrapper migration is now a flow story
August's $180 billion U.S.-listed ETF haul left bond funds $41 billion shy of last year's record, with inflows bypassing plain aggregate beta for rate-hedged and floating-rate products built for 4.78 percent ten-year yields.
13 stories
- The Tape
Bond ETFs on pace to top 2025 record after $180B August
State Street counts August US-listed ETF inflows at 3.8 times the historical average, leaving bond funds $41 billion from last year's record.
- The Tape
BATT’s August gain was a mining story wearing a battery label
Materials contributed 8.96 of the fund’s 10.38 percentage-point gain, leaving battery and EV names to ride along.
- Issuers
Texas Capital moves OILT and TXS to the Texas Stock Exchange
The funds would become the Texas Stock Exchange's first primary listings, with OILT up 45.23% year to date.
- Active
AGZD finally gets a market built for its zero-duration design
WisdomTree's rate-hedged aggregate fund turns 13 just as U.S. 10-year yields hit 4.78 percent, their highest since January 2025, and hike odds climb past two-thirds.
- Active
Guggenheim's GCLO makes a defensive CLO case
Guggenheim's GCLO builds a defensive case for investment-grade CLOs, with floating-rate income, broad loan exposure and a 35 bp fee.
- The Tape
Software outruns semis as AI trade hands off from chips
Horizon's latest commentary puts third-quarter software up 20.8% and outgunning semiconductors by 36.6%, leaving sector ETFs to prove the AI-monetization story is broader than four earnings calls.
- Issuers
Goldman and Victory pay up for proven ETF shelves
August's acquisitions by Goldman, Victory and T. Rowe Price put a price on the advisor relationships that now matter more than product innovation.
- Passive & Indexing
IBUY's back-to-school trade reaches the checkout
The NRF's $146.8 billion forecast is a seasonal headline; Wayfair, Etsy, and Affirm give IBUY a claim on the financing layer as well as the goods.
- Issuers
Revolut's daily-money app is an ETF distribution channel
With 75 million customers already inside the app, the retail ETF sale is migrating from the trading session to the daily money habit.
- Passive & Indexing
XLE tops sector SPDRs as oil risk returns
XLE was August's best sector fund, but the gain ran through oilfield services and refiners, not its integrated-major core.
- Issuers
T. Rowe Makes Active ETFs a Distribution Play
Dee Sawyer's Bloomberg conversation mapped a $1.8 trillion mutual-fund giant's plan to keep active management in every client conversation, with active ETFs as one shelf item.
- Issuers
Tema builds a bench while one fund carries the book to $4B
Paisley Nardini becomes head of investment strategy as Tema tries to turn one fund's momentum into a lasting platform.
- The Tape
A 3% JGB yield tests Goldman's 16-basis-point fund
Japan's 10-year yield has crossed 3% for the first time since 1996, and the instrument now under test is Goldman Sachs' 16-basis-point ultra-short active ETF.
3 stories
- Passive & Indexing
Japan's yield spike puts short-duration active ETFs in focus
A 3% 10-year JGB yield — a level not seen since 1996 — makes Goldman's 16-basis-point ultra-short fund the test case for active short-duration wrappers.
- The Tape
The leveraged leaderboard turns into a product catalog
GraniteShares placed four funds in the top nine and three issuers each ran a Microsoft 2x ETF, as the weekly list ranked products as much as trades.
- Passive & Indexing
Tweedy Browne prices insider buying into a foreign-value ETF
The fund's 20.39% year-to-date gain, the firm argues, comes from copied insider buys and buybacks, not just cheap foreign stocks.