ETF Expert Corner
Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Highlighting the latest and greatest ETFs, ETF360 brings you everything you need to know about newly NYSE-listed exchange traded funds, straight from the issuer.
This interview features Dan Phillips, Director of Asset Allocation Strategy at Northern Trust Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the FlesShares US Quality Low Volatility Index Fund (QLV).
This interview features Simeon Hyman, Global Investment Strategist and Head of Investment Strategy at ProShares, along with VettaFi Head of Research, Todd Rosenbluth, discussing the ProShares S&P 500 Ex-Financials ETF (SPXN).
This interview features Johan Grahn, Head ETF Market Strategist at Allianz, along with VettaFi Head of Research, Todd Rosenbluth, discussing the AllianzIM U.S. Large Cap Buffer10 May ETF (MAYT) and the AllianzIM U.S. Large Cap Buffer20 May ETF (MAYW).
This interview features Chad Miller, Senior Portfolio Manager at Thrivent Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Thrivent Small Mid Cap ESG ETF (TSME).
This interview features Nick Childs, CFA, Portfolio Manager at Janus Henderson Investors, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Janus Henderson JAAA AAA CLO ETF.
This interview features Brian Ellis, Executive Director at Morgan Stanley Investment Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Calvert Ultra-Short Investment Grade ETF (CVSB).
This episode features Andrew Mattock, Portfolio Manager at Matthews Asia, along with VettaFi’s Head of Research, Todd Rosenbluth, discussing the Matthews China Active ETF (MCH).
Pimco's Amit Arora, portfolio manager of PRFD, and Philippe Bodereau, Head portfolio manager of PRFD, discuss thE PIMCO Preferred and Capital Securities Active ETF (PRFD) with VettaFi Head of Research, Todd Rosenbluth.
Alexandra Lawson, Fixed Income Portfolio Manager at Goldman Sachs Asset Management discusS the Goldman Sachs Access Fixed Income ETF Suite with VettaFi Head of Research, Todd Rosenbluth.
This interview features Dan Phillips, Director of Asset Allocation Strategy at Northern Trust Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the FlesShares US Quality Low Volatility Index Fund (QLV).
This interview features Simeon Hyman, Global Investment Strategist and Head of Investment Strategy at ProShares, along with VettaFi Head of Research, Todd Rosenbluth, discussing the ProShares S&P 500 Ex-Financials ETF (SPXN).
This interview features Johan Grahn, Head ETF Market Strategist at Allianz, along with VettaFi Head of Research, Todd Rosenbluth, discussing the AllianzIM U.S. Large Cap Buffer10 May ETF (MAYT) and the AllianzIM U.S. Large Cap Buffer20 May ETF (MAYW).
This interview features Chad Miller, Senior Portfolio Manager at Thrivent Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Thrivent Small Mid Cap ESG ETF (TSME).
This interview features Nick Childs, CFA, Portfolio Manager at Janus Henderson Investors, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Janus Henderson JAAA AAA CLO ETF.
This interview features Brian Ellis, Executive Director at Morgan Stanley Investment Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Calvert Ultra-Short Investment Grade ETF (CVSB).
This episode features Andrew Mattock, Portfolio Manager at Matthews Asia, along with VettaFi’s Head of Research, Todd Rosenbluth, discussing the Matthews China Active ETF (MCH).
Pimco's Amit Arora, portfolio manager of PRFD, and Philippe Bodereau, Head portfolio manager of PRFD, discuss thE PIMCO Preferred and Capital Securities Active ETF (PRFD) with VettaFi Head of Research, Todd Rosenbluth.
Alexandra Lawson, Fixed Income Portfolio Manager at Goldman Sachs Asset Management discusS the Goldman Sachs Access Fixed Income ETF Suite with VettaFi Head of Research, Todd Rosenbluth.
| Issuer | Speaker | Description | Link |
|---|---|---|---|
| Quadratic | Nancy Davis, Portfolio Manager, Quadratic | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Nancy Davis, portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and The Quadratic Deflation ETF (BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options | |
| GraniteShares | William Rhind, Founder and CEO of Granite Shares | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year. | |
| Cohen and Co | Camille Clemons, Executive Director, Business Development, Cohen & Company | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Camille Clemons, executive director of business development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace and her approach to supporting career growth across the industry. | |
| AllianceBernstein | Noel Archard, global head of ETF and portfolio solution at AllianceBernstein | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Noel Archard, global head of ETF and portfolio solution at AllianceBernstein, diving into the drive behind ETFs as an investment tool and how they fit within the current market environment. | |
| JP Morgan | Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. | |
| Defiance | Sylvia Jablonski, CEO and CIO of Defiance Investments | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs. | |
| DoubleLine | Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions. | |
| NightShares | Bruce Lavine, founder and CEO of NightShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, talks to Bruce Lavine, founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio. | |
| ERShares | Dr. Joel Shulman, founder, CEO and CIO of ERShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Dr. Joel Shulman, founder, CEO and CIO of ERShares, on ETF investment options for the modern investor. | |
| Simplify | Brian Kelleher, Chief Revenue Officer, Simplify | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Brian Kelleher, chief revenue officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform. | |
| Janus Henderson | Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, head of exchange traded products; John Kerschner, portfolio manager for the JAAA CLO ETF; Greg Kuhl, portfolio manager for the JRE US Real Estate ETF; and Tim Gerrard, portfolio manager for the Net Zero Transition Resources ETF (JZRO). | |
| DWS | Arne Noack, head of systematic investment solutions, Americas at DWS Group | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Arne Noack, head of systematic investment solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability. | |
| Direxion | David Mazza, Head of Product, Direxion | Direxion's David Mazza discusses capital markets, market trends and investment opportunities based on current and expected market volatility. | |
| SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | |
| SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | State Street Global Advisors' Michael Arone reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. | |
| Franklin Templeton | Dina Ting, Head of Global index Portfolio Management, Franklin Templeton | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Dina Ting, head of global index portfolio management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing its increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs. | |
| Dimensional | Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors | In this episode, Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors, shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business. | |
| PIMCO | David Braun, Head of U.S. Financial Institutions Portfolio Management, PIMCO | PIMCO's David Braun shares how PIMCO provides information to investors and advisors, revealing how the market has evolved amid the recession we experienced during COVID-19. | |
| Grayscale | David Lavelle, Global Head of ETFs, Grayscale | David LaValle, the global head of ETFs at Grayscale, shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
| Invesco | David Lavelle, Global Head of ETFs, Grayscale | Invesco's David LaValle shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
| Invesco | John Feyerer, Head, Innovation & Commercialization, Invesco | Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022 | |
| KraneShares | Jonathan Krane, CEO, KraneShares | KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. | |
| Van Eck | Jan Van Eck, CEO, VanEck | Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events. |
Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.
Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities.
Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
Stephanie Stanton examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY), focusing on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
Stephanie Stanton examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH), covering investing categories like Web3 and investment strategies for hedging against higher interest rates.
Stephanie Stanton examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
Stephanie Stanton talks with Lance McGray, Head of ETFs at Advisors Asset Management, about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.
Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities.
Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
Stephanie Stanton examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY), focusing on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
Stephanie Stanton examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH), covering investing categories like Web3 and investment strategies for hedging against higher interest rates.
Stephanie Stanton examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
Stephanie Stanton talks with Lance McGray, Head of ETFs at Advisors Asset Management, about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
ETF Industry KPI's
by ETF Think Tank
Week of October 28, 2024 KPI Summary
During the week of October 27th – November 2nd, the ETF industry saw 13 new launches, 1 ticker change, and 6 fund closures.
- The current 1 Year ETF Open-to-Close ratio sits at 3.42.
- The total number of US ETFs has risen to 3,826.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, fell 0.23% last week, underperforming the S&P Financial Select Sector Index, which fell by 0.15%.
ETF activity from the past week includes:
Emerald Asset Management: Life Sciences Innovation: Emerald Life Sciences Innovation ETF (LFSC), launched by Emerald Asset Management, dives into the fast-evolving biotech and life sciences sectors. This actively managed ETF seeks out companies driving breakthroughs in genomics, biotechnology, and healthcare innovation, covering both established firms and emerging players. LFSC stands out by capturing the full spectrum of life sciences innovation rather than focusing solely on traditional pharma, offering investors a unique thematic play on the future of health and biotech.
GMO Expands with Three New Active ETFs: GMO launched three new active ETFs this week: the GMO International Quality ETF (QLTI), GMO U.S. Value ETF (GMOV), and GMO International Value ETF (GMOI). With QLTI, GMO extends its quality strategy internationally, targeting non-U.S. companies with strong balance sheets and reliable cash flow at a 0.60% expense ratio. GMOV and GMOI, with fees of 0.50% and 0.60%, respectively, focus on value, tapping into both domestic and international equity markets for deep value plays that active management can uncover. This lineup builds on the success of their U.S. Quality ETF, QLTY, which has attracted over $1.2 billion in assets since launching last year.
Rockefeller Asset Management Expands ETF Lineup: Rockefeller Asset Management has launched its first Global equity ETF. This ETF is actively managed and focuses on identifying high-quality businesses around the globe with strong growth potential, with the goal of delivering long-term outperformance to investors.
Week of October 21, 2024 KPI Summary
During the last week of October, the ETF industry saw 19 new launches, 1 mutual fund conversion, 1 ticker change, and 7 fund closures.
- The current 1 Year ETF Open-to-Close ratio sits at 3.42.
- The total number of US ETFs has risen to 3,820.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, fell 1.79% last week, outperforming the S&P Financial Select Sector Index, which fell by 2.07%.
ETF activity from the past week includes:
KKM Financial Converts MF to ETF: KKM Financial has converted its Essential 40 mutual fund into an ETF, aligning with a growing trend among asset managers toward tax-efficient investment options. According to Strategas, the number of active equity mutual funds has fallen to its lowest level in 24 years. The Essential 40 ETF, trading under the ticker ESN, offers investors an equal-weighted fund featuring major U.S. companies integral to the economy, providing a “buy what you use” approach.
New iShares ETFs Focus on Top-Performing Stocks: BlackRock expands its large-cap ETF lineup with the launch of three new iShares funds focused on top-performing U.S. stocks. The iShares Top 20 U.S. Stocks ETF (TOPT) invests in the 20 largest U.S. companies by market cap within the S&P 500 Index. Meanwhile, the iShares Nasdaq Top 30 Stocks ETF (QTOP) invests in the top 30 stocks from the Nasdaq 100 Index, and the iShares Nasdaq-100 ex Top 30 ETF (QNXT) invests in the next 31-100 stocks derived from the Nasdaq 100 Index.
Tuttle Capital launches European Defense & Aerospace ETF: Tuttle Capital Management debuts the Select STOXX Europe Aerospace & Defense ETF (EUAD), offering targeted exposure to European defense stocks. EUAD focuses on European companies in the aerospace and defense sectors, investing primarily in those generating significant revenue from related products and services. This ETF is catering to investors looking for exposure in this sector amid rising global tensions and potential shifts in U.S. security commitments.
Week of October 14, 2024 KPI Summary
During the second week of October, the ETF industry saw 17 new launches, 2 mutual fund conversions, and 4 fund closures.
- The current 1 Year ETF Open-to-Close ratio sits at 3.27.
- The total number of US ETFs has risen to 3,808.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, rose 2.10% last week, outperforming the S&P Financial Select Sector Index, which rose by 1.82%.
ETF activity from the past week includes:
Direxion Expands Single Stock Semiconductor ETFs: Direxion launched four new leveraged and inverse ETFs providing single-stock exposure to the semiconductor sector. The Direxion Daily AVGO Bull 2X Shares (AVL) and AVGO Bear 1X Shares (AVS) focus on Broadcom, while the Direxion Daily Bull 2X Shares (MUU) and MU Bear 1X Shares (MUD) target Micron Technologies. These new ETFs expand Direxion’s offerings in the semiconductor space, where the firm now manages over $13 billion in assets.
Precidian Launch First ADR Currency Hedged Securities in the US: Precidian Investments announced the launch of ADRhedged™ securities (ADRHs), designed to provide U.S. investors with exposure to international companies alongside a built-in currency hedge. ADRHs combine an ADR on an underlying international company with a currency hedge, offering a cost-effective way to mitigate foreign exchange risk. The first three ADRHs to launch are AstraZeneca (AZNH), HSBC (HSBH), and Shell (SHEH), with 14 more to follow.
Rockefeller Asset Management Launches First Equity ETF: Rockefeller Asset Management has launched its first equity ETF. This ETF is actively managed and focuses on generating long-term capital growth by investing primarily in U.S. small- and mid-cap equities, including common stocks, ADRs, and GDRs.
Week of October 7, 2024 KPI Summary
During the third week of October, the ETF industry saw 4 new launches, 2 ticker changes, and 1 fund closure.
- The current 1 Year ETF Open-to-Close ratio sits at 3.43.
- The total number of US ETFs has risen to 3,811.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, rose 2.84% last week, outperforming the S&P Financial Select Sector Index, which rose by 2.44%.
ETF activity from the past week includes:
Bitcoin ETF Spin-offs Continue:
- STKD, short for Stacked, launched STKD Bitcoin & Gold a new ETF, seeking to provide 100% exposure to both bitcoin and gold strategies for every dollar invested. The bitcoin strategy focuses on price returns through bitcoin futures and ETPs, while the gold strategy targets gold price returns via investments in gold futures and ETPs.
- The NEOS Bitcoin High Income ETF (BTCI) combines bitcoin exposure with a covered call strategy designed to benefit from high volatility. For investors with a risk tolerance for bitcoin, BTCI offers the potential for enhanced returns through high income generation. The fund actively manages its portfolio, investing in bitcoin ETPs, bitcoin futures ETFs, and options contracts, while using a covered call strategy to generate monthly income.
BlackRock to rebrand ETFs into iShares: BlackRock Inc. will rebrand 22 of its 26 active ETFs under the iShares name. According to a recent SEC filing, this change will integrate the affected funds into BlackRock’s broader iShares lineup, which already includes 420 ETFs.
Week of September 30, 2024 KPI Summary
During the first week of October, the ETF industry saw 23 new launches, 12 fund closures, and 1 ticker change.
- The current 1 Year ETF Open-to-Close ratio sits at 3.17.
- The total number of US ETFs has risen to 3,793.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, rose 0.67% last week, underperforming the S&P Financial Select Sector Index, which rose by 1.14%.
ETF activity from the past week includes:
Tradr ETFs Launches Industry’s First Quarterly Reset Leveraged ETFs: Tradr ETFs has launched the first leveraged ETFs with a quarterly reset, offering the longest leveraged investment horizon in the ETF industry. The company also expanded its Calendar Reset Leveraged ETF lineup to 12 products by introducing a new monthly reset ETF. These new offers target quarterly performance of SPY, QQQ, and TLT. (SPYQ, QQQP, TLTQ).
2 Issuers Launch Debut Products
- 3EDGE Asset Management makes a strong entrance into the market with the debut of four active ETFs: focusing on Fixed Income, Hard Assets, International Equity, and US Equity. 3EDGE manages around $1.8 billion in assets for individuals, family offices, and institutional clients.
- Eventide Asset Management, an investment adviser managing US$7 billion in assets as of Dec 2023, has launched its first ETF, the Eventide High Dividend ETF (ELCV), an actively managed fund with a 0.49% expense ratio. ELCV focuses on dividend-paying securities to provide income, income growth, and long-term capital appreciation, aiming to exceed the average yield of the Bloomberg US 3000 Total Return Index.
Defined Outcome ETFs continue to launch: New ETF launches in 2024 continue to be dominated by Buffered and Alternative Protection ETFs, with last week seeing a surge in these products. Innovator led the way with three Defined Protection ETFs, while Calamos continued to expand its lineup of alternative protection offerings. Approximately 30% of last week’s ETF launches were in this category.
Week of September 23, 2024 KPI Summary
During the fourth week of September, the ETF industry saw 29 new launches, 2 fund closures, 2 ticker changes, and 1 Mutual Fund Conversion.
- The current 1 Year ETF Open-to-Close ratio sits at 3.28.
- The total number of US ETFs has risen to 3,782, representing a year-to-date growth of 12%.
Our Toroso ETF Industry Index, which tracks companies generating revenue from the ETF ecosystem, rose 0.52% last week, outperforming the S&P Financial Select Sector Index, which fell by 0.53%.
ETF activity from the past week includes:
PIMCO Completes $100 Million Mutual Fund Conversion: PIMCO has transitioned its Mortgage-Backed Securities Fund, PTRIX, from a mutual fund to an ETF, PMBS, marking its first mutual fund-to-ETF conversion. This move addresses a gap in PIMCO’s ETF lineup, which previously lacked a mortgage-focused product. As part of the firm’s broader strategy to expand its ETF offerings, this development is notable, with PIMCO already managing $29 billion in ETF assets.
State Street launches 14 Actively Managed ETFs: State Street Global Advisors has launched the SPDR SSGA MyIncome ETFs, the first actively managed corporate and municipal target maturity bond ETFs in the U.S. market. This innovative suite of 14 ETFs offers maturities from 2026 to 2034, enabling investors to build custom bond ladder portfolios to manage cash flow, interest rate risk, and liquidity needs. Designed to balance income and capital preservation, the nine corporate bond ETFs focus on maximizing current income, while the five municipal bond ETFs seek to deliver tax-exempt income.
Pacer ETFs Launches a NASDAQ 6x Dividend Multiplier ETF: Pacer ETFs has launched the Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF (QSIX), aiming to deliver six times the ordinary dividend yield of the Nasdaq-100 index, while maintaining modestly reduced exposure to the overall performance of the index, with no use of options or leverage. QSIX separates the index’s returns into dividend cash flow and price appreciation, reducing equity exposure to 90% and allocating the rest to cash-like instruments. This innovative ETF offers a unique blend of growth and income. This launch follows the impressive success of its sister fund, the US Large Cap Dividend Multiplier 400 ETF (QDPL), which has attracted roughly $300 million in net flows year over year.
Interviews with key industry professionals who highlight funds listed on the NYSE and trends that are transforming the ETF landscape.
Chad Miller, Senior Portfolio Manager at Thrivent, discusses the benefits of actively managed, semi-transparent ETFs and Thrivent's Small-Mid Cap ESG ETF. Gain insights into their unique process that capitalizes on stakeholder value and commitment to sustainability.
Joel Hirsh, CFA, Co-CIO, Kovitz Investment Group Partners discusses the Kovitz Core Equity ETF (EQTY), built to be the core compounding vehicle in a portfolio, and how the fund’s focus on fundamentals might actually benefit from a higher rate environment.
Chris Dahlin, Factor & Core Equity Strategist for Invesco discusses the Invesco S&P 500® Equal Weight ETF (RSP), the first Smart Beta ETF ever launched - on it’s 20th anniversary - including the thought process behind the fund’s origination, why it’s had staying power, and how it is still helping investors.
Sandra Testani, CFA, CAIA, Vice President, ETF Product and Strategy for American Century Investments discusses the newly launched Multisector Floating Income ETF (ticker: FUSI), which seeks to complement an investor's core bond holdings with current income, broad diversification, and the potential to mitigate the impact of rising rates.
Jay Pestrichelli, CEO of ZEGA Financial, discusses the launch of their two single-stock, option income strategy ETFs, TSLY and OARK. And Goldman Sachs Asset Management Portfolio Manager, Alexa Gordon, introduces the newly launched, tax free income strategy, GS Community Municipal Bond ETF (GMUN).
Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, ChFC, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world.
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds.
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
Chad Miller, Senior Portfolio Manager at Thrivent, discusses the benefits of actively managed, semi-transparent ETFs and Thrivent's Small-Mid Cap ESG ETF. Gain insights into their unique process that capitalizes on stakeholder value and commitment to sustainability.
Joel Hirsh, CFA, Co-CIO, Kovitz Investment Group Partners discusses the Kovitz Core Equity ETF (EQTY), built to be the core compounding vehicle in a portfolio, and how the fund’s focus on fundamentals might actually benefit from a higher rate environment.
Chris Dahlin, Factor & Core Equity Strategist for Invesco discusses the Invesco S&P 500® Equal Weight ETF (RSP), the first Smart Beta ETF ever launched - on it’s 20th anniversary - including the thought process behind the fund’s origination, why it’s had staying power, and how it is still helping investors.
Sandra Testani, CFA, CAIA, Vice President, ETF Product and Strategy for American Century Investments discusses the newly launched Multisector Floating Income ETF (ticker: FUSI), which seeks to complement an investor's core bond holdings with current income, broad diversification, and the potential to mitigate the impact of rising rates.
Jay Pestrichelli, CEO of ZEGA Financial, discusses the launch of their two single-stock, option income strategy ETFs, TSLY and OARK. And Goldman Sachs Asset Management Portfolio Manager, Alexa Gordon, introduces the newly launched, tax free income strategy, GS Community Municipal Bond ETF (GMUN).
Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, ChFC, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world.
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds.
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
Hear from issuers as they take a deep dive into ETFs and industry topics on The Exchange.
Everything you need to know about the latest NYSE-listed ETFs.
Douglas Heske, CEO of Newday talks with Vincent Molinari on this episode of ETF Rundown. Douglas shares about the Newday Ocean Health ETF AHOY, how Newday goes beyond investments, their investing mechanism, and the other ETFs they hold.
Simeon Hyman, Head of Investment Strategy Group and Global Investment Strategist of ProShares, talks with Vice Molinari on this ETF Rundown episode about BITI – Bitcoin Short Strategy ETF, BITO – Bitcoin Strategy ETF, and how investors can utilize both of this ETFs Strategies.
Rohan Reddy, Director of Research of Global X joins Vince Molinari on the ETF Rundown to give us an insightful breakdown of Beyond Ordinary ETFs from Global X, how they democratize complex ETF strategies, and why retail investors are doubling down on ETFs.
In this episode of ETF Rundown with Vince Molinari, we talk with Jerry Hicks, CEO of Optica Capital. Jerry discusses CRIT, the importance of rare earth and critical minerals for National Security, and the importance of lithium and gigafactories for the EV revolution.
Are you looking for a way to protect your investments? Axel Merk, President and CIO of Merk Investments, joins us on the ETF Rundown to discuss how the STGF – the Merk Stagflation ETF – can help investors during an occurrence of stagflation. You’ll want to hear what Axel says about this unique ETF that invests in real estate, oil, gold, and inflation-protected securities. He explains how it works and why it could be a valuable tool for your portfolio. Learn more now and see if this ETF is right for you!
We are joined by Yung Lim, CEO of FolioBeyond. He begins by discussing the current state of the economy and the recent rise in interest rates. He goes on to introduce RISR (FolioBeyond Rising Rates ETF), explaining how it can offer protection for rising interest rates while still generating current income from more stable ones. He also discusses how the fund can help to offset the effects of the Federal Reserve’s balance-sheet shrinkage, and how it differs from other similar strategies. Ultimately, he provides a comprehensive overview of how this ETF can be used to provide protection in a rising interest rate environment.
Vince Molinari is joined by Michael Winter, Founder, CEO, and CIO of Leatherback Asset Management. They discuss the Leatherback Long/Short Alternative Yield ETF (LBAY), which aims to provide a liquid alternative ETF. Michael explains that the algorithm driving the LBAY strategy is active management, and how the strategy has proven to be a viable workaround for rising interest rates. Whether you’re an ETF investor or just curious about ETFs, this episode provides a great introduction to the world of alternative yield strategies.
Advocate Capital Management’s Founder and CEO, Scott Peng join us today on the ETF Rundown with Vince Molinari straight from the NYSE to share how his company provides portfolio protection strategies for various formats even encapsulating ETFs. He also explains how RRH (Advocate Rising Rate Hedge ETF) is a multi-strategy, multi-asset portfolio-based protection that can help anyone secure their assets.
Vegtech Invest Co-Founder & CEO Elysabeth Alfano explains the Vegtech Plant-Based Innovation and Climate ETF at the NYSE ETF Rundown with Vince Molinari. She zooms in on how her plant-based initiative is targeting Animal Agriculture as an environmental pain point.
Douglas Heske, CEO of Newday talks with Vincent Molinari on this episode of ETF Rundown. Douglas shares about the Newday Ocean Health ETF AHOY, how Newday goes beyond investments, their investing mechanism, and the other ETFs they hold.
Simeon Hyman, Head of Investment Strategy Group and Global Investment Strategist of ProShares, talks with Vice Molinari on this ETF Rundown episode about BITI – Bitcoin Short Strategy ETF, BITO – Bitcoin Strategy ETF, and how investors can utilize both of this ETFs Strategies.
Rohan Reddy, Director of Research of Global X joins Vince Molinari on the ETF Rundown to give us an insightful breakdown of Beyond Ordinary ETFs from Global X, how they democratize complex ETF strategies, and why retail investors are doubling down on ETFs.
In this episode of ETF Rundown with Vince Molinari, we talk with Jerry Hicks, CEO of Optica Capital. Jerry discusses CRIT, the importance of rare earth and critical minerals for National Security, and the importance of lithium and gigafactories for the EV revolution.
Are you looking for a way to protect your investments? Axel Merk, President and CIO of Merk Investments, joins us on the ETF Rundown to discuss how the STGF – the Merk Stagflation ETF – can help investors during an occurrence of stagflation. You’ll want to hear what Axel says about this unique ETF that invests in real estate, oil, gold, and inflation-protected securities. He explains how it works and why it could be a valuable tool for your portfolio. Learn more now and see if this ETF is right for you!
We are joined by Yung Lim, CEO of FolioBeyond. He begins by discussing the current state of the economy and the recent rise in interest rates. He goes on to introduce RISR (FolioBeyond Rising Rates ETF), explaining how it can offer protection for rising interest rates while still generating current income from more stable ones. He also discusses how the fund can help to offset the effects of the Federal Reserve’s balance-sheet shrinkage, and how it differs from other similar strategies. Ultimately, he provides a comprehensive overview of how this ETF can be used to provide protection in a rising interest rate environment.
Vince Molinari is joined by Michael Winter, Founder, CEO, and CIO of Leatherback Asset Management. They discuss the Leatherback Long/Short Alternative Yield ETF (LBAY), which aims to provide a liquid alternative ETF. Michael explains that the algorithm driving the LBAY strategy is active management, and how the strategy has proven to be a viable workaround for rising interest rates. Whether you’re an ETF investor or just curious about ETFs, this episode provides a great introduction to the world of alternative yield strategies.
Advocate Capital Management’s Founder and CEO, Scott Peng join us today on the ETF Rundown with Vince Molinari straight from the NYSE to share how his company provides portfolio protection strategies for various formats even encapsulating ETFs. He also explains how RRH (Advocate Rising Rate Hedge ETF) is a multi-strategy, multi-asset portfolio-based protection that can help anyone secure their assets.
Vegtech Invest Co-Founder & CEO Elysabeth Alfano explains the Vegtech Plant-Based Innovation and Climate ETF at the NYSE ETF Rundown with Vince Molinari. She zooms in on how her plant-based initiative is targeting Animal Agriculture as an environmental pain point.
NYSE's Judy Shaw sits down with Index IQ's Ian Forrest for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Fidelity's Greg Friedman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with State Street's Matt Bartolini for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Bondbloxx's Joanna Gallegos for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with US Bank's Michael Barolsky for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with DoubleLine's Jeffrey Sherman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with TrueMark's Mike Loukas for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Index IQ's Ian Forrest for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Fidelity's Greg Friedman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with State Street's Matt Bartolini for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Bondbloxx's Joanna Gallegos for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with US Bank's Michael Barolsky for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with DoubleLine's Jeffrey Sherman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with TrueMark's Mike Loukas for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.