22 days ago
ARK Invest bought 2.57 million Archer shares for $11.9 million and 753,330 Joby shares for $1.3 million across three ETFs.
Joby is advancing real-world air-taxi flights through an FAA program.
Archer is expanding into defense by acquiring Boeing's Wisk Aero, SkyGrid and Insitu.
Cathie Wood's ARK Invest is doubling down on eVTOL (electric vertical take-off and landing) stocks, buying more than 2.56 million Archer Aviation (ACHR) shares and 753,000 Joby Aviation (JOBY) shares as institutional interest in air taxis and defense aviation heats up.
Both Archer Aviation and Joby Aviation stocks edged up 0.6% and 0.1%, respectively, overnight Tuesday.
#etfs
Joby is advancing real-world air-taxi flights through an FAA program.
Archer is expanding into defense by acquiring Boeing's Wisk Aero, SkyGrid and Insitu.
Cathie Wood's ARK Invest is doubling down on eVTOL (electric vertical take-off and landing) stocks, buying more than 2.56 million Archer Aviation (ACHR) shares and 753,000 Joby Aviation (JOBY) shares as institutional interest in air taxis and defense aviation heats up.
Both Archer Aviation and Joby Aviation stocks edged up 0.6% and 0.1%, respectively, overnight Tuesday.
#etfs
22 days ago
The bigger, the better? Some investors could think so when it comes to S&P 500 (SNPINDEX: ^GSPC) index funds.
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
#nysemkt
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
#nysemkt
1 month ago
No matter how well you plan for retirement, there are surprises that could throw you for a loop. The stock market might crash unexpectedly. Your healthcare costs might increase. Or, worse yet, you could end up needing long-term care at some point.
But one hiccup you should know to plan for is inflation. Over time, the cost of living is likely to rise. And if you aren't prepared, you could easily end up losing out on buying power. These two adjustments to your retirement plan could help you avoid that fate.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
It's fairly common for retirees to reduce their stock holdings to minimize risk in their portfolios. But while it's OK to de-risk to some degree, you don't want to dump your stocks completely. Doing so could cause your portfolio to trail inflation, leading you to lose buying power and putting your savings at risk of being depleted.
If you're not comfortable holding individual stocks in retirement, buy shares of an S&P 500 exchange-traded fund (ETF). This effectively gives you exposure to the market. Or load up on dividend ETFs that generate steady income.
#plan #market
But one hiccup you should know to plan for is inflation. Over time, the cost of living is likely to rise. And if you aren't prepared, you could easily end up losing out on buying power. These two adjustments to your retirement plan could help you avoid that fate.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
It's fairly common for retirees to reduce their stock holdings to minimize risk in their portfolios. But while it's OK to de-risk to some degree, you don't want to dump your stocks completely. Doing so could cause your portfolio to trail inflation, leading you to lose buying power and putting your savings at risk of being depleted.
If you're not comfortable holding individual stocks in retirement, buy shares of an S&P 500 exchange-traded fund (ETF). This effectively gives you exposure to the market. Or load up on dividend ETFs that generate steady income.
#plan #market
1 month ago
A 2022 Nasdaq crash turned $10,000 into just $2,100 with TQQQ but preserved $3,900 with QLD's lower 2x leverage.
Recovering from TQQQ's 79% loss requires a 376% gain just to break even, making the extra leverage a costly bet.
QLD's 5-year annualized return of 17% beat TQQQ's 15% as volatility drag quietly eroded the extra leverage's advantage.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Leveraged ETFs have become an increasingly popular way to participate in the recent AI-driven technology boom. One such fund favored by investors and traders alike is the ProShares UltraPro QQQ (NASDAQ:TQQQ), an ETF that targets three times the Nasdaq's daily return. For investors who are uncomfortable with the 3x target, the ProShares Ultra QQQ (NYSEARCA:QLD) offers similar exposure but targets 2x the Nasdaq-100's daily move. When the Nasdaq is advancing higher, TQQQ seems like the obvious choice, but during a serious selloff, the reduced leverage of QLD can dramatically change the amount of capital left standing when the decline is over.
#leverage
Recovering from TQQQ's 79% loss requires a 376% gain just to break even, making the extra leverage a costly bet.
QLD's 5-year annualized return of 17% beat TQQQ's 15% as volatility drag quietly eroded the extra leverage's advantage.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Leveraged ETFs have become an increasingly popular way to participate in the recent AI-driven technology boom. One such fund favored by investors and traders alike is the ProShares UltraPro QQQ (NASDAQ:TQQQ), an ETF that targets three times the Nasdaq's daily return. For investors who are uncomfortable with the 3x target, the ProShares Ultra QQQ (NYSEARCA:QLD) offers similar exposure but targets 2x the Nasdaq-100's daily move. When the Nasdaq is advancing higher, TQQQ seems like the obvious choice, but during a serious selloff, the reduced leverage of QLD can dramatically change the amount of capital left standing when the decline is over.
#leverage
1 month ago
HDV has outpaced VYM by nearly 9 points year-to-date in 2026 while paying a 3.34% yield versus VYM's 2.20%.
HDV's 75-stock tilt toward energy, healthcare, and staples drives its 2026 edge but can lag equally in growth-led markets.
Taxable investors switching from VYM should redirect new contributions into HDV rather than selling lots with large embedded capital gains.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
If you own the Vanguard High Dividend Yield ETF (NYSEARCA:VYM), you own it for a good reason. VYM tracks the FTSE High Dividend Yield Index, holds roughly 500 above-average payers, and delivers a broad, cheap slice of dividend-paying American stocks. It is one of the most widely held income ETFs on the market, and for buy-and-hold investors who want a diversified basket of yielders without thinking too hard about it, VYM has done its job. But in 2026, VYM is losing ground to a much smaller, more concentrated peer from BlackRock that pays a higher yield and follows a very different rulebook.
#same
HDV's 75-stock tilt toward energy, healthcare, and staples drives its 2026 edge but can lag equally in growth-led markets.
Taxable investors switching from VYM should redirect new contributions into HDV rather than selling lots with large embedded capital gains.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
If you own the Vanguard High Dividend Yield ETF (NYSEARCA:VYM), you own it for a good reason. VYM tracks the FTSE High Dividend Yield Index, holds roughly 500 above-average payers, and delivers a broad, cheap slice of dividend-paying American stocks. It is one of the most widely held income ETFs on the market, and for buy-and-hold investors who want a diversified basket of yielders without thinking too hard about it, VYM has done its job. But in 2026, VYM is losing ground to a much smaller, more concentrated peer from BlackRock that pays a higher yield and follows a very different rulebook.
#same
1 month ago
JEPI, DIVO, and GPIX each pay near 8% monthly yields while growing share price by writing calls on only a portion of holdings.
GPIX has beaten SPY with an 80% return since its 2023 launch by capping its options overlay at just 25 to 75% of the portfolio.
DIVO's tactical options sleeve delivers a lower 6% yield but drives 72% five-year price appreciation, nearly matching SPY's gains.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
Covered call ETFs have a reputation problem. For years, the category was defined by funds like QYLD and XYLD that wrote at-the-money calls on entire index portfolios, harvested rich premiums, and quietly bled principal every time markets rallied. Investors got their monthly check and watched their share price drift lower. That is the trap worth avoiding.
#gpix #calls #lower #years
GPIX has beaten SPY with an 80% return since its 2023 launch by capping its options overlay at just 25 to 75% of the portfolio.
DIVO's tactical options sleeve delivers a lower 6% yield but drives 72% five-year price appreciation, nearly matching SPY's gains.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
Covered call ETFs have a reputation problem. For years, the category was defined by funds like QYLD and XYLD that wrote at-the-money calls on entire index portfolios, harvested rich premiums, and quietly bled principal every time markets rallied. Investors got their monthly check and watched their share price drift lower. That is the trap worth avoiding.
#gpix #calls #lower #years
1 month ago
1 month ago
(Table below reflects daily flows on September 17, 2026 and **** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#league #welcome #etfs
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#league #welcome #etfs
1 month ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
When the stock market dips and investors are concerned about inflation, gold's price tends to increase.
Gold has historically held its value and increased in price over time, making it a useful long-term investment tool.
Investors can use gold as a safe-haven ****** et by buying physical gold coins or bars, gold exchange-traded funds (ETFs), or gold mining stocks.
Gold is a safe-haven investment, meaning its value remains steady or even increases during periods of economic uncertainty. Unlike stocks, the price of gold isn't tied to a single country or company, and gold has been a valuable ****** et for centuries.
#investors #investment #safe #advertiser
When the stock market dips and investors are concerned about inflation, gold's price tends to increase.
Gold has historically held its value and increased in price over time, making it a useful long-term investment tool.
Investors can use gold as a safe-haven ****** et by buying physical gold coins or bars, gold exchange-traded funds (ETFs), or gold mining stocks.
Gold is a safe-haven investment, meaning its value remains steady or even increases during periods of economic uncertainty. Unlike stocks, the price of gold isn't tied to a single country or company, and gold has been a valuable ****** et for centuries.
#investors #investment #safe #advertiser
1 month ago
While it's extremely difficult to predict a stock market pullback, there are certainly harbingers that the market could be in for a rough ride over the coming month. The September-October period ahead of U.S. mid-term elections is historically a volatile one. In fact, Cantor Fitzgerald notes that the S&P 500 index has fallen by 5% or more during these two months in 15 of the past 24 midterm election cycles.
At the same time, two major market valuation indicators point to stocks being at extremely frothy valuations. The S&P 500 Shiller CAPE (cyclically adjusted price-to-earnings) ratio is at over 40 times for the first time since before the dot.com market crash. The so-called Buffett indicator (U.S. stock market value divided by gross domestic product), named after Warren Buffett, is over 230%, well above the 120% where the market is considered overvalued. Throw in a war and a stressed consumer, and the ingredients for a market pullback are there.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
There is no guarantee of a big market dip, and even if there were one, I wouldn't panic. Instead, I'd view it as a strong buying opportunity. AI has changed the equation, leading to big productivity gains that are just beginning, and stocks are generally cheap on a forward basis. The market today is very different than in the past. The S&P 500 is no longer led by cyclical and financial companies. Instead, it's dominated by large tech companies with strong balance sheets that produce enormous operating cash flow.
Let's look at five exchange-traded funds (ETFs) to scoop up if the market dips in the coming month.
#NVIDIA #time #pullback
At the same time, two major market valuation indicators point to stocks being at extremely frothy valuations. The S&P 500 Shiller CAPE (cyclically adjusted price-to-earnings) ratio is at over 40 times for the first time since before the dot.com market crash. The so-called Buffett indicator (U.S. stock market value divided by gross domestic product), named after Warren Buffett, is over 230%, well above the 120% where the market is considered overvalued. Throw in a war and a stressed consumer, and the ingredients for a market pullback are there.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
There is no guarantee of a big market dip, and even if there were one, I wouldn't panic. Instead, I'd view it as a strong buying opportunity. AI has changed the equation, leading to big productivity gains that are just beginning, and stocks are generally cheap on a forward basis. The market today is very different than in the past. The S&P 500 is no longer led by cyclical and financial companies. Instead, it's dominated by large tech companies with strong balance sheets that produce enormous operating cash flow.
Let's look at five exchange-traded funds (ETFs) to scoop up if the market dips in the coming month.
#NVIDIA #time #pullback
1 month ago
Ethereum runs smart contracts on a proof-of-stake network where over a third of circulating ETH is staked, earning low single-digit yields.
Over five years, Bitcoin gained 58% while Ethereum lost 30%, exposing a stark performance gap despite Ethereum's expanding platform usage.
Spot Ethereum ETFs exclude staking yield, and IRS tax uncertainty on staking rewards continues to limit institutional capital from participating.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Ethereum (CRYPTO:ETH) is a blockchain built to run programs, which is why people point to it when they say crypto can do more than move money. Developers deploy code to it, users call that code, and the network's native token, ETH, pays for the computing power behind every transaction.
#ethereum #Crypto #stocks #enter
Over five years, Bitcoin gained 58% while Ethereum lost 30%, exposing a stark performance gap despite Ethereum's expanding platform usage.
Spot Ethereum ETFs exclude staking yield, and IRS tax uncertainty on staking rewards continues to limit institutional capital from participating.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Ethereum (CRYPTO:ETH) is a blockchain built to run programs, which is why people point to it when they say crypto can do more than move money. Developers deploy code to it, users call that code, and the network's native token, ETH, pays for the computing power behind every transaction.
#ethereum #Crypto #stocks #enter
1 month ago
SGOV, JPST, and VTIP create a layered cash reserve covering one to five years, shielding equities from forced sales in a bear market.
Drawdowns from 2000 to 2007 and 2008 to 2013 both lasted multiple years, proving one year of T-bills forces equity sales at the worst possible time.
VTIP adjusts principal with CPI and delivers a 2.42% real yield, protecting purchasing power when inflation surprises retirees in years four and five.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
You retired into a market that rewards patience and punishes forced sellers. The bucket strategy answers a single question: how much of your spending can you cover without touching stocks when the S&P falls 30%? Guess one year, and a prolonged drawdown forces you to sell equities at the bottom. Guess five, and you drag on returns. The middle path is a laddered cash reserve, and three ETFs do the heavy lifting: iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV), JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST), and Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP).
#vtip
Drawdowns from 2000 to 2007 and 2008 to 2013 both lasted multiple years, proving one year of T-bills forces equity sales at the worst possible time.
VTIP adjusts principal with CPI and delivers a 2.42% real yield, protecting purchasing power when inflation surprises retirees in years four and five.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
You retired into a market that rewards patience and punishes forced sellers. The bucket strategy answers a single question: how much of your spending can you cover without touching stocks when the S&P falls 30%? Guess one year, and a prolonged drawdown forces you to sell equities at the bottom. Guess five, and you drag on returns. The middle path is a laddered cash reserve, and three ETFs do the heavy lifting: iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV), JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST), and Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP).
#vtip
1 month ago
Five covered-call ETFs yield 8% to 14% monthly by writing options against large-cap U.S. equity portfolios, putting them at double to triple the 10-year Treasury rate near 5%.
Nasdaq-100 funds post higher yields than S&P 500 funds because greater implied volatility generates fatter option premiums, but they cap upside during rallies.
QQQI delivers the group's top 14% yield with roughly 99% of 2025 distributions classified as return of capital, deferring taxes rather than creating current income.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Income investors heading into the fourth quarter face a market where the 10-year Treasury yield is near 5%, yet a cluster of options-income ETFs still pays roughly double to triple that rate every month. The five funds on this list — JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD), Goldman Sachs Nasdaq-100 Premium Income ETF (NASDAQ:GPIQ), NEOS S&P 500 High Income ETF (NYSEARCA:SPYI), and NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), all sit in an 8% to 14% trailing yield band while distributing cash monthly.
#NASDAQ #high #etfs #treasury
Nasdaq-100 funds post higher yields than S&P 500 funds because greater implied volatility generates fatter option premiums, but they cap upside during rallies.
QQQI delivers the group's top 14% yield with roughly 99% of 2025 distributions classified as return of capital, deferring taxes rather than creating current income.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Income investors heading into the fourth quarter face a market where the 10-year Treasury yield is near 5%, yet a cluster of options-income ETFs still pays roughly double to triple that rate every month. The five funds on this list — JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD), Goldman Sachs Nasdaq-100 Premium Income ETF (NASDAQ:GPIQ), NEOS S&P 500 High Income ETF (NYSEARCA:SPYI), and NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), all sit in an 8% to 14% trailing yield band while distributing cash monthly.
#NASDAQ #high #etfs #treasury
1 month ago
1 month ago
(Table below reflects daily flows on September 16, 2026 and ***** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#september #welcome #factset
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#september #welcome #factset
1 month ago
Virtus Investment Partners, Inc. (NYSE:VRTS) reported on September 11 that preliminary ****** ets under management, or AUM, totaled $147.501 billion at August-end, compared with $148.874 billion at July-end. That represents a $1.373 billion decline, or approximately 0.9%.
Management identified net outflows in institutional accounts, retail separate accounts, U.S. retail funds and global funds, partly offset by positive flows into exchange-traded funds, or ETFs, and tender-offer funds.
Positive market performance partly offset net outflows. The $1.373 billion AUM decline therefore differs from net client withdrawals, which the announcement did not quantify. The underlying business question is whether products attracting new money can become large enough to stabilize the revenue base.
Virtus Investment Partners, Inc. (NYSE:VRTS) has identifiable sources of customer demand. Positive net flows into ETFs and tender-offer funds provide a route toward a more balanced product mix.
ETF demand also appeared in the second quarter, when these products attracted $0.3 billion of net inflows. August's positive flows suggest the opportunity extends beyond a single reporting period.
#virtus #investment #partners
Management identified net outflows in institutional accounts, retail separate accounts, U.S. retail funds and global funds, partly offset by positive flows into exchange-traded funds, or ETFs, and tender-offer funds.
Positive market performance partly offset net outflows. The $1.373 billion AUM decline therefore differs from net client withdrawals, which the announcement did not quantify. The underlying business question is whether products attracting new money can become large enough to stabilize the revenue base.
Virtus Investment Partners, Inc. (NYSE:VRTS) has identifiable sources of customer demand. Positive net flows into ETFs and tender-offer funds provide a route toward a more balanced product mix.
ETF demand also appeared in the second quarter, when these products attracted $0.3 billion of net inflows. August's positive flows suggest the opportunity extends beyond a single reporting period.
#virtus #investment #partners
1 month ago
The name "351 Exchange" comes from Section 351 of the Internal Revenue Code ("IRC"). Section 351 permits a person to contribute appreciated property in exchange for shares of a newly formed corporation without recognizing a taxable event at the time of transfer, if certain rules are met.
In this application, the property being contributed is shares of stock or ETFs, in exchange for shares of a newly formed corporation, a new ETF.
To qualify, here are a few rules:
1) The contributor must be an eligible participant. In short, most can participate, but C corporations can cause issues, so they are generally excluded.
2) Each contributor must contribute a diversified portfolio. Diversification is defined by the IRS with two tests applied to each contributor's portfolio: Of the contributed portfolio, (1) the weight of the largest position must be no more than 25%, and (2) the sum of the weights of the top 5 positions must be no more than 50%.
#exchange #shares #section #contribute
In this application, the property being contributed is shares of stock or ETFs, in exchange for shares of a newly formed corporation, a new ETF.
To qualify, here are a few rules:
1) The contributor must be an eligible participant. In short, most can participate, but C corporations can cause issues, so they are generally excluded.
2) Each contributor must contribute a diversified portfolio. Diversification is defined by the IRS with two tests applied to each contributor's portfolio: Of the contributed portfolio, (1) the weight of the largest position must be no more than 25%, and (2) the sum of the weights of the top 5 positions must be no more than 50%.
#exchange #shares #section #contribute
1 month ago
A UTMA custodial account requires no attorney, costs nothing to open, and lets married couples contribute $38,000 annually per grandchild without triggering gift-tax reporting.
VOO anchors the portfolio at 60-70% with a 0.03% expense ratio, while SCHG's 447% 10-year return earns it a 20-25% growth slice.
Custodial account funds legally become the grandchild's property at 18 or 21, so grandparents who want spending control should use a 529 instead.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
You want to hand each grandchild a serious head start without the complicated legal setup. Skip the trust attorney. A custodial account under the Uniform Transfers to Minors Act (UTMA) can be opened in an afternoon at any major brokerage, and three low-cost ETFs can do the work for the next 15 to 20 years: the Vanguard S&P 500 ETF (NYSEARCA:VOO), the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and the iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG). Three tickers, one account per grandchild, and time on your side.
#custodial #three
VOO anchors the portfolio at 60-70% with a 0.03% expense ratio, while SCHG's 447% 10-year return earns it a 20-25% growth slice.
Custodial account funds legally become the grandchild's property at 18 or 21, so grandparents who want spending control should use a 529 instead.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
You want to hand each grandchild a serious head start without the complicated legal setup. Skip the trust attorney. A custodial account under the Uniform Transfers to Minors Act (UTMA) can be opened in an afternoon at any major brokerage, and three low-cost ETFs can do the work for the next 15 to 20 years: the Vanguard S&P 500 ETF (NYSEARCA:VOO), the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and the iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG). Three tickers, one account per grandchild, and time on your side.
#custodial #three
1 month ago
(Table below reflects daily flows on September 15, 2026 and ***** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#brand #september #welcome
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#brand #september #welcome
1 month ago
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Wealth management firms aren't the only ones trying to be one-stop shops.
Earlier this month, the cryptocurrency exchange Binance began offering direct access to options on more than 1,000 US stocks and ETFs. Although these **** ets are currently available only to international customers, it's the latest effort by a major crypto operation to make its mark on the world of traditional finance, and vice versa, as crypto ETFs' popularity continues to attract broker-dealers and banks. The move also signals the platform's goal of presenting itself to investors as more than just a crypto marketplace.
"Binance increasingly wants to be viewed as a full investment platform," said Hesom Parhizkar, cofounder of AdvizorPro. "Crypto remains a relatively small pool of **** ets compared with the enormous traditional wealth management and RIA markets, so offering stocks, ETFs and related products gives Binance access to a much larger opportunity."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#daily #upside #wealth #investors
Wealth management firms aren't the only ones trying to be one-stop shops.
Earlier this month, the cryptocurrency exchange Binance began offering direct access to options on more than 1,000 US stocks and ETFs. Although these **** ets are currently available only to international customers, it's the latest effort by a major crypto operation to make its mark on the world of traditional finance, and vice versa, as crypto ETFs' popularity continues to attract broker-dealers and banks. The move also signals the platform's goal of presenting itself to investors as more than just a crypto marketplace.
"Binance increasingly wants to be viewed as a full investment platform," said Hesom Parhizkar, cofounder of AdvizorPro. "Crypto remains a relatively small pool of **** ets compared with the enormous traditional wealth management and RIA markets, so offering stocks, ETFs and related products gives Binance access to a much larger opportunity."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#daily #upside #wealth #investors
1 month ago
Investors were quick to pull money out of spot Bitcoin (CRYPTO: $BTC) exchange-traded funds (ETFs) after the Clarity Act failed to advance in the U.S. Senate.
Market data shows that a dozen Bitcoin ETFs in the U.S. saw outflows of $450 million U.S. on Sept. 15, the biggest one-day redemption since June 25th of this year.
The outflows came shortly after the U.S. Senate declined to advance the "Digital **** et Market Clarity Act" that would provide a regulatory framework for cryptocurrencies.
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#Crypto
Market data shows that a dozen Bitcoin ETFs in the U.S. saw outflows of $450 million U.S. on Sept. 15, the biggest one-day redemption since June 25th of this year.
The outflows came shortly after the U.S. Senate declined to advance the "Digital **** et Market Clarity Act" that would provide a regulatory framework for cryptocurrencies.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#Crypto
1 month ago
The exchange-traded fund (ETF) market's August numbers look flawless on the surface, until you look at where the money actually went.
The industry held $16.4 trillion in ******* ets through August 31, 2026, with $180 billion in fresh capital pouring in that month alone, 3.8 times the historical August average and the strongest August on record for fund inflows, State Street reported.
New fund creation has been equally prolific, with 1,023 ETFs debuting in the first eight months of 2026, a 52% jump from the previous year's pace.
Active strategies represent more than 80% of the year's new products, and about 25% of August's 134 launches used leveraged or inverse structures, FactSet noted.
Among August's new launches were 18 single-stock ETFs, most of them targeting semiconductor companies to tap into the artificial intelligence infrastructure buildout.
#august #state #street #exchange
The industry held $16.4 trillion in ******* ets through August 31, 2026, with $180 billion in fresh capital pouring in that month alone, 3.8 times the historical August average and the strongest August on record for fund inflows, State Street reported.
New fund creation has been equally prolific, with 1,023 ETFs debuting in the first eight months of 2026, a 52% jump from the previous year's pace.
Active strategies represent more than 80% of the year's new products, and about 25% of August's 134 launches used leveraged or inverse structures, FactSet noted.
Among August's new launches were 18 single-stock ETFs, most of them targeting semiconductor companies to tap into the artificial intelligence infrastructure buildout.
#august #state #street #exchange
1 month ago
U.S. spot Bitcoin ETFs shed $450.4 million on Tuesday, their largest single-day outflow since June 24, according to Decrypt's Bitcoin ETF tracker.
ETFs, or exchange-traded funds, are products that let ordinary investors buy exposure to an ***** et, such as Bitcoin, through a regular brokerage account, without ever touching a crypto wallet. They've been extremely popular since first launching two years ago and have become a proxy for overall market sentiment as money flows in and out of them daily.
Fidelity's FBTC led the exodus Tuesday with $214.8 million pulled out. BlackRock's IBIT lost $161.7 million, Grayscale's GBTC shed $44.1 million, and ARK 21Shares and Bitwise's funds saw smaller withdrawals.
Ethereum ETFs bled another $142.3 million the same day, and XRP funds, smaller and newer, held flat after pulling in $11.3 million the day prior.
Combined, the three ***** et funds lost close to $593 million in a single session—the sharpest one-day pullback crypto ETFs have seen since June, when Bitcoin funds posted their worst month on record.
#million #etfs #since #tuesday
ETFs, or exchange-traded funds, are products that let ordinary investors buy exposure to an ***** et, such as Bitcoin, through a regular brokerage account, without ever touching a crypto wallet. They've been extremely popular since first launching two years ago and have become a proxy for overall market sentiment as money flows in and out of them daily.
Fidelity's FBTC led the exodus Tuesday with $214.8 million pulled out. BlackRock's IBIT lost $161.7 million, Grayscale's GBTC shed $44.1 million, and ARK 21Shares and Bitwise's funds saw smaller withdrawals.
Ethereum ETFs bled another $142.3 million the same day, and XRP funds, smaller and newer, held flat after pulling in $11.3 million the day prior.
Combined, the three ***** et funds lost close to $593 million in a single session—the sharpest one-day pullback crypto ETFs have seen since June, when Bitcoin funds posted their worst month on record.
#million #etfs #since #tuesday
1 month ago
KCHP launched September 15, 2026 on NYSE Arca, giving U.S. investors a single-ticker bet on South Korean semiconductor companies at a 0.65% expense ratio.
Unlike broad Korea funds EWY and FLKR or global chip ETFs SOXX and SMH, KCHP targets only Korean chipmakers but charges more than all of them.
With just one day of trading history and likely wide bid-ask spreads, KCHP carries real liquidity risk on top of concentrated memory-chip exposure.
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The specific index the fund tracks, the method used to weight the holdings (for example, by market value or a capped scheme to prevent one stock from dominating), and the exact number of positions were not spelled out in the data available for this article. Those details sit in the prospectus filed with the SEC, which investors should consult directly.
#korea
Unlike broad Korea funds EWY and FLKR or global chip ETFs SOXX and SMH, KCHP targets only Korean chipmakers but charges more than all of them.
With just one day of trading history and likely wide bid-ask spreads, KCHP carries real liquidity risk on top of concentrated memory-chip exposure.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
The specific index the fund tracks, the method used to weight the holdings (for example, by market value or a capped scheme to prevent one stock from dominating), and the exact number of positions were not spelled out in the data available for this article. Those details sit in the prospectus filed with the SEC, which investors should consult directly.
#korea
1 month ago
Investors were quick to pull money out of spot Bitcoin (CRYPTO: $BTC) exchange-traded funds (ETFs) after the Clarity Act failed to advance in the U.S. Senate.
Market data shows that a dozen Bitcoin ETFs in the U.S. saw outflows of $450 million U.S. on Sept. 15, the biggest one-day redemption since June 25th of this year.
The outflows came shortly after the U.S. Senate declined to advance the "Digital **** et Market Clarity Act" that would provide a regulatory framework for cryptocurrencies.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#outflows #sept
Market data shows that a dozen Bitcoin ETFs in the U.S. saw outflows of $450 million U.S. on Sept. 15, the biggest one-day redemption since June 25th of this year.
The outflows came shortly after the U.S. Senate declined to advance the "Digital **** et Market Clarity Act" that would provide a regulatory framework for cryptocurrencies.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#outflows #sept
1 month ago
XRP dropped 9% on the CLARITY Act's Senate failure, but Coinbase fell 9%, more exposed to the rulebook the bill would have set.
XRP retains its SEC-CFTC commodity classification and 5 live spot ETFs with $1.7 billion in net inflows, keeping its legal floor intact.
XRP has underperformed Bitcoin on every rate release this month, with $1.25 as the critical support heading into the Fed's afternoon decision.
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On Monday, XRP (CRYPTO:XRP) surged 9.8% to $1.49, while Ripple CEO Brad Garlinghouse told the Senate that "the world was watching." However, two days later, the Senate failed to open debate on the CLARITY Act, and XRP fell to $1.28.
#senate #fell #learn #Monday
XRP retains its SEC-CFTC commodity classification and 5 live spot ETFs with $1.7 billion in net inflows, keeping its legal floor intact.
XRP has underperformed Bitcoin on every rate release this month, with $1.25 as the critical support heading into the Fed's afternoon decision.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
On Monday, XRP (CRYPTO:XRP) surged 9.8% to $1.49, while Ripple CEO Brad Garlinghouse told the Senate that "the world was watching." However, two days later, the Senate failed to open debate on the CLARITY Act, and XRP fell to $1.28.
#senate #fell #learn #Monday
2 months ago
2 months ago
(Table below reflects daily flows on September 10, 2026 and **** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#september
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#september
2 months ago
All eyes are on the Fed with another higher than expected reading for core inflation. Jeff Klingelhofer, CFA, Managing Director, Portfolio Manager & Senior Research **** yst, Securitized **** ets at Aristotle Pacific, talks with host Brad Roth on this episode of Behind the Ticker about why the new Fed Chair stepping into an environment of high inflation matters for investors and bonds, and what that means for how the firm is positioning their strategies that include three new ETFs, the Aristotle Core Plus Income ETF (ARCP), the Aristotle Multi-Sector Income ETF (ARMS), and the Aristotle Short Term Income ETF (SDUR).
You can also watch this conversation here or on our YouTube, as well as find it on any of your preferred podcast streaming platforms.
A non-traditional path to fixed income: Jeff Klingelhofer started at PIMCO, moved through Tokyo and London, then took an unexpected detour into a five-person hedge fund during his Chicago MBA. That experience shaped his career trajectory, from building Thornburg's taxable fixed income desk from scratch to joining Aristotle Pacific in 2024.
The relative value philosophy: Instead of chasing yield by taking more risk within a single **** et class, Klingelhofer compares opportunities across all of fixed income, including corporates, ABS, CLOs, bank loans, and more. His go-to example: in 2020, an American Airlines corporate bond and its aircraft-backed EETC priced identically, but a month later one traded at 27 cents on the dollar while the other held at 65 cent, proof that siloed desks miss cross-market mispricing.
Three ETFs, one philosophy: Aristotle Pacific's new suite of SDUR (short-term income), ARCP (core plus), and ARMS (multi-sector income) applies this relative value lens across the risk spectrum, each targeting a different level of duration and credit exposure. All three aim to outperform passive benchmarks through active security selection rather than added risk.
#jeff #etfs
You can also watch this conversation here or on our YouTube, as well as find it on any of your preferred podcast streaming platforms.
A non-traditional path to fixed income: Jeff Klingelhofer started at PIMCO, moved through Tokyo and London, then took an unexpected detour into a five-person hedge fund during his Chicago MBA. That experience shaped his career trajectory, from building Thornburg's taxable fixed income desk from scratch to joining Aristotle Pacific in 2024.
The relative value philosophy: Instead of chasing yield by taking more risk within a single **** et class, Klingelhofer compares opportunities across all of fixed income, including corporates, ABS, CLOs, bank loans, and more. His go-to example: in 2020, an American Airlines corporate bond and its aircraft-backed EETC priced identically, but a month later one traded at 27 cents on the dollar while the other held at 65 cent, proof that siloed desks miss cross-market mispricing.
Three ETFs, one philosophy: Aristotle Pacific's new suite of SDUR (short-term income), ARCP (core plus), and ARMS (multi-sector income) applies this relative value lens across the risk spectrum, each targeting a different level of duration and credit exposure. All three aim to outperform passive benchmarks through active security selection rather than added risk.
#jeff #etfs