ETF Prime

Andrea Eisfeldt, Professor of Finance at UCLA, explains the indices underpinning two Simplify ETFs focused on companies with high levels of intangible capital. VettaFi’s Roxanna Islam discusses Tradr ETFs, the Research Affiliates Deletions ETF (NIXT), gold ETF flows, spot ether ETFs, and more.

ERShares Founder Joel Shulman goes in-depth on what’s being called the first ever private-public crossover ETF, the appropriately named Entrepreneur Private-Public Crossover ETF (XOVR). VettaFi’s Todd Rosenbluth discusses Nvidia from an ETF angle, highlighting products with varying exposure to the high-flying stock.

Bloomberg’s Eric Balchunas discusses his top ETF stories, industry “white space”, crypto ETFs, and much more. VettaFi’s Cinthia Murphy offers perspective on the future of ARK Invest and Cathie Wood.

Strategas’ Todd Sohn highlights the industry’s chase for record inflows and discusses everything from recent ETF filings to market concentration risk. VettaFi’s Kirsten Chang talks new ETF launches, small caps, REITs, and much more.

Franklin Templeton’s David Mann highlights the firm’s diverse ETF lineup and offers perspective on stocks, bonds, and crypto. VettaFi’s Zeno Mercer goes in-depth on the “Magnificent Seven” stocks.

State Street’s George Milling-Stanley goes in-depth on the current gold market, physical gold ETFs, and crypto. VettaFi’s Roxanna Islam explores the world of defined outcome ETFs.

VettaFi’s Todd Rosenbluth offers key takeaways from State Street’s 2024 ETF Impact survey. Grayscale’s John Hoffman discusses the debut of spot ether ETFs and the firm’s competitive positioning in the crypto ETF market. Macquarie’s Brad Klapmeyer spotlights their Focused Large Growth ETF (LRGG).

Bitwise’s Matt Hougan goes in-depth on the debut of spot ether ETFs, explaining everything from how they work to the investment case for ether. VettaFi’s Lara Crigger also covers the launch of spot ether ETFs and discusses the recent rotation into small cap stocks.

Dimensional’s Kaitlin Hendrix explains the firm’s new unified managed account platform, which enables financial advisors to scale with Dimensional or non-Dimensional ETF model management and customize with Dimensional SMAs. VettaFi’s Cinthia Murphy highlights the top 20 active ETFs by inflows in 2024.

Global X’s Rohan Reddy goes in-depth on the investment case for uranium and the Global X Uranium ETF (URA). VettaFi’s Kirsten Chang recaps second quarter ETF flows and looks ahead to the remainder of 2024.

BlackRock’s Dhruv Nagrath discusses the rise of bond ETFs and offers perspective on current fixed income markets. VettaFi’s Roxanna Islam explains a massive tech ETF rebalance and previews the expected debut of spot ether ETFs.

Vanguard’s Ryan Barksdale discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management. VettaFi’s Stacey Morris highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and the upcoming election on the category.

Cboe’s Rob Marrocco goes around the world of ETFs, discussing everything from the potential ETF share class structure to what comes next for the industry. VettaFi’s Lara Crigger highlights year-to-date ETF flows, provides an update on spot ether ETFs, and goes in-depth on the prospective Texas Stock Exchange.

Avantis Chief Investment Strategist Phil McInnis discusses the firm’s impressive growth and then dives into active ETFs covering small cap value and international equities. VettaFi’s Todd Rosenbluth offers insight into the latest advisor polling data from their recently held Alternatives Symposium.

Bloomberg’s Eric Balchunas and Van Buren Capital’s Scott Johnsson discuss the SEC’s apparent pivot on spot ether ETFs and everything that might come next. VettaFi’s Cinthia Murphy also touches on the spot ether ETF drama and then dives into the world of alternative ETFs.

ETF industry veteran Dave Nadig covers a range of topics including crypto ETFs, the multi share class fund structure, Fidelity’s “pay-to-play” scheme, Vanguard’s new CEO, meme stock ETFs, and the biggest threat facing American capitalism. VettaFi’s Kirsten Chang also offers perspective on Vanguard’s new CEO and dives into international equity ETF flows.

VettaFi’s Todd Rosenbluth covers a range of topics including hedge fund managers embracing ETFs, the prospects for spot ether ETFs, lack of investor interest in cannabis ETFs, and a potential shortage of ETF ticker symbols. Bancreek’s Andrew Skatoff discusses his team’s unique experience in the family office world and how they’re taking a quantitative approach to identify “structurally advantaged businesses” found in the Bancreek US Large Cap ETF (BCUS) and Bancreek International Large Cap ETF (BCIL).

VanEck’s Matthew Sigel discusses the upcoming SEC decision on their spot ether ETF filing, the debut of VanEck’s Bitcoin Trust (HODL), and the investment case for ether and bitcoin. K&L Gates’ Rich Kerr provides a unique legal perspective on the recent multi-share class structure filings, spot ether ETFs, and the UK government potentially granting equivalence to US-domiciled ETFs. VettaFi’s Todd Rosenbluth offers new polling data around the ongoing fixed income conundrum.

Panagram’s John Kim goes in depth on the collateralized loan obligation market and CLO ETFs. VettaFi’s Zeno Mercer highlights recent earnings reports from several of the biggest players in artificial intelligence and discusses AI-related ETFs.

VettaFi’s Saleem Khan dives into their latest behavioral intelligence data, highlighting key investing trends among advisors. Strategas’ Chris Verrone explains their recently launched Macro Momentum ETF (SAMM) and offers perspective on the current macro environment.

VettaFi’s Todd Rosenbluth and Kirsten Chang discuss year-to-date ETF flows, along with tackling the challenges presented by fixed income right now. etf.com’s Kristin Myers previews their upcoming 2024 industry awards ceremony and highlights several hot ETF topics.

VettaFi’s Lara Crigger discusses Fidelity’s decision to charge a $100 trading fee on ETFs from issuers who won’t engage in “pay-to-play”. Lara also discusses Cboe’s recent SEC filing which seeks a rule change allowing fund companies to offer an ETF share class of existing mutual funds. Davis Advisors’ Chris Davis goes in-depth on the current stock market environment and the value of active management.

VettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.

VettaFi’s Zeno Mercer discusses the significance of BlackRock launching a tokenized money market fund and offers perspective on the future tokenization of securities. Matthews Asia’s Andrew Mattock highlights the firm’s new Discovery active ETF suite and expands on the investment case for China.

VettaFi’s Lara Crigger parses through first quarter ETF flows, uncovering several interesting stories across stocks, bonds, and alternative assets. Dimensional’s Rob Harvey goes in-depth on the differences between a systematic active approach and traditional indexing.

VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions. Todd and Nate also offer several new prognostications for the remainder of the year.

VettaFi’s Brian Coco explains the index construction process and highlights three future indexing trends. Financial regulation expert Sean Tuffy discusses crypto ETFs, importance of multi share class structure, SEC’s swing pricing proposal, and more. CVA’s Ben Harburg spotlights the Core Values Alpha Greater China Growth ETF (CGRO) and offers the overall investment case for China.

VettaFi’s Zeno Mercer discusses Nvidia, the artificial intelligence boom, and whether investors should be concerned over a top-heavy S&P 500. State Street’s Matt Bartolini offers perspective on the SPDR S&P 500 ETF (SPY) becoming the first ETF to hit $500 billion in assets and also goes in-depth on so-called “concentration risk”. Arch Indices’ Yang Tang explains their approach to optimized portfolios and spotlights the Arch Indices VOI Absolute Income ETF (VWI).

VettaFi’s Lara Crigger goes in-depth on the Simplify Tail Risk Strategy ETF (CYA), which is down nearly 100%. PIMCO’s Greg Hall discusses the potential benefits of active management in fixed income and highlights the firm’s expanding ETF lineup.

ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank’s Cinthia Murphy, and VettaFi’s Todd Rosenbluth to recap the ETF event of the year and discuss the industry’s hottest trends.

VettaFi’s Roxanna Islam offers perspective on the “Magnificent Seven” and their growing concentration in market cap-weighted indices. BondBloxx’s Joanna Gallegos highlights the firm’s unique lineup of precision fixed income ETFs. Goldman Sachs’ Greg Tuorto discusses the Goldman Sachs Small Cap Core Equity ETF (GSC) and the potential opportunity in small cap stocks overall.

BlackRock’s Jay Jacobs discusses the recent debut of the iShares Bitcoin Trust (IBIT) and offers key takeaways from the firm’s 2024 thematic outlook. VettaFi’s Stacey Morris highlights indexes underlying the Texas Capital Texas Oil Index ETF (OILT) and the Alerian MLP Index ETN (AMJB). GMO’s Tom Hancock expands on the quality factor and the GMO U.S. Quality ETF (QLTY).

Jim Bianco, President of Bianco Research Advisors, explains the index behind the WisdomTree Bianco Total Return Fund (WTBN) and offers perspective on interest rates and credit risk. VettaFi’s Zeno Mercer discusses the latest around artificial intelligence, including valuations of companies involved in the space and considerations when gaining exposure through ETFs. Academy Asset Management’s Seth Rosenthal spotlights the Academy Veteran Impact ETF (VETZ).

Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work. VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage. Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).

Hashdex’s Bruno Caratori discusses their Bitcoin ETF (DEFI), the importance of crypto experience, spot bitcoin ETF competitive dynamics, and the role of bitcoin in a portfolio. VettaFi’s Roxanna Islam offers perspective on how the spot bitcoin ETF race might play out. Tema’s Maurits Pot explains their unique, actively managed ETF platform.

Strategas’ Todd Sohn and CFRA’s Aniket Ullal join in a roundtable discussion on several key ETFs and industry trends to watch in 2024. VettaFi’s Lara Crigger offers her ETF predictions for the upcoming year.

VettaFi’s Todd Rosenbluth discusses whether some of the year’s biggest equity ETF stories can carry momentum into 2024. State Street’s Matt Bartolini recaps 2023 ETF flows and highlights three missed opportunities for ETF investors.

VettaFi’s Dave Nadig offers his 2024 ETF predictions. Valkyrie’s Steven McClurg provides an update on the spot bitcoin ETF race.

Morningstar’s Ben Johnson recaps the year in ETFs, discussing the industry’s most noteworthy stories, trends, and players. VettaFi’s Lara Crigger offers her most overlooked ETF stories in 2023.

VettaFi’s Tom Lydon offers perspective on using alternative ETFs in a portfolio.  Madison’s Patrick Ryan discusses the firm’s recent ETF entrance and explains the rise of active ETFs.  Cerulli’s Daniil Shapiro highlights several of the industry’s biggest trends.

VettaFi’s Stacey Morris recaps the year in energy ETFs and offers an outlook for 2024. Honeytree’s Liz Simmie spotlights their recently launched U.S. Equity ETF (BEEZ) which focuses on “responsible growth”. Brown Brothers Harriman’s John Hooson discusses the potential pros and cons of ETFs moving to T+1 settlement next year.

Bloomberg’s Eric Balchunas goes around the world of ETFs, highlighting the industry’s top stories, key trends, and future opportunities. VettaFi’s Zeno Mercer offers the current state of play in artificial intelligence and ETFs investing in the space.

VettaFi’s Dave Nadig discusses some of the most surprising successes and failures in the world of ETFs this year.  Gabelli’s Tony Bancroft, a former F/A-18 Hornet fighter pilot, spotlights the Gabelli Commercial Aerospace & Defense ETF (GCAD).

VettaFi’s Lara Crigger discusses ARK Invest’s future, Fidelity’s recent ETF share class filing, and key stories to watch the remainder of the year. etf.com’s Jeff Benjamin offers an inside look at how the media covers ETFs, including important tips for financial advisors and industry professionals seeking exposure.

Bloomberg’s James Seyffart offers the latest on the spot bitcoin ETF race and also discusses ether futures ETFs, spot ether ETFs, and crypto equity ETFs. VettaFi’s Todd Rosenbluth highlights Vanguard’s ETF success and covers a range of other topics including recent launches from Morgan Stanley and iShares.

Research Affiliates’ Rob Arnott offers his views on the current market environment and the future of smart beta.  VettaFi’s Tom Lydon discusses the recent fake bitcoin ETF news, equity market technicals, TLT inflows, and ETF stories to watch the remainder of the year.

VettaFi’s Roxanna Islam discusses the underwhelming debut of ethereum futures ETFs. Baird’s Rich Lee talks recent ETF trading volumes, S&P 500 concentration risk, active management, and ETFs moving to T+1 settlement. Texas Capital’s Ed Rosenberg spotlights the Texas Capital Texas Equity Index ETF (TXS).

VettaFi’s Tom Hendrickson and Jane Edmonson discuss the firm’s recent acquisition of EQM Indexes and offer several predictions on the future of thematic investing. F/m Investments’ Alex Morris explains why the firm is pursuing a mutual fund share class of their single treasury bond ETFs. Vanguard’s Rich Powers highlights their private equity offering and its potential benefits to investors.

VettaFi’s Todd Rosenbluth discusses potential ETF industry impact of the SEC adopting amendments to the “Names Rule” and also covers several recent topics including the first defined maturity TIPS ETFs and Schwab’s fee cuts. BNY Mellon’s Matt Camuso offers a framework for incorporating actively managed ETFs into a portfolio. Neuberger Berman’s Hakan Kaya goes in-depth on their Commodity Strategy ETF (NBCM) and offers an outlook for the commodities complex.

VettaFi’s Dave Nadig covers the launch of the first ETF holding 0DTE options, along with IPOs in ETFs, flows, and stories to watch moving forward. Astoria’s John Davi spotlights their recently launched U.S. Quality Kings ETF (ROE) and discusses current model portfolio positioning. Fort Washington Investment Advisors’ Laura Mayfield explains the management process behind two Touchstone ETFs, including their Securitized Income ETF (TSEC).