ETF Prime

VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.

Nate revisits some of his favorite conversations this year including with Cambria’s Meb Faber, VettaFi’s Dave Nadig and Lara Crigger, Vanguard’s Rich Powers, BNY Mellon’s Ben Slavin, and Grayscale’s Dave LaValle.

VettaFi’s Tom Hendrickson discusses their newly branded platform and offers insight into which equity ETFs are resonating with advisors. Strategas’ Nick Bohnsack goes in-depth on the financial markets and explains their recently launched ETFs. Armada ETF Advisors’ David Auerbach spotlights the Home Appreciation U.S. REIT ETF (HAUS).

ETF Trends’ Dave Nadig explores the potential ramifications of relentless flows into passive investment strategies. Fidelity’s Greg Friedman offers perspective on thematic ETFs. CoinDesk Indices’ Kelly Ye discusses the current crypto markets and the future of digital asset investing.

ETF Trends’ Tom Hendrickson offers new insight into advisor usage of commodity ETFs. Engine No. 1’s Yasmin Dahya Bilger explains how leveraging voting power and actively engaging with companies can drive positive change. The BAD Investment Company’s Tommy Mancuso spotlights the B.A.D ETF (BAD).

ETF Trends’ Lara Crigger highlights concerns over Finra’s “complex” product proposal and offers her take on an SEC probe into ETF revenue-sharing practices.  BNY Mellon’s Ben Slavin covers a range of topics including the Finra proposal, Vanguard’s share class patent, mutual fund to ETF conversions, and crypto ETFs.  Leverage Shares’ Oktay Kavrak discusses their unique lineup of leveraged and inverse ETPs.

ETF Trends’ Tom Lydon talks year-to-date ETF flows and performance. Newfound Research’s Corey Hoffstein explains the concept of “return stacking” and highlights their suite of Structural Alpha model ETF portfolios. Bloomberg’s Eric Balchunas discusses his new book, “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”.

ETF Trends’ Todd Rosenbluth discusses the rise of actively managed ETFs and offers perspective on cannabis ETFs. Poseidon’s Morgan Paxhia explains the investment approach behind the AdvisorShares Poseidon Dynamic Cannabis ETF (PSDN) and what’s next for the cannabis space. Strategy Shares’ David Miller spotlights the Strategy Shares Nasdaq 7HANDL Index ETF (HNDL).

ETF Prime Host Nate Geraci is joined by ETF Trends’ Dave Nadig and Todd Rosenbluth, along with Advisor Circle’s John Swolfs, to recap the ETF event of the year.

ETF Trends’ Lara Crigger discusses new volatility ETFs, Morgan Stanley’s ETF entrance, and Charles Schwab’s direct indexing platform. State Street’s Matt Bartolini dissects year-to-date ETF flows and offers a prediction on active ETFs. V-Square’s Mamadou-Abou Sarr spotlights the V-Shares U.S. Leadership Diversity ETF (VDNI).

ETF Trends’ Todd Rosenbluth explains where advisors are seeking income given inflation concerns. iShares’ Sarah Kjellberg and MSCI’s Guillermo Cano discuss the impact of Russia’s invasion of Ukraine on ESG ratings and the energy transition. FolioBeyond’s Dean Smith spotlights their Rising Rates ETF (RISR) and offers perspective on current fixed income markets.

ETF Trends’ Tom Lydon discusses the results of a recent advisor survey on the financial markets and managing client portfolios. Nasdaq’s Giang Bui dives into another new survey on how “ETPs are empowering the next generation of investors”. Kelly ETFs’ CEO Kevin Kelly spotlights their recently launched ETF lineup including the Kelly Residential & Apartment Real Estate ETF (RESI).

ETF Trends’ Lara Crigger discusses surging investor interest in commodity ETFs. Global X’s Jon Maier goes in-depth on the current financial markets and highlights several thematic ETFs. Loup Funds’ Gene Munster explains the investment case for the index behind the Innovator Loup Frontier Tech ETF (LOUP).

ETF Trends’ Dave Nadig offers the latest on Russia ETFs, along with Emerging Market ETFs with exposure to Russian securities. Emles’ Gabriel Hammond explains their approach to the ETF market and spotlights several ETFs including the Emles Federal Contractors ETF (FEDX).

ETF Trends’ Tom Hendrickson discusses how recent geopolitical events are impacting the ETF world and investor behavior. Direxion’s Dave Mazza offers perspective on the current market environment and spotlights several thematic ETFs including the Direxion mRNA ETF (MSGR). Infrastructure Capital’s Jay Hatfield explains the investment process behind the recently launched InfraCap Equity Income Fund (ICAP).

ETF Trends’ Tom Lydon discusses ETF flows and performance, including ARK’s recent challenges. Northern Trust’s Michael Natale goes in-depth on inflation hedging a portfolio. Amplify’s Christian Magoon spotlights their recently launched Inflation Fighter ETF (IWIN) and talks bitcoin ETFs.

Grayscale’s Dave LaValle goes in-depth on their efforts to bring a spot bitcoin ETF to market and also highlights the recently launched Future of Finance ETF (GFOF). ETF Trends’ Tom Hendrickson discusses the Bitwise/ETF Trends 2022 Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets. Astoria’s John Davi explains the investment case for the AXS Astoria Inflation Sensitive ETF (PPI).

ETF Trends’ Dave Nadig dives into several topics including ARK Invest filing for an interval fund, passive ETF rebalancing costs, and violent price swings in stocks such as Facebook and Amazon. CAIA Association’s John Bowman discusses alternative investments, crypto, tokenization, and democratizing investing. Upholdings’ Robert Cantwell spotlights the Compound Kings ETF (KNGS), the first-ever hedge fund to ETF conversion.

ETF Trends’ Lara Crigger covers a range of topics including ARK’s recent challenges, gold ETF inflows, bitcoin ETFs, and the impact of proposed GICS sector changes. Dimensional’s Dave Plecha discusses the firm’s unique approach to fixed income and highlights their recently launched suite of bond ETFs. Advisor Circle’s Matt Middleton and Ritholtz’s Josh Brown offer a sneak preview of the upcoming Future Proof festival.

Vanguard’s Rich Powers discusses their record-breaking 2021, ETF fee competition, concerns over the rise of indexing, and the looming expiration of their unique, patented share class structure. ETF Trends’ Tom Hendrickson shares polling results from their recent investor symposium held alongside Investopedia. Kelly Hunt PLLC’s Aisha Hunt offers a behind-the-scenes look at the legal and regulatory side of ETFs, including bitcoin ETFs and mutual fund to ETF conversions.

Jim Ross, who was instrumental in the launch of the first U.S.-listed ETF, discusses the industry’s past, present, and future. ETF Trends’ Tom Lydon offers perspective on the recent challenges facing ARK Invest and Cathie Wood. Diamond Standard’s Cormac Kinney explains his efforts to bring a physically-backed diamond ETF to market.

ETF Trends’ Dave Nadig and Host Nate Geraci debate 2022 ETF predictions. WisdomTree’s Jeremy Schwartz explains the firm’s push into the digital asset space. Wilshire’s Wade Guenther spotlights the wShares Enhanced Gold Trust (WGLD) and discusses past efforts to bring a Bitcoin & Treasury ETF to market.

ETF Trends’ Lara Crigger highlights several new ETFs expected this year, along with broader trends in product launches.  Cambria’s Meb Faber discusses global stock valuations and the case for investing internationally.  Bloomberg’s James Seyffart previews the year in ETFs, including an in-depth look at the prospects for a spot bitcoin ETF.

ETF Trends’ Tom Lydon discusses 2021’s best and worst performing ETFs, along with key portfolio considerations for 2022. Tuttle Capital’s Matt Tuttle spotlights their Short Innovation ETF (SARK), which seeks to provide daily inverse exposure to the ARK Innovation ETF (ARKK).

Tom Hendrickson, President of ETF Trends & ETF Database, recaps the most popular ETF stories on their platform this year. Morningstar’s Ben Johnson offers his perspective on 2021’s top ETF stories, along with a prediction for 2022. Toroso’s Michael Gayed spotlights the ATAC U.S. Rotation ETF (RORO) and the ATAC Credit Rotation ETF (JOJO).

ETF Trends’ Dave Nadig discusses the state of ETFs and the financial markets. Strategic Wealth Partners’ Shana Sissel also offers perspective on the current market environment and explains how she’s using ETFs. Aberdeen’s Bob Minter highlights their suite of commodity and precious metal ETFs.

ETF Trends’ Lara Crigger discusses the proliferation of crypto-related ETFs, along with Grayscale’s latest argument for a spot bitcoin ETF. CFRA’s Todd Rosenbluth offers his top ETF stories of 2021 and looks ahead to 2022. Life + Liberty Indexes’ Perth Tolle spotlights the Freedom 100 Emerging Markets ETF (FRDM).

ETF Trends’ Tom Lydon discusses the expanding role of social media for financial advisors and previews 2022’s ETF event of the year. CryptoSlam’s Randy Wasinger goes in-depth on non-fungible tokens (NFTs). Onramp’s Caitlin Cook highlights the importance of crypto education.

ETF Trends’ Tom Hendrickson offers insight into where investors are turning for portfolio inflation hedges. Federated Hermes’ Brandon Clark explains their decision to enter the ETF market. KraneShares’ Luke Oliver spotlights two of the year’s biggest stories, a China Internet ETF and a Global Carbon Credit ETF.

Nate revisits some of his favorite conversations this year including with Research Affiliates’ Rob Arnott, investing legend Burton Malkiel, Interactive Brokers’ Thomas Peterffy, Simplify ETFs’ Harley Bassman, Guinness Atkinson’s Jim Atkinson, ProShares’ Simeon Hyman, and BlackRock’s Armando Senra.

ETF Trends’ Dave Nadig discusses whether decentralized finance (DeFi) will ultimately replace the current ETF structure. ICI’s Keith Lawson explains why Senator Ron Wyden’s proposed ETF tax change is misguided. Stance Capital’s Bill Davis spotlights the Stance Equity ESG Large Cap Core ETF (STNC).

ETF Trends’ Lara Crigger highlights 2021’s ESG ETF success stories and explains how the definition of ESG is evolving. BlackRock’s Laura Segafredo and MSCI’s Sarah Greenberg discuss ESG considerations in investor portfolios, with a particular focus on climate change. Roundhill’s Will Hershey offers a unique perspective on ETF ticker symbols and the importance of social media in the ETF business.

ETF Trends’ Tom Lydon and Bitwise’s Matt Hougan offer perspective on a wild first week for bitcoin futures ETFs and the significance of these products for investors.  ProcureAM’s Andrew Chanin spotlights the Procure Space ETF (UFO) and the LGBTQ + ESG100 ETF (LGBT).

Nate Geraci sits down with Simeon Hyman, Global Investment Strategist at ProShares, to discuss the launch of the ProShares Bitcoin Strategy ETF (BITO). 

ETF Trends’ Tom Hendrickson discusses the launch of the first U.S.-listed bitcoin ETF and what it means for investors.  Nasdaq’s Giang Bui offers a unique perspective on the bitcoin ETF race and also talks ETF innovation and education.  Freedom Day Solutions’ Ryan Krueger spotlights the Freedom Day Dividend ETF (MBOX).

ETF Trends’ Lara Crigger dissects recent SEC statements regarding risks posed by leveraged and inverse ETFs, which came a day after the regulatory agency approved the listing of complex VIX futures ETFs.  Dawn Global’s Maurits Pot outlines the investment case for the Asian Growth Cubs ETF (CUBS).  ROBO Global’s Travis Briggs spotlights the indexes behind ETFs covering robotics & automation, healthcare technology, and artificial intelligence.

Simplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more.  ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions.  Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.

VanEck’s Jan van Eck and Grayscale’s Dave LaValle discuss the entire state of bitcoin ETFs including the current regulatory landscape and what comes next. ETF Trends’ Tom Lydon offers perspective on China’s Evergrande and investor behavior.

Tom Hendrickson, President of ETF Trends & ETF Database, offers unique insight into whether advisors believe the 60/40 portfolio is dead.  Cullen Roche spotlights The Discipline Fund ETF (DSCF).  Pacer’s Sean O’Hara discusses the growth of their ETF business and which ETFs are currently resonating with investors.

ETF Trends’ Dave Nadig discusses a recent Senate Finance Committee proposal to close the ETF tax “loophole” and also fields a variety of ETF questions from Twitter. GraniteShares’ Will Rhind outlines the investment case for gold and broad commodities. Sparkline Capital’s Kai Wu spotlights their Intangible Value ETF (ITAN).

ETF Trends’ Dave Nadig offers his take on several recent ETF filings and launches, including offerings from Ark Invest and Roundhill. 3D/L Capital’s Ben Lavine goes in-depth on ETF model portfolio construction. Viridi Funds’ Wes Fulford spotlights their Cleaner Energy Crypto-Mining & Semiconductor ETF (RIGZ).

NYSE’s Douglas Yones discusses key growth drivers behind active ETFs, the prospects for ESG ETFs, and the status of bitcoin ETFs.  ETF Trends’ Tom Lydon explains the pros and cons of an ETF industry dominated by market cap weighted products.  ETF Hearsay’s Henry Jim offers a unique window into ETF filings and product development.

Thomas Peterffy, Founder & Chairman of Interactive Brokers, discusses the controversial practice of “payment for order flow” and whether it’s detrimental to investors. Tom Hendrickson, President of ETF Trends & ETF Database, examines thematic ETFs through a unique lens. Chris Sullivan, President of MacMillan Sullivan Communications, offers a behind-the-scenes look at ETF marketing.

Armando Senra, Head of iShares Americas at BlackRock, delivers our annual ETF State of the Union. ETF Trends’ Dave Nadig recaps Camp Kotok. Toroso’s David Dziekanski spotlights two SoFi ETFs.

ETF Trends’ Lara Crigger offers perspective on the launch of a mutual fund holding bitcoin futures and explains what recent SEC comments could mean for futures-based bitcoin ETFs. ETF industry pioneer Herb Blank discusses the rise of actively managed ETFs. Inspire Investing’s Robert Netzly highlights their lineup of faith-based ETFs.

Bloomberg’s Eric Balchunas goes in-depth on bitcoin ETFs and fields Twitter questions on everything from ARK Invest to his personal investment approach. ETF Trends’ Tom Lydon discusses record ETF flows, China ETFs, and the Robinhood IPO. Innovator ETFs’ Bruce Bond explains the basics of defined outcome ETFs and how to use them in a portfolio.

ETF Trends’ and ETF Database’s Tom Hendrickson highlights the top 10 ETFs experiencing year-over-year engagement growth on their platform. CFRA’s Todd Rosenbluth offers perspective on record ETF flows, new launches, bitcoin ETFs, and more. US Global’s Frank Holmes discusses the state of the global airline industry and the US Global JETS ETF (JETS).

Ross Gerber spotlights the AdvisorShares Gerber Kawasaki ETF (GK) and explains the role social media plays in his wealth management business. ETF Trends’ Dave Nadig fields a range of ETF questions and discusses Vanguard’s recent acquisition of Just Invest, a direct indexing provider.

Burton Malkiel discusses a range of topics including the rise of indexing, ESG, meme stocks, crypto, and more. ETF Trends’ Lara Crigger delves into ESG ETF flows and performance, along with the environmental impact of bitcoin mining. Avantis consultant Sunil Wahal explains the “financial science” behind their investment approach.

ETF Trends’ Dave Nadig discusses volatility, risk, and evolving market dynamics. Onramp’s Eric Ervin explains the importance of cryptoasset education and offers perspective on the recent pullback across the space. Darren Schuringa spotlights the ASYMmetric 500 ETF (ASPY).