
ETF Prime
594 episodes — Page 6 of 12
ETF Trends’ Tom Lydon on ETF Flows, Portfolio Construction
ETF Trends’ Tom Lydon examines ETF flows and what they say about investor portfolio construction. Cboe’s Laura Morrison explains their role in an ETF’s success and discusses the future of the ETF industry. Valkyrie’s Steven McClurg offers the latest on their Bitcoin ETF and Innovative Balance Sheet ETF filings.
Advisor Data, AAA CLO ETF, & ETF Distribution
ETF Trends’ Tom Hendrickson discusses his journey into ETFs and offers a unique look at what advisor data says about the current markets. Janus Henderson’s Nick Cherney spotlights their AAA CLO ETF (JAAA). FLX’s Jillian DelSignore talks ETF distribution, including the use of ETF model portfolios.
DFA’s Joe Hohn on Massive Mutual Fund to ETF Conversions
DFA’s Joe Hohn describes their decision to enter the ETF market and the rationale for converting nearly $30 billion in mutual fund assets to ETFs. ETF Trends’ Dave Nadig offers perspective on the meme stock phenomenon, explains the impact of the Fed selling their bond ETF holdings, and fields ETF questions from Twitter. DWS Group’s Amanda Rebello talks currency hedging and China A-Shares.
Bitcoin ETFs, Direct Indexing, & ESG
ETF Trends’ Lara Crigger examines various theories on why the SEC is delaying bitcoin ETF approval and offers a brief update on the space.  OpenInvest’s Jake Raden discusses the merits of direct indexing and an ESG approach to investing.  HoneyTree’s Liz Simmie explains the importance of integrating ESG data into the investment process and highlights the Canadian ETF landscape.
State Street’s Matt Bartolini on Sector ETFs, Business Cycle
State Street’s Matt Bartolini goes in-depth on what’s driving the divergence in sector ETF flows and performance. ETF.com’s Drew Voros discusses what’s next for ARK ETFs, along with ETFs covering blockchain, SPACs, and marijuana. Rayliant’s Jason Hsu spotlights their Quantamental China Equity ETF (RAYC) and outlines the investment case for China.
Jim Atkinson on Making History with First Mutual Fund to ETF Conversion
Guinness Atkinson’s Jim Atkinson offers a behind-the-scenes look at the first-ever mutual fund to ETF conversion and explains the potential impact on the asset management industry. ETF Stream’s Tom Eckett discusses the European ETF landscape including ESG, bitcoin, thematics, and the non-transparent structure. Horizon Kinetics’ James Davolos spotlights their Inflation Beneficiaries ETF (INFL), a top-five ETF launch this year.
Timber ETFs, Emerging Markets, & Risk Parity
ETF.com’s Drew Voros discusses the year’s best performing ETF, ARK’s recent struggles, and timber ETFs. WisdomTree’s Jeremy Schwartz lays out the investment case for emerging markets and the Emerging Markets ex-State-Owned Enterprises ETF (XSOE). Evoke Advisors’ Damien Bisserier spotlights the RPAR Risk Parity ETF (RPAR).
Impact of Delaying Bitcoin ETF Approval
ETF.com’s Sumit Roy explains the impact of the SEC delaying bitcoin ETF approval and why fund companies are lining-up to launch the product. HANetf’s Hector McNeil discusses the European ETF landscape, which includes crypto ETPs. Osprey Funds’ Greg King spotlights their Bitcoin Trust and recently launched Polkadot Trust.
ETF.com Awards, Best ETF Trading Practices, & Trend Following
ETF.com’s Drew Voros offers highlights from their 8th Annual ETF Awards. Vanguard’s Janel Jackson discusses best ETF trading practices and spotlights the recently launched Vanguard Ultra-Short Bond ETF (VUSB). Euclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.
Coinbase & Cannabis
ETF.com’s Sumit Roy discusses Coinbase’s direct listing including which ETFs now own the company and whether this impacts the SEC’s decision-making on bitcoin ETFs. ETF Trends’ Lara Crigger offers an in-depth look at the cannabis ETF landscape. Cambria’s Meb Faber explains the longer-term investment case for cannabis stocks and spotlights the Cambria Cannabis ETF (TOKE).
Largest ETF Launch, ETF Market Making, & Sub-Advisory
ETF.com’s Drew Voros offers perspective on the largest ETF launch ever.  Old Mission Capital’s Harry Whitton talks ETF market making and fields rapid-fire ETF questions.  Vident Investment Advisory’s Amrita Nandakumar explains the role of an ETF sub-advisor.
Record ETF Inflows, Value Rotation, & Inflation Hedging
ETF.com’s Drew Voros discusses the record first quarter for ETF inflows.  Alpha Architect’s Wes Gray talks value rotation, momentum stocks, and the ETF white-labeling business.  Quadratic Capital’s Nancy Davis spotlights their Interest Rate Volatility & Inflation Hedge ETF (IVOL), one of the most successful recent ETF launches.
ARK Space ETF Debut, Bond ETF Liquidity, & SPACs
ETF.com’s Drew Voros covers several recent stories including Fidelity’s bitcoin ETF filing, AdvisorShares’ Gerber Kawasaki ETF filing, and ARK’s Space Exploration ETF launch. MarketAxess’ John Keller explains how they’re automating bond trading and facilitating bond ETF liquidity. Tuttle Tactical Management’s Matt Tuttle spotlights The SPAC and New Issue ETF (SPCX).
The SPAC Tsunami
ETF.com’s Sumit Roy discusses the apparent frothiness in SPACs and offers a quick snapshot of the SPAC ETF landscape. CFRA’s Todd Rosenbluth covers a range of topics including a recent ETF investor survey, ESG ETFs, bitcoin ETFs, and more. Toews Asset Management’s Phillip Toews talks markets and highlights the strategies underlying two Agility Shares ETFs.
Direct Indexing: ETF Killer?
Orion’s Rusty Vanneman goes in-depth on the pros and cons of direct indexing. ETF.com’s Drew Voros highlights finalists for the 2020 ETF.com Awards. Amplify ETFs’ Christian Magoon discusses the firm’s recent success, including ETFs covering cannabis and blockchain.
Dave Portnoy and BUZZ Shake-Up ETF Industry
ETF.com’s Drew Voros discusses the launch of the VanEck Vectors Social Sentiment ETF (BUZZ), along with the involvement of Barstool’s Dave Portnoy. Robert W. Baird’s Rich Lee explains their role as an ETF authorized participant. ERShares’ Joel Shulman highlights the entrepreneur factor which powers two ETFs, the Entrepreneurs ETF (ENTR) and the NextGen Entrepreneurs ETF (ERSX).
Bitwise’s Matt Hougan on Bitcoin ETFs, DeFi, & NBA Top Shot
Bitwise’s Matt Hougan discusses the prospects for a U.S. bitcoin ETF, the massive opportunity in decentralized finance, and the non-fungible token craze. ETF.com’s Cinthia Murphy highlights the success of the Amplify Transformational Data Sharing ETF (BLOK), a blockchain ETF. Leatherback’s Mike Winter explains the firm’s Long/Short Alternative Yield ETF (LBAY).
ETF Expert Dave Nadig on ARK Invest, Market Procyclicality, & More
ETF Trends’ Dave Nadig talks ARK Invest, the recent GameStop drama and market procyclicality, ETF flows, bitcoin ETFs, and more. ETF.com’s Cinthia Murphy discusses the upcoming launch of ARK’s Space Exploration ETF (ARKX). NextFins’ Amit Anand spotlights the Nifty India Financials ETF (INDF).
Surge in Small Cap ETFs
ETF.com’s Sumit Roy discusses the recent surge in small cap stocks and the associated ETF impact. ICI’s Shelly Antoniewicz offers perspective on the resilience of the ETF structure, along with opportunities and challenges for the ETF industry. TrimTabs’ Bob Shea spotlights their unique ETF lineup.
Cannabis ETFs, ARK, Hedge Fund Replication, & More
ETF.com’s Drew Voros covers several recent stories including cannabis ETF performance, Fidelity’s Magellan ETF, and Ark Invest’s staggering inflows. Dynamic Beta Investments’ Andrew Beer offers his unique perspective on GameStop’s hedge fund impact and also spotlights two hedge fund replication ETFs. Cerulli Associates’ Daniil Shapiro discusses their latest ETF research, including on active ETFs, ESG, thematic ETFs, and the threat of direct indexing.
Rob Arnott & Joe Terranova on GameStop, Current Markets, & Factor Investing
Research Affiliates’ Rob Arnott discusses current market comparisons to the dotcom bubble and explains their fundamental indexing approach. Virtus’ Joe Terranova offers his take on the recent market action and spotlights the index behind the Virtus Terranova U.S. Quality Momentum ETF (JOET). ETF.com’s Drew Voros covers the ETF impact of “Reddit stock” mania.
New Launches, ETF Predictions, & Thematics
ETF.com’s Drew Voros discusses several recent ETF launches and filings, including Vanguard’s first active bond ETF and the Valkyrie Bitcoin ETF. Franklin Templeton’s David Mann offers his 2021 ETF predictions. ProShares’ Scott Helfstein spotlights their MSCI Transformational Changes ETF (ANEW) and explains the role of thematic ETFs in a portfolio.
NYSE’s Douglas Yones on the Past, Present, & Future of ETFs
NYSE’s Douglas Yones discusses his early days in ETFs, the current state of the industry, and what the future might hold. ETF.com’s Sumit Roy explains the ETF impact of a weakening U.S. dollar. EMQQ’s Kevin Carter spotlights the Emerging Markets Internet & Ecommerce ETF.
ETF Records & Innovation
ETF.com’s Drew Voros puts the final bow on 2020’s record year for ETFs and discusses what’s on his radar in 2021. Invesco’s John Hoffman spotlights their QQQ Innovation Suite and offers perspective on the current state of the ETF industry. Simplify ETFs’ Paul Kim explains their innovative, options-based ETF strategies.
Best of ETF Prime
Nate revisits some of his favorite conversations from the second half of 2020 including with BNY Mellon’s Ben Slavin, ETF industry veteran and ETF.com contributor Jillian DelSignore, and CFRA’s Todd Rosenbluth.
ETF Year in Review & 2021 Predictions
ETF Trends’ Dave Nadig and Morningstar’s Ben Johnson recap a wild year in ETFs and look ahead to 2021.  ETF.com’s Cinthia Murphy discusses market forecasts from three of the largest ETF issuers, along with potential ETF implications.
The Case for ESG Investing
MSCI’s Guillermo Cano and iShares’ Sarah Kjellberg go in-depth on ESG investing, including discussing index construction, ESG data, and portfolio implementation using ETFs. ETF.com’s Drew Voros highlights 2020’s ESG ETF flows and new launches.
2020’s Top New ETFs
ETF.com’s Drew Voros discusses the record pace for ETF inflows and highlights 2020’s top new ETFs. State Street’s George Milling-Stanley talks gold ETFs, gold prices, and bitcoin. O’Shares ETFs’ Connor O’Brien explains the investment case for their Global Internet Giants ETF (OGIG).
DFA’s ETF Entrance
ETF.com’s Heather Bell offers perspective on the first ETFs from Dimensional Fund Advisors, along with their plans to convert existing mutual funds to ETFs. FlexShares ETFs’ Chris Huemmer explains the benefits of low volatility investing. Defiance ETFs’ Paul Dellaquila spotlights the first SPAC ETF, the Defiance Next Gen SPAC Derived ETF (SPAK).
Online Retail, Cannabis, & CLO Bond ETFs
ETF.com’s Sumit Roy discusses the roller coaster year for retail sales and highlights several retail-focused ETFs. AdvisorShares’ Dan Ahrens offers the latest on the cannabis industry and explains the importance of looking under the hood when evaluating cannabis ETFs. Alternative Access Funds’ Peter Coppa spotlights the AAF First Priority CLO Bond ETF (AAA), the first CLO bond ETF on the market.
The Case for International Investing
MSCI’s Raina Oberoi and iShares’ Jeff Spiegel discuss the recent underperformance from international stocks and highlight the investment case moving forward.  ETF.com’s Drew Voros explains pros and cons of China exposure in emerging market ETFs, including the potential impact of a recent presidential executive order.
Behind the ETF Curtain
BNY Mellon’s Ben Slavin offers a behind-the-scenes look at what keeps the ETF ecosystem functioning properly. ETF.com’s Drew Voros discusses bitcoin’s stellar performance and the prospects for a bitcoin ETF. Alerian’s Dave LaValle covers a range of topics including ESG, non-transparent ETFs, and thematics.
Volatility & the Election
ETF.com’s Sumit Roy discusses the recent spike in volatility and explains key basics of the Cboe Volatility Index (VIX) and volatility-related exchange-traded products. State Street’s Matt Bartolini goes in-depth on the potential impact of the election, including outlining five important policy issues where Republicans and Democrats are most opposed. 6 Meridian’s Andrew Mies explains their ETF entrance, which featured converting clients from separately managed accounts to the ETF structure.
Touring the ETF Landscape with CFRA’s Todd Rosenbluth
CFRA’s Todd Rosenbluth offers his perspective on Invesco’s QQQ Innovation Suite, ARK Invest’s new ad, ETF closures, and much more. ETF.com’s Drew Voros explains the recent uptick in performance from marijuana ETFs. Global X ETFs’ Jay Jacobs discusses the rise of thematic ETFs, including the Global X Telemedicine & Digital Health ETF (EDOC) and the Global X Cloud Computing ETF (CLOU).
2020 Election Uncertainty: ETFs in Focus
ETF.com’s Sumit Roy assesses various election outcomes and the potential ETF impact. Principal’s Matt Raynor offers an overview of the preferred securities market, along with their two actively managed ETFs covering the space. ROBO Global’s Lisa Chai spotlights the index behind their Artificial Intelligence ETF (THNQ).
ESG & Extraterrestrial Investing
ETF.com’s Lara Crigger offers an overview of the clean energy ETF landscape, including explaining recent performance drivers. ProcureAM’s Andrew Chanin discusses the investment case for the Procure Space ETF (UFO) and fields rapid-fire ETF questions. Change Finance’s Andrew Rodriguez spotlights their U.S. Large Cap Fossil Fuel Free ETF (CHGX) and responds to common ESG rebuttals.
Vanguard’s Rich Powers on Record Bond ETF Flows, ESG
Vanguard’s Rich Powers discusses record bond ETF flows, the Vanguard ESG U.S. Corporate Bond ETF (VCEB), and their active factor ETFs. ETF.com’s Heather Bell highlights several recent ETF launches, along with a filing from Fidelity to offer their Magellan Fund in a non-transparent wrapper. Water Island Capital’s Eric Becker explains the strategy underpinning the AltShares Merger Arbitrage ETF (ARB).
Housing Boom Propelling Homebuilder ETFs
ETF.com’s Sumit Roy explains how the residential housing boom is propelling several ETFs. John Hancock’s Steve Deroian highlights their multifactor ETF lineup, which includes a partnership with Dimensional Fund Advisors and recently celebrated its 5-year anniversary. Vident Financial’s Vince Birley discusses their principles-based approach to investing and fast-growing ETF sub-advisory business.
Growth vs Value, Target Drawdown ETFs, & 5G
ETF.com’s Cinthia Murphy discusses whether the recent outperformance of value versus growth is simply another head fake. Cabana’s Chadd Mason explains their Target Drawdown ETFs, which debuted last week with over $1 billion in assets. Esoterica Capital’s Karan Trehan spotlights the Esoterica NextG Economy ETF (WUGI).
ETF Competition, Fallen Angels, & Market Armor
ETF.com contributor Jillian DelSignore discusses the benefits and challenges of cutthroat ETF competition and explains the recipe for ETF success.  VanEck’s Fran Rodilosso goes in-depth on the “fallen angel” bond market and the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).  Armor Index ETFs’ Jim Colquitt spotlights the strategy underlying the Armor U.S. Equity Index ETF (ARMR).
Best of ETF Prime
Nate revisits some of his favorite conversations from over the summer including with Bloomberg’s Eric Balchunas, Vanguard’s Rich Powers, CFRA’s Todd Rosenbluth, S&P Dow Jones Indices’ Craig Lazarra, ETF Trends’ Dave Nadig, ETF.com’s Lara Crigger, and Grayscale’s Michael Sonnenshein.
ETF Launches & Closures, Buffer ETFs, & Financial Markets
ETF.com’s Heather Bell discusses the spike in ETF closures and highlights several recent launches. AllianzIM’s Johan Grahn explains their decision to enter the ETF space with the launch of buffered outcome ETFs. IndexIQ’s Sal Bruno offers his take on the current financial markets and lays out the case for alternative strategies.
ETF.com’s Lara Crigger on USO, Retail Investor Disclosures, & More
ETF.com’s Lara Crigger covers several recent stories involving ETFs and the SEC, including potential enforcement action against the United States Oil Fund (USO). ETF industry veteran Bob Tull talks ProcureAM ETFs and fields rapid-fire ETF questions. iSectors’ Chuck Self discusses their ETF portfolios and navigating the financial markets.
Grayscale’s Michael Sonnenshein on GBTC, a Bitcoin ETF, & Investing in Digital Assets
Grayscale Investments’ Michael Sonnenshein goes in-depth on their Bitcoin Trust (GBTC), the potential for a bitcoin ETF, and the investment case for digital assets. ETF.com’s Drew Voros discusses the under-the-radar performance of several blockchain ETFs and why investor demand has been lacking in the space. Aware Asset Management’s Andrea Roemhildt spotlights their Ultra-Short Duration Enhanced Income ETF (AWTM).
The Active-Passive Debate with SPDJI’s Craig Lazzara
S&P Dow Jones Indices’ Craig Lazzara wades into the active versus passive debate, including addressing recent indexing critiques. ETF.com’s Sumit Roy highlights key differences between three major indexes – the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite. GraniteShares’ Will Rhind discusses their Gold Trust (BAR) and XOUT U.S. Large Cap ETF (XOUT).
BNY Mellon Makes Splashy ETF Entrance
BNY Mellon Investment Management’s Stephanie Pierce explains their entrance into ETFs, which includes the first truly free stock and bond ETFs.  ETF.com’s Cinthia Murphy discusses the path to success for actively managed ETFs.  Vesper Capital Management’s John Thompson spotlights the Vesper U.S. Large Cap Shorter Term Reversal Strategy ETF (UTRN).
Silver ETFs Shine
ETF.com’s Sumit Roy explains the drivers behind silver’s recent surge and the ETFs benefiting. Direxion’s Dave Mazza spotlights their recently launched Work From Home ETF (WFH). Toroso’s Mike Venuto talks active ETFs and fields rapid-fire ETF questions.
Record ESG Inflows, Active ETFs, & TVIX
ETF.com’s Lara Crigger discusses record ESG ETF inflows, explains the increase in actively managed ETF launches, and looks at the spike in ETN closures. ETF Trends’ Dave Nadig describes his attempt to redeem one share of the VelocityShares Daily 2X Short-Term ETN (TVIX), which was recently delisted.
Managing Portfolio Risk Using ETFs
ETF.com’s Sumit Roy talks hedging stock market risk, including using tools such as gold ETFs, low volatility ETFs, and target outcome ETFs. SPDR’s Matt Bartolini also discusses gold ETFs, along with thematic ETFs and active management performance. Cboe Vest’s Karan Sood spotlights the strategies powering the First Trust Target Outcome ETFs.
Fed Bond ETF Purchases, Robinhood Traders, & More
ETF Trends’ Dave Nadig discusses the Fed’s bond ETF purchases, Robinhood traders, thematic ETFs, and much more. ETF.com contributor Asjylyn Loder offers the latest on HACK and IPAY, which are set to transfer to Exchange Traded Concepts. Roundhill Investments’ Will Hershey spotlights their recently launched Sports Betting & iGaming ETF (BETZ).