ETF Prime

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 Se...

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...

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, incl...

VettaFi’s Lara Crigger goes around the world of ETFs, covering recent spot Ethereum ETF filings, short duration bond ETFs, Nasdaq 100 ETF flows, Amplify ETFs’ purchase of ETFMG’s ETF lineup, and the recipe for thematic ETF success.  Franklin Templeton’s David Mann discusses the firm’s approach to passive, smart beta, and actively managed ETFs.

Craig Salm, Chief Legal Officer at Grayscale , goes in-depth on the firm’s recent court victory and explains what might happen next in their quest to convert the Grayscale Bitcoin Trust (GBTC) into an ETF.  Tom Lydon, Vice Chairman of VettaFi , discusses year-to-date ETF flows and current investor sentiment.

Charles Schwab’s Tom Generazio goes in-depth on best ETF trading practices.  Armada ETFs’ Phil Bak spotlights the Private Real Estate Strategy via Liquid REITs ETF (PRVT).  VettaFi’s Todd Rosenbluth discusses bitcoin ETFs, F/m Investments’ mutual fund share class filing, Cramer ETFs, physical gold ETFs, and more.

BlackRock’s Rachel Aguirre goes in-depth on the firm’s framework for launching new products and highlights the rise of actively managed and options-based ETF strategies.  VettaFi’s Stacey Morris offers perspective on the recent strength in the energy sector and looks ahead to the remainder of the year.  Parabla’s Phil Hanks explains the Parabla Innovation ETF (LZRD).

VettaFi’s Tom Hendrickson discusses the impact of artificial intelligence on ETFs, asset managers, and financial advisors.  Bloomberg’s Nick Gendron highlights the firm’s fixed income indexing business, along with key trends he’s observing across the space.  NEOS Investments’ Garrett Paolella explains their lineup of options-based income ETFs.

NYSE’s Douglas Yones covers a wide range of topics including active ETFs, Dimensional’s proposed ETF share class structure, surveillance sharing agreements pertaining to spot bitcoin ETF filings, ETFs moving to floor trading, and the importance of industry education.  VettaFi’s Roxanna Islam offers perspective on the recent wave of ethereum futures ETF filings and unpacks this year’s stellar perfo...