ETF Expert Corner
Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Highlighting the latest and greatest ETFs, ETF360 brings you everything you need to know about newly NYSE-listed exchange traded funds, straight from the issuer.
This interview features Dan Phillips, Director of Asset Allocation Strategy at Northern Trust Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the FlesShares US Quality Low Volatility Index Fund (QLV).
This interview features Simeon Hyman, Global Investment Strategist and Head of Investment Strategy at ProShares, along with VettaFi Head of Research, Todd Rosenbluth, discussing the ProShares S&P 500 Ex-Financials ETF (SPXN).
This interview features Johan Grahn, Head ETF Market Strategist at Allianz, along with VettaFi Head of Research, Todd Rosenbluth, discussing the AllianzIM U.S. Large Cap Buffer10 May ETF (MAYT) and the AllianzIM U.S. Large Cap Buffer20 May ETF (MAYW).
This interview features Chad Miller, Senior Portfolio Manager at Thrivent Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Thrivent Small Mid Cap ESG ETF (TSME).
This interview features Nick Childs, CFA, Portfolio Manager at Janus Henderson Investors, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Janus Henderson JAAA AAA CLO ETF.
This interview features Brian Ellis, Executive Director at Morgan Stanley Investment Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Calvert Ultra-Short Investment Grade ETF (CVSB).
This episode features Andrew Mattock, Portfolio Manager at Matthews Asia, along with VettaFi’s Head of Research, Todd Rosenbluth, discussing the Matthews China Active ETF (MCH).
Pimco's Amit Arora, portfolio manager of PRFD, and Philippe Bodereau, Head portfolio manager of PRFD, discuss thE PIMCO Preferred and Capital Securities Active ETF (PRFD) with VettaFi Head of Research, Todd Rosenbluth.
Alexandra Lawson, Fixed Income Portfolio Manager at Goldman Sachs Asset Management discusS the Goldman Sachs Access Fixed Income ETF Suite with VettaFi Head of Research, Todd Rosenbluth.
This interview features Dan Phillips, Director of Asset Allocation Strategy at Northern Trust Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the FlesShares US Quality Low Volatility Index Fund (QLV).
This interview features Simeon Hyman, Global Investment Strategist and Head of Investment Strategy at ProShares, along with VettaFi Head of Research, Todd Rosenbluth, discussing the ProShares S&P 500 Ex-Financials ETF (SPXN).
This interview features Johan Grahn, Head ETF Market Strategist at Allianz, along with VettaFi Head of Research, Todd Rosenbluth, discussing the AllianzIM U.S. Large Cap Buffer10 May ETF (MAYT) and the AllianzIM U.S. Large Cap Buffer20 May ETF (MAYW).
This interview features Chad Miller, Senior Portfolio Manager at Thrivent Asset Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Thrivent Small Mid Cap ESG ETF (TSME).
This interview features Nick Childs, CFA, Portfolio Manager at Janus Henderson Investors, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Janus Henderson JAAA AAA CLO ETF.
This interview features Brian Ellis, Executive Director at Morgan Stanley Investment Management, along with VettaFi Head of Research, Todd Rosenbluth, discussing the Calvert Ultra-Short Investment Grade ETF (CVSB).
This episode features Andrew Mattock, Portfolio Manager at Matthews Asia, along with VettaFi’s Head of Research, Todd Rosenbluth, discussing the Matthews China Active ETF (MCH).
Pimco's Amit Arora, portfolio manager of PRFD, and Philippe Bodereau, Head portfolio manager of PRFD, discuss thE PIMCO Preferred and Capital Securities Active ETF (PRFD) with VettaFi Head of Research, Todd Rosenbluth.
Alexandra Lawson, Fixed Income Portfolio Manager at Goldman Sachs Asset Management discusS the Goldman Sachs Access Fixed Income ETF Suite with VettaFi Head of Research, Todd Rosenbluth.
| Date | Issuer | Speaker | Description | Link |
|---|---|---|---|---|
| 12/14/22 | Quadratic | Nancy Davis, Portfolio Manager, Quadratic | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Nancy Davis, portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and The Quadratic Deflation ETF (BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options | |
| 11/9/22 | GraniteShares | William Rhind, Founder and CEO of Granite Shares | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year. | |
| 10/28/22 | Cohen and Co | Camille Clemons, Executive Director, Business Development, Cohen & Company | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Camille Clemons, executive director of business development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace and her approach to supporting career growth across the industry. | |
| 9/28/22 | AllianceBernstein | Noel Archard, global head of ETF and portfolio solution at AllianceBernstein | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Noel Archard, global head of ETF and portfolio solution at AllianceBernstein, diving into the drive behind ETFs as an investment tool and how they fit within the current market environment. | |
| 9/21/22 | JP Morgan | Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. | |
| 8/29/22 | Defiance | Sylvia Jablonski, CEO and CIO of Defiance Investments | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs. | |
| 8/26/22 | DoubleLine | Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions. | |
| 7/28/22 | NightShares | Bruce Lavine, founder and CEO of NightShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, talks to Bruce Lavine, founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio. | |
| 7/27/22 | ERShares | Dr. Joel Shulman, founder, CEO and CIO of ERShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Dr. Joel Shulman, founder, CEO and CIO of ERShares, on ETF investment options for the modern investor. | |
| 6/29/22 | Simplify | Brian Kelleher, Chief Revenue Officer, Simplify | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Brian Kelleher, chief revenue officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform. | |
| 6/22/22 | Janus Henderson | Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, head of exchange traded products; John Kerschner, portfolio manager for the JAAA CLO ETF; Greg Kuhl, portfolio manager for the JRE US Real Estate ETF; and Tim Gerrard, portfolio manager for the Net Zero Transition Resources ETF (JZRO). | |
| 6/13/22 | DWS | Arne Noack, head of systematic investment solutions, Americas at DWS Group | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Arne Noack, head of systematic investment solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability. | |
| 5/31/22 | Direxion | David Mazza, Head of Product, Direxion | Direxion's David Mazza discusses capital markets, market trends and investment opportunities based on current and expected market volatility. | |
| 4/25/22 | SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | |
| 4/25/2022 | SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | State Street Global Advisors' Michael Arone reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. | |
| 4/20/2022 | Franklin Templeton | Dina Ting, Head of Global index Portfolio Management, Franklin Templeton | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Dina Ting, head of global index portfolio management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing its increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs. | |
| 4/20/2022 | Dimensional | Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors | In this episode, Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors, shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business. | |
| 2/10/22 | PIMCO | David Braun, Head of U.S. Financial Institutions Portfolio Management, PIMCO | PIMCO's David Braun shares how PIMCO provides information to investors and advisors, revealing how the market has evolved amid the recession we experienced during COVID-19. | |
| 2/3/22 | Grayscale | David Lavelle, Global Head of ETFs, Grayscale | David LaValle, the global head of ETFs at Grayscale, shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
| 2/3/22 | Invesco | David Lavelle, Global Head of ETFs, Grayscale | Invesco's David LaValle shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
| 12/9/21 | Invesco | John Feyerer, Head, Innovation & Commercialization, Invesco | Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022 | |
| 11/30/21 | KraneShares | Jonathan Krane, CEO, KraneShares | KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. | |
| 11/24/21 | Van Eck | Jan Van Eck, CEO, VanEck | Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events. |
Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.
Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities.
Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
Stephanie Stanton examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY), focusing on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
Stephanie Stanton examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH), covering investing categories like Web3 and investment strategies for hedging against higher interest rates.
Stephanie Stanton examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
Stephanie Stanton talks with Lance McGray, Head of ETFs at Advisors Asset Management, about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.
Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities.
Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
Stephanie Stanton examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY), focusing on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
Stephanie Stanton examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH), covering investing categories like Web3 and investment strategies for hedging against higher interest rates.
Stephanie Stanton examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
Stephanie Stanton talks with Lance McGray, Head of ETFs at Advisors Asset Management, about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
ETF Industry KPI's
by Michael Venuto of ETF Think Tank
Weeks of November 13 & 20, 2023 KPI Summary
- Here are some updates from the last 2 weeks – The industry experienced 25 ETF launches and 12 closures, shifting the 1-year Open-to-Close ratio to 2.05 and total US ETFs to 3,344.
- We hope everyone had a great Thanksgiving last week! Here are some notable KPIs this week that we are thankful for:
- Total US ETF Assets are up to $7.61 Trillion, an all-time high, surpassing the previous high on July 30, 2023 of $7.59 Trillion.
- It is no surprise that we are also at an all-time high for total US ETFs (3,344) and issuers (303). However, the +482 ETFs launched in the last twelve months as of today is ranked 5th all-time since we started keeping track in February 2018.
- The week with the highest “Launched LTM” was December 19, 2021 (+489).
- Lastly, this week’s percentage of Revenue from Actively managed ETFs is 15.2%, 2nd all-time to two weeks ago November 5th mark of 15.3%.
- These are just a few of the metrics demonstrating the direction the ETF industry is moving: Forward. We at the ETF Think Tank are very grateful for the issuers, investors, market makers, and everyone in between that help make the ETF industry special.
- The tracked indexes experienced similar performance last week. The Toroso ETF Industry Index was up 0.94% while the S&P Financial Select Sector Index led at 1.03%.
Week of November 6, 2023 KPI Summary
- This week, the industry experienced 15 ETF launches and 7 closures, shifting the 1-year Open-to-Close ratio to 2.12 and total US ETFs to 3,330.
- Two weeks ago, the number of ETF Issuers reached the #300 milestone! Although we currently dropped just below at 299 this week, let’s take a look back at how the industry has changed since there were 150, 200, and 250 issuers.
- Issuers reached #150 in August 2020. As a reminder, SPY, the first ETF, was launched in 1993. Therefore, it took the ETF industry 27 years to get to 150 issuers and just over 3 years to get the next 150.
- At 150 Issuers, there were 2,286 ETFs and $4.7 Trillion in AUM.
- From 150 to 200 issuers, it took 11 months (July 2021).
- There were 2600 ETFs and $6.6 Trillion in AUM.
- From 200-250 issuers, it took 6 months (January 2022).
- There were 2826 ETFs and $7.1 Trillion in AUM.
- Since that point, the market took a step back, with AUM dropping below $6 Trillion.
- From 250-300 issuers, it took 21 months (October 2023).
- There were 3322 ETFs and $6.9 Trillion in AUM.
- The ETF Industry is constantly evolving and innovating. New Issuers cover unfolding market sectors and challenge previous norms in all areas. Additionally, the process of becoming an ETF issuer and bringing your fund to market has become easier with award winning companies like Tidal Financial Group leading the charge.
- The highlighted indexes have performed similarly in the past 3 years since the ETF issuer total has doubled. The Toroso ETF Industry Index is up 8.40% while the S&P Financial Select Sector Index leads at 9.82%.
Week of October 30, 2023 KPI Summary
- This week, the industry experienced 14 ETF launches and 13 closures, shifting the 1-year Open-to-Close ratio to 2.17 and total US ETFs to 3,322.
- Firstly, the 1-week change of 5.00% this week is the highest since November 13th, 2022 (5.53%).
- Back in March, we gave an update on the Predicted 12-Month Revenue from Active, Traditional, and Non-Traditional ETFs, a KPI the ETF Think Tank has been tracking for over 4 years. Eight months later, let’s give an update on how it has trended in 2023 thus far.
- Traditional ETFs dominated revenue with Active ETFs being just a sliver of the market (5.13%).
- Just a year ago (11/7/2022), the chart looked very different.
- Not only had Non-Traditional nearly matched Traditional Index ETFs, but Active more than doubled its predicted revenue percentage of the industry and more than tripled the actual revenue total.
- By last March, Non-Traditional had finally overtaken Traditional Index ETFs and Active stood at 13.02% of the 12-month predicted revenue.
- Today, Active and Non-Traditional continue to take revenue from Traditional ETFs. In the past year, Active revenue has increased by $42 Billion, $21 Billion in the previous 8 months (March) and $21 Billion the 4 months before that.
- The same message from March reigns true today.
- “Active management continues to grow its influence and revenues in the ETF industry as investor’s preferences potentially shift from little to no cost cookie-cutter ETFs to actively managed, higher-expense funds.”
- The highlighted indexes experienced high performance last week. The Toroso ETF Industry Index was up 7.08% while the S&P Financial Select Sector Index led at 7.45%.
Week of October 23, 2023 KPI Summary
- This week, the industry experienced 12 ETF launches and 9 closures, shifting the 1-year Open-to-Close ratio to 2.28 and total US ETFs to 3,322.
- At the end of July, we were talking about 5 straight months of positive ETF industry asset growth, a record in recent years. Today, we discuss the most recent of the 3-month slide that has ensued. With 2 days left in October, we are going to give our October monthly update and review some notable KPIs (data comparing 10/1/23-10/29/23).
- Total assets decreased -3.3%, there was an increase of 45 ETFs to total US ETF count (3,322), and 6 additional issuers by brand.
- From our 11 asset class categories, Volatility increased the most (11.8%) with Currency next (7.0%). Geared/Swaps had the worst performance (-6.7%) with Preferred Stock at second worst (-6.1%). The two largest asset classes of Equity (75.2% of assets) and Fixed Income (19.6%) plummeted -4.9% and -0.2% respectively.
- This is the third consecutive month with Geared/Swaps in the bottom two performing categories. Additionally, this is back-to -back months of Volatility in the top 2.
- Equity has plunged -4.9% and -4.7% in consecutive months, while Fixed income is merely -0.2% and -1.0%. This has caused Equity to drop from 77.1% to 75.2% of total AUM, but Fixed Income rose from 18.4% to 19.6%.
- The ETF expense ratio annual revenue dropped from $11.5 Bn to $11.1 Bn.
- This is a $1.6 Billion decline over 3 months.
- October followed the trend in September, but less drastic. While assets sank $236 Billion (second worst to September), ETF count and issuers took a relatively big jump once again. It was the second most ETFs gained and second most Issuers, noteworthy to mention in a 4 weeklong monthly update, too.
- The tracked indexes had very similar experiences in October. The Toroso ETF Industry Index was down -5.8% while the S&P Financial Select Sector Index led at -5.3%.
Week of October 16, 2023 KPI Summary
- This week, the industry experienced 20 ETF launches and 7 closures, shifting the 1-year Open-to-Close ratio to 2.12 and total US ETFs to 3,319.
- October 23rd is my mother’s birthday so a big Happy Birthday to Eileen! In light of my mom’s birthday, let’s talk about what else can come to mind for “MOM” in the ETF industry: Momentum ETFs.
- There are 41 Momentum ETFs according to the ETF Think Tank Security Master, totaling $18.1 Billion.
- Like many ETF categories and sectors, the Momentum ETFs are top-heavy in assets. The top 5 ETFs constitute $14.1 Billion. These 5 are (in order of most to least) MTUM, FV, IMTM, XMMO, and PDP.
- The largest by far ($7.7 Billon) is iShares MSCI USA Momentum Factor ETF (MTUM), which was launched back in 2013.
- IMTM has the best 1-year total returns (14.7%) of the top 5 listed and is 5th overall of the 41 total. The top ETF in 1-year total returns is Invesco’s IDMO (Invesco S&P International Developed Momentum ETF) at 19.3%.
- Of the 32 Momentum ETFs that have a 5-year track record, Invesco’s PTF (Invesco Dorsey Wright Technology Momentum ETF) has the best total returns with 17.6%, with the next highest fund at 11.4%.
- There are 17 Issuers represented in the 41 Momentum ETFs.
- First Trust leads with 18 ETFs and Alpha Architect is in a distant second with 4 Momentum ETFs.
- First Trust’s 18 ETFs amount to $4.3 Billion in assets, which places them contrarily in a distant second behind iShares with $9.1 Billion across their 2 Momentum ETFs.
- Momentum ETFs have an average Expense Ratio of 54.8 bps, just above the ETF industry average of 53.6 bps.
- If Alpha Architect’s VMOT is removed with its high ER over 2%, the average drops to 50.8 bps.
- The tracked indexes experienced similar performance last week. The Toroso ETF Industry Index was down -2.01% while the S&P Financial Select Sector Index trailed at -2.91%.
Week of October 9, 2023 KPI Summary
- This week, the industry experienced 4 ETF launches and 3 closures, shifting the 1-year Open-to-Close ratio to 2.14 and total US ETFs to 3,304.
- Every week, we write this KPI piece to discuss weekly, monthly, quarterly, and yearly updates to our evolving ETF industry. To see where we are going, we need to take a bigger step back to appreciate the progress we have made in a relatively short amount of time and to judge its ultimate trajectory. Therefore, let’s compare our ETF KPIs to January 18, 2021: 1,000 days ago.
- Total US ETF Assets have increased 28.9% ($1.61 Tn), from $5.58 Tn to $7.19 Tn.
- Total US ETF count has increased 41.9% (+976), from 2,328 to 3,304.
- Total Issuer count increased from 170 to 298 (+128), which is just under 1 new issuer per week.
- The Average Weighted Expense ratio of all US ETFs dropped from 18 bps to 15.9 bps.
- The predicted revenue from Active Management ETFs increased from 8.7% to 14.9%.
- Both NYSE and Nasdaq conceded some market share in terms of listings to CBOE who increased from 17.9% to 19.5% of all ETF listings.
- Lastly, the Open-to-Close ratio was 0.99 approximately 1,000 days ago compared to 2.14 today. In that time, there have been well over 1,000 ETF launches and the Open-to-Close ratio peaked in the mid-fives and has trickled back down to around 2.
- As we focus on the day-to-day, it is vital to recognize the trends of the past 1,000 days to predict where we will be in the next 1,000 on Sunday, July 2026.
- The tracked indexes experienced different performances in the last 1,000 days. The Toroso ETF Industry Index is up 6.3% while the S&P Financial Select Sector Index led at 13.4%.
Interviews with key industry professionals who highlight funds listed on the NYSE and trends that are transforming the ETF landscape.
Chad Miller, Senior Portfolio Manager at Thrivent, discusses the benefits of actively managed, semi-transparent ETFs and Thrivent's Small-Mid Cap ESG ETF. Gain insights into their unique process that capitalizes on stakeholder value and commitment to sustainability.
Joel Hirsh, CFA, Co-CIO, Kovitz Investment Group Partners discusses the Kovitz Core Equity ETF (EQTY), built to be the core compounding vehicle in a portfolio, and how the fund’s focus on fundamentals might actually benefit from a higher rate environment.
Chris Dahlin, Factor & Core Equity Strategist for Invesco discusses the Invesco S&P 500® Equal Weight ETF (RSP), the first Smart Beta ETF ever launched - on it’s 20th anniversary - including the thought process behind the fund’s origination, why it’s had staying power, and how it is still helping investors.
Sandra Testani, CFA, CAIA, Vice President, ETF Product and Strategy for American Century Investments discusses the newly launched Multisector Floating Income ETF (ticker: FUSI), which seeks to complement an investor's core bond holdings with current income, broad diversification, and the potential to mitigate the impact of rising rates.
Jay Pestrichelli, CEO of ZEGA Financial, discusses the launch of their two single-stock, option income strategy ETFs, TSLY and OARK. And Goldman Sachs Asset Management Portfolio Manager, Alexa Gordon, introduces the newly launched, tax free income strategy, GS Community Municipal Bond ETF (GMUN).
Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, ChFC, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world.
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds.
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
Chad Miller, Senior Portfolio Manager at Thrivent, discusses the benefits of actively managed, semi-transparent ETFs and Thrivent's Small-Mid Cap ESG ETF. Gain insights into their unique process that capitalizes on stakeholder value and commitment to sustainability.
Joel Hirsh, CFA, Co-CIO, Kovitz Investment Group Partners discusses the Kovitz Core Equity ETF (EQTY), built to be the core compounding vehicle in a portfolio, and how the fund’s focus on fundamentals might actually benefit from a higher rate environment.
Chris Dahlin, Factor & Core Equity Strategist for Invesco discusses the Invesco S&P 500® Equal Weight ETF (RSP), the first Smart Beta ETF ever launched - on it’s 20th anniversary - including the thought process behind the fund’s origination, why it’s had staying power, and how it is still helping investors.
Sandra Testani, CFA, CAIA, Vice President, ETF Product and Strategy for American Century Investments discusses the newly launched Multisector Floating Income ETF (ticker: FUSI), which seeks to complement an investor's core bond holdings with current income, broad diversification, and the potential to mitigate the impact of rising rates.
Jay Pestrichelli, CEO of ZEGA Financial, discusses the launch of their two single-stock, option income strategy ETFs, TSLY and OARK. And Goldman Sachs Asset Management Portfolio Manager, Alexa Gordon, introduces the newly launched, tax free income strategy, GS Community Municipal Bond ETF (GMUN).
Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, ChFC, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world.
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds.
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
Hear from issuers as they take a deep dive into ETFs and industry topics on The Exchange.
Everything you need to know about the latest NYSE-listed ETFs.
Douglas Heske, CEO of Newday talks with Vincent Molinari on this episode of ETF Rundown. Douglas shares about the Newday Ocean Health ETF AHOY, how Newday goes beyond investments, their investing mechanism, and the other ETFs they hold.
Simeon Hyman, Head of Investment Strategy Group and Global Investment Strategist of ProShares, talks with Vice Molinari on this ETF Rundown episode about BITI – Bitcoin Short Strategy ETF, BITO – Bitcoin Strategy ETF, and how investors can utilize both of this ETFs Strategies.
Rohan Reddy, Director of Research of Global X joins Vince Molinari on the ETF Rundown to give us an insightful breakdown of Beyond Ordinary ETFs from Global X, how they democratize complex ETF strategies, and why retail investors are doubling down on ETFs.
In this episode of ETF Rundown with Vince Molinari, we talk with Jerry Hicks, CEO of Optica Capital. Jerry discusses CRIT, the importance of rare earth and critical minerals for National Security, and the importance of lithium and gigafactories for the EV revolution.
Are you looking for a way to protect your investments? Axel Merk, President and CIO of Merk Investments, joins us on the ETF Rundown to discuss how the STGF – the Merk Stagflation ETF – can help investors during an occurrence of stagflation. You’ll want to hear what Axel says about this unique ETF that invests in real estate, oil, gold, and inflation-protected securities. He explains how it works and why it could be a valuable tool for your portfolio. Learn more now and see if this ETF is right for you!
We are joined by Yung Lim, CEO of FolioBeyond. He begins by discussing the current state of the economy and the recent rise in interest rates. He goes on to introduce RISR (FolioBeyond Rising Rates ETF), explaining how it can offer protection for rising interest rates while still generating current income from more stable ones. He also discusses how the fund can help to offset the effects of the Federal Reserve’s balance-sheet shrinkage, and how it differs from other similar strategies. Ultimately, he provides a comprehensive overview of how this ETF can be used to provide protection in a rising interest rate environment.
Vince Molinari is joined by Michael Winter, Founder, CEO, and CIO of Leatherback Asset Management. They discuss the Leatherback Long/Short Alternative Yield ETF (LBAY), which aims to provide a liquid alternative ETF. Michael explains that the algorithm driving the LBAY strategy is active management, and how the strategy has proven to be a viable workaround for rising interest rates. Whether you’re an ETF investor or just curious about ETFs, this episode provides a great introduction to the world of alternative yield strategies.
Advocate Capital Management’s Founder and CEO, Scott Peng join us today on the ETF Rundown with Vince Molinari straight from the NYSE to share how his company provides portfolio protection strategies for various formats even encapsulating ETFs. He also explains how RRH (Advocate Rising Rate Hedge ETF) is a multi-strategy, multi-asset portfolio-based protection that can help anyone secure their assets.
Vegtech Invest Co-Founder & CEO Elysabeth Alfano explains the Vegtech Plant-Based Innovation and Climate ETF at the NYSE ETF Rundown with Vince Molinari. She zooms in on how her plant-based initiative is targeting Animal Agriculture as an environmental pain point.
Douglas Heske, CEO of Newday talks with Vincent Molinari on this episode of ETF Rundown. Douglas shares about the Newday Ocean Health ETF AHOY, how Newday goes beyond investments, their investing mechanism, and the other ETFs they hold.
Simeon Hyman, Head of Investment Strategy Group and Global Investment Strategist of ProShares, talks with Vice Molinari on this ETF Rundown episode about BITI – Bitcoin Short Strategy ETF, BITO – Bitcoin Strategy ETF, and how investors can utilize both of this ETFs Strategies.
Rohan Reddy, Director of Research of Global X joins Vince Molinari on the ETF Rundown to give us an insightful breakdown of Beyond Ordinary ETFs from Global X, how they democratize complex ETF strategies, and why retail investors are doubling down on ETFs.
In this episode of ETF Rundown with Vince Molinari, we talk with Jerry Hicks, CEO of Optica Capital. Jerry discusses CRIT, the importance of rare earth and critical minerals for National Security, and the importance of lithium and gigafactories for the EV revolution.
Are you looking for a way to protect your investments? Axel Merk, President and CIO of Merk Investments, joins us on the ETF Rundown to discuss how the STGF – the Merk Stagflation ETF – can help investors during an occurrence of stagflation. You’ll want to hear what Axel says about this unique ETF that invests in real estate, oil, gold, and inflation-protected securities. He explains how it works and why it could be a valuable tool for your portfolio. Learn more now and see if this ETF is right for you!
We are joined by Yung Lim, CEO of FolioBeyond. He begins by discussing the current state of the economy and the recent rise in interest rates. He goes on to introduce RISR (FolioBeyond Rising Rates ETF), explaining how it can offer protection for rising interest rates while still generating current income from more stable ones. He also discusses how the fund can help to offset the effects of the Federal Reserve’s balance-sheet shrinkage, and how it differs from other similar strategies. Ultimately, he provides a comprehensive overview of how this ETF can be used to provide protection in a rising interest rate environment.
Vince Molinari is joined by Michael Winter, Founder, CEO, and CIO of Leatherback Asset Management. They discuss the Leatherback Long/Short Alternative Yield ETF (LBAY), which aims to provide a liquid alternative ETF. Michael explains that the algorithm driving the LBAY strategy is active management, and how the strategy has proven to be a viable workaround for rising interest rates. Whether you’re an ETF investor or just curious about ETFs, this episode provides a great introduction to the world of alternative yield strategies.
Advocate Capital Management’s Founder and CEO, Scott Peng join us today on the ETF Rundown with Vince Molinari straight from the NYSE to share how his company provides portfolio protection strategies for various formats even encapsulating ETFs. He also explains how RRH (Advocate Rising Rate Hedge ETF) is a multi-strategy, multi-asset portfolio-based protection that can help anyone secure their assets.
Vegtech Invest Co-Founder & CEO Elysabeth Alfano explains the Vegtech Plant-Based Innovation and Climate ETF at the NYSE ETF Rundown with Vince Molinari. She zooms in on how her plant-based initiative is targeting Animal Agriculture as an environmental pain point.
NYSE's Judy Shaw sits down with Index IQ's Ian Forrest for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Fidelity's Greg Friedman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with State Street's Matt Bartolini for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Bondbloxx's Joanna Gallegos for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with US Bank's Michael Barolsky for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with DoubleLine's Jeffrey Sherman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with TrueMark's Mike Loukas for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Index IQ's Ian Forrest for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Fidelity's Greg Friedman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with State Street's Matt Bartolini for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Bondbloxx's Joanna Gallegos for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with US Bank's Michael Barolsky for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with DoubleLine's Jeffrey Sherman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with TrueMark's Mike Loukas for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.