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.
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.
Vince Gonzales, Portfolio Manager at Capital Group, along with VettaFi Head of Research, Todd Rosenbluth, discusses Capital Group Short Duration Income ETF (CGSD).
Lindsay Rosner, Senior Portfolio manager of PTRB and Principal on the Multi-Sector Portfolio Management Team for PGIM, along with VettaFi Head of Research, Todd Rosenbluth, discusses the PGIM Total Return Bond ETF (PTRB).
Matt Cole of Strive Asset Management, joins VettaFi Head of Research, Todd Rosenbluth, to talk about the Strive U.S. Energy ETF (DRLL).
VettaFi head of research Todd Rosenbluth joined ProShares head of investment strategy group Simeon Hyman, CFA to discuss ex-sector ETFs tied to the S&P 500.
VettaFi head of research Todd Rosenbluth joined DoubleLine’s Scott Thomson to discuss the newest ETFs from DoubleLine, the DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) and the DoubleLine Opportunistic Bond ETF (DBND).
This week’s episode features Robert Minter with abrdn, along with VettaFi Head of Research, Todd Rosenbluth, talking about the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (NYSE: BCIM).
This week’s episode features Andrew Beer with Dynamic Beta Investments, along with VettaFi Head of Research, Todd Rosenbluth, talking about the iMGP DBi Managed Futures Strategy ETF (NYSE: DBMF).
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| 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 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.
Stephanie Stanton examines new ETFs from USCF Investments (UDI) and Matthews Asia (MCH, MINV and MEM). The September program's roster of newly launched ETFs covers investing categories like dividend income strategies, ESG, emerging and international stocks.
Stephanie Stanton examines new ETFs from Pacer Financial (TRFK and SHPP), Ionic Capital Management (CPII) and Horizon Kinetics (BCDF). The August program's roster of newly launched ETFs covers investing categories like blockchain technology, shipping and logistics, data and digital businesses along with inflation hedging strategies.
Stephanie Stanton examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI.
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ETF Industry KPI's
by Michael Venuto of ETF Think Tank
Week of May 15, 2023 KPI Summary
- This week, the industry experienced 7 ETF launches and 4 closures, shifting the 1-year Open-to-Close ratio to 2.05 and total US ETFs to 3,158.
- The ETF Think Tank is at the Wealth Management EDGE Conference this week. One topic that has been circulating around the conference (and global markets as a whole) is Artificial Intelligence. Let’s look at the AI ETFs and how they have fared so far this year.
- There are 14 ETFs that the Think Tank’s Security Master classifies its specific attribute as Artificial Intelligence. These 14 ETFs total $5.6 Bn with inception dates ranging from 2013 to April 2023.
- These 14 ETFs are managed by 10 different issuers.
- At a broader definition of AI, there are upwards of 36 ETFs that can be classified under Artificial Intelligence according to VettaFi.
- The largest ETF is BOTZ (Global X Robotics & Artificial Intelligence ETF) with $1.9 Bn in net assets with ROBO (Robo Global Robotics & Automation ETF) not far behind at $1.4 Bn.
- The 14 ETFs have an average YTD return of 17.2% with BOTZ leading the pack at 28.2% return.
- When looking from a 1-year outlook, the average return of the group is 7.3% and IQM (Franklin Intelligent Machines ETF) is the leader at 22.1%.
- Last week Tidal client Roundhill Investments launched Generative AI & Technology ETF (ticker: CHAT).
- There are varying opinions on the buzz and gravity of artificial intelligence. However, one thing is certain: it is investable in a great deal of ways through our ETF industry and capturing great returns in 2023 thus far.
- The highlighted indexes experienced different performance last week. The Toroso ETF Industry Index was up 1.37% while the S&P Financial Select Sector Index led at 2.19%.
Week of May 8, 2023 KPI Summary
- This week, the industry experienced 11 ETF launches and 0 closures, shifting the 1-year Open-to-Close ratio to 2.12 and total US ETFs to 3,153.
- As we are halfway through the second quarter of 2023, let’s look at some of the KPIs from the past 3 months (data comparing 5/15/2023 to 2/13/2023).
- Total assets had no change ($6.93 Tn), there was an increase of 32 ETFs to total US ETF count (3,153), and +10 additional issuers by brand.
- From our 11 asset class categories, Options increased the most (12.5%) with Commodities Physical in second (10.1%). Currency had the worst performance (-19.9%) with Commodities Derivative close behind (-12.9%). The two largest asset classes of Equity (75.7% of assets) and Fixed Income (19.6%) dropped -1.2% and rose 4.9% respectively.
- The Open-to-close ratio shifted from 2.70 to 2.12 with a large number of closures.
- The ETF Expense ratio 12-month revenue stayed the same and revenue from Active Management rose slightly from 12.3% to 12.7%.
- On the whole, assets have plateaued since mid-February in the ETF industry. Partnered with that, we have seen less ETF launches and more closures in the past few quarters.
- The tracked indexes had similar experiences in the last 3 months.The Toroso ETF Industry Index is down -9.83% while the S&P Financial Select Sector Index trails at -12.18%.
Week of May 1, 2023 KPI Summary
- This week, the industry experienced 10 ETF launches and 10 closures, shifting the 1-year Open-to-Close ratio to 2.06 and total US ETFs to 3,142.
- The month of May has arrived, and for millions of high school and college students across the United States, May means graduation! Most students take 4 years to graduate, so we are going to examine the top ETFs that were launched in 2019.
- 187 ETFs are still open that were launched in 2019, totaling $68.8 Billion, which is about 1% of the ETF industry total AUM.
- Equity ETFs make up 52% of the funds and 61% of the AUM. Additionally, Fixed Income is 22% of the funds and 21% of the AUM.
- The largest fund by AUM of 2019 is currently Avantis U.S. Small Cap Value ETF (AVUV) at approximately $5.3 Billion. The next 4 in order are SCHI, AVUS, BBIN, and SUSL.
- The largest fund that is not Equity or Fixed Income is RPAR Risk Parity ETF (RPAR) with $1.1 Bn as an Allocation fund.
- Worth noting that in the top 10: American Century has 5 funds, JP Morgan with 2, Charles Schwab with 1, iShares with 1, and Franklin Templeton with 1.
- American Century’s ETFs launched in 2019 are all in the top 10 of assets.
- For Active ETFs, the top performer over 3-years is again AVUV with 28.5% return. The next 4 in order are MOTO, OVS, AVUS, and AVDV (ranging from 21.5-16.7%).
- Lastly, who had the best final semester of their senior year? The top performer YTD was MicroSectors US Big Banks 3X Inverse Leveraged ETN (BNKD) at 43.6% with FNGS close behind at 38.4%. The next 3 in order are WEBL, SFYF, and ARKF (ranging 31.1-18.8%).
- Congratulations to all the 187 ETFs graduating this year, especially the ones graduating with honors mentioned above! Our graduating class is a little smaller than last year (216), but we appreciate what they do for the ETF industry all the same.
- The tracked indexes had similar experiences in the last few years. Over a 3-year period, The Toroso ETF Industry Index is up 16.17% while the S&P Financial Select Sector Index led at 16.41%.
Week of April 24, 2023 KPI Summary
- This week, the industry experienced 6 ETF launches and 0 closures, shifting the 1-year Open-to-Close ratio to 2.11 and total US ETFs to 3,139.
- March was a steady month after a volatile start to the year and April was similar with a few notable changes (data comparing 4/2/2023 to 4/30/2023):
- Total assets increased 1.15%, there was an increase of 0 ETFs to total US ETF count (3,139), and 7 additional issuers by brand.
- From our 11 asset class categories, Options increased the most (9.1%) with Volatility next (4.8%). Currency had the worst performance (-4.2%) with Commodities Derivative not far behind (-3.1%). The two largest asset classes of Equity (76.0% of assets) and Fixed Income (19.4%) were similar at 1.5% and 1.6% respectively.
- The ETF expense ratio annual revenue stayed firm at $11.7 Bn.
- In the past 16 months, the second lowest change of total ETFs for each month has been +8, in August of 2022. This past month was the lowest with no change. Oddly, there was an increase of 7 new issuers during the same time period. Besides October and November of 2022, March and April 2023 is the only consecutive positive increase in month-to-month assets in the past 16 months.
- The tracked indexes had differing experiences in April. The Toroso ETF Industry Index was up 0.4% while the S&P Financial Select Sector Index led at 3.2%.
Week of April 17, 2023 KPI Summary
- This week, the industry experienced 8 ETF launches and 8 closures, shifting the 1-year Open-to-Close ratio to 2.10 and total US ETFs to 3,136.
- On this date last year, the open-to-close ratio was 5.79, the highest ever recorded since we started our weekly KPIs back in 2018. Today, it is 2.10, the lowest it’s been since June 2021 due to the trimming of funds (closures) in the industry.
- The old saying says “April showers bring May flowers.” This week, we are, once again, “diving” into the water themed ETFs to see if the showers have been stormy or calm. This is a sequel to the water themed ETF article we wrote last year around this time.
- There are 7 ETFs that focus on water ranging from $1.75 Billion in assets to $6 million, totaling $4.4 Billion.
- The oldest and largest of its assets is Invesco Water Resources (PHO), which was launched in 2005 and has $1.75 Billion, no significant change from last year (4/25/22). The next two largest funds are First Trust Water (FIW) and Invesco S&P Global Water (CGW), both launched in 2007 and have over $1 Billion in assets. The final 4 are PIO, EBLU, AQWA, and IWTR (the newest from September 2022).
- April has been a calm month for these Water ETFs. The 7 ETFs have averaged 0.04% returns MTD, with the newbie IWTR leading the pack at 1.1%. However, the 2023 YTD returns are great with an average of 6.2% and IWTR again leading at 9.1%.
- This contrasts with last year’s April and 2022 YTD returns of -4.5% and -17.1% on average respectively.
- While the start of 2022 through April was thunderous, this year has started out a lot calmer for this pack of water ETFs. Hopefully this means May will bring the flowers to the ETF industry in return!
- The highlighted indexes experienced different performance last week. The Toroso ETF Industry Index was down -0.18% while the S&P Financial Select Sector Index led at 0.99%.
Week of April 10, 2023 KPI Summary
- This week, the industry experienced 5 ETF launches and 3 closures, shifting the 1-year Open-to-Close ratio to 2.19 and total US ETFs to 3,136.
- For all my seafood fans out there, Happy National Crawfish Day! Yes, there is a national day for everything it seems. However, this one stood out to us, and inclined us to do a review of food-related ETFs.
- The 10 ETFs selected total $2.9 Billion with a good portion coming from VanEck Agribusiness ETF (MOO), which manages $1.27 Billion currently, and First Trust Nasdaq Food & Beverage ETF (FTXG) with just under one billion ($0.99 B).
- When it comes to returns, AdvisorShares Restaurant ETF (EATZ) led with pack YTD with 9.2% total return. The 10 ETFs average 1.2% TR YTD but are down a collective -10.2% on a 1-year basis.
- These 10 food-related ETFs average 62.4 bps of ER, which is just under the current rate for Active ETFs (66.9 bps). The lowest ER belongs to iShares MSCI Global Agriculture Producers ETF (VEGI) at 39 bps and the most expensive is EATZ at 99 bps.
- For more insight, see the chart below or join the ETF Think Tank as a member to access this data yourself.
- The highlighted indexes showed a similar performance last week. The Toroso ETF Industry Index was up 3.07% while the S&P Financial Select Sector Index trailed at 2.86%.
Interviews with key industry professionals who highlight funds listed on the NYSE and trends that are transforming the ETF landscape.
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.
Chad Miller, CFA®, Senior Portfolio Manager at Thrivent Asset Management discusses small-mid cap ESG ETFs. Michael Oh, CFA®, Portfolio Manager at Matthews Asia, also weighs in on structural trends and innovations in Asia.
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.
Mark Carver, Managing Director and Global Head of Equity Factor Products at MSCI, analyzes factor performance and the factors that tend to do well during periods of high inflation, rising rates, and volatility. Anthony Caruso, Co-Head of Product Specialists at Dimensional Fund Advisors, also discusses the value premium and global diversification.
Doug Heske, CEO at Newday Impact Investing, introduces their fund launch and one of the few ETFs dedicated to protecting and restoring healthy marine ecosystems. The fund builds on the company’s five years of impact investing and strong relationships with grassroots nonprofit organizations working to mitigate environmental damage to the world’s oceans. Over 80% of Portfolio Actively Involved in Protecting Ocean Resources.
2022 has been very volatile so far with the war in Ukraine, rising interest rates, and elevated inflation. Jason Chen, Senior Research Analyst at DWS Group, discusses how some investors are using currency hedging to reduce volatility. Growth has underperformed in the rising rate environment, but Alger Portfolio Manager Amy Y. Zhang remains bullish on the mid-cap growth space.
Columbia Threadneedle Investments just launched its first semi-transparent ETF focused on a growing part of the technology industry. Head of Strategic Beta Marc Zeitoun, CFA explains the bull case for semiconductors and the many ways we use them in our day-to-day lives. State Street Global Advisors Head of SPDR Americas Research Matthew Bartolini, CFA also weighs in on why investors should still consider bonds despite their poor start to the year alongside equities.
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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.
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.