ETF Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Investing Strategies

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

Photo via Connor Lin / The Daily Upside

While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read
Thematics & Sectors

New Bitcoin ETFs Unveil Protection and Income Strategies

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Calamos, Grayscale, and several others are adapting hot-selling ETF categories to bitcoin amid volatility.

2 min read
Investing Strategies

Direct Indexing’s Not Exactly an ‘ETF Killer’

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The strategy opened up new personalized indexes to investors, but it still remains a niche service, according to new research.

2 min read
Thematics & Sectors

Gold ETF Inflows Top $8.6B in March

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With equity markets rattled by the latest US tariff policies, investors are flocking to the precious metal for safety.

1 min read
Regulation & Legislation

SEC Inches Closer to Dual-Share-Class Approval

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The agency is telling issuers to base their dual-share-class applications on one from Dimensional Fund Advisors.

2 min read
Industry News

ETF Closures Could Tick Up in Volatile Markets

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ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read
Investing Strategies

Betting on Sin Stock ETFs Is Paying Off Amid Volatility

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Funds that invest in “morally questionable” industries are doing better than others amid market volatility this year.

2 min read
Thematics & Sectors

Altcoin ETFs Test Demand for Anything Other Than Bitcoin

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Bitcoin has been big business in the ETF market. Ether less so. What does that mean for Other Crypto Assets?

2 min read
Industry News

Victory Capital Brings the Pioneer Investments Brand Back From Extinction

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After an acquisition by Victory Capital, Amundi US is being renamed in honor of the longstanding fund business it acquired in 2021.

1 min read
Industry News

Allspring’s Latest Clones Are Active Growth, Value ETFs

Photo via Connor Lin / The Daily Upside

Allspring Global Investments recently added two new ETFs, following its entry to the market late last year.

2 min read
Investing Strategies

Can Buffer ETFs Really Help Weather a Market Plunge?

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The increasingly popular ETFs can help manage volatility, but much depends on the timeframes and when investors buy.

2 min read
Thematics & Sectors

Everything’s Bigger in iShares’ Texas ETF

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BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read
Thematics & Sectors

The ETF Betting on Women-Led Companies

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Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read
Markets

ETFs Are Headed Into Space

1 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.