Record $17 Billion in Expense Ratio Revenue Amid Derivative ETF Boom
ETF issuers are shattering records.
According to the Tidal ETF Industry KPI Report March 3, 2025, issuers are raking in an estimated $17.4 billion in expense ratio revenue over the past year, a testament to the explosive growth in rising AUM and the boom in Active and Derivative ETFs. Read More:
Active ETFs Hit $1 Trillion
What does it mean now that active ETFs have crossed the $1 trillion mark? Discover how this milestone is reshaping the ETF landscape, and why Tidal is at the forefront of the movement.
Active ETF Boom: Why Specialized Trading Teams Are the Future
While passive index ETFs have long dominated the market, the rise of active ETFs is changing the landscape. Investors are pleading for more than just broad-market exposure; they want strategic, risk-managed portfolios that can adapt to changing market conditions or provide the perfect final piece to complete their portfolio. Read on to know more
How a 351 Conversion Can Lower Your Tax Bill
Tax season is here, and for many investors, that means finding ways to keep more of their money. If you’re holding highly appreciated stocks or a dividend-heavy portfolio, you know the challenge of managing capital gains taxes while preserving your investments. Read on to learn more.
ETF Diversification vs. Concentration: Finding the Right Balance
While diversification offers stability, concentration offers the potential for much higher returns, albeit at the cost of increased volatility. Let’s dive into how these two concepts play out in the ETF landscape.
Unlocking ETFs With Derivatives
In 2023, the derivatives-based ETF market accounted for $46 billion out of the $349 billion in active AUM. Fast forward to January 12th, 2025, and that figure has skyrocketed to $168 billion, representing approximately 18% of the $900 billion in active AUM. Read on to know more:
Top 3 Things to Consider in a 351 Conversion
A 351 conversion—the process of transferring appreciated assets into an Exchange-Traded Fund (ETF) without necessarily triggering immediate recognition of taxable gains if all relevant IRS conditions are met—is a compelling strategy for tax efficiency and portfolio modernization. Read on to know more:
A Record Breaking Year for the ETF Industry in 2024
The year 2024 has been nothing short of extraordinary, particularly for the Exchange-Traded Fund (ETF) industry. This year has shattered records across the board, from new listings to net inflows and total assets under management. Read on to know more:
Understanding 351 Conversions
Section 351 of the U.S. Internal Revenue Code provides a solution, a tax-free conversion of SMA holdings into an Exchange-Traded Fund (ETF). This strategy not only defers capital gains but also capitalizes on the operational and structural benefits of ETFs.
5 Steps for Active ETF Due Diligence
Evaluating active ETFs is a whole different ball game compared to passive funds. With active management, you’re not just assessing costs or tracking a simple benchmark, you’re trying to figure out if the fund’s pursuit of alpha is worth the higher fees.