Research

11/05/2024

The Rise of Buffered ETFs

Buffered ETFs AUM jumped to $41,4B in just one year. With demand soaring and more products launching than ever before, find out more about this explosive trend in our latest article.

10/29/2024

The rise of politically aligned ETFs allows investors to put their money into companies and funds that align with their personal or political beliefs. As the U.S. gears up for another election cycle in less than a month, a new breed of politically focused ETFs is gaining traction: Unusual Whales Subversive Democratic Trading ETF (NANC) and Unusual Whales Subversive Republican Trading ETF (KRUZ).

10/22/2024

Building a Financial Independence, Retire Early (FIRE) Portfolio with ETFs

The idea of Financial Independence, Retire Early (FIRE) has become increasingly popular for those who want to take control of their financial future and potentially retire long before traditional retirement ages. FIRE is all about financial freedom—giving you the ability to pursue your passions without being tied to a regular job. If you’re interested in achieving this kind of independence, building a well-balanced investment portfolio is key.

10/10/2024

Navigating the New Era of Income ETFs: The Rise of Option Income Strategies

Option income ETFs have been around for over a decade but have only recently gained significant momentum and investor attention. As ETF innovation accelerates, propelled by new regulations and a growing demand for advanced investment strategies, these funds are capturing the interest of both seasoned and new investors alike. Discover how option income ETFs are reshaping the investment landscape.

07/18/2024

What Makes an ETF Successful?

Confidence in active management is growing. Allocators are shifting focus to actively managed ETFs, with allocations on the rise. Discover why active management is making waves, particularly in ETFs, and what this means for the future of ETF investing.

06/17/2024

Why Consider Launching an ETF

Thinking about launching an ETF? The ETF industry offers robust growth and numerous advantages for both investors and product providers. With benefits like portfolio transparency, lower costs, tax efficiency, and liquidity, ETFs are a powerful tool for reaching new audiences and enhancing your market presence. Discover how launching an ETF can streamline your operations and expand your reach. Read on to find out.

05/30/2024

How an ETF is Born

Ever wondered how an ETF is born? It all starts with an idea, often sparked by the need for better investment solutions. From exploring new market opportunities to converting mutual funds, innovation in the ETF space meets market demands through creativity and strategy. Read on to explore the fascinating blend of art and science behind the birth of these financial products.

05/13/2024

Lessons In Mutual Fund-To-ETF Conversions

As the AUM pendulum swings away from Mutual Funds and in favor of ETFs, issuers find themselves reconsidering strategy in order to capture future investors. But not all conversions are guaranteed success. What key criteria should be considered? Read on to find out.