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Diving into the Explosive Growth of Active ETFs
Aaron Levitt |
Investors are choosing active ETFs in a big way. The latest Tracksight survey shows that adoption continues to grow and future adoption is coming at the expense of mutual funds.
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Latest Articles
Unlocking Market Potential: Fidelity's New Active Fundamental ETF Suite
Aaron Levitt |
Fidelity’s new launches into active ETFs make a ton of sense for portfolios. By focusing on fundamentals, the new funds should be able to deliver the best of active management.
Are Hedge Fund ETFs a Good Bet or a Money Grab?
Justin Kuepper |
Hedge fund ETFs promise to bring institutional strategies to retail investors – but do they deliver?
Bonding with Innovation: First Trust's Active ETFs Targeting Opportunistic Credit
Aaron Levitt |
Active ETF launches have been swift, with several major themes now in place. First Trust’s latest two launches fit those trends. Fixed income and more specifically, opportunistic credit is firmly on the menu.
Navigating Retirement: The Power of Active ETFs in Portfolio Construction
Aaron Levitt |
Active ETFs are quickly growing in popularity. For those investors near or in retirement, they offer the ability to save on taxes and generate higher income while reducing volatility.
New Active Natural Resource ETFs Offer a Better Alternative
Justin Kuepper |
The natural resource industry is ripe for active management with its high dispersion of returns. But until recently, there haven't been any active ETFs targeting the space. We take a look at two new entrants.
How Active Management Can Help Navigate a Rolling Recession
Justin Kuepper |
Active bond funds outperformed their passive counterparts in 2023 as interest rates began to soar. And these same advantages could help propel active funds in the event of a 'rolling recession.
Active ETFs: The New Garden of Investment Opportunities
Aaron Levitt |
Active ETFs continue to gather assets at a fevered pace. It’s easy to see why. Lower costs, tax efficiencies, and overall better returns are just some hallmarks of the structure.
Beyond Indexing: J.P. Morgan's Active ETFs Harnessing Sector Inefficiencies
Aaron Levitt |
J.P. Morgan’s latest two active ETF launches are perfect examples of how active can win. By exploiting sectors, such as tech and healthcare with large inefficacies, versus indexes, the funds are a major win for the active ETF movement and portfolios.
Unlocking Value: Navigating the Trickle of Cash into Equities
Aaron Levitt |
Thanks to sticky bank deposits and still high yields, cash is staying put in money market funds. For investors, this means that value could be the big winner going forward.
Active ETFs: Revolutionizing Portfolio Concentration for Enhanced Returns
Aaron Levitt |
Diversification is great for reducing risk, but concentrated portfolios are great for building wealth. Active ETFs provide one of the best ways to make concentrated bets.
Active ETFs Dominate High-Growth Pockets of the Market
Justin Kuepper |
Large-cap growth stocks helped propel the major indices last year, while many other sectors floundered. These dynamics helped active ETFs with more concentrated portfolios deliver exceptional returns.
Bonding With Active: Vanguard's Strategic Leap Into Fixed Income ETFs
Aaron Levitt |
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
3 Newly Launched ETFs Target Niche Opportunities in 2024
Justin Kuepper |
Thematic ETFs continue to gain popularity as individual investors seek exposure to specific subsets of the market. We look at three newly launched funds and why you might want to consider them for your portfolio in 2024.
Rethinking the Efficient Market Hypothesis: A Case for Active Management and ETFs
Aaron Levitt |
Passive investing has surged in popularity due to its exposure to the efficient market hypothesis
Unleashing the Potential: The Rise of Active ETFs in Portfolio Management
Aaron Levitt |
Thanks to rising demand and continued growth, State Street believes that there is unlimited potential for the active ETFs going forward.
Reviving the Classics: Capital Group's Active ETF and the Resurgence of 60/40 Portfolios
Aaron Levitt |
The classic 60/40 portfolio has been a long-term winner for portfolios and could be getting its mojo back. A new Capital Group active ETF launch allows investors to play right into the thick of its potential.
Active ETFs Take Center Stage: A New Era for Asset Management
Aaron Levitt |
Passive has been all the rage with investors, and in that wake, active management has seen major outflows. But according to Cerulli, asset managers are starting to embrace ETFs for their active strategies.
The Active Advantage: Nuveen's Study Reveals the Edge of Active Management in Fixed Income
Aaron Levitt |
Active and passive management have been in a struggle of supremacy ever since John Bogle created the first index fund. However, it looks like active many be winning the war in bonds
Breaking Barriers: How Clough Capital's Buyout Paves the Way for Hedge Fund ETFs
Aaron Levitt |
Clough Capitals buyout of an alternative ETFs issuer could set the stage for future hedge fund ETFs.
The Perils of Portfolio Top-Heaviness: Navigating Concentration Risk With Active ETFs
Aaron Levitt |
With only a handful of key stocks driving returns for the broader indexes, investors are now in the crosshairs of concentration risk
BlackRock's Bold Move: The Rise of Active Management in Frontier Markets
Aaron Levitt |
Active management and active ETFs make sense for a variety of inefficient markets. And you can't get more inefficient than the frontier. No wonder why BlackRock recently switched its passive frontier market ETF to an active strategy.
Investors Are Piling Into These Niche Active ETFs
Justin Kuepper |
Active ETFs tend to underperform their benchmarks, but that doesn't mean every active fund is a dud or that maximizing returns is always the goal. Here are some new and interesting pockets of the active ETF universe to consider for your portfolio.
New International Active ETFs Could Offer Real Alpha
Justin Kuepper |
Discover two new actively-managed ETFs to help you capitalize on the potential growth in India and Brazil, as well as some other international active ETFs you may want to consider.
Hype vs. Reality: How Are AI-Driven ETFs Performing?
Justin Kuepper |
Can AI pick stocks better than human asset managers? We look at how AI-powered ETFs are performing and whether they deserve a spot in your investment portfolio.
Dividend Investors Get Three New Active ETF Options
Justin Kuepper |
Discover three relatively new active ETFs offering unique angles on dividend investing and why you might want to consider them for your portfolio.
Unlocking Global Opportunities: The Case for Active Management in International Equities
Aaron Levitt |
Investors are underweight and under-exposed to international stocks. The way to boost that exposure is active ETFs.
The Dollar Votes: Why Investors are Flocking to Active ETFs
Aaron Levitt |
Mutual funds continue to bleed assets. And active ETFs continue to mop up the fund flows.
Vanguard's ETF Patent Expiration: Game Changer for the Investment Industry
Aaron Levitt |
Vanguard’s patent allowed use ETFs as a share class for its mutual funds. And now, with that patent expiring, many firms, from Fidelity to DFA, are trying to use it for active strategies.
FundX Launches New Active ETFs to Buffer Against Volatility
Justin Kuepper |
Discover two newly converted active ETFs that you can use to buffer against volatility in the stock and bond markets.
Brandes Targets Value Investors with New Active ETF Launches
Justin Kuepper |
Discover newly launched active ETFs offering investors exposure to value stocks.
Shift from Semi-Transparent to Transparent ETFs: A Close Look at Investor Preferences
Aaron Levitt |
While heralded, semi-transparent ETFs have left investors cold. Aside from a few major funds, assets, launches and investor interest in the structure have been dwindling.
Income Innovations: Single Stock Covered Call ETF
Aaron Levitt |
Covered-call ETFs have taken the world by storm and now investors have the option to use options on single stocks. The YieldMax line-up of funds allows portfolios to hedge single positions and generate income via options.
Guru Power: Superstar Managers Flock to Active ETFs
Aaron Levitt |
Mutual funds were long the vehicle for active managers to strut their stuff. But thanks to the rise of active ETFs, change is coming
Balancing Act: Harnessing Passive ETFs for Active Bond Portfolios
Aaron Levitt |
Active management works well in fixed income because of its ability to add different bonds and sectors than the broader indexes. Investors have that ability too by using passive ETFs.
3 Newly Launched Active ETFs for Income
Justin Kuepper |
Bonds are offering attractive yields but their returns have been dismal. Try these income-focused alternatives instead.
New GlobalX ETFs Offer Active Exposure to Fast-Growing Emerging Markets
Justin Kuepper |
Brazil and India represent two of the fastest-growing emerging markets in the world – and GlobalX just launched two new ETFs offering active exposure to them.
Unveiling the Power of Active Management: Enhancing Growth Stock Return
Aaron Levitt |
Growth has soared in recent weeks. However, investors may be putting themselves at risk. Active ETFs can help downplay that risk and boost returns over the long haul.
T. Rowe Price's Strategic Pivot: Active ETFs Embrace Transparency
Aaron Levitt |
T. Rowe Price has had success with its active ETFs. Now it could be giving investors what they really want in transparent funds.
Unlocking Potential: How Low Expenses Propel Active ETFs Into the Spotlight
Aaron Levitt |
Fund flows tell the investor’s story. And right now, investors are favoring low-cost active ETFs.
BlackRock Offers a New Spin on Buffer ETFs
Justin Kuepper |
The world's largest asset manager recently launched a pair of new buffer ETFs providing investors with a quarterly, rather than annual, resetting period.
PIMCO's New Active ETFs: Tailored Solutions for Yield and Portfolio Safety
Aaron Levitt |
As one of the first active ETF adopters, PIMCO has a long history of giving investors what they want in an active package. The firm’s latest two launches continue that legacy.
Fidelity's Billion-Dollar Bet: Converting Mutual Funds to Accelerate ETF Growth
Aaron Levitt |
Analyze how Fidelity's significant mutual fund assets serve as a launchpad for their aggressive expansion into the ETF market, potentially challenging established leaders.
New Active ETFs Help Investors Hedge in an Uncertain Market
Justin Kuepper |
Discover why healthcare stocks are back in vogue and some of the top-performing funds in the sector for exposure.
Institutional Investors Embrace Active Fixed Income ETFs for Benchmark-Beating Returns
Aaron Levitt |
Active management has played a big role in fixed income assets in driving excess returns. Active ETFs have only enhanced this ability. Institutional investors have caught wind of that fact
J.P. Morgan vs. Goldman Sachs: Battle of Active Covered Call ETFs
Aaron Levitt |
J.P. Morgan’s two active covered call ETFs have become runaway hits as investors look to boost their income and limit downside risk. Goldman Sachs looks to replicate that success.
Active Management to the Rescue: Navigating High-Yield Bond Risk
Aaron Levitt |
Default rates for junk bonds are starting to rise. Luckily, active ETFs can help limit the risk and still provide high yields.
Turbo-Charge Your Yield with These Active ETFs
Justin Kuepper |
In this article, we'll look at why you may want to consider active fixed-income ETFs and three potential candidates for your portfolio.
The Rise of Active ETFs: Maximizing Opportunities in Emerging Markets
Aaron Levitt |
Emerging markets are one area of the market that active management can play a big role in finding big returns.
Unveiling Hidden Gems: The Advantages of Active Management in Small-Cap Investing
Aaron Levitt |
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
A Perfect Fit for the Times: BlackRock's New Active ETFs
Justin Kuepper |
Active funds could offer investors an attractive way to navigate today's volatile markets. With its two newly launched ETFs, BlackRock's Large Cap Value ETF (BLCV) and Flexible Income ETF (BINC) offer unique opportunities
Navigating the Turbulent Waters: DoubleLine's Active ETFs Offer Value Plays in the Challenging Real Estate Market
Aaron Levitt |
DoubleLine’s active approach could help its two new real estate ETFs thrive and find bargains amid the sector wreckage.
Location Matters: Why an Active Approach is Key in Real Estate Investing and REITs
Aaron Levitt |
Active ETFs in the real estate sector offer investors better prospects for long-term returns and outperforming passive funds.
Enhancing Returns and Flexibility: The Case for Switching to Active Fixed Income ETFs
Aaron Levitt |
Our roundup of themes for this week center around podcasting, client service calendars and keeping your leads engaged.
Thematic ETFs: The New Stock Picking or a Passing Fad?
Justin Kuepper |
We'll take a look at thematic ETFs and how they're faring among this new wave of retail investors.
How Buffered ETFs and Mutual Funds Can Mitigate Market Swings?
Aaron Levitt |
Buffered funds offer investors, especially those near or in retirement, a powerful tool to reduce volatility and protect against downside risk.
Active ETFs Steal the Spotlight: What's Driving the Surge in Fund Flows
Aaron Levitt |
Fund flows into active ETFs underscore how popular the vehicle is for investors on both the retail and institutional fronts.
Bullish on Crypto's Future? Check Out These Funds
Justin Kuepper |
We'll look at some of the top crypto ETFs and their varying levels of exposure to the nascent asset class.
The Rise of Active ETFs: Capital Group's Success Paves the Way
Aaron Levitt |
Active ETFs have quickly taken the investment world by storm. With their benefits and potentially better returns, more advisors and investors are using them. Capital Group’s suite is a prime example of that.
Top ETFs So Far This Year and Their Winning Strategies
Justin Kuepper |
We'll look at the top-performing ETFs this year and whether the trends supporting their success will continue.
Harness the AI Boom: ETFs to Capture the Next Tech Revolution
Justin Kuepper |
We'll look at how to invest in the AI boom and where the opportunities may lie.
Active ETFs usage on the rise vs 2022 but facing headwinds in Q1 2023
Mitre Media quarterly Advisor Trends Study benchmarks active ETF usage and purchase intent over time
How JEPI is Disrupting the Equity Income Market and Outperforming Passive ETFs
Aaron Levitt |
Options income funds offer a unique twist in the current market and the JPMorgan Equity Premium Income ETF seems to be the top dog.
Understanding the Risks of Exchange Traded Notes (ETNs)
Aaron Levitt |
The latest banking crisis highlights the risk in the sector and why investors may want to avoid ETNs. Active and passive ETF options—along with some of the classic mutual funds—can might be better options to serve a similar purpose.
Gold Prices Are Back to $2,000 – Is Now the Time to Buy?
Justin Kuepper |
Despite the Federal Reserve's decisions to hike interest rates to a historic five percent, gold prices held the psychologically important $2,000 level.
Maximizing Returns: How Adding Quality Stocks Through ETFs Can Boost Your Portfolio
Aaron Levitt |
Quality may seem subjective, but there are several key ingredients that make these stocks tick.
SGI's New Tactical Allocation ETF Offers a Perfect Hedge in Today's Environment
Justin Kuepper |
Dynamic Tactical ETF (DYTA) could offer the perfect protection in today's markets.
DoubleLine Provides a Unique Take to Navigate Changing Real Estate Landscape
Justin Kuepper |
We'll look at the state of residential and commercial real estate markets and how DoubleLine Capital's unique approach could provide exposure with less volatility
Maintain Precise Sector Exposure During Any Market Cycle With Derivatives
Justin Kuepper |
We'll look at the first of several upcoming active ETFs from Roundhill, targeted at helping investors maintain precise sector exposure.
A New Active Bitcoin ETF for Long-term Investors
Justin Kuepper |
While a handful of Bitcoin ETFs offer exposure from within a conventional portfolio, the SEC limits them to investing in Bitcoin futures contracts.
AllianceBernstein's New Active ETFs Can Target Long-Term & Tactical Themes During Any Market Cycle
Justin Kuepper |
We'll look at AllianceBernstein's recently launched funds and how they could help investors fine-tune their exposure.
A Case for Active Management of High-Yield Bonds in 2023
Sam Bourgi |
Bonds with credit ratings below BBB or Baa3 aren’t immune from volatility, yet there’s an advantage in high yield.
Mutual Fund to ETF Conversions Come Under the SEC's Radar
Justin Kuepper |
We'll examine some of the SEC's concerns and what it might mean for the mutual fund to ETF conversion trend.
Can Direct Indexing Offer a Better Alternative to ETFs?
Justin Kuepper |
We'll look at direct indexing and whether it's actually a better alternative to exchange-traded funds (ETFs).
Vanguard's Patent About to Expire: What's Next for Active ETFs?
Justin Kuepper |
Vanguard's patent on adding an ETF share class to mutual funds will expire in May 2023, and at least one asset manager wants to leverage the new vehicle
Here's a Way to Bet on High-Conviction Value Picks
Justin Kuepper |
While there are many value-focused ETFs, active funds have the flexibility to pinpoint deep value opportunities.
Get Small-Cap Exposure With These New Active ETFs
Justin Kuepper |
In this article, we'll explore how active ETFs can help investors capitalize on the small-cap sell-off and two newly launched funds to consider for your portfolio.
ARK ETFs Outperformed so Far in 2023 – Will It Continue?
Justin Kuepper |
Let's look at what's driving performance and whether the outperformance will last over the coming years.
Active Management Won This Battle
Aaron Levitt |
With some of their best returns on record in a long while, active fund managers proved their worth during the difficult market year.
Try These New Flavors of Actively-Managed ESG ETFs
Justin Kuepper |
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on the market.
Invest in Supply Chain Resilience With This Active ETF
Justin Kuepper |
Engine No. 1 became a household name with its Transform 500 ETF, but its new Supply Chain ETF looks to capitalize on an equally significant trend: the relocalization of supply chains.
Multiple Ways To Invest In Alternatives with a Single Active ETF
Justin Kuepper |
We'll look at what sets the fund apart from the competition and why you might consider it for your portfolio.
Looking to Boost Yield? Check Out This Active ETF
Justin Kuepper |
We'll look at what makes CLOs attractive and why you might consider CLOZ for exposure.
Active ETFs Find Their Way to Target-Date Funds
Justin Kuepper |
We'll look at Putnam's newly launched, actively managed target-date retirement funds.
Morgan Stanley Makes a Solid ETF Comeback
Justin Kuepper |
We'll examine these new funds—focusing on the actively-managed funds—and explore how they might impact the ETF market..
JPMorgan Sees ETFs Reaching $15 Trillion in Five Years
Justin Kuepper |
We'll look at what's driving the growth in ETF assets and what it means for the larger market.
Investing with Purpose: The Rise of Mission-Driven Active ETFs
Justin Kuepper |
In this article, we'll look at three recently launched mission-driven active ETFs and how they help investors make an impact.
Changing Macro Environment Could Boost Active ETFs
Justin Kuepper |
In this article, we'll look at how low interest rates boosted passive funds over the past 15 years and why active funds could experience a renaissance in today's rising rate environment.
Active ETFs Could Be a Bright Spot Despite ETF Closures
Justin Kuepper |
Let's examine why active ETFs could continue outperforming despite these trends and what that means for investors.
Can PIMCO's New Preferred Share Active ETF Counter Inflation Concerns?
Justin Kuepper |
Let's examine why preferred stocks could be attractive in today's environment and why investors might want to consider PIMCO's new ETF for active exposure rather than investing in passive funds.
New Active ETF Offers Institutional-Grade Expertise & Access to Renewables
Justin Kuepper |
In this article, we'll look at Element Funds' new Element EV, Solar & Battery Materials Futures Strategy ETF (CHRG) and how it provides exposure to lithium, nickel, copper, and cobalt.
Here's a Convenient Way to 'Buy the Dip'
Justin Kuepper |
Let's take a look at how the new active ETF from Kaiju ETF Advisors works and other AI-powered ETFs for investors interested in the nascent space.
Mutual Fund to Active ETF Conversions Continues to Pick Up Steam in 2023
Justin Kuepper |
Let's take a look at what's driving the trend and some recent examples of conversions expected to occur in the new year.
Choosing Between Active & Passive Strategies in Fixed Income
Justin Kuepper |
Let's look at the effect on ETF fund flows and how to choose the best fixed income strategies to navigate this year's market.
Familiarize Yourself With the Different Active ETF Structures
Justin Kuepper |
Let's look at the evolution of actively-managed ETFs and how the different types impact investors.
4 Active ETFs to Capitalize on Discounted Real Estate
Justin Kuepper |
Let's look at four actively-managed real estate ETFs with the flexibility to help investors capitalize on the decline.
How Active ETFs Can Help You Better Navigate the Structured Credit Market
Justin Kuepper |
Let's take a closer look at different types of structured credit products and how you can get exposure for your portfolio with active ETFs.
Main Management Launches Active Global ex-US Equity ETF
Justin Kuepper |
Let's look at the newly launched actively managed Main International ETF and why investors may want to consider it for their international allocation.
Dimensional Fund Doubles Down on Multi-Factor Active ETFs
Justin Kuepper |
Let's take a closer look at Dimensional’s newly launched active ETFs and why investors may want to consider them for their portfolios.
Invesco Offers an Interesting Way to Access Commodities Futures
Justin Kuepper |
The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF offers one of the most robust actively managed strategies with a diverse commodity basket that can adapt to changing market conditions.
An Active ETF to Get Downside Protection During Difficult Times
Justin Kuepper |
A recession seems increasingly imminent with inverted yield curves and pessimistic executives. Investors that wish to hedge their portfolio against these risks may want to consider the AdvisorShares Ranger Equity Bear ETF.
Generate High Income From Energy MLPs Via This Active ETF
Justin Kuepper |
The actively managed InfraCap MLP ETF offers investors exposure to the midstream MLP space, rising more than 23% since January..
Use This Active ETF as an Armor to Fight Rising Rates
Justin Kuepper |
Let's examine why inflation isn't going away anytime soon and why you might want to consider the PFIX to hedge your portfolio.
Use These New Buffer ETFs to Limit Losses During Uncertain Times
Justin Kuepper |
Let's take a closer look at buffer ETFs, their recent performance, and new options for your portfolio.
Active ETFs Offer Potential to Look Beyond China's Short-Term Woes
Justin Kuepper |
While President Xi and the government face tough challenges ahead, Matthews' fund managers believe that the long-term outlook remains intact.
A New Way to Gain Exposure to the Global Infrastructure Market
Justin Kuepper |
Let's take a closer look at the new ETF's unique approach and why you might want to consider it for your portfolio.
Fidelity Converts Six Thematic Mutual Funds Into Active ETFs
Justin Kuepper |
Let's look at Fidelity's new funds and the broader mutual fund to active ETF conversion landscape.
ARKG Shows Potential for Risk-On Investors
Justin Kuepper |
Let's take a look at why risk-on investors may want to consider the ARK Genomic Revolution ETF (ARKG).
Active Managers Are Winning This Year
Aaron Levitt |
All in all, active funds are proving their worth this year. And investors should consider them as part of their allocation plans.
Active Small-Cap Outperforms, Foreign Funds Underperform
Justin Kuepper |
Let's take a look at some of the best-performing and worst-performing active fund segments over the past year.
New Climate Change Solutions ETF Takes a Unique Approach
Justin Kuepper |
Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is one of the few climate-focused ETFs that invests in solutions rather than solely avoiding problem companies
Franklin Templeton Jumps on the Mutual Fund to Active ETF Conversions Bandwagon
Justin Kuepper |
Franklin Templeton became the latest asset manager to convert successful mutual funds into active ETFs
Mutual Fund to Active ETF Conversion Enhances Access to Commodities
Justin Kuepper |
In this article, we'll take a closer look at what's in the active ETF and why investors may want to consider it for their portfolios.
Have Investors Given Up on Non-Transparent ETFs?
Justin Kuepper |
Active non-transparent ETFs haven't been as popular as many thought. While hurdles remain, they will likely continue seeing some growth over the coming quarters as more fund managers leverage the vehicle.
Generate Income via Dividends & Options With This Active ETF
Justin Kuepper |
Let's take a closer look at the buy-write strategy, the fund's unique approach, and how you might add it to your portfolio.
A New Suite of Active ETFs Offers International SRI Exposure
Justin Kuepper |
OneAscent Investment Solutions recently launched two new exchange-traded funds that apply SRI criteria to international investment opportunities.
Target Positive Returns Globally Under All Market Conditions with This Active ETF
Justin Kuepper |
The Noble Absolute Return ETF is one of the few funds offering an actively-managed, long-short, absolute return strategy that captures investment opportunities over global market cycles and across regions, sectors, and factors
Capture the 'Night Effect' With This Active Transparent ETF
Justin Kuepper |
Let's look at the night effect and how investors can capitalize on it using a new active transparent ETF from NightShares.
Generate Income With Bitcoin Exposure Via This Active ETF
Justin Kuepper |
MAXI provides investors with exposure to Bitcoin and the potential to generate income by selling short-dated put or call spreads on the most liquid global equity indices.
Machine Learning-Based Active ETF to Replicate Hedge Fund Returns
Justin Kuepper |
Let's examine the Unlimited Fund’s latest active ETF to see what sets it apart from hedge funds and hedge fund-focused ETFs.
An Active High Dividend ETF to Boost Income During Uncertain Times
Justin Kuepper |
Rising inflation and interest rates have hurt fixed income and dividend-focused investments. As a result, investors may want to look toward funds that go beyond the passive management approach and build risk-averse portfolios with optimal yield.
An Active Global Dividend ETF to Diversify Income
Justin Kuepper |
Let's look at how the newly launched Altrius Global Dividend ETF aims to provide exposure to international dividend-paying stocks with a focus on sustainability.
Cash Is Not Trash With Active ETFs
Aaron Levitt |
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Harbor Capital Launches New International Growth ETF
Justin Kuepper |
Rather than investing in a generic all-world index, investors can access a concentrated portfolio of companies well-positioned to benefit from structural themes playing out worldwide.
Revisiting Active ETFs to Hedge Against Inflation
Justin Kuepper |
Investors looking for a hedge against rising inflation may consider actively-managed ETFs. Here are three options.
Active ETFs Gain as Mutual Fund Outflows Accelerate
Aaron Levitt |
ith more active ETFs launching every month, investors will benefit from a better selection, and issuers will have to lower their costs to compete.
5 Newly Launched Active ETFs to Consider for Your Portfolio
Justin Kuepper |
Let's look at five newly launched active ETFs that you may want to consider for your portfolio.
Active ETFs Continue to See Inflows
Aaron Levitt |
Fund flows for active ETFs have continued to be strong during the first half of the year, hitting records.
Active Can Win... if Fees Are Low Enough
Aaron Levitt |
The latest study from the CFA Institute shows that the debate should focus on cheap versus expensive.
Should You Buy Single-Stock ETFs?
Justin Kuepper |
Let's take a closer look at single-stock ETFs, how they work, some popular funds, and whether they suit your portfolio.
What Is in JPMorgan's New Active Growth ETF?
Justin Kuepper |
Let's take a closer look at the fund's attributes and holdings to see if it could have a home in your portfolio.
3 New Active Income ETFs to Consider
Justin Kuepper |
Let's take a closer look at three newly launched active income ETFs, their strategies to generate yield, and some of their most significant holdings.
Value Stocks Outperform: These Are the ETFs To Consider
Justin Kuepper |
Let's take a look at why value stocks are outperforming growth stocks in today's market and some value-focused ETFs to consider.
Where Do Active ETFs Make Sense in Your Portfolio?
Justin Kuepper |
Let's take a closer look at some of the best-performing funds in past years, along with some factors driving outperformance in 2022 and beyond.
Top-Performing Active Alternative ETFs in 2022
Justin Kuepper |
In this article, we'll look at three top-performing active ETFs and the strategies that they're using to beat the broad market indexes.
Capital Group Expands ETF Lineup After Early Success
Justin Kuepper |
Capital Group is among the most successful active ETF issuers with plans to launch three more income-focused funds this year.
Best Active ETFs to Recession-proof Your Portfolio
Justin Kuepper |
Let's take a look at a few exchange-traded funds (ETFs) that could offer some level of protection during a prolonged economic downturn.
Do Buffer ETFs Have a Place in Your Portfolio?
Justin Kuepper |
In this article, we will take a look at buffer ETFs, their pros and cons, and some popular options for your portfolio.
Two New Active Fixed Income ETFs To Hedge Against Rising Rates
Justin Kuepper |
Let's look at two new exchange-traded funds (ETFs) that could help protect your portfolio against rising interest rates.
2 New Active ESG ETFs for a Greener Portfolio
Aaron Levitt |
Let's look at two new active ETFs that aim to deliver market-beating returns while taking action to create a greener future.
Active ETFs Playing a Bigger Role But Some Hurdles Remain to Widespread Adoption
Justin Kuepper |
Let's take a look at some of the key takeaways from the survey and what's in store for the future of active ETFs.
Tired of Market Volatility? Try These Active ETFs
Justin Kuepper |
Let's look at how actively managed ETFs can help during market volatility and some options to consider for your portfolio.
3 Interesting Active ETFs Launched in May 2022
Justin Kuepper |
Let's examine a few of the most interesting active ETFs launched in May 2022 and why you may want to consider them for your portfolio.
K-1 vs. ‘No K-1’ ETFs: What's the Difference?
Justin Kuepper |
Let's take a closer look at Schedule K-1, what it means for commodity ETFs, and how No K-1 ETFs may help lower your tax burden.
Quest for a U.S. Spot Bitcoin ETF Remains Elusive - Where Do We Stand?
Sam Bourgi |
Till now, the SEC concluded that fund companies did not adequately address its concerns over alleged fraud and manipulation in the Bitcoin market.
Most Active ETF Inflows Go Into These Funds
Justin Kuepper |
Let's take a look at what active ETFs attracted the most capital during the first quarter along with some up-and-coming funds to watch throughout the year.
What Are the Most Popular Active ETF Genres?
Justin Kuepper |
Let's look at some of the most popular active ETF genres over the past year, key drivers behind those inflows, and what's in store for the future.
Active ETFs May Not Kill Mutual Funds Just Yet
Aaron Levitt |
Given that mutual funds work well for a variety of esoteric and hard-to-price asset classes, their death at the hands of active ETFs may be premature.
Active ETF Performance Shifts From Tech to Value
Justin Kuepper |
Let's take a look at how these trends have played out in actively-managed ETFs over the past year.
Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper |
Let's take a closer look at whether transparency really matters for portfolio managers and why non-transparent ETFs haven't become as popular as many thought.
It Turns Out Passive ETFs Aren't So Passive After All
Justin Kuepper |
In this article, we'll examine these findings and what they mean for the wider ETF industry and investors.
Active ETFs Remain the Place for Fixed Income
Aaron Levitt |
Assets in fixed income active ETFs continue to be favored by investors over equity products
The Rocky Road to Normal
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New Cannabis ETF Takes an Active Approach to the Industry
Justin Kuepper |
Let's take a closer look at the new actively-managed ETF and why investors may want to consider it.
Neuberger Berman Targets Megatrends with New Active ETFs
Justin Kuepper |
Neuberger Berman's new actively-managed thematic ETFs offer a high-tech way to invest in megatrends that could define the next couple of decades.
Non-Transparent ETFs Get a Major Win
Aaron Levitt |
Morgan Stanley recently unveiled some new changes to its policies for advisors regarding non-transparent ETFs.
Why Active International Bonds May Outperform
Justin Kuepper |
This article will look at why actively-managed international bond funds may be an attractive option in today's environment.
Active Mutual Funds Expiration Date Could Be 2023
Aaron Levitt |
Active mutual funds have been on the decline for years now, but we may finally be hitting critical mass with regards to their demise.
Top 5 Active Income ETFs Launched in 2022
Justin Kuepper |
Let's take a look at the top five active income ETFs launched this year that could offer investors a fixed-income alternative.
Active ETFs Shine in a Multi-Asset Income Approach
Aaron Levitt |
Thanks to their low costs and active approach, active ETFs can provide one-ticker access and allow investors to navigate the waters with ease.
Active ETF Advisor Trends White Paper
Check out our latest whitepaper on active ETF advisor trends.
Get Ready for the Rise of Active ETF-of-ETFs
Justin Kuepper |
Let's take a closer look at funds of funds and whether you should consider adding them to your portfolio.
Can Active ETFs Beat Front Running?
Aaron Levitt |
Front running is a serious issue that has cost investors plenty of gains. But active ETFs could be the way to beat back the losses
Why Active Sustainability ETFs Will Grow
Justin Kuepper |
This article will examine how actively managed funds could overcome these problems and become the next sustainability leaders.
What's Driving the Move Into Active ETFs?
Justin Kuepper |
Let's take a closer look at what's driving the move into active ETFs and what it means for investors moving forward.
Is ARKK a Value Fund? Hardly
Aaron Levitt |
In the end, it looks like Wood isn’t running a deep-value portfolio, but a portfolio of busted stocks that were trading too richly to begin with.
Rise of the Robots: Should You Trust AI ETFs?
Aaron Levitt |
Let's look at how artificial intelligence could accelerate these trends following the rise of deep learning in the 2010s—along with some retail ETFs incorporating the technology.
Want Active Management Gains? Think Small!
Aaron Levitt |
Small-cap stocks have been a preferred stomping ground for active managers. And it turns out this is a great place for them to be as they can add alpha to their investors’ bottom lines.
Capital Group Finally Joins The ETF Party
Aaron Levitt |
Capital Group’s entry into the world of active ETFs places a spotlight on the fund type.
Use Active ETFs for Your Cash Strategy
Aaron Levitt |
Thanks to the growth of active ETFs, the number of money market and cash alternative ETFs has exploded over the last few years.
Active Long-Short ETFs Could Hedge Against Rising Risks
Justin Kuepper |
Let's take a look at how long-short equity ETFs can help reduce market exposure and protect investor portfolios.
Active ETFs Still Haven't Cracked the "Pot of Gold"
Aaron Levitt |
Despite having trillions in assets, retirement plans are a bit old fashioned and both passive and active ETFs haven’t cracked “this pot of gold” yet.
Investors Embrace Active Fixed Income ETFs
Aaron Levitt |
Thanks to the current interest rate and global macroenvironment, flows into active fixed income ETFs have been swift.
5 Active ETFs Providing Real Estate Income
Justin Kuepper |
Let's look at five active ETFs that you can use to generate income for your portfolio.
Dimensional Fund Advisors Shows What Is To Come In the Active ETFs Space
Aaron Levitt |
More traditional mutual fund sponsors will take DFA’s lead and convert their funds to ETF structure.
Are Active ETFs Worth the Price?
Justin Kuepper |
This article will examine whether active ETFs are worth the extra cost or whether investors would be better off with passive ETFs.
Active ETFs Leverage Voting Rights to Promote ESG
Justin Kuepper |
Let's look at the voting record of the largest ESG funds and then look at how smaller active ETFs are leveraging proxies for good.
Who Are the Largest Active ETF Providers?
Justin Kuepper |
Let's take a look at today's largest active ETF providers and where the industry is heading over the coming years.
ARK's Underperformance Underscores Need for Manager Diversification
Aaron Levitt |
While Cathie Woods and Ark Invests’ recent performance hasn’t been great, we can learn a lesson from its downturns: Be diversified even when it comes to active management.
It's Go Time for Active ETF Sponsors
Aaron Levitt |
With competition rising, the time for investment managers to start an active ETF strategy is now.
Active ETFs Leverage Options for Alpha
Justin Kuepper |
Let's look at how active ETFs are increasingly leaning on options to deliver above-market income and returns.
How Do You Know If an ETF Is Active?
Justin Kuepper |
Let's take a look at the differences between active and passive ETFs, how to determine what category a fund falls under, and how new funds are blurring the line between the two strategies.
Active ETFs Are a Great Way To Find "Quality"
Aaron Levitt |
In the end, quality trumps both growth and value. And being active is the way to get it.
Can Active ETFs Take On Annuities?
Aaron Levitt |
For investors who are looking for stability and considering annuities, these new ETFs could give annuities a run for its money.
BTAL Goes Active. The First of Many?
Aaron Levitt |
By switching its management style, the fund’s sponsors are approving the active ETF movement.
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Diversify Your Portfolio with International Active ETFs
Justin Kuepper |
Let's take a look at some international active ETFs to diversify your portfolio and generate more alpha.
How to Invest in the Metaverse With Active ETFs
Justin Kuepper |
Let's take a look at how investors can gain exposure to these new markets through exchange-traded funds (ETFs).
4 Active ETFs for Retirement Portfolios
Justin Kuepper |
Let's take a look at four active ETFs that could help protect retirement portfolios from rising inflation and other risks while maintaining an attractive base level of income.
Active Is the Way To Go With Value Investing
Aaron Levitt |
With the new surge of active ETFs on the marketplace, the benefits of value investing can finally be unleashed.
Get Ready for "Active Passive" ETFs
Aaron Levitt |
A new fund filing from asset manager Envestnet potentially bridges the gap between active and passive ETFs.
What Are Active Non-Transparent (ANT) ETFs?
Justin Kuepper |
Let's take a look at the rise of active non-transparent (ANT) ETFs and why they could encourage more mutual funds to offer ETF alternatives.
Direct Indexing Is Coming and Investors Should Take Notice
Aaron Levitt |
With free brokerage commissions, fractional shares, and automated portfolio management, the idea of owning an index directly rather than via a fund is a reality.
Active ETF Trends to Watch in 2022
Justin Kuepper |
Let's take a look at three active ETF trends that investors should watch for in 2022 and what they mean for your portfolios.
New Active ETFs Target Niche Verticals
Justin Kuepper |
Let's look at some of the most recent active ETFs targeting opportunities in niche corners of the market.
Know the Drawbacks of Active ETFs
Justin Kuepper |
Let's take a look at some other active ETF drawbacks that investors should keep in mind.
Liquidity Matters With Active ETFs
Aaron Levitt |
Given the complexities with active ETFs and their non-index-tracking ways, liquidity of funds matters even more.
Active ETFs & REITs Could Be a Match Made in Heaven
Aaron Levitt |
Using an active strategy via an ETF could prove to be the best way to gain exposure to real estate and boost returns.
Fixed Income Active ETFs Can Avoid Interest Rate Risk
Justin Kuepper |
Let's look at how investors can hedge against interest rate risk with active ETFs, and some of the best options to consider.
Active ETFs & Alternatives
Aaron Levitt |
Thanks to their structure, active ETFs could be one of the best ways to house liquid alts in a cheap and easy-to-use package.
Investing in Crypto with Active ETFs
Justin Kuepper |
Let's take a look at an asset manager that hopes to enter the space with actively managed exchange-traded funds (ETFs).
Could Active ETFs Be a Better Way To Find Dividend Income?
Aaron Levitt |
Combining the ease and efficiency of passive dividend ETFs with the potential safety feature of active funds could provide the best portfolio outcome.
Active ETFs Could Win Big With Biden’s Tax Plans
Aaron Levitt |
As a tax-efficient investment vehicle, active ETFs are better suited to deal with the potential changes to taxes.
Active ETFs Are Better Than Their Mutual Fund Twins
Aaron Levitt |
History is repeating itself and making a serious case for active ETFs in your portfolio.
Should Your Portfolio Include Actively Managed Quant ETFs?
Justin Kuepper |
Let's take a look at how quant ETFs work, the differences between quant and smart beta, and five ETFs to consider for your portfolio.
Fees Continue To Fall With Active Funds
Aaron Levitt |
Thanks to their structure, ETFs are bringing down costs for active management to a level where they can compete with passive funds and use their benefits to actually outperform.
Looking for the Next ARK ETF?
Justin Kuepper |
Cathie Wood's ARK Innovation ETF (ARKK) has been a strong performer over the past couple of years, but recent declines have prompted investors to look elsewhere for better opportunities.
Active Management Was Made for Volatile Markets
Aaron Levitt |
With the growth of low-cost active ETFs, investors have plenty of chances to reduce volatility in their portfolios.
Active Bond Management Is The Best
Aaron Levitt |
Active bond management can have big benefits over indexing. Part of that reason comes down to how indexes are constructed in the fixed income world.
Which Active ETFs Are Outperforming?
Justin Kuepper |
Let's look at why actively managed ETFs are increasing in popularity and where investors can find outperformance.
Active ETFs – Should We Trust Superstar Managers?
Aaron Levitt |
The question is, will these managers find success in the ETF world or is this potentially a repeat of what we’ve seen in the mutual fund world?
Thematic Investing: The Current Frontier in the ETF Universe
Scott Hays, CFA |
Over the last few years, there has been an explosion in the number of thematic ETFs available.
Mutual Funds to ETF Conversions Are Here To Stay
Aaron Levitt |
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Transparent, Semi-Transparent and Non-Transparent: Why Does It Matter?
Aaron Levitt |
Thanks to new SEC rules governing traditional active ETFs, these funds can now come in a variety of flavors.
Using Active & Passive ETFs Together
Aaron Levitt |
Thanks to the growth in active ETFs, many of the hurdles that face active management could be eliminated.
Not All Active ETFs Are the Same
Aaron Levitt |
For investors, understanding the difference between the two flavors of active ETFs is important when constructing a portfolio.
Active ETFs: Underdogs with an Advantage?
Mike Dickson, Ph.D. |
Recent market dynamics have promoted a surge in active ETF issuance within the equity space
How Smart Beta Could Help in a Frothy Market?
Justin Kuepper |
Let’s take a closer look at smart beta funds, strategies for frothy markets and funds to consider for your portfolio.
Why Fixed-Income Indexing May Lag Active Strategies?
Justin Kuepper |
Let’s take a look at why active managers continue to outperform passive indexes in fixed income.
Active Equity ETFs: Can ETF Investors Still Get the Benefits of Stock Selection
Todd Rosenbluth |
Active Equity ETFs: Can ETF Investors Still Get the Benefits of Stock Selection
Actively Managed Fund Offers Durable Income Stream: PRBIX
Todd Rosenbluth |
Thematic fund research based on proprietary analytics from CFRA
Types of Portfolio Management
Daniel Cross |
Check out this article to learn more about different types of portfolio management
Featured Active ETFs
As of
5/1/24
YieldMax COIN Option Income Strategy ETF
CONY | Active ETF |
$23.26
+2.97%
$349.90 M
148.44%
$33.53
11.87%
1.01%
YieldMax NVDA Option Income Strategy ETF
NVDY | Active ETF |
$24.78
-3.35%
$355.03 M
122.07%
$31.30
43.68%
1.01%
YieldMax AMD Option Income Strategy ETF
AMDY | Active ETF |
$16.41
-6.44%
$108.36 M
76.15%
$13.36
-8.84%
0.99%
YieldMax META Option Income Strategy ETF
FBY | Active ETF |
$19.50
+2.09%
$55.24 M
73.54%
$14.05
9.34%
0.99%
YieldMax NFLX Option Income Strategy ETF
NFLY | Active ETF |
$16.83
+0.42%
$36.11 M
57.65%
$9.66
11.92%
0.99%
Teucrium Agricultural Strategy No K-1 ETF
TILL | Active ETF |
$21.23
-0.16%
$2.64 M
53.47%
$11.37
-4.33%
1.63%
YieldMax TSLA Option Income Strategy ETF
TSLY | Active ETF |
$15.75
-0.57%
$843.62 M
51.83%
$8.21
-20.26%
1.01%
YieldMax Innovation Option Income Strategy ETF
OARK | Active ETF |
$11.68
+1.04%
$68.93 M
49.38%
$5.71
-8.92%
1.19%
YieldMax MRNA Option Income Strategy ETF
MRNY | Active ETF |
$21.04
+1.15%
$19.99 M
45.18%
$9.40
13.02%
0.99%
KraneShares China Internet and Covered Call Strategy ETF
KLIP | Active ETF |
$14.49
-0.55%
$144.99 M
43.42%
$6.33
4.14%
0.95%
YieldMax MSFT Option Income Strategy ETF
MSFO | Active ETF |
$21.01
+1.45%
$45.66 M
42.31%
$8.76
6.05%
1.01%
YieldMax DIS Option Income Strategy ETF
DISO | Active ETF |
$20.17
-0.43%
$11.76 M
40.26%
$8.16
9.76%
1.01%
YieldMax JPM Option Income Strategy ETF
JPMO | Active ETF |
$19.96
0.00%
$12.01 M
39.06%
$7.79
7.65%
1.01%
YieldMax AMZN Option Income Strategy ETF
AMZY | Active ETF |
$23.00
+3.21%
$53.65 M
37.53%
$8.36
19.66%
1.01%
YieldMax SQ Option Income Strategy ETF
SQY | Active ETF |
$20.76
-6.86%
$33.28 M
34.38%
$7.66
-8.15%
1.01%
YieldMax PYPL Option Income Strategy ETF
PYPY | Active ETF |
$19.77
-2.01%
$10.18 M
27.72%
$5.59
12.39%
1.01%
YieldMax AAPL Option Income Strategy ETF
APLY | Active ETF |
$16.55
-1.61%
$52.52 M
27.36%
$4.60
-7.95%
1.06%
Global X Blockchain & Bitcoin Strategy ETF
BITS | Active ETF |
$57.00
-3.06%
$24.15 M
23.99%
$14.11
7.22%
0.65%
YieldMax GOOGL Option Income Strategy ETF
GOOY | Active ETF |
$17.91
+0.62%
$29.24 M
20.89%
$3.72
5.03%
0.99%
YieldMax XOM Option Income Strategy ETF
XOMO | Active ETF |
$17.92
-1.47%
$12.27 M
16.99%
$3.09
9.36%
1.01%
Goldman Sachs Future Planet Equity ETF
GSFP | Active ETF |
$30.35
-0.31%
$44.53 M
13.33%
$4.10
1.72%
0.75%
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU | Active ETF |
$21.10
-0.83%
$43.63 M
12.69%
$2.70
-3.61%
0.67%
