RIAs’ ETF adoption continued to expand across investment categories, issuers and funds in the third quarter of 2025, according to the RIA ETF Trends report from AdvizorPro. Advisors stepped up the pace at which they added new ETFs compared to previous quarters, AdvizorPro found. Almost 59% of RIAs added new funds to their portfolios during […]
RIAs Expand Ethereum ETF Holdings in Third Quarter 2025 Read More »
After another year of rapid growth, the U.S. ETF industry is evolving into price-based segments, each with distinct product offerings and market leaders. Net inflows into U.S. listed ETFs year-to-date in 2025 have already exceeded 2024’s annual inflow record of $1.2 trillion and are going into different price categories. Most assets in the low-cost (0%-0.25%
US ETF Market Splits Into Distinct Price Segments Read More »
As the ETF market gets increasingly crowded, issuers often face an uphill battle finding distribution space for new funds, particularly when it comes to actively managed vehicles or those with novel strategies. A recent survey by Cerulli Associates found that 71% of asset managers said it is challenging to find shelf space for active ETFs
ETF Issuers Face Uphill Battle for Broker/Dealer Space Read More »
Two years ago, we removed a thematic fund focused on alternative energy from the Kiplinger ETF 20, the list of our favorite exchange-traded funds, and replaced it with the SPDR S&P Kensho New Economies Composite ETF (KOMP), which spreads its bets across a variety of new-new things, including green energy, drones, smart homes and electric
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Retail investors’ appetite for ETFs continues to grow among both experienced and potential users, according to the results of the 14th annual “ETFs and Beyond” report from Charles Schwab Asset Management. “It’s a continuation of the momentum we have been seeing. Investors continue to indicate they anticipate more of their investment portfolios going into ETFs
Retail Investors Plan to Boost ETF Allocations Read More »
(Bloomberg) — Sofia Massie left her job at Jane Street in January with one thing: an idea for an ETF that would mirror the US stock market but quietly hold onto dividends, wringing out a tax advantage many investors never see. She didn’t have a team. Or a brand. Or the institutional heft that usually
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For well under $100, you can buy one share of this under-the-radar AI exchange-traded fund (ETF) that looks poised to continue to outperform the market. For this article, I asked myself: Where would I start investing if I had less than $100 to invest? Image source: Getty Images. An AI ETF that’s concentrated and full
There is room for more ETF adoption among RIA firms, according to the second quarter 2025 “RIA ETF Trends Report” from AdvizorPro. During the quarter, 5,035 RIAs reported consistent ETF holdings, according to the company. Over half (57.8%) expanded the number of ETFs in their portfolios between the first and the second quarter of 2025,
RIA ETF Adoption Continued to Rise in Q2 2025 Read More »
(Bloomberg) — The US Securities and Exchange Commission is getting closer to making a decision about whether asset managers can offer ETFs as share classes of mutual funds, according to Kaitlin Bottock, assistant director at the regulator’s division of investment management. Every major fund firm, including BlackRock Inc. and State Street Corp., is waiting for the
SEC Nears Decision on ETF Share Classes for Funds Read More »
The Ten Titans have rewarded S&P 500 investors, but they came with higher potential risk and volatility. The largest growth-focused U.S. companies by market cap are Nvidia (NVDA 1.65%), Microsoft (MSFT 0.56%), Apple (AAPL 1.21%), Amazon (AMZN 3.12%), Alphabet (GOOG 2.98%) (GOOGL 3.10%), Meta Platforms (META 2.04%), Broadcom (AVGO 1.48%), Tesla (TSLA 6.18%), Oracle (ORCL
Is the Vanguard S&P 500 ETF the Simplest Way to Double Up on “Ten Titans” Growth Stocks? Read More »