ETFS

The following data is derived from trading activity on the Tradeweb Markets institutional European- and U.S.-listed ETF platforms. European-Listed ETFs Total traded volume Notional volume executed on the Tradeweb European-listed ETF marketplace reached EUR 30.7 billion in September. The proportion of transactions processed via Tradeweb’s Automated Intelligent Execution (AiEX) tool was 72%. Adriano Pace, head
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This article series shows every month a dashboard with aggregate industry metrics in healthcare. Most of the companies used to calculate these metrics are holdings of the Health Care Select Sector SPDR ETF (XLV). Therefore, this is also a top-down survey of XLV. Shortcut If you are used to this dashboard series or if you
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The market had lost some of its mojo in September but has regained ground since the start of this month. The S&P 500 is attempting to make new all-time highs once again. So, what’s leading this fresh momentum? It’s probably a combination of many positive factors, for example, the renewed hope of a fresh round
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This article series shows every month a dashboard with aggregate industry metrics in materials. Most of the companies used to calculate these metrics are holdings of the Materials Select Sector SPDR ETF (NYSEARCA:XLB). Therefore, this is also a top-down survey of XLB. Shortcut If you are used to this dashboard series or if you are
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The VanEck Vectors Muni Allocation ETF (MAAX) tactically allocates among VanEck municipal bond ETFs based on interest rate and credit opportunities to seek capital appreciation plus tax-exempt income. It uses a data-driven, rules-based process that leverages technical and macroeconomic indicators to guide credit and duration exposure, seeking to avoid market risks when appropriate. Overview The
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(Source: Unsplash) Introduction I recently published an article encouraging investors to avoid long-term bonds because they currently offer extremely low incremental yield pickups per unit of duration (interest rate) risk – lower than ever before in history. I have encouraged selling not only long-term bond funds, but even core bond funds because they have so
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iShares Short Treasury Bond ETF (SHV) holds over $21.2 billion in assets when we last looked at it. It is one of the larger ETFs around and assets have actually gone up over the last few years. We examine this one today as its numbers gave us a mild case of indigestion. Returns Are Nothing
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Author’s note: This article was previously released to CEF/ETF Income Laboratory members. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund (CEF) sectors in the last week, as well as to highlight recently concluded or
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Steadily lower CEF yields and heightened volatility have underlined the attraction of alpha-generation strategies. In this article, we take a look at a number of relative value CEF opportunities in the preferreds sector. Within the Flaherty & Crumrine suite of preferred CEFs, we highlight the Flaherty & Crumrine/Claymore Total Return Fund (FLC) over the Flaherty
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We all know Warren Buffett owns a railroad, Burlington Northern Santa Fe. Therefore, it is always good to look into railroad stocks to see whether a railroad stock might fit your portfolio too. A way to get exposure to railroad stocks is the iShares Transportation Average ETF (IYT) as 36.7% of its weight consists of
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The WisdomTree LargeCap Dividend ETF (NYSE:DLN) is meant to track the performance of the largest U.S. dividend-paying stocks. The allure here is that companies able to regularly distribute payouts to shareholders generally present stronger fundamentals with lower risk and potentially higher total returns. Indeed, the fund has a value-tilt while offering a 2.7% yield which
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The Aberdeen Asia-Pacific Income Fund (NYSEMKT:FAX) is a closed-end fund that invests in Asia-Pacific region bonds and debt securities. While the COVID-19 pandemic has represented a challenging market environment, the fund has been able to overcome significant volatility to return 2% thus far this year. The actively-managed fund currently yields 8.3% distributed monthly, making it
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My judgment is based on looking at publicly available supply and demand reports (EIA). Those reports indicated that COVID lockdowns crashed demand by ~4 million barrels per day (mb/d). Beginning in mid-April, gasoline demand has recovered to about 1 mb/d below pre-COVID. In response to the Russian-Saudi price war, COVID demand decreases, and financial issues,
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The chase for yield has created a lot of distortions, and investors are reaching out to more and more unusual choices to satiate their yield cravings. As a general rule, this creates more risk, and one has to be aware that the crowd that canters in can also be a part of the stampede that
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So far the SPY (NYSEARCA:SPY) has had a normal correction after an enormous move up from the bottom of a market crash to a rather surprising new high. This move was fueled by extreme fiscal and monetary stimulus. The latest stimulus package is stalled in Congress and the market move up is also stalled. Interest
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Source: Goodfon Instrument The VanEck Vectors Russia ETF (BATS:RSX) is a fund that offers exposure to equities from Russia, which include publicly-traded companies that are incorporated in Russia or that are incorporated outside of Russia but have at least 50% of their revenues/related assets in Russia. Source: VanEck Note: The RTS Index is a free-float
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Written by Nick Ackerman, co-produced by Stanford Chemist Eaton Vance Tax-Advantaged Global Dividend Income Fund (NYSE:ETG) has been able to pull off some excellent returns for being a fund with a global focus, even while they have been overweight financials and increasing the exposure as well. Tech still appears in several positions in its top
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Written by Nick Ackerman, co-produced by Stanford Chemist The Eaton Vance Enhanced Equity Income Fund II (EOS) has been on fire this year. This is thanks to its heavy weighting in tech. Led by a significant position in Amazon (AMZN). Eaton Vance runs a solid line-up of option-based funds. In this case, EOS is not
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As you can see in the following chart, it’s been a fairly strong year for the gold bulls with the ProShares Ultra Gold ETF (UGL) seeing year-to-date gains of nearly 40%. It is my belief that UGL is headed higher over the next year. I believe that gold is set to rally over the next
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The CEF market tends not to be the most efficient market due to the difficulty in obtaining quality data and the presence of low-information investors. This creates a number of opportunities for discerning investors to enter into attractive strategic positions or to make tactical allocations. In this article, we describe one such opportunity to rotate
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Two months ago, I wrote a piece on Aris’ RPAR Risk Parity ETF (RPAR). In it, I argued that the fund was “a great gateway approach to improve a portfolio’s risk-adjusted return potential quickly and without frills”, and that RPAR “could not only complement, but even replace equity-only investments altogether”. Since then, and although the
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