ETF Strategies
Wealth Management ETF Strategies
 

JUNE 17, 2021

ETFS

The 20 ETFs with the Worst Returns Over the Past 5 Years

Funds focused on the oil and gas industry performed the worst over the last five years.

FULL ARTICLE

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ETFS

SEC Delays Ruling on Bitcoin ETF in Blow to Crypto Traders

The SEC said in a regulatory filing that it will seek more public comment on a proposal to list a product on Cboe Global Markets Inc.

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SPONSORED WEBINAR

Transforming for the New Normal: Why You Need to Make that Digital Transformation

Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.

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MUTUAL FUNDS

Fund News Advisor Can Use: Morningstar Calls for Actionable Disclosures on Climate Change

In this week’s fund news, Morningstar provides a framework for climate change disclosures; T. Rowe launches fifth active ETF; and the space ETF UFO reminds investors 'unidentified aerial phenomena' may pose a risk.  

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ETFS

A $1 Trillion Mutual Fund-to-ETF Bonanza May Be Getting Started

While $1 trillion sounds like a vast amount, it would only equate to about 10% of the mutual fund world.

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ETFS

Dimensional Converts $29 Billion of Mutual Funds Into ETFs

The move puts Dimensional on the cusp of being one of the 10 biggest U.S. ETF issuers by assets and takes its lineup to seven funds.  

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ETFS

Wannabe Bitcoin ETFs Are Mushrooming and Getting More Creative

A slate of companies are releasing or planning “Bitcoin adjacent” products that skirt U.S. regulators’ refusal to allow the largest cryptocurrency to be put in an exchange-traded fund wrapper.  

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ETFS

Invesco Fires Next Shot in Fee War With Funds Charging Nothing

The Invesco Nasdaq Biotechnology ETF (IBBQ) and Invesco PHLX Semiconductor ETF (SOXQ) will effectively cost nothing until Dec. 17, after which each will carry an expense ratio of 19 basis points.  

FULL ARTICLE