Featured
Aaron Levitt |
As today's increasingly complex bond market exposes the limitations of passive benchmarks, investors are pouring record assets into active fixed income ETFs.
Aaron Levitt |
As cryptocurrency matures beyond simple Bitcoin exposure, a new generation of actively managed ETFs is using staking, options strategies, and tactical allocation to potentially enhance returns, generate income, and better manage volatility.
Aaron Levitt |
Active ETFs have improved the odds of outperforming traditional benchmarks, but Morningstar’s research shows that lower fees remain one of the strongest predictors of long-term fund success.
Aaron Levitt |
As traditional income investments face rising volatility and uncertainty, option-income strategies offer investors a way to generate enhanced cash flow and potentially smoother returns by converting market volatility into income.
Aaron Levitt |
Despite being overshadowed by U.S. growth stocks for years, international value stocks offer an attractive combination of low valuations, growing earnings, strong dividends, and diversification benefits.
Aaron Levitt |
Fidelity’s latest active ETF launch highlights both the rapid rise of active ETFs as core portfolio tools and the growing opportunity for active management to uncover value in the less efficient small- and mid-cap stock universe
Aaron Levitt |
For investors looking to maximize the opportunity in municipal bonds, active management may not just offer an edge- it may be the smarter path altogether.
Aaron Levitt |
The rise of dual-share-class mutual funds and ETFs could reshape investing by giving investors and advisors greater flexibility, improved tax efficiency, and easier access to the same strategies across multiple account types.
Aaron Levitt |
Active management can help investors navigate today’s concentrated technology market by looking beyond crowded mega-cap AI stocks to uncover broader growth opportunities across the tech sector.
Aaron Levitt |
Active ETFs enhance the likelihood of active manager success by lowering fees, improving tax efficiency, and providing a more flexible and efficient investment structure.
Aaron Levitt |
Low-volume ETFs are often more liquid than they appear because their true liquidity comes from underlying assets, market makers, and the creation/redemption process—not just trading volume.
Aaron Levitt |
Active ETFs are gaining traction as investors seek flexible, efficient, and outcome-driven strategies that go beyond traditional passive market exposure.
Aaron Levitt |
Active dividend growth investing combines consistent income, lower volatility, and long-term growth, making it a compelling strategy for building resilient portfolios in today’s market.
Aaron Levitt |
Active ETFs empower investors to move beyond the concentration of mega-cap and AI-driven stocks, capturing a broader range of equity opportunities through flexible, research-driven portfolio construction.
Aaron Levitt |
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
Aaron Levitt |
Active management allows investors to more effectively capture the real value of ESG by focusing on material factors, adapting to change, and uncovering opportunities that passive strategies often miss.
Aaron Levitt |
New York City’s municipal bonds remain backed by strong economic fundamentals, but rising budget pressures and fiscal uncertainties are creating new risks that investors must carefully monitor.
Aaron Levitt |
Core-plus active ETFs offer a more flexible and income-driven alternative to the Agg. Still, investors must look beyond the label to evaluate their true risks, return drivers, and effectiveness as a core bond holding.
Aaron Levitt |
Adding a modest allocation of active ETFs to a passive core can enhance returns, manage risk, and improve consistency without sacrificing the benefits of low-cost index investing.
Aaron Levitt |
Buffer ETFs offer investors a way to stay invested in equities while limiting downside risk, but their capped upside and timing nuances mean they work best as a strategic tool rather than a core long-term holding.
Aaron Levitt |
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
Aaron Levitt |
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
Aaron Levitt |
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
Aaron Levitt |
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
Aaron Levitt |
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Aaron Levitt |
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
Aaron Levitt |
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
Aaron Levitt |
Record inflows into cash-like ETFs show that investors are transforming idle cash into a strategic, income-generating allocation that provides liquidity, stability, and competitive yields amid rising uncertainty and shifting interest rates.
Aaron Levitt |
Active ETFs saw explosive growth in 2025, with investors funneling record inflows into derivative income, large-blend equity, ultra-short bond, and multi-sector bond strategies that offered income, flexibility, and built-in risk control.
Aaron Levitt |
Investors increasingly prefer older, more established active ETFs because they offer longer track records, deeper liquidity, and greater confidence in performance evaluation.
Aaron Levitt |
Active ETFs are beginning to incorporate private equity exposure, using evolving ETF structures to give investors access to private-market growth while balancing liquidity, transparency, and professional risk management within a public-market vehicle.
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Aaron Levitt |
Gold’s heightened volatility and shifting macro drivers create an environment where active gold ETFs can add value by dynamically managing exposure, navigating dispersion across gold-related assets, and improving risk-adjusted returns.
Aaron Levitt |
The true cost of owning active ETFs goes far beyond expense ratios, as premiums, discounts, trading dynamics, and structural efficiency all play a critical role in determining real investor outcomes.
Aaron Levitt |
Because emerging markets are inefficient, concentrated, and highly dispersed, active management—especially through active ETFs—gives investors a better way to manage risk, avoid index pitfalls, and capture long-term opportunity.
Aaron Levitt |
Active ETFs have evolved from niche products into a full portfolio ecosystem, giving investors unprecedented choice to build flexible, transparent, and professionally managed portfolios across equities, fixed income, and outcome-oriented strategies
Aaron Levitt |
Goldman Sachs’ acquisition of Innovator Capital signals a major strategic bet on buffer ETFs, cementing defined-outcome strategies as a core, long-term pillar of modern portfolio construction.
Aaron Levitt |
With compounding back in play, bonds are poised to shift from a defensive holding to a true growth engine in diversified portfolios.
Aaron Levitt |
BlackRock’s launch of BDYN and BDVL marks a turning point for active ETFs, signaling that global allocation strategies are increasingly moving into the ETF wrapper to deliver flexible, multi-asset active management with greater efficiency.
Aaron Levitt |
Active value investing has regained strength in today’s volatile, high-valuation market, offering investors greater stability, and better risk-adjusted returns.
Aaron Levitt |
Persistent inflation driven by structural and cyclical pressures has made active management a powerful tool for protecting purchasing power and navigating an environment where traditional stock-bond allocations struggle.
Aaron Levitt |
Active ETFs and enhanced indexing are challenging the long-held belief that large-cap markets are too efficient for active managers to outperform.
Aaron Levitt |
Active ETFs are redefining tax efficiency by minimizing capital gains and offering investors a smarter, lower-tax way to outperform in their taxable accounts.
Aaron Levitt |
With rising concentration risks in passive indexes, active and enhanced ETFs are emerging as smarter core holdings—offering broader diversification, stronger returns, and better risk control for long-term investors.
Aaron Levitt |
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
Aaron Levitt |
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
Aaron Levitt |
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
Aaron Levitt |
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
Aaron Levitt |
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
Aaron Levitt |
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Aaron Levitt |
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
Aaron Levitt |
Active ETFs allow bond investors to navigate today’s heightened volatility by shifting from traditional income-only strategies to dynamic, return-seeking approaches that capture both yield and price gains.
Aaron Levitt |
Active crypto ETFs are emerging as the next evolution in digital asset investing, offering the potential to enhance returns and manage volatility beyond traditional passive products.
Aaron Levitt |
Active municipal bond ETFs offer better yields, flexibility, and long-term outcomes than passive funds, making them the smarter choice for investors seeking tax-advantaged income.
Aaron Levitt |
Active low-volatility ETFs give investors a way to smooth returns, protect against downside, and still capture more of the market’s upside than passive low-vol strategies.
Aaron Levitt |
With inflation starting to rise again, active ETFs offer investors a flexible and effective way to protect purchasing power by targeting assets and strategies built to thrive in inflationary environments.
Aaron Levitt |
Active ETFs have rapidly overtaken passive funds in new launches and are attracting a growing share of investor inflows, signaling a lasting shift in portfolio construction
Aaron Levitt |
Active ETFs have rapidly evolved from a niche product to a mainstream portfolio staple, with State Street identifying fund flows, alternative assets, and digital innovation as key drivers of their future growth.
Aaron Levitt |
Combining active and passive ETFs offers investors the best of both worlds—cost-efficient market exposure with the flexibility to adapt to today’s dynamic and uncertain environment.
Aaron Levitt |
Active fixed income ETFs are outperforming their passive peers by tapping into a broader bond universe, offering better returns, tax efficiency, and liquidity advantages.
Aaron Levitt |
Quality investing has consistently delivered strong, risk-adjusted returns across market cycles—and with active ETFs, investors can now capture this powerful factor more effectively than ever.
Aaron Levitt |
Hedged equity ETFs are emerging as powerful tools for investors seeking to reduce downside risk and smooth out volatility using dynamic options strategies once reserved for hedge funds.
Aaron Levitt |
Active ETFs are rapidly becoming a cornerstone of model portfolios, offering lower costs, greater tax efficiency, and enhanced performance potential compared to traditional mutual funds.
Aaron Levitt |
Global, actively managed dividend strategies are emerging as a powerful tool for boosting income, reducing volatility, and enhancing portfolio resilience in today’s uncertain market environment.
Aaron Levitt |
Despite explosive growth in active ETFs, the majority of assets are concentrated in a few large funds, making scale and cost key factors for investors.
Aaron Levitt |
Enhanced active ETFs use data-driven, index-aware strategies to deliver consistent, low-volatility outperformance—bridging the gap between passive investing and traditional active management.
Aaron Levitt |
Active ETFs have seen explosive growth and now surpass $1 trillion in assets, but many still struggle to consistently outperform their benchmarks, making them better suited as portfolio tools rather than standalone solutions.
Aaron Levitt |
Passive ETFs may work for many asset classes, but in the complex world of high-yield bonds, active management consistently delivers better returns and more effective risk control.
Aaron Levitt |
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
Aaron Levitt |
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
Aaron Levitt |
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
Aaron Levitt |
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Justin Kuepper |
Discover how to diversify your portfolio globally with these new actively-managed ETFs.
Aaron Levitt |
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
Aaron Levitt |
Active ETFs offer investors a powerful way to reduce portfolio volatility and navigate uncertain markets more effectively than traditional passive strategies.
Aaron Levitt |
Active ETFs have surged in popularity, but while stock pickers still struggle to beat the market, bond managers are consistently delivering outperformance, making bonds the clear winner for active strategies.
Aaron Levitt |
A new Fidelity survey shows that financial advisors are embracing active ETFs like never before, turning them into a key tool for portfolio construction and long-term growth.
Aaron Levitt |
Active ETFs are revolutionizing portfolio construction by combining the benefits of traditional ETFs with dynamic strategies, such as derivatives and active management, to deliver enhanced diversification, income, and downside protection.
Aaron Levitt |
Active ETFs are transforming traditional model portfolios by combining low costs, tax efficiency, and the potential for outperformance — offering investors a smarter, more dynamic way to meet their financial goals
Justin Kuepper |
Nuveen's new actively managed ETFs offer targeted exposure to the muni space with a focus on income or total returns.
Aaron Levitt |
State Street and Bridgewater have launched a groundbreaking active ETF that offers true hedge fund exposure — bringing institutional-level strategies to everyday investors with lower fees, greater liquidity, and enhanced tax efficiency.
Aaron Levitt |
The launch of private credit ETFs, like State Street and Apollo’s PRIV, has sparked regulatory concerns from the SEC, raising questions about whether illiquid private assets belong in a traditionally liquid ETF structure.
Justin Kuepper |
Discover new ETFs that let you double down on Bitcoin exposure or buffer against its wild swings.
Justin Kuepper |
Looking for more fixed income yield or greater diversification? Check out these newly launched active ETFs in the space.
Aaron Levitt |
Active large-cap growth ETFs are making a strong comeback as market shifts and risk aversion favor active management, allowing them to outperform passive benchmarks.
Aaron Levitt |
Cohen & Steers' latest ETF launch highlights the growing appeal of actively managed REITs, offering investors market-beating returns, lower costs, and enhanced portfolio opportunities in the real estate sector.
Justin Kuepper |
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
Justin Kuepper |
Learn how new structured products can help investors — from day traders to retirees — fine-tune their exposure to crypto assets.
Aaron Levitt |
A new MSCI study reveals that many active ETFs fall into two distinct categories—high-conviction funds with true active management and broadly diversified funds — making it crucial for investors to understand what they’re really buying.
Aaron Levitt |
Vanguard, long known for passive investing, is making a significant push into active management with a series of new actively managed bond ETFs, highlighting the growing appeal of active strategies in the fixed-income space.
Aaron Levitt |
Buffered Bitcoin ETFs use options and derivatives to help investors manage risk, providing downside protection while still allowing for potential gains in the volatile crypto market.
Aaron Levitt |
The expiration of Vanguard’s ETF share class patent could spark a massive shift of trillions in mutual fund assets into ETFs, revolutionizing the investment landscape.
Aaron Levitt |
Innovation ETFs offer the potential for high returns by investing in disruptive technologies, but mixed results, high volatility, and management challenges suggest investors should proceed with caution.
Aaron Levitt |
Active management and thorough credit research are key to outperforming in the junk bond market, especially during periods of tight credit spreads where yield spreads alone may not reveal true value
Justin Kuepper |
iShares became the latest firm to launch an accelerated ETF, but are they really a fast lane to higher profits?
Justin Kuepper |
YieldMax and NEOS recently launched active ETFs focused on niche corners of the option income space - should you invest?
Aaron Levitt |
The rapid growth of active ETFs in 2024 highlights their popularity, but many investors may be surprised to find that some are driven by systematic strategies rather than true active management, underscoring the need for careful due diligence.
Aaron Levitt |
Active management and ETFs provide investors with a flexible strategy to navigate the potential market bubble, offering diversification and the opportunity for excess returns when it bursts.
Justin Kuepper |
Explore 2024's best-performing thematic ETFs across cryptocurrency, artificial intelligence, and fintech sectors with detailed market trends and top returns analysis.
Justin Kuepper |
Is your portfolio concentrated in mega-cap tech stocks? Factor ETFs offer a smart and cost-effective way to diversify.
Justin Kuepper |
The ETF market shattered records in 2024 with $1.1T in inflows and the S&P 500 surging 25%. Learn what happened and what's next!
Justin Kuepper |
Learn whether the benefits of active ETFs outweigh the costs and risks when building your retirement portfolio.
Aaron Levitt |
Value stocks are making a comeback, and active ETFs offer investors a powerful way to capitalize on this market shift with potential for outperformance and lower costs.
Justin Kuepper |
Learn how to effectively evaluate active ETFs to find the right fit for your portfolio while avoiding common traps.
Aaron Levitt |
Active ETFs are rapidly growing in number and assets, driven by investor demand, regulatory changes
Aaron Levitt |
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
Justin Kuepper |
The inventor of open-ended mutual funds is entering the active ETF space with the launch of five new funds. Should you invest?
Aaron Levitt |
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
Justin Kuepper |
Explore the growing accessibility of alternative investments, their benefits and risks, and specific options worth considering in current market conditions.
Aaron Levitt |
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
Aaron Levitt |
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
Justin Kuepper |
Learn why you might want to consider active ETFs, the impact of fees, and how fee waivers offer an opportunity.
Aaron Levitt |
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
Justin Kuepper |
Discover how options-based ETF strategies work, and what type of active ETF might be right for your portfolio!
Aaron Levitt |
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
Aaron Levitt |
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
Justin Kuepper |
Discover why active ETFs outperform their passive counterparts in fixed income and some great options to consider for your portfolio
Aaron Levitt |
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
Aaron Levitt |
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Justin Kuepper |
Learn how active ETFs can help you harvest more losses and boost your after-tax returns.
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
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.
Aaron Levitt |
Aaron Levitt |
Fund flows tell the investor’s story. And right now, investors are favoring low-cost active ETFs.
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.
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.
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.
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.
Justin Kuepper |
Discover why healthcare stocks are back in vogue and some of the top-performing funds in the sector for exposure.
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
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.
Aaron Levitt |
Default rates for junk bonds are starting to rise. Luckily, active ETFs can help limit the risk and still provide high yields.
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.
Aaron Levitt |
Emerging markets are one area of the market that active management can play a big role in finding big returns.
Aaron Levitt |
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Aaron Levitt |
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
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
Aaron Levitt |
DoubleLine’s active approach could help its two new real estate ETFs thrive and find bargains amid the sector wreckage.
Aaron Levitt |
Active ETFs in the real estate sector offer investors better prospects for long-term returns and outperforming passive funds.
Aaron Levitt |
Our roundup of themes for this week center around podcasting, client service calendars and keeping your leads engaged.
Justin Kuepper |
We'll take a look at thematic ETFs and how they're faring among this new wave of retail investors.
Aaron Levitt |
Buffered funds offer investors, especially those near or in retirement, a powerful tool to reduce volatility and protect against downside risk.
Aaron Levitt |
Fund flows into active ETFs underscore how popular the vehicle is for investors on both the retail and institutional fronts.
Justin Kuepper |
We'll look at some of the top crypto ETFs and their varying levels of exposure to the nascent asset class.
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.
Justin Kuepper |
We'll look at the top-performing ETFs this year and whether the trends supporting their success will continue.
Justin Kuepper |
We'll look at how to invest in the AI boom and where the opportunities may lie.
Mitre Media quarterly Advisor Trends Study benchmarks active ETF usage and purchase intent over time
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.
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.
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.
Aaron Levitt |
Quality may seem subjective, but there are several key ingredients that make these stocks tick.
Justin Kuepper |
Dynamic Tactical ETF (DYTA) could offer the perfect protection in today's markets.
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
Justin Kuepper |
We'll look at the first of several upcoming active ETFs from Roundhill, targeted at helping investors maintain precise sector exposure.
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.
Justin Kuepper |
We'll look at AllianceBernstein's recently launched funds and how they could help investors fine-tune their exposure.
Sam Bourgi |
Bonds with credit ratings below BBB or Baa3 aren’t immune from volatility, yet there’s an advantage in high yield.
Justin Kuepper |
We'll examine some of the SEC's concerns and what it might mean for the mutual fund to ETF conversion trend.
Justin Kuepper |
We'll look at direct indexing and whether it's actually a better alternative to exchange-traded funds (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
Justin Kuepper |
While there are many value-focused ETFs, active funds have the flexibility to pinpoint deep value opportunities.
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.
Justin Kuepper |
Let's look at what's driving performance and whether the outperformance will last over the coming years.
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.
Justin Kuepper |
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on the market.
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.
Justin Kuepper |
We'll look at what sets the fund apart from the competition and why you might consider it for your portfolio.
Justin Kuepper |
We'll look at what makes CLOs attractive and why you might consider CLOZ for exposure.
Justin Kuepper |
We'll look at Putnam's newly launched, actively managed target-date retirement funds.
Justin Kuepper |
We'll examine these new funds—focusing on the actively-managed funds—and explore how they might impact the ETF market..
Justin Kuepper |
We'll look at what's driving the growth in ETF assets and what it means for the larger market.
Justin Kuepper |
In this article, we'll look at three recently launched mission-driven active ETFs and how they help investors make an impact.
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.
Justin Kuepper |
Let's examine why active ETFs could continue outperforming despite these trends and what that means for investors.
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.
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.
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.
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.
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.
Justin Kuepper |
Let's look at the evolution of actively-managed ETFs and how the different types impact investors.
Justin Kuepper |
Let's look at four actively-managed real estate ETFs with the flexibility to help investors capitalize on the decline.
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.
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.
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.
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.
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.
Justin Kuepper |
The actively managed InfraCap MLP ETF offers investors exposure to the midstream MLP space, rising more than 23% since January..
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.
Justin Kuepper |
Let's take a closer look at buffer ETFs, their recent performance, and new options for your portfolio.
Justin Kuepper |
While President Xi and the government face tough challenges ahead, Matthews' fund managers believe that the long-term outlook remains intact.
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.
Justin Kuepper |
Let's look at Fidelity's new funds and the broader mutual fund to active ETF conversion landscape.
Justin Kuepper |
Let's take a look at why risk-on investors may want to consider the ARK Genomic Revolution ETF (ARKG).
Aaron Levitt |
All in all, active funds are proving their worth this year. And investors should consider them as part of their allocation plans.
Justin Kuepper |
Let's take a look at some of the best-performing and worst-performing active fund segments over the past year.
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
Justin Kuepper |
Franklin Templeton became the latest asset manager to convert successful mutual funds into active ETFs
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.
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.
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.
Justin Kuepper |
OneAscent Investment Solutions recently launched two new exchange-traded funds that apply SRI criteria to international investment opportunities.
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
Justin Kuepper |
Let's look at the night effect and how investors can capitalize on it using a new active transparent ETF from NightShares.
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.
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.
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.
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.
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.
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.
Justin Kuepper |
Investors looking for a hedge against rising inflation may consider actively-managed ETFs. Here are three options.
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.
Justin Kuepper |
Let's look at five newly launched active ETFs that you may want to consider for your portfolio.
Aaron Levitt |
Fund flows for active ETFs have continued to be strong during the first half of the year, hitting records.
Aaron Levitt |
The latest study from the CFA Institute shows that the debate should focus on cheap versus expensive.
Justin Kuepper |
Let's take a closer look at single-stock ETFs, how they work, some popular funds, and whether they suit your portfolio.
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.
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.
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.
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.
Justin Kuepper |
Capital Group is among the most successful active ETF issuers with plans to launch three more income-focused funds this year.
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.
Justin Kuepper |
In this article, we will take a look at buffer ETFs, their pros and cons, and some popular options for your portfolio.
Justin Kuepper |
Let's look at two new exchange-traded funds (ETFs) that could help protect your portfolio against rising interest rates.
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.
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.
Justin Kuepper |
Let's look at how actively managed ETFs can help during market volatility and some options to consider for your portfolio.
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.
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.
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.
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.
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.
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.
Justin Kuepper |
Let's take a look at how these trends have played out in actively-managed ETFs over the past year.
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.
Justin Kuepper |
In this article, we'll examine these findings and what they mean for the wider ETF industry and investors.
Aaron Levitt |
Assets in fixed income active ETFs continue to be favored by investors over equity products
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Justin Kuepper |
Let's take a closer look at the new actively-managed ETF and why investors may want to consider it.
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.
Aaron Levitt |
Morgan Stanley recently unveiled some new changes to its policies for advisors regarding non-transparent ETFs.
Justin Kuepper |
This article will look at why actively-managed international bond funds may be an attractive option in today's environment.
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.
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.
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.
Check out our latest whitepaper on active ETF advisor trends.
Justin Kuepper |
Let's take a closer look at funds of funds and whether you should consider adding them to your portfolio.
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
Justin Kuepper |
This article will examine how actively managed funds could overcome these problems and become the next sustainability leaders.
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.
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.
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.
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.
Aaron Levitt |
Capital Group’s entry into the world of active ETFs places a spotlight on the fund type.
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.
Justin Kuepper |
Let's take a look at how long-short equity ETFs can help reduce market exposure and protect investor portfolios.
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.
Aaron Levitt |
Thanks to the current interest rate and global macroenvironment, flows into active fixed income ETFs have been swift.
Justin Kuepper |
Let's look at five active ETFs that you can use to generate income for your portfolio.
Aaron Levitt |
More traditional mutual fund sponsors will take DFA’s lead and convert their funds to ETF structure.
Justin Kuepper |
This article will examine whether active ETFs are worth the extra cost or whether investors would be better off with passive ETFs.
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.
Justin Kuepper |
Let's take a look at today's largest active ETF providers and where the industry is heading over the coming years.
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.
Aaron Levitt |
With competition rising, the time for investment managers to start an active ETF strategy is now.
Justin Kuepper |
Let's look at how active ETFs are increasingly leaning on options to deliver above-market income and returns.
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.
Aaron Levitt |
In the end, quality trumps both growth and value. And being active is the way to get it.
Aaron Levitt |
For investors who are looking for stability and considering annuities, these new ETFs could give annuities a run for its money.
Aaron Levitt |
By switching its management style, the fund’s sponsors are approving the active ETF movement.
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Justin Kuepper |
Let's take a look at some international active ETFs to diversify your portfolio and generate more alpha.
Justin Kuepper |
Let's take a look at how investors can gain exposure to these new markets through exchange-traded funds (ETFs).
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.
Aaron Levitt |
With the new surge of active ETFs on the marketplace, the benefits of value investing can finally be unleashed.
Aaron Levitt |
A new fund filing from asset manager Envestnet potentially bridges the gap between active and passive 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.
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.
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.
Justin Kuepper |
Let's look at some of the most recent active ETFs targeting opportunities in niche corners of the market.
Justin Kuepper |
Let's take a look at some other active ETF drawbacks that investors should keep in mind.
Aaron Levitt |
Given the complexities with active ETFs and their non-index-tracking ways, liquidity of funds matters even more.
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.
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.
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.
Justin Kuepper |
Let's take a look at an asset manager that hopes to enter the space with actively managed exchange-traded funds (ETFs).
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.
Aaron Levitt |
As a tax-efficient investment vehicle, active ETFs are better suited to deal with the potential changes to taxes.
Aaron Levitt |
History is repeating itself and making a serious case for active ETFs in your portfolio.
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.
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.
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.
Aaron Levitt |
With the growth of low-cost active ETFs, investors have plenty of chances to reduce volatility in their portfolios.
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.
Justin Kuepper |
Let's look at why actively managed ETFs are increasing in popularity and where investors can find outperformance.
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?
Scott Hays, CFA |
Over the last few years, there has been an explosion in the number of thematic ETFs available.
Aaron Levitt |
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Aaron Levitt |
Thanks to new SEC rules governing traditional active ETFs, these funds can now come in a variety of flavors.
Aaron Levitt |
Thanks to the growth in active ETFs, many of the hurdles that face active management could be eliminated.
Aaron Levitt |
For investors, understanding the difference between the two flavors of active ETFs is important when constructing a portfolio.
Mike Dickson, Ph.D. |
Recent market dynamics have promoted a surge in active ETF issuance within the equity space
Justin Kuepper |
Let’s take a closer look at smart beta funds, strategies for frothy markets and funds to consider for your portfolio.
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
Featured Active ETFs
Overview
Payout
Income
Income Risk
Returns
Allocations
Fees
About
HOOY | ETF |
$30.19
+5.26%
$141.70 M
111.10%
$33.54
-8.56%
0.99%
SNOY | ETF |
$10.27
+6.76%
$32.30 M
102.13%
$10.49
14.82%
0.99%
MRNY | ETF |
$19.19
+2.62%
$82.87 M
96.95%
$18.61
89.81%
0.99%
WNTR | ETF |
$32.34
+2.67%
$72.10 M
92.46%
$29.90
20.34%
-
$12.53
+2.54%
$3.20 M
87.64%
$10.98
-44.97%
1.29%
MSTY | ETF |
$11.53
-3.92%
$1.29 B
84.92%
$9.79
-42.17%
0.99%
AMDY | ETF |
$55.07
+1.98%
$367.33 M
83.28%
$45.86
104.06%
0.99%
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