S&P 500 Exposure
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Forget JEPI: This 1 Covered Call ETF Yields Over 20% With Uncapped Gains
247Wallst· 2026-02-06 18:50
Core Insights - Investors are increasingly investing in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) due to its high yield and S&P 500 exposure [1] Group 1 - The ETF offers both a high yield and exposure to the S&P 500, making it attractive to investors [1]
State Street's Anna Paglia on why the firm is shifting from ETFs to mutual funds
Youtube· 2025-11-03 18:34
Core Insights - The ETF market is experiencing significant growth, with $1 trillion in new assets year-to-date, marking a record for the industry [3][4]. - Investors are currently favoring low-cost ETFs, particularly those that provide exposure to the S&P 500 and sectors like financials and industrials, which have seen substantial inflows [3][4]. - The retirement account market, valued at $4 trillion, is fragmented across various investment vehicles, prompting companies like State Street to explore mutual funds to consolidate exposure under one umbrella [5][6]. ETF Market Trends - The overall market is described as "really hot," with ETFs having a record year [2]. - Nearly half of the new flows into ETFs are directed towards low-cost beta exposure [3]. - Financials and industrials sectors have attracted $5 billion in new assets in October alone [4]. Strategic Moves - State Street is expanding its offerings to include mutual funds to address fragmentation in retirement accounts and provide unified exposure to major indices like the S&P 500 [5][6]. - The intention behind this strategy is to reduce costs and avoid fragmentation in investment options for retirement accounts [6].