Core Viewpoint - CrossingBridge Advisors has made a structural change to the CrossingBridge Pre-Merger SPAC ETF by designating cash creations and cash redemptions as the default payment method to reduce trading volatility and enhance liquidity for market makers and investors [1][2]. Group 1: Structural Changes - The ETF will now utilize cash creations and redemptions instead of in-kind transactions, aiming to improve the trading experience for shareholders and maintain price stability relative to the Fund's net asset value (NAV) [1][2]. - This adjustment is a response to observed larger disparities between the ETF's market pricing and NAV, which is atypical [3]. Group 2: Fund Management and Strategy - The CrossingBridge Pre-Merger SPAC ETF is actively managed and primarily invests in SPACs that have not yet completed a business combination, focusing on capturing the fixed income nature of pre-merger SPACs while emphasizing downside risk mitigation [3]. - As of June 30, 2025, CrossingBridge managed over $4.0 billion, specializing in investment-grade and high-yield corporate debt with a focus on ultra-short and low-duration strategies [4].

Core Viewpoint - CrossingBridge Advisors has made a structural change to the CrossingBridge Pre-Merger SPAC ETF by designating cash creations and cash redemptions as the default payment method to reduce trading volatility and enhance liquidity for market makers and investors [1][2]. Group 1 - The adjustment aims to improve the trading experience for shareholders and maintain price stability relative to the Fund's net asset value (NAV) [2]. - David Sherman, Portfolio Manager and CIO of CrossingBridge Advisors, noted that the ETF's market pricing has shown a larger disparity from NAV than typical, prompting this responsive change [3]. - The CrossingBridge Pre-Merger SPAC ETF is actively managed and primarily invests in SPACs that have not yet completed a business combination, focusing on capturing the fixed income nature of pre-merger SPACs while emphasizing downside risk mitigation [3]. Group 2 - As of June 30, 2025, CrossingBridge managed over $4.0 billion, specializing in investment grade and high yield corporate debt with a focus on ultra-short and low duration strategies as well as credit opportunities [4]. - The firm's core philosophy emphasizes that "Return of Capital is more important than Return on Capital" [4].

The Defiance Daily Target 2X Long MSTR ETF (NASDAQ: MSTX ) is a leveraged trading strategy designed to provide traders with 2x the daily performance of Strategy ( MSTR ) (formerly MicroStrategy). Because of the leverage component of the strategy, MSTX shouldMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstre ...

Group 1 - The Dimensional US Targeted Value ETF (DFAT) is categorized as a small-cap fund that emphasizes the value investment theme while also integrating quality aspects in its strategy [1] - DFAT is not solely a value fund; it combines both value and quality investment approaches, targeting smaller companies [1]

The WisdomTree U.S. MidCap Dividend Fund ETF (NYSEARCA: DON ), launched on 06/16/2006 by WisdomTree Inc. and co-managed by WisdomTree Asset Management, Inc. and Mellon Investments Corporation, provides dividend-focused exposure to the mid-cap segment of the U.S. equity market. It charges 0.38% as an expense ratioAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this a ...

The Fidelity MSCI Information Technology Index ETF (NYSEARCA: FTEC ) tracks the MSCI USA IMI Information Technology 25/50 Index, much like VGT , and suffers from the same drawbacks. My first preference in today's market environment is a DIYI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President ...

I am rerating the YieldMax Universe Fund of Option Income ETF (NYSEARCA: YMAX ) to a Buy. In the middle of a tariff sell-off in April 2025, I rated YMAX a Hold. And the core reasons are still valid. YMAX's yield isI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams i ...

Amid a volatile macro backdrop, gold and bitcoin have each returned almost 30% so far this yearETFs can provide efficient exposure to alternative assets like precious metals and cryptocurrenciesOther metals and tokens have delivered even more impressive returns—and yes, ETFs exist for those, tooBitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return i ...

Group 1 - The Invesco S&P MidCap Momentum ETF (NYSEARCA: XMMO) consists of 80 stocks from the S&P MidCap 400 Index that have shown the best price returns over the past twelve months [1] - The ETF has been following this strategy for six years and has delivered significant performance results [1] Group 2 - The Sunday Investor has completed all educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1] - The Sunday Investor focuses on U.S. Equity ETFs and maintains a comprehensive database tracking nearly 1,000 funds [1]

The Invesco DB US Dollar Index Bullish ETF (UUP) was launched on 02/20/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Currency ETFs category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a ...