Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant redemptions in certain categories while noting positive inflows in others [1]. Group 1: ETF Flows by Asset Class - Alternatives experienced a net outflow of $155.11 million, representing -0.13% of their total AUM of $115,444.45 million [1]. - Asset Allocation saw a net outflow of $48.87 million, which is -0.14% of its AUM of $34,732.51 million [1]. - Commodities ETFs had a substantial net inflow of $3,465.03 million, accounting for 0.85% of their AUM of $405,347.17 million [1]. - Currency ETFs faced a net outflow of $746.41 million, which is -0.56% of their AUM of $133,473.06 million [1]. - International Equity recorded a net inflow of $2,612.59 million, representing 0.11% of its AUM of $2,451,052.82 million [1]. - International Fixed Income saw a net inflow of $1,656.51 million, which is 0.43% of its AUM of $389,610.66 million [1]. - Inverse ETFs had a net outflow of $57.95 million, accounting for -0.44% of their AUM of $13,304.99 million [1]. - Leveraged ETFs experienced a net inflow of $906.61 million, representing 0.60% of their AUM of $150,624.81 million [1]. - US Equity faced a significant net outflow of $3,014.52 million, which is -0.04% of its AUM of $8,364,701.34 million [1]. - US Fixed Income had a net outflow of $1,262.04 million, accounting for -0.07% of its AUM of $1,941,572.70 million [1]. - Overall, the total net flows across all ETFs amounted to $3,355.84 million, representing 0.02% of the total AUM of $13,999,864.52 million [1].

Core Insights - Fidelity's ETF market data for 2025 indicates a significant shift towards active ETFs, with approximately 36% of overall fund flows directed towards active strategies, and over 46% in the intermediary space [1] - The market has seen a broadening effect benefiting large value, international developed, and small- and mid-cap stocks despite volatility [1] - In fixed income, there is a notable movement towards ultra-short strategies, while advisors are leaning towards core passive and core-plus active funds [1] ETF Flow Trends - Active ETFs are gaining traction, particularly among advisors, with a noted increase in flows towards active strategies in small-cap segments, which saw a positive flow of $17 billion [1] - Passive strategies continue to dominate in low-cost, tax-efficient large-cap core beta, but there is a surprising shift towards active in foreign considerable growth [1] ETF Fees and Flows - A survey indicated that 43% of overall ETF flows are directed towards funds charging fees between 20 to 40 basis points, with 46% of advisor-driven flows also in this range [1] - ETFs charging 61 basis points or more received the second-largest share of flows, although this segment saw the lowest percentage of advisor-driven flows, indicating a reluctance towards higher fees [1] ETF Options - Fidelity offers a diverse range of ETFs, including both active and passive strategies, such as the Fidelity Enhanced International ETF (FENI) and the Fidelity Yield Enhanced Equity ETF (FYEE) [1]

Core Insights - The article highlights the top-performing leveraged and inverse ETFs for the week, emphasizing the significant returns driven by market conditions and investor sentiment [1] Group 1: Top Performing Leveraged ETFs - ProShares Ultra Bloomberg Natural Gas (BOIL) led with a 43.71% return due to surging energy prices amid forecasts of a cold snap in the U.S. [1] - GraniteShares 2x Long META Daily ETF (FBL) achieved a 16.81% gain following a strong Q4 revenue report from Meta Platforms, indicating successful AI investments [1] - ProShares Ultra Bloomberg Crude Oil (UCO) recorded an 11.99% increase, influenced by ongoing tensions between the U.S. and Iran [1] Group 2: Top Performing Inverse ETFs - MicroSectors Gold Miners -3X Inverse Leveraged ETNs (GDXD) returned 34.48% as gold prices fell sharply after the nomination of a hawkish Fed Chair candidate [1] - Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) gained 28.66%, reflecting the inverse performance of gold miners amid a strong dollar [1] - ProShares UltraShort Ether ETF (ETHD) saw a 17.71% increase as crypto prices dropped due to market uncertainty from a U.S. government shutdown [1]

Core Viewpoint - Investor sentiment has shifted towards historically out-of-favor assets like precious metals, with significant price increases observed in gold and silver, amidst a backdrop of potential U.S. dollar weakness influenced by government policies [1][2]. Group 1: Precious Metals - Gold has surpassed $5,000 per ounce, while silver has exceeded $100 per ounce, indicating a strong performance in the precious metals market [3]. - The rapid price increases in precious metals have led to heightened volatility, suggesting that while holding these assets may be beneficial, investors should be cautious based on their investment strategy and age [4]. - A recommended strategy is to allocate 5% to 10% of a multi-asset portfolio to precious metals, with the abrdn Physical Precious Metals Basket Shares ETF (NYSEMKT: GLTR) being a viable option, distributing approximately 57% to gold, 35% to silver, 4.2% to palladium, and 3.6% to platinum [5]. Group 2: International Stock Exposure - To hedge against a weaker U.S. dollar, gaining exposure to currencies that may appreciate is advisable, with the Vanguard Total International Stock ETF (NASDAQ: VXUS) being a suggested investment vehicle [6]. - The ETF allocates roughly 38% of its capital to European stocks, nearly 27% to emerging markets, and about 26% to companies in the Pacific, with major holdings in tech-focused companies like Taiwan Semiconductor, Tencent Holdings, and ASML Holding, alongside traditional firms like HSBC and Nestle [8].

Core Insights - The U.S. government is launching a strategic critical minerals stockpile with an initial funding of $12 billion to enhance domestic supply chains for essential minerals [2][7] - This initiative is expected to revive interest in rare earth and critical materials ETFs, which had recently faced challenges due to policy uncertainties [3][4] - The stockpile plan aims to reduce reliance on China for mineral supply chains, potentially benefiting U.S., Canadian, and Australian producers while putting pressure on ETFs with significant China exposure [6] ETF Market Impact - The Sprott Critical Materials ETF is trading near recent highs, indicating renewed investor interest in this segment [2] - A government-backed stockpile introduces a long-term demand signal, positioning the U.S. as a committed buyer and stabilizing sentiment around rare-earth ETFs despite commodity price volatility [4] - Broader mining funds, such as the State Street SPDR S&P Metals & Mining ETF, may also attract inflows as investors focus on U.S.-listed miners aligned with reshoring and resource-security themes [5] Strategic Shift - The $12 billion stockpile proposal reframes critical minerals as a policy-backed investment theme, potentially shifting rare earth and mining ETFs from cyclical trades to longer-term strategic allocations [7]

Core Viewpoint - Howard Wealth Management has increased its stake in the Invesco BulletShares 2030 Corporate Bond ETF, indicating a strategic focus on investment-grade bonds maturing in 2030, which aligns with a disciplined investment approach rather than a directional market bet [2][7]. Fund Overview - The Invesco BulletShares 2030 Corporate Bond ETF targets investment-grade corporate bonds maturing in 2030, appealing to investors seeking predictable income and defined maturity [6]. - As of January 29, the ETF has an asset under management (AUM) of $2.27 billion and offers a yield of 4.58% [4]. - The price of BSCU shares was $16.90, reflecting a 3% increase over the past year [3][4]. Investment Strategy - The ETF employs a rules-based index and sampling methodology to replicate the performance of the 2030 maturity segment, focusing on minimizing tracking error and maintaining a predictable maturity profile [8]. - The underlying holdings consist primarily of diversified corporate bonds with fixed maturities, providing exposure to the investment-grade credit market [8]. Recent Transaction Impact - The acquisition of 158,863 shares by Howard Wealth Management brings its total stake in the ETF to 1.77% of 13F reportable AUM, reinforcing a strategy that integrates this investment into a broader portfolio [2][3]. - This purchase is seen as a way to lock in known cash flows while managing duration risk, fitting into a diversified investment strategy that includes both fixed-income and equity allocations [9][11]. Performance Metrics - The ETF has a one-year total return of 8%, indicating strong performance in the fixed-income space [4]. - The effective duration of the ETF is just under four years, with a yield to maturity around the mid-4% range, providing visibility into income while limiting sensitivity to interest rate fluctuations [10].

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) and VanEck Short Muni ETF (NYSEMKT:SMB) both target short-duration bonds, but VCSH emphasizes investment-grade corporates and a higher yield, while SMB provides tax-exempt municipal exposure with a broader portfolio. Both funds aim to limit interest rate risk by focusing on short-term debt, but their approaches and appeal differ. Vanguard Short-Term Corporate Bond ETF is designed for those seeking income from high-quality U.S. corporate bonds, while VanE ...

在美元走软和避险多元化需求增加的推动下，黄金股成为关注焦点。 金价持续上涨，有史以来 情绪分析 昨日，ETF 成交额在经历了一天的缩量后再次创下历史新高。 沪深 300 和上证 50 ETF 在收盘前活跃度均显著回升。 然而，反弹模式表明散户买盘兴趣依然坚挺，为指数提供了支撑。 情绪分析 昨日，ETF 成交额在经历了一天的缩量后再次创下历史新高。 沪深 300 和上证 50 ETF 在收盘前活跃度均显著回升。 然而，反弹模式表明散户买盘兴趣依然坚挺，为指数提供了支撑。 在美元走软和避险多元化需求增加的推动下，黄金股成为关注焦点。 金价持续上涨，有史以来首次突破每盎司 5，500 美元。 。 这两家公司不仅将受益于大宗商品价格上涨，还将受益于铜和黄金产量的增长。 加速收购黄金资产也是一个关键因素。 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. 4 Reasons Why Market Volatility Could Be Different This Time “The transformations we’re witnessing in the US economy are not minor tweaks; they are significant restructurings with potentially long-lasting consequences. We’ve seen substantial job losses in various sectors, and simultaneously, critical government institutions have faced significant budget cuts and personnel reductions.” (Morningstar ...

Economic Impact of Winter Storm Fern - Winter Storm Fern is projected to cause a temporary decline in U.S. economic growth, with Bank of America estimating a 0.5–1.5 percentage point drag on Q1 2026 GDP, similar to the impact of Winter Storm Viola in 2021 [1] - The storm's disruption is seen as a delay in economic activity rather than a permanent demand destruction, which is crucial for investors to understand [1] Consumer Spending and Resilience - Bank of America's card data indicates that consumer spending rose by 3.3% year over year in mid-January, showing strength in groceries and lodging, suggesting that the storm interrupted ongoing activity rather than revealing underlying demand weakness [3] - Consumer Staples ETFs, such as the Consumer Staples Select Sector SPDR Fund (NYSE:XLP), are expected to perform well during uncertain periods due to their focus on essential goods [3][4] Travel and Cyclical Sectors - The travel and cyclical sectors are facing immediate challenges, with over 13,000 flights canceled and 70% of the U.S. population under winter weather alerts, impacting ETFs related to travel and discretionary spending [5] - Historical data shows that similar disruptions in 2021 were followed by significant rebounds in these sectors as mobility recovered [5][6] Potential for Q2 Growth - The first quarter's economic data is expected to be noisy due to seasonal effects, and Winter Storm Fern may exaggerate Q1 weakness while masking potential upside risks for Q2 growth [8] - Bank of America suggests that there is as much potential for Q2 GDP growth as there is downside for Q1, indicating a timing reshuffle rather than a structural slowdown [8] ETF Investment Considerations - Investors in ETFs should be cautious not to confuse weather-driven volatility with a structural slowdown, as growth may rebound in the spring, benefiting cyclical and mobility-linked ETFs [9] - Consumer Discretionary Sector ETFs, such as iShares US Consumer Discretionary ETF (NYSE:IYC), are positioned to bounce back strongly if consumer pullback is temporary, driven by pent-up demand [7]