Exchange - Traded Funds (ETFs)
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FLTR: A Decline In Coupon And Carry
Seeking Alpha· 2026-01-12 06:29
In previous articles, I have discussed how the consecutive interest rate cuts in the second half of 2025 have affected the carry of many fixed-income ETFs. In the case of theAnalyst’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 article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...
PWRD: Following The Growth In Energy Transition
Seeking Alpha· 2026-01-11 13:34
Performance Summary - The TCW Transform Systems ETF (PWRD) ranked in the top percentile of all funds in the large blend category in 2025, following strong performance in 2024 [1] Investment Philosophy - The financial market is viewed as efficient, with most stocks reflecting their real current value, suggesting that the best profit opportunities arise from less-followed stocks or those that do not accurately reflect market opportunities [1]
Cerity Partners LLC Boosts Stock Holdings in Vanguard Small-Cap Growth ETF $VBK
Defense World· 2026-01-11 08:32
Cerity Partners LLC raised its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 7.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,710 shares of the company’s stock after buying an additional 2,709 shares during the quarter. Cerity Partners LLC owned about 0.06% of Vanguard Small-Cap Growth ETF worth $11,521,000 as of its most recent SEC filing. Get Vanguard Small-Cap Grow ...
TDV: Don't Bet On These Tech Dividend Aristocrats In 2026
Seeking Alpha· 2026-01-11 04:35
Group 1 - The Sunday Investor focuses exclusively on U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] - The ETF Rankings system provides individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which contribute to a composite score ranging from 1 to 10 [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and discussion with readers [1] Group 2 - The article does not provide any specific investment recommendations or advice, emphasizing that past performance is not indicative of future results [2] - Seeking Alpha clarifies that its analysts are third-party authors, which may include both professional and individual investors who may not be licensed or certified [2]
December 2025 ETF Launches: 3 Standout Funds to Consider
Etftrends· 2026-01-09 20:26
Another month is in the books, bringing more than a hundred new ETFs to market. From global equity funds to dividend strategies, the new strategies offer investors plenty of tools to customize portfolios. Per Factset data, 128 new ETFs arrived in December, adding to an ever-growing pool of ETF offerings. Three ETFs from within that crop may invite further attention from investors with some particularly intriguing approaches. Finding Value Opportunities in an AI ETF Wrapper Harbor Distributors, together with ...
India ETFs Offer Compelling Growth Upside: Is the Risk Worth Taking?
ZACKS· 2026-01-09 16:50
Key Takeaways Short-term volatility masks India's robust long-term growth potential.Resilient domestic demand and government spending support India's economy.India ETFs like INDA and EPI offer a play on long-term growth.The start to 2026 has been less than ideal for India equities, with the Nifty 50 Index down about 1.87% over the past five days due to tariff worries and foreign equity outflows.However, the near-term softness may offer a compelling entry point into India ETFs, as short-term volatility conti ...
BITQ: Still Not An ETF I'm Buying
Seeking Alpha· 2026-01-09 13:00
Core Insights - The article discusses the Bitwise Crypto Industry Innovators ETF (BITQ) and its performance since the last coverage nearly two years ago, indicating a 'hold' recommendation at that time [1] Group 1 - The analyst has a long position in Bitcoin (BTC-USD) and Ethereum (ETH-USD) through various financial instruments [2] - The article reflects the author's personal opinions and does not constitute investment advice [2] - The author has no business relationship with any company mentioned in the article [2]
Time for China ETFs Now?
ZACKS· 2026-01-08 14:01
Economic Growth - China's economy grew at 4.8% in the July-September quarter, marking the slowest annual pace in a year, attributed to trade tensions with the U.S. and weak domestic demand [1][2] - The World Bank predicts China's economy to expand 4.9% in 2025 and 4.4% in 2026, while S&P Global economists project a slip in GDP growth for 2026 [5][6] Trade and Exports - Despite U.S. tariffs, China's overall exports remained resilient, with global exports climbing 8.3% in September, although exports to the U.S. fell by 27% year on year [4] Monetary Policy and Economic Support - To counter the slowing economy, China may implement policy easing, including slashing the reserve requirement ratio and interest rates in 2026 to support liquidity and an easy money policy [7][8] - The central bank aims to boost domestic demand and improve supply while managing financial risks [8] Corporate Earnings Outlook - Goldman Sachs forecasts corporate profit growth to accelerate to 14% in 2026 and 2027, up from an expected 4% in 2025, driven by advances in artificial intelligence and supportive policies [12] - Interest in China ETFs is reviving due to policy easing and resilient exports, with expectations of earnings growth in tech and small-cap sectors [11] Market Projections - The MSCI China Index is projected to rise 20% to 100 by the end of 2026, while the CSI 300 Index is forecast to rally 12% to 5,200 [13] - Specific ETFs like Invesco China Technology ETF (CQQQ) and iShares MSCI China Small-Cap ETF (ECNS) have shown significant gains over the past year, indicating strong interest in the tech sector [14][15]
GDXY: Structurally Incapable Of Capturing Gold's Rally
Seeking Alpha· 2026-01-08 13:00
We've seen precious metals like gold and silver rise to all-time highs, so I thought it would be fitting to cover the YieldMax Gold Miners Option Income Strategy ETF ( GDXY ). With the hugeFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack ...
SPYI Vs. JEPI: The Winner Has Finally Been Determined
Seeking Alpha· 2026-01-08 09:59
Group 1 - The ETF market experienced unprecedented growth in 2025, with total inflows exceeding $1.4 trillion, surpassing the previous record set in 2024 [1] - Inflows in 2025 were nearly seven times greater than previous years, indicating a significant trend towards ETF investments [1] Group 2 - The article emphasizes the effectiveness of value dividend investing, highlighting its ability to acquire quality companies at favorable prices while generating cash flow [1] - The author is building a portfolio focused on dividend growth stocks, aiming for future financial independence through dividend income [1]