Disruptive Theme of the Week: Hot Themes in the New YearETF Trends is now VettaFi. Read More --Someone asked me the other day, "What are the hot themes for the new year?†To start the year, we have seen some pretty impressive outsized performance from several key investment themes. And these trends seem poised to continue.## Uranium Going NuclearUranium Mining ETFs have been among the top-performing themes so far this year. Of course, uranium is a key input for nuclear power, with demand driven by AI data ce ...

Record Orbital Launches in 2025 Create Opportunity for UFO ETFETF Trends is now VettaFi. Read More - -2025 capped off a record year for orbital launches, confirming that the space industry is more than alive and well. This creates a growth opportunity set for the [Procure Space ETF (UFO)], which can capture ongoing developments in the industry in 2026.[Payload Space] highlighted the banner year for launches around the globe with 329 rocket launch attempts. Out of those attempts, 321, or about 98%, reached o ...

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Quick Read Procure Space ETF (UFO) returned 66.36% in 2025. SPY returned 17.72% in the same period. UFO tracks space companies in a sector McKinsey projects will reach $1.8T by 2035. SpaceX plans a $1.5T IPO in 2026 with 55% betting market odds by mid-year. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) returned 17.72% for all of 2025, dividends included. ...

Core Insights - The space economy is experiencing significant growth, driven by innovation and increased investor interest, with the S&P Kensho Space Index outperforming the S&P 500 by adding 65.62% over the past year compared to the S&P 500's 13.66% [1] Investment Trends - Global space-tech investment is projected to accelerate in 2025, with private funding increasing by 48% to $12.4 billion, and the U.S. capturing nearly 60% of this funding due to demand for launch services and defense programs [2][4] - The evolving nature of modern warfare and advancements in drone technology are prompting nations to invest more in space-based systems to enhance military capabilities [5] Government Initiatives - The U.S. government has elevated space as a core national security and economic priority, with an executive order aimed at returning humans to the Moon by 2028 and strengthening defenses against space-based threats [6] Market Dynamics - A potential SpaceX IPO could serve as a significant catalyst for the space sector, potentially influencing market dynamics and attracting new investment into the industry [7] Investment Vehicles - Investors are encouraged to explore ETFs focused on the space economy, such as Procure Space ETF (UFO), ARK Space & Defense Innovation ETF (ARKX), and SPDR S&P Kensho Final Frontiers ETF (ROKT), which offer distinct long-term growth potential [8] - ARKX is noted for its liquidity and largest asset base of $767.1 million, while ROKT is highlighted as the most cost-effective option for long-term investing with an annual fee of 0.45% [9]

Group 1 - Thematic exchange-traded funds (ETFs) are experiencing a resurgence, with the Procure Space ETF (UFO) showing significant growth, currently managing over $240 million in assets [1] - Thematic funds serve as satellite allocations in investment portfolios, complementing traditional growth exposure and catering to investor interests, with a noted increase in demand for technology-focused thematic ETFs [2] - UFO aims to track the S-Network Space Index, which includes companies involved in the space economy, such as SiriusXM Holdings and Garmin, highlighting the diverse applications of space technology [3] Group 2 - UFO had a remarkable performance in 2025, gaining nearly 70%, and outperformed other diversified thematic ETFs, indicating the potential for passive funds in a market driven by active demand [4] - The growing interest in thematic ETFs and the expanding space industry suggest a promising outlook for UFO in 2026, making it a fund to watch for investors [5]

Core Viewpoint - The Procure Space ETF (UFO) has completed its quarterly rebalance, focusing on emerging space companies and increasing its exposure to lunar exploration and satellite infrastructure providers [1][2]. Group 1: ETF Rebalance Details - The S-Network Space Index, which underlies UFO, added four new holdings: Momentus Inc. (MNTS), Sidus Space Inc. (SIDU), GomSpace Group (GOMX), and Space-Communication Ltd. [3] - Ispace Inc., a Japanese lunar exploration company, saw its index allocation rise by 38% during the rebalance, while Satellogic Inc. (SATL) received a 31% allocation increase [3]. - Redwire Corp. (RDW) gained a 14% share increase, and Rocket Lab USA Inc. (RKLB) saw a 6.3% allocation climb [4]. - AST SpaceMobile Inc. (ASTS) received a 5.1% allocation increase, with no companies removed from the index, only adjustments made to existing holdings [5]. Group 2: Adjustments to Established Holdings - The index reduced its exposure to established telecommunications and defense companies, with Eutelsat Group (ETL) seeing a 16% allocation drop [6]. - Defense contractors Lockheed Martin Corp. (LMT) and Northrop Grumman Corp. (NOC) experienced decreases of less than 2%, while Comcast Corp. (CMCSA) dropped by 1.3% [6]. - Telecommunications providers AT&T Inc. (T) and T-Mobile US Inc. (TMUS) saw allocation decreases of 2.1% and 1.5% respectively [7]. Group 3: ETF Performance and Structure - The Procure Space ETF has attracted $92.4 million in net inflows over the past year and delivered a 77% return [2]. - The ETF carries a 0.75% expense ratio and holds $195.5 million in assets, having launched in April 2019 and rebalancing quarterly [7].

Core Insights - Ark Invest's ETFs significantly outperformed the S&P 500 in 2025, with the Autonomous Technology & Robotics ETF leading the gains [1][2] Performance Comparison - The S&P 500, tracked by the SPDR S&P 500 ETF Trust (SPY), had a gain of +16.6% in 2025, while the following Ark Invest ETFs showed the following gains: - Ark Autonomous Technology & Robotics ETF (ARKQ): +49.8% - Ark Space & Defense Innovation ETF (ARKX): +49.2% - Ark Next Generation Internet ETF (ARKW): +35.4% - Ark Innovation ETF (ARKK): +35.2% - Ark Blockchain & Fintech Innovation ETF (ARKF): +27.2% - Ark Genomic Revolution ETF (ARKG): +18.4% [5] Sector Focus - The top-performing Ark Invest ETFs were heavily weighted in sectors such as AI, robotics, and space, which experienced strong returns in 2025 [3] Upcoming Opportunities - A potential SpaceX IPO in 2026 could enhance the visibility and performance of the Ark Space & Defense Innovation ETF and other space-related investments [3] Holdings Analysis - The top 10 holdings of the Ark Autonomous Technology & Robotics ETF (ARKQ) and the Ark Space & Defense Innovation ETF (ARKX) show significant overlap, with both funds sharing nine of the same stocks. The only differences are Tesla as the top holding in ARKQ and L3Harris as the second-largest holding in ARKX [8] Future Trends - AI, autonomous technology, and robotics are expected to remain key trends, potentially benefiting ARKQ in 2026. Increased revenue for defense companies due to global tensions may also position ARKX for strong performance [9]

Group 1 - Hundreds of exchange-traded funds (ETFs) launched in the last year, complicating the investment landscape for investors [3] - Many ETF investors adopt a long-term strategy due to the automatic diversification and lower oversight requirements of ETFs [4] - The iShares Core S&P Small-Cap ETF (IJR) has over 25 years of history and offers broad exposure to more than 600 small-cap U.S. companies [5][8] Group 2 - IJR is diversified across sectors, with financials, industrials, and information technology being the most represented [5] - Small-cap stocks have significant growth potential but also carry substantial risk, which IJR mitigates through its diversified portfolio [6] - The recent interest rate cuts by the Federal Reserve are expected to lower borrowing costs, potentially stimulating growth for small-cap stocks in 2026 [6][8] Group 3 - The Procure Space ETF (UFO) focuses on companies involved in the space industry, holding just under 50 stocks and charging a higher annual fee of 0.75% [9] - UFO has delivered strong returns due to government contracts, reduced launch costs, and expanding commercial satellite use [8]

Core Insights - Index-based ETFs are more dynamic than perceived, as they adjust their asset allocations during regular rebalancing events throughout the year [1][2] Group 1: Rebalancing Importance - Regular reconstitutions and rebalances are essential for index-based ETFs to maintain their intended investment strategy and avoid holding underperforming stocks [2] - Without rebalancing, a few large companies could dominate the fund, undermining diversification [2][7] Group 2: Specific ETFs Affected - The ALPS Sector Dividend Dogs ETF (SDOG) will be impacted by the upcoming rebalancing of the S-Network Sector Dividend Dogs Index, which focuses on high dividend exposure across all market sectors [3][4] - The ALPS O'Shares Global Internet Giants ETF (OGIG) will also be affected, as it tracks stocks in the internet sector with quality and growth characteristics [4][5] - The Procure Space ETF (UFO) is expected to experience changes due to the rebalancing of the S-Network Space Index, which targets space-related businesses [5][6] Group 3: Market Dynamics - The third Friday of December is a common rebalance date, coinciding with the expiration of various derivatives, which enhances market liquidity and facilitates ETF adjustments with minimal impact on stock prices [8]