Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant redemptions in certain categories while showing positive flows in others [1]. Group 1: ETF Flows by Asset Class - Alternatives saw a net inflow of $16.82 million, representing 0.13% of its total AUM of $12,597.08 million [1]. - Asset Allocation ETFs had a net inflow of $60.76 million, which is 0.20% of their AUM of $30,821.56 million [1]. - Commodities ETFs experienced a significant outflow of $587.54 million, equating to -0.20% of their AUM of $292,505.84 million [1]. - Currency ETFs had a net outflow of $271.63 million, which is -0.15% of their AUM of $176,010.68 million [1]. - International Equity ETFs recorded a net inflow of $1,511.32 million, representing 0.07% of their AUM of $2,174,940.33 million [1]. - International Fixed Income ETFs had a net inflow of $164.98 million, which is 0.05% of their AUM of $347,472.57 million [1]. - Inverse ETFs saw a small outflow of $20.30 million, equating to -0.14% of their AUM of $14,309.55 million [1]. - Leveraged ETFs had a net inflow of $680.21 million, representing 0.41% of their AUM of $165,492.60 million [1]. - US Equity ETFs faced a substantial outflow of $1,463.83 million, which is -0.02% of their AUM of $8,136,003.69 million [1]. - US Fixed Income ETFs recorded a net inflow of $3,967.24 million, representing 0.21% of their AUM of $1,855,440.24 million [1]. - Overall, total net flows across all ETFs amounted to $4,058.02 million, which is 0.03% of the total AUM of $13,205,594.14 million [1].

ETF Market Overview - ETF market net inflows have topped $923 billion this year, on track for another trillion dollar year [1][2] - ETFs are popular due to transparency, tax efficiency, and surpassing other investment vehicles [2] Top ETF Inflows - Top ETF inflows included VGT (Vanguard Information Technology Index Fund), GLD (a gold ETF), and XLF [3] - Investors are interested in gold and technology [4] Crossmark Investments' ETFs - Crossmark launched two ETFs two months ago: large cap growth (CLCG) and large cap value (CLCV) [5] - Investors are moving money from SMAs and mutual funds into ETFs [6] CLCG (Crossmark Large Growth ETF) - CLCG invests in growth stocks with reasonable valuations (price to free cash flow) and high returns on equity profitability [8] - Holdings include some of the "mag seven" and financial stocks [9] CLCV (Crossmark Large Value ETF) - CLCV provides exposure to value stocks, particularly financials, banks, and financial service companies [10][11] - Banks are considered cheap relative to the market, benefiting from deregulation [11] Investment Strategy - A balanced portfolio is recommended, and investors should consider the value ETF to complement overweight growth positions [10][12] - Some investors are allocating 50% to each of the growth and value ETFs [13] - Value is cheap relative to growth, offering a risk-reward opportunity [13]

ETF Market Overview - ETF net inflows are topping $789 billion year-to-date, on pace for another trillion-dollar year [2] - ETFs are becoming the structure of choice due to liquidity, transparency, accessibility, and tax efficiency [3] - Investors are attracted to the ability to trade ETFs daily [3] Investment Strategies & Active Management - Active management is considered a valuable approach, especially for stocks with high multiples, to identify companies expected to perform well [6][8] - JP Morgan spends $1 billion on research analysts and technology, emphasizing the importance of active management [7] - Diversification is important, including both equities and fixed income [12] JP Morgan's ETF Products - JPM's largest actively managed ETF, Jepi (JPI), has approximately $41 billion in assets and provides income through an option overlay strategy [9] - Jepi's underlying portfolio has lower volatility than the S&P 500, around 60% of it [10] - Jeep Q is another large actively managed ETF with approximately $28-29 billion in assets, benchmarked against the NASDAQ, providing approximately 11-12% income [11] - JBond (JBND), an intermediate core bond fund, has seen about $2 billion in inflows this year and is an investment-grade portfolio [14] - JPST is another investment-grade portfolio option for diversifying from equities to fixed income [15] - JGrow (JGRO), a large-cap growth ETF, is considered a good way to play the current environment where a few names are driving performance [17] Market Factors & Fed Policy - The market is anticipating potential Fed rate cuts, with forward markets indicating cuts between 100 and 125 basis points over the next 12 months [13] - With potential rate cuts, investors may move from money market funds (currently at $7 trillion) into assets with longer duration to maintain yield [14]