ETFs In Trend-Setting Mode
November 18, 2008 – Studies suggest that the economic downturn has fueled the acceleration of investors who are shunning mutual funds and moving to certificate of deposits (CDs), variable annuities and exchange traded funds (ETFs). In particular, a study by... Continue Reading »

ETFs Winning Global Popularity Contest
November 7, 2008 – All over the world, exchange traded funds (ETFs) are enjoying investor interest. Canadian ETFs are seeing record inflows of cash while their mutual funds are experiencing record sell offs, according to Investment Executive. It’s a situation... Continue Reading »

Tallying Up October’s ETF Assets
November 6, 2008 – National Stock Exchange (NSX) released their monthly U.S.-listed exchange traded fund (ETF) and exchange traded note (ETN) report for the month ending October. Assets totaled almost $493 billion at the end of October, a decrease of... Continue Reading »

October ETF Performance Report
October 31, 2008 – October was a spooky month for the markets and exchange traded funds (ETFs), and we saw things that haven’t been seen in decades. The two strongest areas, and one of the few to end the month... Continue Reading »

Investors Distrust Mutual Funds; Could ETFs Benefit?
October 30, 2008 – Investor distrust is plaguing the mutual fund industry, and perhaps we’ll find some of them jumping ship into the exchange traded fund (ETF) realm instead. The survey conducted by Ignites fund that 36% said increasing investor... Continue Reading »

ETF Assets Surge While Mutual Funds’ Leak
October 28, 2008 – If you think that exchange traded funds (ETFs) have been hemorrhaging assets along with mutual funds, you’d be completely wrong. The kind of inflows and trading volume ETFs have received this year might be enough... Continue Reading »

Two ETF Exchanges Team Up to Become One
October 28, 2008 – Exchange traded funds (ETFs) previously listed on the American Stock Exchange are quickly shifting over to their new home on the NYSE Euronext. The move brings the total exchange traded product listings on the NYSE Euronext... Continue Reading »

Buy-and-Hold ETF Strategy Gets Burned
October 27, 2008 – The recent market and exchange traded fund (ETF) turmoil has investors and advisors alike rethinking the “buy-and-hold” strategy. One firm in Pennsylvania has moved 65% of its assets into cash positions, making it the largest cash... Continue Reading »

ETF Outlook After Markets Recover Is Positive
October 24, 2008 – As bulls stormed through the markets, exchange traded funds (ETFs) were right there with them, delivering big returns and becoming something of a household name. At the end of 2007, there were 629 domestic ETFs with... Continue Reading »

ETFs Set New Trading Records
October 19, 2008 – NASDAQ reported new trading records for exchange traded funds (ETFs) as of Thursday. The turbulent market ride wasn’t all just in vain as September has an average daily trading volume of 785 million shares on... Continue Reading »

Money Goes to ETFs While Mutual Funds Hemorrhage
October 18, 2008 – Exchange traded funds (ETFs) still remain tops with investors, even during a market downturn. But stock mutual fund investors have been pulling out record amounts of money. The fund industry makes its revenue through fees, based... Continue Reading »

ETFs Down and Out? Don’t Count on It
October 15, 2008 – You’ve seen it several times this year: an exchange traded fund (ETF) shutters, and before long, the stories show up. “Are ETFs Dead?” “Was It a Case of Too Much, Too Soon With ETFs?” “Should We Say Bye-Bye... Continue Reading »

ETFs Feel the Fall Chill In September
October 13, 2008 – The chill in September that was felt among the markets also filtered into exchange traded funds (ETFs). Citigroup Global Markets conducted the research and found that the average ETF was down 9.3%, while the S&P 500... Continue Reading »

Looking Back at the First Nine Months for ETFs
October 11, 2008 – The first nine months of this year have been full of happenings for exchange traded funds (ETFs). In a forthcoming report by Deborah Fuhr for Barclays, she notes that investors moved assets into fixed-income and commodity... Continue Reading »

ETF Performance Remains Brisk in September
October 8, 2008 – September reports for exchange traded funds (ETFs) and exchange traded notes (ETNs) are in, and they are as balanced and crisp as an autumn day. National Stock Exchange (NSX) announced that U.S.-listed ETF and ETN assets... Continue Reading »

Investors Stay In Domestic, Bond ETFs Amid Turbulence
October 3, 2008 – Amid the doom and gloom of the market, there is a silver lining coming from the exchange traded fund (ETF) industry. According to the Investment Company Institute (ICI), the combined assets of U.S.-listed ETFs rose by... Continue Reading »

September ETF Performance Report
September 30, 2008 – Today brings to a close one of the most volatile months and quarters for exchange traded funds (ETFS) in stock market history. Several of the country’s largest financial institutions failed, some others merged and others... Continue Reading »

ETFs Increasingly Popular With Mutual Fund Managers
September 28, 2008 – While the exchange traded funds (ETFs) work to make their mark with investors and get a bigger slice of the mutual fund pie in terms of assets, fund managers don’t appear to have to be... Continue Reading »

Survey Shows There’s Room for Growth In ETFs Yet
September 25, 2008 – Exchange traded funds (ETFs) are moving on up. That’s the conclusion of a survey recently conducted by the SEI Knowledge Partnership. The survey sought the views of asset management executives when it came to exchange traded... Continue Reading »

ETFs Challenge Mutual Funds For Industry Spotlight
September 18, 2008 – The mutual fund industry is facing a new challenge as exchange traded funds (ETFs) are appealing more to the smaller, individual investor. While the ETF industry is much smaller right now, but they are fighting for... Continue Reading »

Lehman Failure Illustrates Risks of ETNs
September 16, 2008 – One of the ways in which exchange traded notes (ETNs) differ from exchange traded funds (ETFs) is that they’re debt instruments. This means that you’re taking on the credit risk of the issuer, and if... Continue Reading »

ETFs Are Becoming the ‘Go-To’ Security of Choice
September 12, 2008 – Exchange traded funds (ETFs) might finally have reached the big time. Matthew Hougan for Index Universe points out that not only was Monday a big day for ETFs, as they were the three top traded securities... Continue Reading »

Deborah Fuhr Has Big ETF Plans At BGI
September 11, 2008 – Deborah Fuhr is one of the most well-known analysts tracking the global exchange traded fund (ETF) market. As of Sept. 15, she will move to Barclays Global Investors to be the head of ETF research and... Continue Reading »

Investors Go for Large-Caps, Global ETFs In August
September 11, 2008 – The National Stock Exchange (NSX) has released the August numbers for exchange traded funds (ETFs) and exchange traded notes (ETNs). Together, assets reached $596.5 billion, a 15% increase over $518.9 billion ayear ago. Net cash inflows for... Continue Reading »

Advisors Increasingly See the Benefits of ETFs
September 8, 2008 – More and more advisors are making exchange traded funds (ETFs) a factor in their businesses. If your investments are handled by an advisor, it could have implications for your returns, risk and tax bill. ETFs have... Continue Reading »

Insider News: ETF Guru Deborah Fuhr Lands At Barclays
September 8, 2008 – Exchange traded fund (ETF) guru and research pioneer Deborah Fuhr has been appointed the Global Head of ETF Research and Implementation Strategy at Barclays Global Investors. Fuhr had been part of the research team at Morgan... Continue Reading »

Homebuilders ETFs Make A Comeback, If Only For An Instant
September 6, 2008 – August was an unpredictable month for exchange traded funds (ETFs), as the funds that were from last year’s weakest sectors went through a reversal. The U.S. dollar regained its strength against other major currencies, and precious... Continue Reading »

Checking In With The ETF Industry’s Growth, With Help From The SEC
September 4, 2008 – The exchange traded fund (ETF) growth scope has widened due to a streamlined global regulatory regime on the way and the constant emergence of new products to keep competition at its stiffest. By the end of... Continue Reading »

ETFs - Slowing Growth or Feeling the Bear?
September 2, 2008 – Exchange traded funds (ETFs) have seen growth slow over the past three months. During this period, assets under management globally shrank by a substantial amount. Phil Craig for the Wall Street Journal reported that at the... Continue Reading »

August ETF Performance Report
August 29, 2008 – Market volatility continued in August, which led to mixed performance for major indexes and exchange traded funds (ETFs).  The Dow Jones industrial average ended the month down slightly by 0.3%, the S&P 500 was basically... Continue Reading »

ETF Closures A Symptom Of Rapid Growth
August 28, 2008 – The markets are feeling challenged right now, and it’s likely that we won’t see a ton of new assets flowing into the markets and exchange traded funds (ETFs) until we’re in bull territory once... Continue Reading »

The Numbers Show Where ETF Investors Are Going
August 14, 2008 – The numbers are telling us that equities are slumping, so where are exchange traded fund (ETF) investors putting all of their money? Through July 31st, ETF assets were heavy in equities, but over the past year,... Continue Reading »

ETF Assets Down, Diversification Keeps Shares Up
August 13, 2008 – Although June was a mixed month for exchange traded funds (ETFs) and the stock market, the overall outlook is still sunny. U.S. ETF assets totaled $575 billion as of June 30, down 5.4% from the beginning... Continue Reading »

ETFs Still Growing as Analyst Feels More is Still to Come
August 2, 2008 – Although exchange traded funds (ETFs) are a product of relatively recent financial innovation, senior analyst at Wachovia, Mariana Bush, sees new markets opening for ETF investors. Heather Bell for IndexUniverse discussed with Bush the direction she... Continue Reading »

ETF Trends Posts Another Month for the Record Books
August 1, 2008 – More people than ever are looking for news and information about exchange traded funds (ETFs) these days. Perhaps that explains our record month of page views - a quarter million! We’re happy to be a source... Continue Reading »

July ETF Performance Report
July 31, 2008 – It’s been a volatile year so far for many exchange traded funds (ETFs), and July was no exception. The Dow Jones industrial average finished exactly even. The Nasdaq lost 0.7%, while the S&P 500 fell... Continue Reading »

Europe to Follow U.S. Trends in Leveraged and Inverse ETFs
July 30, 2008 – Leveraged and inverse exchange traded funds (ETFs) are two sectors in the U.S. ETF market that have experienced a boom over the past couple of years. According to a report on “ETF Liquidity Trends” filed by... Continue Reading »

2008 Is The Year Of The ETF Launch
July 15, 2008 – As time flies on, so does the number of exchange traded funds (ETFs) being introduced to the industry. Last year there was a new launch almost daily, taking the number to around 700, with $600... Continue Reading »

Down Market Doesn’t Delay ETF Liftoffs in June
July 10, 2008 – Despite a month in which we officially entered a bull market, exchange traded funds (ETFs) continue to sprout up. According to Simon Maierhofer for ETFGuide, the number of ETF and exchange traded note (ETN) launches is... Continue Reading »

ETF Assets Alive And Growing
July 8, 2008 – Although the news seems plagued by negativity, the assets invested in exchange traded funds (ETFs) continues to grow. According to the Investment Company Institute (ICI), the combined assets of U.S.-listed ETFs rose by $14.36 billion, to... Continue Reading »

June ETF Performance Report
June 30, 2008 – Today, the markets wrap up a month, a quarter and the first half of the year and it was a rocky June for exchange traded fund (ETF) investors. The Dow Jones industrial average lost... Continue Reading »

In Case You Needed Convincing, Morgan Stanley’s ETF Report Presents More Pluses
June 29, 2008 – Morgan Stanley’s research group, headed by Paul Mazzilli, released a report on an age-old debate: exchange traded funds (ETFs) vs. mutual funds. The title of the document - "Exchange-Traded Funds: ETFs Provide Attractive Alternatives... Continue Reading »

Advisors Give ETFs a Big Thumbs-Up
June 13, 2008 – Everything’s more expensive these days and we’re all sick of being nickeled and dimed to death with random, surprise fees. This frustration has led to the success of exchange traded funds (ETFs), and they’ve changed... Continue Reading »

April Showers Bring May ETF Flowers
June 12, 2008 – Exchange traded funds (ETFs) had another month of growth in May. Twenty-three new ETFs were added to the fold in May, and the most positive performance was seen by global equity markets, according to... Continue Reading »

ETFs Have Gone From Ugly Duckling To Market Swan
June 10, 2008 – Just like the ugly duckling, exchange traded funds (ETFs) were once an oddity floating in a pool of the more popular mutual funds. But their success has grown beautifully and gracefully, like a swan. At the... Continue Reading »

Survey Has Surprises On How ETFs Are Used In Europe
June 10, 2008 – A recent survey has found that exchange traded funds (ETFs) aren’t being used to their full potential. Of course, the survey was of more than 110 European institutional investors, but we still wonder if... Continue Reading »

ETF Assets and Numbers Rocket North In April
June 3, 2008 – For the month of April, exchange traded fund (ETF) assets and numbers notched another increase. The total amount of assets in ETFs at the end of April stood at $596 billion, reports the Investment Company... Continue Reading »

May ETF Performance Report
May 30, 2008 – Overall, May wasn’t a bad month for exchange traded fund (ETF) investors, but the economy still faces some hurdles. Two of the major indexes finished higher while the Dow Jones industrial average lost 1.4%.... Continue Reading »

New ETFs Are Reaching Untapped Markets, Offering Innovative Strategies
May 23, 2008 – So far, 2008 has been an interesting year for exchange traded funds (ETFs). Between Dec. 28, 2007, and May 16 of this year, 50 new ETFs have launched. Matthew Hougan for Index Universe counts... Continue Reading »

Things You Oughta Know About ETFs
May 18, 2008 – Are you one of the many investors who each day are discovering exchange traded funds (ETFs)? You might know about their advantages and how they work, but there may still be a lot you... Continue Reading »

Individual Investors Seem to Gravitate to ETFs
May 14, 2008 – The stock rating system on the Motley Fool is slowly seeing exchange traded funds (ETFs) making up the top ten. And now, six of the top ten stocks are actually ETFs. Before we proceed, CAPS... Continue Reading »

Israel Emerges As A Strong ETF Industry Leader
May 9, 2008 – Tucked away in the heart of the Jewish country is Tali 25, an exchange traded fund (ETF) that is already 8 years old. It was Israel’s first fund to market. Since then, the Israel... Continue Reading »

April ETF Inflows Shower Industry With Growth
May 8, 2008 – U.S.-listed exchange traded fund (ETF) and exchange traded note (ETN) assets climbed upward for the month of April, according to the National Stock Exchange. Total assets reached $609 billion at the end of April, a... Continue Reading »

ETF Industry Experts Feeling Positive About the Future
May 6, 2008 – The exchange traded fund (ETF) industry appears to be fully on board for continued growth in the marketplace. A recent article in Index Universe posed the same questions to six industry experts. Although some of... Continue Reading »

April ETF Performance Report
April 30, 2008 – The markets were a little sunnier this month, improving on the gains they had made in March, and most exchange traded funds (ETFs) finished in brighter territory. That’s despite bad news about consumer confidence,... Continue Reading »

ETF Providers Growing Strong Around the World
April 29, 2008 – It’s no shock to hear that exchange traded funds (ETFs) are growing in number, but the number of providers is exploding, too. According to Morgan Stanley, 14 companies launched their first ETFs in 2007, bringing... Continue Reading »

Investor Surveys Find ETF Users Are Wealthier, Smarter and Trust ETFs More Than Conventional Mutual Funds
April 23, 2008 – Exchange traded fund (ETF) provider iShares recently conducted a survey of affluent investors and found that, overall, they’re none too pleased with the fund industry. That’s lead to low levels of trust. But ETFs come... Continue Reading »

ETF Awards Honor Industry’s Top Players Around the World
April 23, 2008 – The 4th Annual Global ETF Awards took place in New York on April 17, where the best, brightest and most innovative in the exchange traded fund marketplace were honored. The winners were chosen from more than... Continue Reading »

London Calling To Be The Biggest ETF Market
April 17, 2008 – London is calling for the reign of the exchange traded fund (ETF) industry, but the struggle will be long and uphill, say analysts. The London Stock Exchange (LSE) is aiming at becoming the number... Continue Reading »

Survey Says! Financial Advisors Love ETFs
April 16, 2008 – A survey by Charles Schwab Institutional confirmed it: financial advisors are digging exchange traded funds (ETFs). The survey asked 1,006 independent investment advisors, "Which types of investments do you plan to put more of your... Continue Reading »

It’s Not Doomsday for ETFs
April 14, 2008 – After a few months of lost assets, some are asking if exchange traded funds (ETFs) have become victims of their own success. A landmark year in 2007 has led to a weaker success in 2008, amplified... Continue Reading »

March Was Mad for ETFs and ETNs; Total Numbers Top 700
April 9, 2008 – As far as exchange traded funds (ETFs) and exchange traded notes (ETNs) go, how lucrative was March madness? National Stock Exchange (NSX) announced that U.S.-listed ETF and ETN assets totaled $583 billion at the... Continue Reading »

More ETF Data for You to Geek Out On
April 7, 2008 – Last month, Jim Wiandt at Index Universe put together a table for exchange traded fund (ETF) data nerds. It was such a hit, he’s got more for you. He put all 664 ETFs on a spreadsheet,... Continue Reading »

March ETF Performance Report
March 31, 2008 – The adage that March comes in like a lion and goes out like a lamb certainly held true for the markets this month. Several days this month saw wild movement in the markets, sometimes... Continue Reading »

February Was Rough for ETFs - Maybe March Will Be Better
March 25, 2008 – U.S.-listed exchange traded funds (ETFs) had an inflow of about $25 billion last week. It’s a turnaround from the week before, during which there were outflows totaling about $3.7 billion. Equity mutual funds had $13.3 billion... Continue Reading »

February Was a Strong Month for Natural Resource ETFs
March 17, 2008 – February turned out to be the month of energy and natural resources exchange traded funds (ETFs), beating out the juggernaut that is precious metals. Richard Widows for The Street says funds that included an... Continue Reading »

Three-Fourths of Affluent Investors Like “Alternative” Products - Including ETFs
March 14, 2008 – A recent study found that affluent investors like their mutual funds, but they’re also fond of alternative investments, too. Research conducted by The Phoenix Company reported that 81% of affluent respondents said they owned at... Continue Reading »

After All Is Said And Done, the Industry Lost One ETF in February
March 13, 2008 – So far, the markets and exchange traded funds (ETFs) have gotten off to a slow start in 2008. Ten new ETFs were added to the market in February. However, 11 were liquidated, bringing the total... Continue Reading »

Fixed-Income ETFs Forecast to Have a Growth Spurt
March 12, 2008 – The fixed-income exchange traded fund (ETF) market still has plenty of room to grow. In fact, iShares predicts that the area is primed to grow by 200% over the next three years. Globally, fixed-income ETFs... Continue Reading »

A Belated Valentine’s Day Present for ETF Data Geeks
March 9, 2008 – Are you a nerd for exchange traded fund (ETF) data? So far this year, the ETF industry’s assets are down, dropping from a peak of $625 billion to around $560 billion. The fall is mostly... Continue Reading »

ETFs and Index Funds Are Growing Like Weeds
March 8, 2008 – Exchange traded fund (ETF) usage was recently explored by the Advisor Perspectives Universe. The data, gathered on Feb. 28, was interesting: ETFs now hold twice the assets of index funds (70.3% vs. 29.7%).  ETF assets increased from... Continue Reading »

Get In The Commodities Super Cycle With ETFs
March 6, 2008 – The commodity super-cycle is in full force, and exchange traded funds (ETFs) can help you enter the market smoothly. In 2007, gold prices were up 36.6%, crude oil prices surged 70.8%, and agriculture commodities... Continue Reading »

February ETF Performance Report
February 29, 2008 – February was another volatile month for the markets and exchange traded funds (ETFs). The Dow Jones industrial average lost 1.4%, while the S&P 500 was down 1.9% and the Nasdaq dropped 3.3%. The metals and... Continue Reading »

Managed ETF Accounts Capture The Market
February 25, 2008 – Assets in managed accounts surged forward in 2007, with exchange traded funds (ETFs) fueling much of the growth. Around 291 exchange traded funds (ETFs) were launched last year in the United States, and captured $146 billion... Continue Reading »

NSX Reports Record U.S. ETF Trading Volume For January
February 20, 2008 – National Stock Exchange (NSX), an exchange traded fund (ETF) and market statistic compiling company, announced that notional trading volume in U.S.-listed funds reached a record monthly total in January 2008. The record monthly total... Continue Reading »

Ouch - ETF Assets Decline In January
February 13, 2008 – Weakness in the U.S. economy and the international equity markets has begun to affect exchange traded funds (ETFs). State Street Global Advisors report that while five new ETFs were added in the first month of... Continue Reading »

ETFs Are Circling the Globe
February 12, 2008 – From a global standpoint, exchange traded funds (ETFs) are truly a prime investment tool. Morgan Stanley’s Institutional Equity group presented the numbers to back that up on Jan. 31. Heather Bell for Index Universe... Continue Reading »

January ETF Performance Report
January 31, 2008 – Exchange traded funds (ETFs) and the markets got off to a rocky start in 2008. Already this year, oil has managed to top $100 a barrel, gold set new records and the Federal Reserve... Continue Reading »

Chile ETF Warms Up This Week
January 31, 2008 – One of the top-performing exchange traded funds (ETFs) over the last week might come as a surprise after all the talk about short ETFs amid market turmoil. It’s the iShares MSCI Chile (ECH), launched in... Continue Reading »

ETFs Are On Track to Overtake CEFs
January 22, 2008 – Exchange traded funds (ETFs) are closing in on closed-end funds’ (CEFs) territory. The size of the ETF industry has or will soon surpass the CEF market share. Richard Widows for TheStreet reports that in... Continue Reading »

PowerShares Hands Out Zero Capital Gains for ETF Portfolios in 2007
January 22, 2008 – Exchange traded fund (ETF) provider PowerShares announced that no capital gains distributions were made for any of its equity and fixed-income based ETF portfolios for 2007. According to Market Wire, since inception the company has... Continue Reading »

ETFs Reach New Heights in Both Numbers and Assets
January 11, 2008 – The final exchange traded fund (ETF) tally for 2007 is out, and the news is good. Between the number of funds added to the roster and the assets brought in, ETFs crossed two thresholds. Kevin... Continue Reading »

Could ETF Assets Top Two…Trillion…Dollars?
January 7, 2008 – No doubt the U.S. leads the pack when it comes to exchange traded funds (ETFs) in terms of assets under management and the number available. But as the rest of the world picks up... Continue Reading »

Small Step Back for ETFs, But Forward Momentum Continues
January 2, 2008 – This could hurt a little: assets in exchange traded funds (ETFs) fell in November, down by $16.05 billion to $572.12 billion. According to ETF Guide, that’s a 2.7% drop from October. Chin up: the... Continue Reading »

December and Year-End ETF Performance Report
December 31, 2007 – It was an eventful year for the markets and exchange traded funds (ETFs) as we saw the Dow break new records, closing above 14,000, only to have the sub-prime mortgage debacle take a toll... Continue Reading »

Our 2008 ETF Predictions
December 27, 2007 – It was a busy, exciting year in the world of exchange traded funds (ETFs) in 2007. But it’s not time to rest on our laurels just yet, because all indications are that 2008 is... Continue Reading »

Bargain Basement ETFs
December 19, 2007 – Exchange traded funds (ETFs) are popular because they offer diversification, tax efficiency, lower costs and lower expense ratios than most investment tools. ETFs trade on an exchange like a single stock, but beware that too... Continue Reading »

Our 2007 ETF Predictions: How Did We Do?
December 18, 2007 – Early this year, we boldly stepped forward and made our predictions for what we foresaw as the top exchange traded fund (ETF) trends of 2007. So, how did we do? (more…) Continue Reading »

Domestic and International ETFs Take in Money; Domestic Stock Funds Lose It
December 18, 2007 – Exchange traded funds (ETFs) that invest in U.S. stocks raked in a net $13.3 billion in the week ending December 12, reports Rob Lenihan at TheStreet.com. The week before, ETFs had $1.5 billion in... Continue Reading »

ETFs Are Growing Like Weeds
December 17, 2007 – Sure, mutual funds might hold most of the investment assets, but exchange traded funds (ETFs) are surpassing them in growth. Mutual funds shouldn’t wave the white flag yet, though: Sue Asci for Investment News... Continue Reading »

Volatile Markets Lower ETF Assets in November
December 11, 2007 – State Street Global Advisors reported on exchange traded fund (ETF) assets for November’s month end.  November was a volatile month for the markets and ETF assets seemed to reflect this.  David Hoffman of InvestmentNews... Continue Reading »

ETF Cash Flow Keeps On Rising
December 8, 2007 – The November exchange traded fund (ETFs) performance reviews are in, and it’s two thumbs up all around. The National Stock Exchange reports that the net cash flow into U.S. listed ETFs at the end... Continue Reading »

October ETF Assets Take A Leap
December 6, 2007 – Investors are still feeling the love for exchange traded funds (ETFs), as assets continue to pour into them. ETFGuide reports that the combined assets of U.S. ETFs grew by $37.08 billion to $588.18 billion... Continue Reading »

November ETF Performance
November 30, 2007 – November has been a volatile month, to say the least, for the markets and exchange traded funds (ETFs).  Major market indexes and ETFs ended the month down.  Thus it isn’t too surprising that the... Continue Reading »

Bond ETFs Making Up a Piece of the Pie
November 30, 2007 – Remember last year when there were only six fixed income exchange traded fund (ETF) options?  ETF providers have certainly been working to increase the offering in this area, as there are now 30 bond-focused... Continue Reading »

Mutual Fund Growth Steady; ETFs Still Growing
November 16, 2007 – There are about 51 million households in the U.S. that own mutual funds as of 2007. And remember, exchange traded funds (ETFs) are included in that number. The 51 million households represent about... Continue Reading »

The Top Five ETFs This Past Month Are All Shorts
November 15, 2007 – With all of the recent market volatility, we looked to see which exchange traded funds (ETFs) are holding up.  In looking at the performance over the past month, ETFscreen shows the UltraShort ETFs as... Continue Reading »

ETFs: Who’s Hot and Who’s Not?
November 14, 2007 – In China, 2007 may be the Year of the Pig, but in the United States, it’s proving to the the Year of the Emerging Market for exchange traded funds (ETFs). Eight or nine of... Continue Reading »

ETF Growth Keeps Sprouting
November 13, 2007 – The month of October produced many treats for investors, especially where exchange traded funds (ETFs) are concerned. As of October 31, 2007, there were 586 ETFs in the U.S. with total assets at $584... Continue Reading »

ETF Progess Is Undeniable
November 5, 2007 – The evolution of exchange traded funds (ETFs) have come to fruition and some experts are even calling it "critical mass". Global ETF assets are taking off, passing $700 billion in 2007 and an expected... Continue Reading »

October ETF Performance
October 31, 2007 – Ghouls didn’t spook exchange traded fund (ETF) investors this Halloween as new highs were reached globally this month.  With today’s rate cut by the Federal Reserve, many ETFs hit new highs. Domestically, the Nasdaq was... Continue Reading »

ETFs Keep Growing and Growing
October 29, 2007 – Exchange traded funds (ETFs) have become quite the popular investment vehicle these days. ETFs currently hold more than $500 billion in assets. According to Morgan Stanley, this number is expected to quadruple in five... Continue Reading »

New ETF Assets Continue to Bail out Fund Industry
October 28, 2007 – If it weren’t for money flowing into exchange traded funds (ETFs), the mutual fund industry would continue to loose assets. ETF providers Barclays Global Investors and State Street Global Advisors pulled in the most... Continue Reading »

Sector ETFs Still Popular
October 24, 2007 – It has been suggested that sector-based exchange traded funds (ETFs) are losing popularity among investors as a result of the uncertain market. However, data shows that the flows into sector ETFs totaled $11 billion... Continue Reading »

ETF Flows
October 19, 2007 – It appears investors are still adding to their stock funds and exchange traded funds (ETFs), although they’re doing so at a slower pace. Equity funds pulled in $1.6 billion in net new money for the... Continue Reading »

ETF Review
October 11, 2007 – Exchange traded funds (ETFs) have had a busy week. During this past week, U.S. equity ETFs issued $1.2 billion. Futures-related ETFs issued $396 million, nonfutures-related ETFs issued $3.6 billion and short ETFs issued $201... Continue Reading »

ETNs Gain Daily Redemption
October 4, 2007 – Barclays is making its iPath exchange traded notes (ETNs) available for daily redemption, as assets in its eight ETNs have surpassed $3 billion. This means that the firm’s asset levels have grown enough to affirm... Continue Reading »

ETFs Are Taking Over
October 3, 2007 – It’s no coincidence that the decline in net flows into stock mutual funds coincides with the popularity and rise of exchange traded funds (ETFs). Some finance experts believe that a growing interest in international... Continue Reading »

September ETF Session
October 2, 2007 – Let’s look at some September exchange traded fund (ETF) happenings: The ETF 50 Index increased 4.7%, which is its largest monthly gain this year. Aaron Siegel for Investment News reports that the benchmark contains... Continue Reading »

Wild and Crazy ETF Activity and Assets
October 1, 2007 – The exchange traded fund (ETF) SPDRs (SPY) has had a ton of assets dumped into it recently, but that’s not the only crazy activity occurring in the ETF markets lately. Last week’s data through Sept.... Continue Reading »

ETF Assets Reach $507 Billion in August 2007
October 1, 2007 – The total assets of the 546 exchange traded funds (ETFs) listed in the U.S. rose 3.7% to $507.11 billion in August, according to a report by the Investment Company Institute. During the past 12... Continue Reading »

September ETF Performance
September 28, 2007 – Another month and quarter has come and gone in the exchange traded fund (ETF) world and fall is in the air.  Although it was a bumpy quarter, The Federal Reserve rate cut helped rally... Continue Reading »

Expense Ratios for ETFs
September 25, 2007 – For the third quarter, expense ratios for exchange traded funds (ETFs) rose slightly or stayed the same. The average expense ratio for industry and sector ETFs stayed level at 0.52%, reports ETF Guide. From... Continue Reading »

Is a Bear on the Loose for ETFs?
September 12, 2007 – A question hanging above the heads of exchange traded fund (ETF) investors and others is: "Is a recession looming on the horizon?" TrimTabs for Forbes responds with another question as a response: "If companies... Continue Reading »

ETF August Activity
September 5, 2007 – Exchange traded funds (ETFs) experienced a lot of activity in August. ETF Insider’s ETF 50 Index, which represents the asset-weighted price performance of the 50 largest ETFs, accounted for 80.7% of total ETF assets,... Continue Reading »

August ETF Performance Report
August 31, 2007 – The markets and exchange traded funds (ETFs) did not seem to take any kind of summer vacation this month, as they were moving up and down throughout the month. In the end, domestic markets... Continue Reading »

Could ETF Assets Surpass $2 Trillion?
August 22, 2007 – By 2011, total assets under management globally in exchange traded funds (ETFs) are expected to surpass $2 trillion, which is up from $669 billion as of June 30, according to a report by Morgan... Continue Reading »

Where ETFs Place in the Fund Industry
August 18, 2007 – Exchange traded funds (ETFs) are the new kid on the investment block, and they pose the biggest competition to mutual funds and hedge funds. Below is a quick review of the stats: Mutual Funds:... Continue Reading »

July ETF Growth
August 8, 2007 – The U.S.-listed exchange traded fund (ETF) assets were $482 billion at the end of July, according to State Street Global Advisors’ ETF Snapshot. This is slightly below last month that ended at $483 billion. In... Continue Reading »

ETFs and Redemptions Week
August 4, 2007 – Last week market declines had an impact on exchange traded funds (ETFs), reports TrimTabs in Forbes. U.S. equity ETFs lost $5.7 billion, while global equity ETFs redeemed $586 million, which is the first outflow... Continue Reading »

Vanguard No. 1 Best-Selling Mutual Fund; ETF Assets Strong
August 3, 2007 – According to Financial Research Corp., Vanguard exchange traded funds (ETFs) gathered $8 billion in new cash from January through June, which is 40% more than the past year. Its total ETF assets are at... Continue Reading »

July ETF Performance
July 31, 2007 – What a month it’s been for exchange traded funds (ETFs)! Most ETFs reached new highs by mid-month only to fall as much as 10% off those high. Large-cap ETFs outperformed mid- and small-caps and... Continue Reading »

ETFs Tepid for June
July 30, 2007 –   U.S.-listed exchange traded funds (ETFs) held steady in June at $485.88 billion compared to $485.51 billion in May. The total number of ETFs went from 507 in May to 526 in June. John Spence... Continue Reading »

ETF Market Keeps Growing
July 29, 2007 – There is no doubt exchange traded funds (ETFs) are an expedient, cost-effective, sensible way to get in touch with well-known markets. With today’s list of more than 500 ETFs, some say many of these... Continue Reading »

Current Affairs Highlight Why an ETF Sell Discipline Is Crucial
July 27, 2007 – It’s no secret that the market and numerous exchange traded funds (ETFs) are meeting challenges lately. A market decline is never easy. Whenever a market correction occurs, it’s understandable to feel anxious about your portfolio’s... Continue Reading »

The Flow is Foreign for June ETFs
July 14, 2007 – International and fixed-income exchange traded fund (ETF) assets flourished in June, as investors took a tiny break from U.S. markets. International ETFs gained $3.7 billion in assets. iShares MSCI EAFE (EFA) received $1 billion,... Continue Reading »

June ETF Roundup
July 13, 2007 – It’s time to round up the exchange traded fund (ETFs) for June and see what the hot summer month brought. ETF assets fell to $478 billion in June, from $480 billion in May, but... Continue Reading »

Mid-Year ETF Winner and Loser with Predictions for the Second Half of 2007
July 2, 2007 – The exchange traded fund (ETF) leader in 2007 so far is Market Vectors Steel (SLX), up 41.7% year-to-date. As we’ve previously mentioned, SLX can be a wonderful portfolio addition because of the high demand... Continue Reading »

June ETF Performance Report
June 29, 2007 – The second quarter of 2007 was a good one for exchange traded funds (ETFs) and the markets.  For the month of June however, domestic markets were down 1-2%, as was Europe.  Asian countries were... Continue Reading »

Tools to Monitor ETFs’ Performance
June 29, 2007 – Do you know if your exchange traded funds (ETFs) are performing the way you want? The idea of buying an ETF is to match an index. Using the S&P 500 as a broad-market benchmark... Continue Reading »

ETF Growth Review
June 15, 2007 – Looking over the second quarter, the total number of exchange traded funds (ETFs) crossed the 500 mark and the bond category has been the most active with 13 new funds added, reports  ETF Guide.... Continue Reading »

Assets Keep on Going into ETFs
June 10, 2007 – State Street Global Advisors’ ETF (exchange traded fund) Snapshot for May shows assets in ETFs grew 4% to $480 billion.  Trang Ho of Investor’s Business Daily gives a breakdown of the major flows for... Continue Reading »

Do The Wealthy Use ETFs?
June 7, 2007 – Do wealthy investors use exchange traded funds (ETFs) in their portfolios? It turns out, wealthy investors who use registered investment advisors are only indexing 3.8% of their marketable securities. These investors are seeking performance... Continue Reading »

ETF Assets Jump
June 4, 2007 – Combined exchange traded fund (ETF) assets jumped according to the Investment Company Institute. U.S. combined assets leaped $22.29 billion to $466.55 billion in April. ETFGuide reports this is a 5.0% increase over March. Moreover,... Continue Reading »

ETFs Blossomed in May - Monthly Performance Summary
May 31, 2007 – May brought new highs to many of the indexes and exchange traded funds (ETFs).  Domestically, indexes were up about 3% for the month.  The Dow finished above 13,600.    Global markets also received a... Continue Reading »

ETF Assets Continue to Rise
May 13, 2007 – Total exchange traded fund (ETF) assets in April grew to $461 billion, up 5%. The leader of all categories was international, rising to $8 billion. Trang Ho of Investor’s Business Daily reports growth funds... Continue Reading »

ETF Industry Growing Fast Enough?
May 1, 2007 – Morgan Stanley reports inflows for U.S.-listed exchange traded funds (ETFs) topped $11.6 billion during the first 3 months of 2007. This brings total assets to $480 billion - that’s 10% growth annualized. The ETF... Continue Reading »

April Showers Helped ETFs Grow
April 30, 2007 – Markets continued to climb higher this month with many exchange traded funds (ETFs) reaching new highs.  Domestic large-cap advances helped pushed the Dow above 13,000 for the first time ever.  Global markets also rose... Continue Reading »

The Road Ahead for the ETF Industry
April 24, 2007 – Is the latest proliferation of exchange traded funds (ETFs) a revolution, or is it likened to Wall Street pollution? The recent popularity of ETFs has led to a frenzy of launches, many born in... Continue Reading »

ETFs Here To Stay
April 14, 2007 – The exchange traded fund (ETF) industry is buzzing with activity, as each provider wants to come out with the latest and greatest. Insiders verify money is pouring into ETFs and people are trying to... Continue Reading »

March ETFs Out Like a Lion
March 30, 2007 – March 30th trading ended the month and quarter on a mixed note.  All-in-all, domestic and global exchange traded funds (ETFs) were up for the month. Markets rebounded from the lows hit earlier in the... Continue Reading »

ETF Flow Round-Up
March 30, 2007 – Even though the market declined in February, exchange traded fund (ETF) assets were net positive for the month.  ETF assets rose to $433.4 billion in February, reports Ian Salisbury of Dow Jones Newswires.  This... Continue Reading »

ETFs vs. Mutual Funds Jury Still Out
March 9, 2007 – If recent trends continue, could exchange traded funds (ETFs) replace mutual funds the same way cassette tapes shadowed CDs? Investors have been putting a great amount of cash into ETFs, hedge funds, and managed... Continue Reading »

ETF Assets On The Rise
March 1, 2007 – Exchange traded funds (ETFs) are boasted for their low costs, tax efficiency, and instant diversification. Assets invested in ETFs rose 2% to $431 billion in January from $ 422.6 billion in December. As Ian... Continue Reading »

February 2007 ETF Performance Report
February 28, 2007 – February ended the month on concerns a correction in the markets may be apon us.  Exchange traded funds (ETFs) in the mid-cap arena outperformed small- and large-caps, gaining about 2% for the month.  Asia... Continue Reading »

ETFs Get A+ In Performance Tracking
February 15, 2007 – Exchange traded funds (ETFs) get straight A’s in performance tracking. ETFs listed in the U.S. saw low index tracking error in 2006, delivering returns fairly in line with their target benchmarks. John Spence of... Continue Reading »

U.S. ETFs Assets Rise In January
February 8, 2007 – In January alone, assets of U.S. listed exchange traded funds (ETFs) rose about $5 billion, or 1.1%, to $422 billion.  Reuters reported 28 new ETFs were launched during the month, bringing the new total... Continue Reading »

Why We Love ETFs
February 3, 2007 – According to the Dow Jones Newswires press release assets in exchange traded funds (ETFs) rose 40% to $422.5 billion at the end of last year from $300.8 billion in December 2005. There were a... Continue Reading »

Huge Increase in ETF Trends Viewers
February 1, 2007 – Some are wondering if exchange traded funds (ETFs) might be a passing fad.  If the visitor traffic experienced by ETFtrends.com is any indication, there seems to be little doubt that ETFs continue to grow... Continue Reading »

January ETF Performance Report
January 31, 2007 – This month saw mid-caps outperform large- and small-cap exchange traded funds (ETFs).  Globally, Asia was mixed, with results ranging from the extreme of Malaysia up 11% to China taking a breather down 7%.  Latin... Continue Reading »

SmartMoney’s ETF Ratings
January 16, 2007 – Rob Wherry of SmartMoney reports  exchange traded funds (ETFs) had a banner year ending with 359 ETFs and holding $417 billion in their coffers. Compared to the year before, with 201 ETFs holding $296... Continue Reading »

More Good ETF News
January 2, 2007 – Pete Bucci of Ignites reports that exchange traded fund (ETF) assets surged by more than 37% in the past twelve months, according to the Investment Company Institute (ICI).  Assets of 333 ETFs sold in... Continue Reading »

ETF Components of S&P 500
December 30, 2006 – AltaVista Inependent Research reports on the outlook for S&P-based exchange traded funds (ETFs).  It’s quite interesting to look at the industries that comprise the S&P 500 and see how they did individually versus the overall... Continue Reading »

Top Performing ETFs for 2006
December 29, 2006 – Once again, global exchange traded funds (ETFs) were the top performers for 2006.  Booming economic growth in China helped push the China ETFs to the number one and two spots for the year.  iShares... Continue Reading »

2006 ETF Performance Report
December 29, 2006 – Exchange traded funds (ETFs) ended the year with positive gains.  Domestic markets hit new highs, but the global equity markets were the winners.  While the Dow was up 16%, S&P 14% and Nasdaq 10%,... Continue Reading »

November ETF Performance Report
December 1, 2006 – For November, the major U.S. market indexes posted gains between 2-3% for the month.  China and surrounding Asian countries outperformed all other global regions with advances of 7-12%.  metals, oil and natural resource ETFs... Continue Reading »

ETF Assets Up
December 1, 2006 – Assets in exchange traded funds (ETFs) rose by 9.4% in October, totaling $383.3 billion. ETFs are not only tax efficient and low cost, they conveniently trade like stocks and are doing quite well. Total... Continue Reading »

Morgan Stanley Sees Expanded ETF Growth
November 27, 2006 – Morgan Stanley has done an outstanding job reporting on exchange traded funds (ETFs). The ETF Quarterly is a report that covers 354 ETFs totaling over $400 billion in capitalization, reports Bill Cara of Seeking... Continue Reading »

Growing ETF Market
November 15, 2006 – Exchange traded funds (ETFs) had $350 billion in assets including 290 funds at the end of September. As of now, there are more funds in registration than currently listed on U.S. exchanges. In State... Continue Reading »

ETF Assets Are Growing
November 14, 2006 – Exchange traded funds (ETFs) combined with mutual funds have total assets at $10 trillion. John Waggoner of USA Today compared the nations entire gross domestic product at about $13.3 trillion. Passing the $10 trillion... Continue Reading »

October ETF Performance Report
October 31, 2006 – As the market rallied in October, so did most exchange traded funds (ETFs).  Over the years, some of the market’s worst days have occurred in October, but this year was different.  The Dow gained... Continue Reading »

ETF Assests Rise
October 30, 2006 – Assets invested in exchange traded funds (ETFs) are up 0.7% from August to September, at $350.3 billion. Ian Salisbury of Dow Jones Newswire reports the total assets in ETFs are up 18% from the... Continue Reading »

September ETF Performance Report
October 2, 2006 – September brought big gains to the markets as well as some new highs.  Exchange traded funds reached new highs as well, including some of the European countries, health care, telecommunication, Internet, and financial sectors. To... Continue Reading »

ETF Assets Increase in August
September 28, 2006 – Investment News reports that assets of exchange traded funds rose 3.3% in August to $348.05 billion.  Over the past 12 months ETF assets increased 38.4%.  In that same time period, assets in domestic equity... Continue Reading »

August ETF Performance
September 1, 2006 – The last month of the summer showed gains in most asset classes, sectors and regions of the world. The technology sector was one of the best performers. Even with news on housing, hurricanes, oil... Continue Reading »

July ETF Performance
August 1, 2006 – July was an up and down month, as the markets went above and below their trend lines.  Because of this volatility there is not enough evidence that a new positive uptrend is in place. The... Continue Reading »

ETF Trends: Year-To-Date Performance
June 30, 2006 – After major market trends turned negative a month ago, the recent market recovery bodes well for trends to return to a positive mode. What a volatile quarter. Please review the attached YTD ETF performance report.... Continue Reading »

ETF Approvals Delayed at SEC
June 17, 2006 – The popularity and growth of ETFs is taking its toll at the SEC. They just can keep up with those waiting to be approved. The Wall Street Journal reports: “ETFs, which essentially are mutual funds that... Continue Reading »

May ETF Performance Report
May 31, 2006 – Each month we share this updated ETF performance report. With global markets correcting in May, investors are facing challenging decisions regarding their ETF holdings. Key points for the month include: Many ETFs are below their 50-day... Continue Reading »

ETF Trends - S&P 500 Below 200-Day Average
May 18, 2006 – The bleeding continues. Today’s late day selling pushed the S&P 500 below its 200-day moving average for the first time in months. The NASDAQ declined below it’s long-term trend line a few days ago.... Continue Reading »

ETF Performance-Europe and Latin America Shine
May 4, 2006 – Trading for April ended on Friday and ETFtrends.com has an updated performance report.  The performance report covers ETFs of different asset classes, sectors and regions of the world. To review the report, click here: Download 04-28-06ETFrpt.pdf... Continue Reading »

Quarterly ETF Performance
April 3, 2006 – The first quarter of 2006 ended on Friday and ETFtrends.com has an updated ETF performance report.  The report reviews different exchange traded fund sectors, asset classes and global regions and highlights performance during the... Continue Reading »

2006 First Quarter - Best Performing ETFs
March 31, 2006 – The top three performing ETFs for the first quarter of 2006 are quite a triumvirate. Here’s a quick peek: PowerShares WilderHill Clean Energy (PBW) is up 31% YTD. As TheStreet.com points out "The fund has... Continue Reading »

Best Performing ETFs for 2005
January 1, 2006 – The top exchange traded fund performers for 2005 were influenced by foreign economic expansion, consumer spending and higher energy prices.  Telecommunications, oil and building south of the border helped iShares S&P Latin America 40... Continue Reading »

ETF Trends Lists Top Performing ETFs for November
November 30, 2005 – November was an excellent month for most world markets. Emerging Markets, South Korea and Latin America lead the pack with 7-10% gains. Tech ETFs rebounded nicely from the declines in October and Transportation stocks... Continue Reading »

ETFtrends.com Introduces Weekly ETF Performance Report
November 18, 2005 – ETF Trends is proud to introduce a weekly ETF performance report.  Along with the daily news and commentary and profiling of various asset classes, indsutry groups and global regions, this tool will help guide... Continue Reading »