ETF Resumé

SPYTicker Symbol

SPDR S&P 500 ETFFund

  • Healthcare Bill Vote Keeps Hold of U.S. Stock ETFs

    03-24-2017 02:02 PM by Max Chen

    U.S. equities and stock exchange traded funds strengthened Friday as investors braced for the final tally on the healthcare bill that is seen as a dry run for President Donald Trump's ability to pass his promised legislations through Congress. The S&P 500 Index, along ...

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  • U.S. Markets, ETFs Wait on Healthcare Vote in Congress

    03-23-2017 02:04 PM by Max Chen

    U.S. equities and stock exchange traded funds rose Thursday ahead of a planned vote on a healthcare bill in Congress that could set the tone on the Donald Trump administration's future policy changes. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Investors Look for Bargains in U.S. Stock ETFs

    03-22-2017 01:53 PM by Max Chen

    U.S. equities and stock exchange traded funds rebounded Wednesday, with growth technology names leading the charge, as traders tried to capitalize on the biggest one-day pullback since the election. The S&P 500 Index, along with related funds including the SPDR S&P...

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  • Waning Confidence in Trump Trade Drags on Stock ETFs

    03-21-2017 02:42 PM by Max Chen

    U.S. equities and stock exchange traded funds plunged Tuesday as traders grew pessimistic over President Donald Trump's ability to enact a number of expansionary policies in a timely fashion. The S&P 500 Index, along with related funds including the SPDR S&P 500 ET...

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  • Listless U.S. Stock ETFs Try to Find Their Momentum

    03-20-2017 01:58 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Monday as investors continued to break down the Federal Reserve's rate hike decision and looked to global events for their next cue. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Dividend Payers Help Strengthen U.S. Markets, ETFs

    03-17-2017 01:50 PM by Max Chen

    U.S. equities and stock exchange traded funds managed to inch higher Friday as dividend-generating sectors helped strengthen markets, despite the Federal Reserve's tightening monetary policy outlook. The S&P 500 Index, along with related funds including the SPDR S&...

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  • U.S. Stock ETFs Lose a Step on Obamacare Uncertainty

    03-16-2017 01:49 PM by Max Chen

    U.S. equity and stock exchange traded funds weren't able to maintain their momentum, following the Federal Reserve rate hike decision on Wednesday, as the healthcare sector drags on the broader market. The S&P 500 Index, along with related funds including the SPDR S&am...

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  • U.S. Stock ETFs Strengthen Thanks to Fed Rate Decision

    03-15-2017 01:52 PM by Max Chen

    U.S. equities and stock exchange traded funds increased Wednesday ahead of the Federal Reserve announcement as the markets widely anticipated the first interest rate hike for the year. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSE...

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  • The Second ETF to Join the $100 Billion Club

    03-14-2017 03:15 PM by Max Chen

    Another exchange traded fund that tracks the benchmark S&P 500 has crossed over the $100 billion marker. The iShares Core S&P 500 ETF (NYSEArca: IVV) is the second ETF to step into the $100 billion territory. IVV now holds about $101.2 billion in assets under manag...

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  • U.S. Stock ETFs Slip as Oil Prices Slide

    03-14-2017 01:48 PM by Max Chen

    U.S. equities and stock exchange traded funds dipped Tuesday as crude oil prices declined for the sixth consecutive day. The markets were also on shaky ground ahead of the highly anticipated Federal Reserve announcement tomorrow. The S&P 500 Index, along with related f...

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  • Fed Policy Keeps Stock ETF Traders on Edge

    03-13-2017 02:12 PM by Max Chen

    U.S. equities and stock exchange traded funds slightly dipped Monday as investors prepped for the widely anticipated Federal Reserve interest rate hike later this week. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iSha...

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  • Jobs Data is Both a Blessing and Curse for Stock ETFs

    03-10-2017 01:57 PM by Max Chen

    U.S. equities and stock exchange traded funds surged early Friday after a strong jobs report bolstered confidence in the economic outlook, but the earlier enthusiasm faded as traders speculated that the solid numbers could trigger even more rate hikes out of the Federal Reser...

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  • Rate Hike Speculation Triggers Swings in Stock ETFs

    03-08-2017 03:08 PM by Max Chen

    U.S. equities and stock exchange traded funds were experiencing some gyrations between losses and gains Wednesday after strong hiring data fueled speculation of a rate hike next week. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEA...

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  • Political Risks Grip U.S. Stock ETFs

    03-06-2017 05:37 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Monday as traders took a cautious stance in light of geopolitical risks in East Asia and concerns that the president Donald Trump's wiretapping accusations could distract from the economic agenda. The S&P 500 Inde...

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  • Big Biotech Reaches Important Technical Juncture

    03-06-2017 10:47 AM by Tom Lydon

    After notching one of its worst annual performances in recent memory last year, the iShares Nasdaq Biotechnology ETF (NasdaqGM: IBB), the largest biotechnology exchange traded fund by assets, has come roaring back in 2017 with a year-to-date gain of nearly 13%. Now the big...

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  • U.S. Stock ETFs Muted on Expectations of a Tighter Monetary Policy

    03-03-2017 01:46 PM by Max Chen

    As Federal Reserve Chairwoman Janet Yellen hinted at a rate hike and removal of accommodative measures, U.S. equities and stock exchange traded funds continued to slip Friday. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY...

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  • February ETF Flows Reveal Rising Preference for Risk Assets

    03-02-2017 05:32 PM by Tom Lydon

    Individual exchange traded funds attracted heavy inflows and surprisingly low outflows over February relative to the previous month, revealing ETF investors' growing demand for risk assets. For instance, the iShares iBoxx $ Investment Grade Corporate Bond ETF (NYESArca: LQ...

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  • U.S. Stock ETFs See Some Profit Taking After a Record-Setting Day

    03-02-2017 01:59 PM by Max Chen

    U.S. equities and stock exchange traded funds slipped Thursday as traders seemed to engage in the time-honored tradition of taking profits after a string of record gains over the past two weeks. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Rally with Dow Breaking 21,000

    03-01-2017 01:54 PM by Max Chen

    U.S. equities and stock exchange traded funds climbed Wednesday, with the Dow Jones Industrial Average topping 21,000 for the first time ever, as investors grew more optimistic on the economic outlook, following announcements from President Donald Trump and Federal Reserve of...

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  • ETF Performance Report: February 2017

    02-28-2017 05:27 PM by Max Chen

    U.S. equities and stock exchange traded funds ended February on a sullen note, with the Dow Jones Industrial Average snapping a 12-day winning streak, as cautious investors await President Donald Trump's speech to Congress. Nevertheless, U.S. stocks took off over February,...

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  • U.S. Stock ETFs Wait on Trump's 'Big' Infrastructure Announcement

    02-27-2017 02:12 PM by Max Chen

    U.S. equities and stock exchange traded funds were slightly positive, trading near record levels, as investors optimistically wait on President Donald Trump's Tuesday address to a joint session of Congress. The S&P 500 Index, along with related funds including the SPDR...

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  • U.S. Stock ETFs Pull Back, Dow on Pace to End 10-Day Streak

    02-24-2017 01:52 PM by Max Chen

    U.S. equities and stock exchange traded funds lost their momentum Friday, with the Dow Jones industrial Average set to break its longest streak of record highs since 1987, as cautious investors reevaluate the so-called Trump rally. The S&P 500 Index, along with related...

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  • Technology Drags on U.S. Stock ETFs

    02-23-2017 01:48 PM by Max Chen

    U.S. markets and stock exchange traded funds were mostly flat Thursday as the technology sector weakened, with the broader Nasdaq Composite retreating led by a plunge in Nvidia (NasdaqGS: NVDA). The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Meander Ahead of Fed Comments

    02-22-2017 01:46 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Wednesday ahead of minutes out of the Federal Reserve's policy meeting, with the energy sector dragging on markets on a projected expansion in U.S. crude oil stockpiles. The S&P 500 Index, along with relate...

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  • Strong Earnings Help U.S. Stock ETFs Maintain Record Pace

    02-21-2017 02:07 PM by Max Chen

    U.S. equities and stock exchange traded funds continued to hit new records as market optimism and strong retail earnings help support the momentum. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ...

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  • U.S. Stock ETFs Take a Breather After a Record Week

    02-17-2017 02:04 PM by Max Chen

    U.S. equities and stock exchange traded funds are taking a breather after optimism over a stronger economy helped propel U.S. markets to records. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (N...

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  • U.S. Stock ETFs Maintain Their Record Run

    02-14-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded funds turned positive in mid-Tuesday after Federal Reserve Chairwoman Janet Yellen pointed to strengthening economic cues that could support short-term interest rate hikes. The S&P 500 Index, along with related funds including th...

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  • 'Trump Trade' Helps U.S. Stock ETFs Push Toward New Heights

    02-13-2017 01:58 PM by Max Chen

    U.S. equities and stock exchange traded funds pushed to record intraday highs Monday, with the benchmark S&P 500 gathering over $20 trillion in combined market-capitalization for the first time, as investors grew more optimistic on President Donald Trump's promised expansiona...

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  • U.S. Stock ETFs' Record Run Still Has Legs

    02-10-2017 01:53 PM by Max Chen

    U.S. equities and stock exchange traded funds continued their record push as investors remained optimistic that President Donald Trump will unveil tax reform plans in the weeks ahead. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEA...

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  • U.S. Stock ETFs Renew Record Highs on Trump's Tax Plan

    02-09-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds jumped to new heights after President Donald Trump promised he would soon make an official announcement that would be "phenomenal in terms of tax." The S&P 500 Index, along with related funds including the SPDR S&P 500 ...

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  • U.S. Stock ETFs Calmly Break to New Heights

    02-07-2017 01:48 PM by Max Chen

    U.S. equities and stock exchange traded funds were largely stuck in sideways action, but the benchmark Dow Jones Industrial Average and Nasdaq Composite still managed to break into record highs. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Slip as Investors Turn Risk-Off

    02-06-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds weakened Monday as investors turned to safer gold bullion and U.S. Treasury plays in response to mounting political risks. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares ...

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  • ETFs Are a Dominant Force in the Investment World

    02-03-2017 03:23 PM by Max Chen

    The exchange traded fund passive investment vehicle now makes up a major portion of trading volume in American exchanges. After being disappointed with active managers' ability to pick stocks that consistently beat the broader market, investors have steadily shifted toward pas...

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  • ETF Investors Take a Shine Toward Overseas Markets, Corporate Credit

    02-02-2017 05:07 PM by Tom Lydon

    As U.S. equities stuck within range near record highs over January, investors picked up overseas market and investment-grade corporate debt related exchange traded funds. Among the most popular ETF plays in January, the iShares Core MSCI Emerging Markets ETF (NYSEArca: IEM...

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  • U.S. Stock ETFs Stuck in Listless Trading

    02-02-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Thursday as traders grew wary of further political risks in response to President Donald Trump's latest protectionist stance. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (...

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  • U.S. Stock ETFs Turn Higher as Fed Keeps Rates Unchanged

    02-01-2017 02:51 PM by Max Chen

    U.S. equities and stock exchange traded funds inched higher after the Federal Reserve kept interest rates unchanged Wednesday, but pointed to a relatively upbeat U.S. economy that suggested the central bank could tighten its monetary policy later this year. The S&P 500 Ind...

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  • Trump Policy Concerns, Weak Earnings Grip U.S. Stocks ETFs

    01-31-2017 01:48 PM by Max Chen

    Lackluster fourth quarter results, along with weak consumer confidence data, caused U.S. equities and stock exchange traded funds to weaken Tuesday, notably in the technology and industrial sectors. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • Value ETFs in a Surprising Place

    01-30-2017 10:49 AM by Tom Lydon

    Biotechnology stocks and exchange traded funds, such as the iShares Nasdaq Biotechnology ETF (NasdaqGM: IBB), are not often thought of as value plays. After all, biotechnology stocks historically trade at rich multiples relative to the broader healthcare sector and the overal...

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  • U.S. Stock ETFs Pause on Lackluster Earnings, Economic Growth

    01-27-2017 03:30 PM by Max Chen

    U.S. equities and stock exchange traded funds slightly weakened Friday on underwhelming corporate earnings and data showing economic growth cooled in the fourth quarter. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares...

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  • Value Has Been an Outperforming ETF Investment Factor

    01-26-2017 04:52 PM by Tom Lydon

    Value-oriented stock exchange traded funds have been outperforming and may continue to lead the markets as we head toward the late business cycle and after falling behind the growth style in recent years. "Value was the best performing factor for the second consecutive quarter...

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  • U.S. Stock ETFs in Mixed Trading After Record Run

    01-26-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds were mixed Thursday as investors digested the record run up in the prior session. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and ...

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  • U.S. Stock ETFs: Trump Bets, Earnings Help Push Dow Over 20,000

    01-25-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds have regained their momentum, with the Doe Jones Industrial Average crossing over the 20,000 for the first time. The Dow was trading up 0.8% to 20,068.4 at last check while Dow-related ETFs, the SPDR Dow Jones Industrial Average ET...

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  • Q4 Earnings Help Put U.S. Stock ETFs Back on Track

    01-24-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds bounced back on Tuesday as strong fourth quarter earnings numbers help draw investors. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV)...

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  • Trump Policy Changes Shake U.S. Stock ETFs

    01-23-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds slipped Monday after President Donald Trump's comments on the country's trade and tax policies weighed on investors' outlook. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShar...

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  • U.S. Stock ETFs Pare Gains After President Trump's Speech

    01-20-2017 02:35 PM by Max Chen

    U.S. equities and stock exchange traded funds started off on a strong footing Friday but quickly trimmed early morning gains as President Donald Trump made his inaugural speech. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY),...

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  • U.S. Stock ETFs Dip Ahead of Trump's Swearing-in

    01-19-2017 01:46 PM by Max Chen

    After a strong rallying follow the presidential elections, U.S. equities and stock exchange traded funds are stuck in tight range and even weakened as investors pared down bets ahead of Donald Trump's presidential inauguration on Friday. The S&P 500 Index, along with relat...

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  • U.S. Stock ETFs Flat as Political Risk Keeps a Lid on Markets

    01-18-2017 01:43 PM by Max Chen

    U.S. markets and stock exchange traded funds were mixed Wednesday as investors weighed the prospects of a strong earnings season against the political uncertainty surrounding Donald Trump's inauguration. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Passive, Low-Cost ETFs Attract Record Inflows

    01-17-2017 02:42 PM by Max Chen

    Exchange traded fund providers are attracting record inflows as more investors look to low-cost, passive index-based products to track market moves. BlackRock Inc., the world's largest asset manager and largest ETF provider, is experiencing record cash inflows, bringing in $14...

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  • Earnings Growth Could Help Sustain U.S. Stock ETF Rally

    01-17-2017 02:02 PM by Max Chen

    The S&P 500 is expected to reveal positive earnings growth for the fourth quarter, supporting further strength in U.S. stocks and related exchange traded funds. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core...

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  • U.S. Stock ETFs Advance as Banks Kick Off Earnings Season

    01-13-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds regained their footing Friday, strengthening on the fourth quarter earnings outlook, with financial shares rising after three of the largest American lenders revealed results. The S&P 500 Index, along with related funds includi...

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  • U.S. Stocks, ETFs Stumble Ahead of Q4 Financial Earnings Report

    01-12-2017 05:09 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Thursday ahead of the start of earnings report from some of the largest banks of Wall Street. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ET...

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  • Trump Comments Shake U.S. Stocks, ETFs

    01-11-2017 01:41 PM by Max Chen

    President-elect Donald Trump made his first formal news conference, churning financial markets and U.S. stock exchange traded funds. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV)...

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  • Financials, Industrials Help U.S. Market ETFs Maintain Momentum

    01-10-2017 01:47 PM by Max Chen

    U.S. equities and stock exchange traded funds bounced higher Tuesday as financials and industrials took charge. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard 500 Ind...

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  • U.S. Stock ETFs Dip as Energy Drags on Markets

    01-09-2017 01:43 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Monday as falling crude oil prices hit the energy sector, but technology stocks remained one area that avoided the storm. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY),...

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  • U.S. Markets, Stock ETFs Slip As Traders Turn Cautious

    01-05-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded fund pulled back Thursday as bank stocks dropped the most since September and consumer discretionary names retreated on concerns over major retailers. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF...

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  • Consumer Stocks Help Push S&P 500 ETFs Toward Record Highs

    01-04-2017 08:10 PM by Max Chen

    U.S. equities and S&P 500 related exchange traded funds are nearing record highs yet again as consumer cyclical stocks help support the gains. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 E...

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  • CNBC Year-End ETF Wrap Up with Tom Lydon

    12-30-2016 04:18 PM by ETF Trends

    ETF Trends publisher Tom Lydon just joined CNBC at the closing bell to talk about all the woes and joys that exchange traded funds experienced through 2016. There are now 1,960 U.S.-listed exchange traded products with $2.550 trillion in net assets under management after the E...

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  • Most Popular & Most Hated ETFs of 2016

    12-29-2016 05:12 PM by Tom Lydon

    The year 2016 has been filled with great oscillations as investors were taken on a wild ride, with some markets and exchange traded fund standing out from the rest. There are now 1,960 U.S.-listed exchange traded products with $2.550 trillion in net assets under management aft...

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  • U.S. Stock ETFs Are Global Winners

    12-29-2016 02:30 PM by Max Chen

    Ever since the presidential elections, the S&P 500 and U.S. stock exchange traded funds have unexpectedly pulled ahead of their global peers. After global benchmarks mostly rallied in unison over the past five years, U.S. markets are enjoying a sudden lead in the ongoing b...

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  • Exposing the Skew in GLD Exchange Traded Funds

    12-23-2016 10:30 AM by Chris Hausman, CMT, Swan Global Investments

    Turn the frown upside down! Options on the SPDR Gold Trust ETF (GLD) can exhibit a different type of skew structure than what other types of products display and this can lead to incremental returns to a portfolio incorporating income producing strategies. One strategy that can p...

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  • ETF Investors Look Complacent with VIX at Lowest in Over a Year

    12-21-2016 02:23 PM by Max Chen

    The CBOE Volatility Index-related exchange traded funds are breaking down to new lows, with the VIX hitting its lowest in over a year, reflecting an increasingly complacent equities market. Over the past three months, the iPath S&P 500 VIX Short Term Futures ETN (NYSEArca:...

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  • U.S. Stock ETFs Retreat After Record Defying Rally

    12-14-2016 05:30 PM by Max Chen

    U.S. equities and stock exchange traded funds declined in volatile action late Thursday after the Federal Reserve raised interest rates for the second time in a decade. On Thursday, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vang...

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  • Will the "Trump Bump" Continue to the End of 2016?

    12-12-2016 12:39 PM by Christopher Versace

    The recent rally, or "Trump Bump", that has been powering the stock market over the last several weeks, continued to boost equities higher last week with all three major stock market indices climbing another 2.9 to 3.3 percent. Since the election, the S&P 500 ETF (SPY) is ...

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  • A S&P 500 ETF Strategy That Excludes Weak Sectors

    12-02-2016 05:07 PM by Tom Lydon

    It is not just enough to be invested in the markets to grow an investor's portfolio. It is also important to reduce exposure to certain areas in a changing market environment. Investors may consider an ex-sector stock exchange traded fund strategy in the current environmen...

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  • November Was a Huge Month for U.S. Stock ETFs

    12-01-2016 05:24 PM by Tom Lydon

    After diving into bonds in a year of rising uncertainty, exchange traded fund investors finally shifted gears and turned to riskier stocks over November on increasing bets that President-elect Donald Trump could fuel economic growth. Small-capitalization stock ETFs were a ...

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  • Value ETFs Are Not Just a Short-Term Play

    11-29-2016 06:27 PM by Tom Lydon

    The recent outperformance in value-oriented stocks has put renewed focus on the asset category after the growth style took center stage in recent years, but value equities and related exchange traded funds have proven to enhance returns over the long run as well. The value...

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  • Insurance Companies Power Institutional Use of ETFs

    11-22-2016 11:00 AM by Tom Lydon

    It is widely known that institutional investors are increasingly embracing ETFs. Various data points and studies confirm as much. For example, a report published earlier this year, "Institutional Investment in ETFs: Versatility Fuels Growth" from Greenwich Associates, commissi...

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  • Post-Election Scramble: Where ETF Investors Sprinted To

    11-15-2016 04:32 PM by Max Chen

    As the markets quickly digested a Donald Trump victory, investors funneled billions into U.S. stock exchange traded funds. Alongside the usual S&P 500 plays like the SPDR S&P 500 ETF (NYSEArca: SPY), investors also focused on small-cap stocks over the past week. ...

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  • How Market, Stock ETFs Will React After the Election

    11-04-2016 04:02 PM by Max Chen

    Election day is right around the corner. How will the equities markets and stock exchange traded funds react to a new administration? So far, U.S. stocks have been gripped with volatility ahead of a contentious presidential election. Over the past month, the SPDR S&P 500 E...

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  • ETF Investors Shunned Bonds, Dividends in October

    11-01-2016 05:37 PM by Tom Lydon

    Investors are beginning to take a Federal Reserve interest rate hike seriously as improving economic data allows the central bank more leeway in tightening monetary policies. Consequently, we witnessed greater redemptions out of real estate investment trusts, fixed-income asse...

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  • Which S&P 500 ETF Is Right For You?

    09-30-2016 06:14 PM by Tom Lydon

    Exchange traded fund investors have a number of ways to track the S&P 500 Index, but each option shows small differences that can produce different results. For starters, the SPDR S&P 500 ETF (NYSEArca: SPY) is the largest ETF and the first U.S.-listed ETF to hit the m...

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  • International ETFs Offer Attractive Yields and Valuations

    09-26-2016 04:26 PM by Max Chen

    Investors typically focus on U.S. stocks because they are most familiar with the market. However, people may be leaving money on the table as international equities and related exchange traded funds offer many opportunities. International stocks offer higher dividend yields an...

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  • Technology ETFs Are Making a Strong Comeback

    09-26-2016 08:15 AM by Max Chen

    After falling out of favor along with other growth stocks at the start of a volatile year, technology sector-related exchange traded funds have outperformed in recent months. Technology companies have regained their footing in recent months as volatility dissipated and investo...

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  • ETFs to Hedge Against a Retreating S&P 500

    09-13-2016 05:18 PM by Tom Lydon

    With market moves picking up after the summer lull, the stock market declined as investors position for a potential interest rate hike following next week's Federal Reserve meeting. Exchange traded fund investors who are wary of further slips in equities may consider inverse or b...

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  • Emerging Market ETF Investments Were a Big Theme in August

    09-01-2016 05:43 PM by Tom Lydon

    In a month marked by flat U.S. markets, with thin and narrow trading, exchange traded fund investors sought out areas of higher return, targeting emerging market assets over August. Among the most popular ETF trades, the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) and Va...

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  • How Mixing Sector ETF Exposure Can Affect Portfolio Outcome

    08-18-2016 04:54 PM by Max Chen

    Many advisors and investors have utilized sector exchange traded funds to gain exposure to targeted areas of the market. However, maintaining the right mix of these various sectors is equally important. "Given the importance of a stock portfolios sector mix to its outcome, mon...

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  • ETF Option Strategy: Think Outside the Collar - Protecting the Zone

    08-18-2016 08:15 AM by Chris Hausman, CMT, Swan Global Investments

    By Chris Hausman, CMT, Swan Global Investments Portfolio and Chief Technical Strategist Stay near me - do not take flight! A little longer stay in sight! Much converse do I find in thee Float near me; do not yet depart! William Wordsworths words in To a Butterfly (1801) can be...

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  • Dow, Nasdaq, S&P ETFs Hit Intraday Highs

    08-15-2016 02:48 PM by Max Chen

    The three major U.S. stock indices and related exchange traded funds hit new intraday record highs as traders trimmed bets on a Federal Reserve rate hike and oil prices continued to recover. On Monday, the SPDR S&P 500 (NYSEArca: SPY) was up 0.4%, PowerShares QQQ (NasdaqGM...

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  • Insurance Companies Could Help Fuel ETF Industry Growth

    08-04-2016 04:09 PM by Max Chen

    Insurance companies are slowly including exchange traded funds in their general accounts as a way to lower costs and to easily access high-quality assets. "Insurance companies only hold 1.3% of their surplus as regards policyholders in ETFs, but usage has become prevalent and ...

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  • Revenue Growth Driving Markets, S&P 500 ETFs Higher

    08-01-2016 02:50 PM by Max Chen

    The S&P 500 and index-related exchange traded funds have been making new highs as U.S. companies are on track to report year-over-year growth in revenues for the first time since 2014. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NY...

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  • July ETF Flows Show Investors Turned Risk-On

    08-01-2016 08:25 AM by Tom Lydon

    Many expected a post-Brexit environment would weigh on sentiment and push investors toward safer assets. However, exchange traded funds that track stocks and riskier assets continued to draw investors over July, with the S&P 500 and emerging market exposure among the stand...

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  • Is It Finally Time for Growth ETFs to Shine?

    07-22-2016 08:20 AM by Tom Lydon

    As global uncertainty dissipates and the equities markets push toward new highs, growth stocks and related exchange traded funds are beginning to outpace the value category. Over the past week, the iShares S&P 500 Growth ETF (NYSEArca: IVW), Vanguard S&P 500 Growth ETF...

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  • Utilities Sector ETF Bets Look Expensive

    07-11-2016 03:13 PM by Tom Lydon

    Conservative utilities stocks and sector-related exchange traded funds have been the best performing area of the market this year. However, the outperformance has made this defensive segment rather pricey. Year-to-date, the Utilities Select Sector SPDR (NYSEArca: XLU) increase...

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  • Despite Swings, Stock ETF Outlook Still Looks Strong

    07-07-2016 03:57 PM by Max Chen

    While the markets have been weighed down by various uncertainties, stock exchange traded funds may still strengthen as many still expect the S&P 500 to maintain its momentum, with the health care sector leading the charge. Industry analysts in aggregate predict the S&P...

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  • ETF Investors Jumped Into Gold, Value Plays Over June

    07-05-2016 06:06 PM by Tom Lydon

    In a month dominated by speculation over Brexit vote, exchange traded fund flows over June revealed that investors hedged riskier equity bets with gold and low volatility options. Gold ETFs have been the shining asset category of the year and June inflows showed that the preci...

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  • S&P 500 ETFs Are Exposed to Currency Risks, Strong USD

    06-28-2016 03:21 PM by Max Chen

    As we head toward the third quarter and the start of the earnings season, a strengthening U.S. dollar could weigh on S&P 500 and large-cap exchange traded funds that have exposure to multi-national companies with a global footprint. Year-to-date, the SPDR S&P 500 ETF (...

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  • How U.S. Stock ETFs Stack Up to Brexit Concerns

    06-22-2016 04:00 PM by Max Chen

    If the United Kingdom decides to break off from the European Union, stock exchange traded funds investors may be better off sticking to U.S. markets and related exchange traded funds. "All you can do here in the United States, given the low level of interest rates, is go to th...

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  • ETF Investors Should Ease Up on Equities, Look to Fixed Income

    06-21-2016 05:34 PM by Tom Lydon

    After years of outperforming, the equities market bull rally is running out of steam, with a number of global uncertainties weighing on riskier assets. Consequently, overweight stock exchange traded fund investors may want to consider revisiting the fixed-income theme. "What d...

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  • Potentially Volatile Market, ETF Outlook for Rest of 2016

    06-21-2016 03:57 PM by Max Chen

    While market momentum has somewhat stalled, with growing pessimism over an uncertain outlook, exchange traded fund investors may still find some opportunities. On anupcoming webcast this Wednesday, Expert Mid-Year Outlook & Strategy: Bernstein, RiverFront, and Deutsche Ass...

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  • ETF: Option Volume on the Rise Can Translate to More Opportunity

    06-21-2016 08:00 AM by Chris Hausman, CMT, Swan Global Investments

    Note: This article is part ofthe ETF Trends Strategist Channel By Chris Hausman On any given day, ETF trading volume is usually some of the heaviest in the world. Increased volume in the underlying ETF can directly lead to an increase in the corresponding option volume. The...

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  • ETF Trends' Tom Lydon Talks Herd Mentality on Fox Business

    06-08-2016 04:56 PM by Tom Lydon

    ETF Trends publisher Tom Lydon appeared on Fox Business News to discuss recent exchange traded fund asset flows and how the shifting money may provide an insight into investors' outlook. Click on the video below to watch the full interview.

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  • Mutual Funds Adopt ETFs to Create Tactical Investment Strategies

    06-06-2016 02:43 PM by Max Chen

    As we weigh market risks ahead, investors can look to some exchange traded fund strategies to capture opportunities that can help hedge against potential hurdles while participating in any upside. On the upcoming webcast, Tactical ETF Strategy in an Easy Mutual Fund Package, D...

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  • Actively Managed Funds Continue to Lag Indexing, Passive ETFs

    06-03-2016 03:38 PM by Max Chen

    The ongoing underperformance in actively managed mutual funds is triggering a shift in the fund industry toward cheaper, passive index-based exchange traded funds. The S&P Global Market Intelligence's Mutual Fund Research Group revealed that only 437 of 2053, or 21%, large...

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  • Investors Lean Toward Large-Caps

    06-03-2016 09:00 AM by Tom Lydon

    Investors often have a large-cap bias, but when markets are volatile, that bias can help investors navigate turbulent times. Of course, there are plenty of exchange traded funds with which to embrace large-caps, including the the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core...

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  • Did Emerging Markets Just Deliver Another Head Fake?

    06-02-2016 08:00 AM by Pinnacle Advisory Group

    Note: This article appears on the ETFtrends.comStrategist Channel By Carl Noble Most investors are aware that Emerging Markets have badly underperformed in the current cycle. While the S&P 500 has spent the better part of the past six years continually pushing to new hi...

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  • ETF Investors Are Buying the Dips

    06-01-2016 08:45 AM by Tom Lydon

    While U.S. equities recorded modest gains in the month of May, exchange traded fund investors largely targeted popular plays that staged a pullback, re-positioning to potentially capture further value ahead. The SPDR Gold Shares (NYSEArca: GLD) was the most popular ETF play of...

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  • Small- and Mid-Cap ETFs Light Up Investors

    05-27-2016 08:25 AM by Max Chen

    Large-cap U.S. stocks have been stalwarts, but smaller companies and exchange traded funds that track the small- and mid-cap categories are beginning to race ahead. Over the past three months, the iShares Russell 2000 ETF (NYSEArca: IWM) rose 11.1%, SPDR S&P MidCap 400 ETF...

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  • Three Considerations for One-Stop Income Shopping

    05-27-2016 08:00 AM by Justin Sibears, Newfound Research

    Note: This article appears on the ETFtrends.comStrategist Channel By Justin Sibears Meeting income objectives continues to be a challenge as interest rates remain near all-time lows. The good news for ETF users is that there are options for enhancing yield. 216 of the 1,901...

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  • Top 10 ETFs held by Millennials, Gen Xers, Boomers

    05-15-2016 12:08 PM by Iris.xyz

    Note: This article is courtesy of Iris.xyz By TD Ameritrade Since its inception 22 years ago, the exchange-traded funds (ETFs) market has expanded to provide investors exposure to a wide variety of equity markets. Given their lower cost than actively managed mutual funds...

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  • U.S. Dollar ETF Heading Toward Strong Period

    05-02-2016 03:15 PM by Max Chen

    The U.S. dollar and related exchange traded fund may be going into a seasonally strong period for the currency. The U.S. Dollar Index, which tracks the movement of the greenback against a basket of developed foreign currencies, has appreciated in May for every year but one sin...

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  • ETF Flows Show Investors Are Riding the Stock Market Rebound

    04-29-2016 08:00 AM by Tom Lydon

    After a tumultuous start to the year, exchange traded fund investors have been easing back into the riskier segments of the market, focusing on income generation and some more defensive strategies that may keep the edge off their stock plays. The SPDR S&P 500 ETF (NYSEArca...

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  • ETF TMI: Crowd Sentiment-Weighted ETF Launched; Changing ESG Landscape

    04-26-2016 12:02 PM by Brenton Garen

    Got a case of TMI (Too Much Information)? ETF Trends takes a condensed look at latest ETF launches and happenings CrowdInvest Launches Crowd Sentiment-Weighted ETF The creators of the CrowdInvest Wisdom Index (CROWDWIS) and the Crowd-Invest mobile applicationlaunched the CrowdI...

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  • ETFs 101: What is an ETF?

    04-19-2016 02:11 PM by Tom Lydon

    What is an ETF?Exchange traded funds are exactly what their names indicate. They are funds that can be traded on an exchange. As a fund, the ETF security usually tries to passively reflect the performance of an index, a commodity or a customized basket of assets, similar to tr...

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  • Stock ETFs Are Rebounding. Now What?

    04-18-2016 05:21 PM by Max Chen

    The equities market and stock exchange traded funds are recovering. While some have reservations on the extent of the recovery, the stock market may still has legs. S&P 500 index-related ETFs, including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF...

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  • Has Crude Oil Truly Bottomed or Just in the Midst of a Dead Cat Bounce?

    04-13-2016 07:15 AM by Sean Dillon, Pinnacle Advisory Group

    In Pinnacle Advisory Group's previousETF Strategist article, Rick Vollaro highlighted the synchronous moves between the oil marketsand other risk assets including the S&P 500 (SPY) and High Yield (JNK). He wrote that it would be wise to watch oil markets since ones oil out...

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  • Investors Return to Stock ETFs for Sixth Straight Week

    04-11-2016 05:09 PM by Max Chen

    Investors have stepped back into the U.S. market, picking up broad stock exchange traded funds for the sixth straight week. U.S. stock ETFs attracted $3.5 billion last week and saw their sixth straight week of net cash inflows, reports Trevor Hunnicutt for Reuters. "ETF inv...

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  • Find Value with Wide Moat ETFs

    04-06-2016 05:37 PM by Max Chen

    As the value style comes back in vogue, exchange traded funds that track quality stocks with a competitive advantage have been leading the recent market rebound. The Market Vectors Morningstar Wide Moat ETF (NYSEArca: MOAT) rose 5.3% year-to-date while the SPDR S&P 500 ETF...

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  • Underperforming Stock Pickers Explain Passive ETF Growth

    04-04-2016 04:00 PM by Max Chen

    Bolstering the case for passively managed exchange traded fund as a good way for investors to tap into the equities market, active stock fund managers just experienced one of their worst quarters in almost two decades. Less than one in five large-cap funds outperformed the ben...

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  • Impressive Q1 Recovery Looks Promising for Stock ETFs

    03-31-2016 03:56 PM by Max Chen

    After the equities market plunged toward a correction by February and recouped the loses all within the first quarter, the big swings could augur a good year for stock exchange traded funds. The SPDR S&P 500 ETF (NYSEArca: SPY) plunged about 10% from the start of the year ...

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  • Money Managers Fuel ETF Industry's Rapid Growth

    03-24-2016 05:31 PM by Max Chen

    Institutional investors could help run the next leg of growth in the exchange traded fund industry as more capitalize on the flexibility and low costs of the relatively new investment vehicle. Large investors including pension funds and insurers are beginning to shift away fro...

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  • Travel ETFs Can't Shake Brussels Attacks

    03-22-2016 02:06 PM by Max Chen

    Broad U.S. equity indices turned positive in afternoon trading Tuesday, rebounding from earlier losses in response to the attacks in Brussels, Belgium. However, tourism sectors and related exchange traded funds weren't able to rally with the broader market as traders digested the...

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  • A Cheap ETF Sector Play

    03-21-2016 01:53 PM by Max Chen

    Unloved ETF healthcare segment may provide a cheap opportunity for bargain hunters SPDR S&P 500 ETF (NYSEArca: SPY) is up 0.8% so far this year Investors may also be trying to catch a falling knife after the huge sell-off in the biotech sub-sector as biotechs remain i...

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  • Riskier Stock ETFs Shine After Gold Rally

    03-17-2016 03:30 PM by Max Chen

    GLDhasgained 18.9% year-to-date, with Comex gold futures now trading around $1,265 per ounce, which has helped riskier stock ETFs shine QQQ, which tracks the Nasdaq-100, rose 7.3% over past month IWM gained 8.2% over past month SPY returned 7.2% over past month Among s...

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  • Stock ETF Investors May Be Underweight Energy

    03-14-2016 01:54 PM by Max Chen

    Energy producers accounted for $1.9 trillion, or 11%, of the S&P 500's $17.4 trillion market cap in June 2014 Since thencrude oil futures have plunged 65%, dragging down the energy sector Consequently, the link between energy stocks and the broader equities market has...

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  • Consumer Staples ETFs in the Limelight

    03-10-2016 03:15 PM by Max Chen

    Consumer staples sector and related ETFshave recently hit all-time highs Defensive consumer staples sector amongyear's best performing areas of the S&P 500 as investors turn to more conservative plays in a volatile market Recent strength in defensive consumer staples s...

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  • ETFs Tracking Smaller Companies Gain Ground

    03-03-2016 04:50 PM by Tom Lydon

    As the equities markets rally off the February lows, small-cap stock exchange traded funds have sprinted ahead of their larger counterparts. Since the February 11 lows, theSPDR S&P 500 ETF (NYSEarca: SPY) gained 9.0% while the Guggenheim Equal S&P Weight ETF (NYSEarca:...

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  • Small-Cap ETFs Under Pressure

    02-25-2016 03:13 PM by Tom Lydon

    Small-capitalization stocks and related exchange traded funds have been an unloved asset category this year as investors turned to larger, more stable companies during the volatile conditions. Year-to-date, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) fell 6.1%, Vang...

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  • ETF Investors Should Lean Toward Larger Companies

    02-17-2016 04:02 PM by Tom Lydon

    After one of the worst beginnings to a new year, exchange traded funds that track smaller companies have struggled compared to those that follow bigger names. "Small-cap stocks continue to struggle relative to their large-cap brethren," according toRuss Koesterich, Global Chie...

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  • ETF Investors Flock to Safe-Haven Assets

    02-05-2016 04:37 PM by Tom Lydon

    The lackluster earnings season and ongoing economic weakness have caused exchange traded fund investors to shift away from riskier equity markets into more conservative, safe-haven assets. According to EPFR data, investors redeemed over $10 billion from U.S. equity funds in th...

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  • Stock ETFs Could Pull out of the Malaise

    02-02-2016 06:00 PM by Tom Lydon

    After the worst month of a new year since 2009 and an earnings recession, economic growth could support the equities market and stock exchange traded funds ahead. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard ...

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  • How ETF Investors Traded Through the Volatility

    01-22-2016 02:00 PM by Tom Lydon

    As global markets plunged deeper into a correction, investors exited stock exchange traded funds for the third straight week. According to EPFR data, U.S. stock funds experienced $4.2 billion in withdrawals for the week ended January 20, which added to the worst three-week per...

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  • ETF Providers Diversifying with Exchange Listings

    01-13-2016 01:05 PM by Tom Lydon

    As exchange traded fund providers look to diversify among primary markets that host their products, NYSE Arca could find greater competition from the Nasdaq and BATS exchanges. The majority of exchange traded products, which include both ETFs and exchange traded notes, are lis...

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  • ETF Liquidity Revealed by Robust Options Activity

    01-08-2016 03:00 PM by Tom Lydon

    Exchange traded funds are quickly becoming the go-to investment vehicle of choice for large institutional traders seeking to speculate on market moves or hedge portfolio positions. ETFs make up 70% of all equity option volume, or $770 billion of the approximate $1.1 trillion t...

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  • Inverse ETFs Step into the Limelight

    01-07-2016 04:00 PM by Tom Lydon

    The back-to-back selling in U.S. equities is fueling a rally in inverse exchange traded funds that capitalize off the stock market's pain. The Dow Jones Industrial Average plunged another 350 points Thursday while the S&P 500 was down 2.1% and the Nasdaq was off 2.7%. O...

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  • Small-Cap Value ETFs Pick up Steam

    12-30-2015 02:00 PM by Tom Lydon

    Small-cap exchange traded funds that track the value style are finally beginning to pull ahead after underperforming this year. Over the past two weeks, the iShares S&P Small Cap 600 Value Index (NYSEArca: IJS) gained 2.5% and iShares Russell 2000 Value Index (NYSEArca: IW...

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  • Major ETF Trends of 2015

    12-29-2015 06:30 PM by Tom Lydon

    After a Federal Reserve-induced multi-year rally in equities, exchange traded fund investors pulled out of U.S. stocks and shifted into international markets where people may still find more attractive valuations. For instance, the WisdomTree Europe Hedged Equity Fund (NYSEArc...

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  • Active Mutual Funds Continue to Fall Short of Indexing, ETFs

    12-29-2015 05:00 PM by Tom Lydon

    Many expected this to be the year that active mutual fund managers would be able to pick and choose their battles and generate alpha for investors. However, active managers continued to underperform benchmarks, bolstering the case for low-cost, passive index-based exchange traded...

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  • Most Lively ETFs of the Year

    12-29-2015 01:30 PM by Tom Lydon

    Exchange traded funds have seen trading activity increase over the years as more investors see the benefits of the investment vehicle. For instance, since ETFs trade on an exchange like a stock, many have utilized the funds to execute quick or tactical positions to capitalize on ...

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  • ETF Investors: Are You Prepared for 2016?

    12-14-2015 03:30 PM by Tom Lydon

    As we head toward the a new year, exchange traded fund investors should reflect on what has happened through a tumultuous year and plan for potential risks and opportunities ahead. On the upcoming webcast, The Big Picture: Year-End Review and 2016 Outlook, Ron Saba, senior man...

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  • Inverse Stock ETF Ideas to Hedge Short-Term Weakness

    12-10-2015 03:30 PM by Tom Lydon

    Corporate insiders are dumping positions at near-record levels, potentially hinting at troubles ahead. Exchange traded fund inverse can also hedge against potential risks in the market with small positions in inverse strategies. According to investment research firm TrimTabs, ...

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  • The Bright Side of Rising Rates for Stock Market, ETFs

    11-23-2015 03:00 PM by Tom Lydon

    As the financial markets wait for the Federal Reserve to pull the trigger on an interest rate hike, stock exchange traded fund investors should be assuaged knowing that higher rates typically imply strengthening economic conditions. Last week, the S&P Composite 1500 gained...

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  • Why Equity ETFs Are Getting Riskier by the Day

    11-20-2015 12:00 PM by Gary Gordon

    The central bank of the United States (a.k.a. the Federal Reserve) may hike its overnight lending rate in December. Committee members are also discussing plans to phase out the reinvestment of principal on balance sheet securities. Translation? Borrowing costs are set to move hig...

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  • Emerging Market ETFs Tempting the Bold

    11-19-2015 03:00 PM by Tom Lydon

    Emerging market stocks and related exchange traded funds have consistently underperformed the developed markets and are now trading near all-time low valuations. Since the 2010, emerging markets have generated a total return of -2.1%, whereas developed markets returned 69.1%, ...

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  • Alt ETFs Prepare for Surge in Market Demand

    11-19-2015 02:00 PM by ETF Trends

    The stock market has favored vanilla approaches in the past 6 years. A diversified portfolio that includes alternative ETFs has struggled to keep up with the simple S&P SPDR Trust (NYSEarca: SPY) and the Vanguard Total Bond Market ETF (NYSEarca: BND) due to coinciding stock a...

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  • The Trickiness of ETF Diversification

    11-18-2015 01:30 PM by Gary Gordon

    According to Barry Ritholtz of Ritholtz Wealth Management, a frequent contributor to CNBC as well as Bloomberg, the beauty of diversification is that its about as close as you can get to a free lunch in investing. Since 2011, however, investors who diversified in stocks outside o...

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  • An ETF Sector Strategy for Year End

    11-16-2015 05:00 PM by Tom Lydon

    With low oil prices weighing on the energy sector, investors may turn to a relatively new ex-sector exchange traded fund to track U.S. equities while excluding exposure to weaker energy companies. Many are utilizing S&P 500 ETFs, such as the SPDR S&P 500 ETF (NYSEarca:...

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  • Two Different S&P ETFs, Two Different Stories

    11-13-2015 01:30 PM by Remzi Gokmen

    The S&P 500 has endured a tumultuous year that bottomed with the late-summer sell-off but has rallied of late back toward its record-highs. ETFs that track the index have of course risen back with the index, but depending on the methodology they use to track it, results are v...

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  • Hedge Fund Giant Trims EM ETF Exposure

    11-13-2015 07:00 AM by Tom Lydon

    Hedge funds have been one of the biggest drivers of the exchange traded funds industry's growth, but that does not mean hedge funds hold losing ETF positions forever. Ray Dalios Bridgewater Associates, one of the worlds largest hedge funds, trimmed its exposure to emerging mar...

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  • S&P 500 ETFs Flirt With Long-Term Resistance

    11-12-2015 08:30 AM by Tom Lydon

    The S&P 500 Index and SPDR S&P 500 ETF (NYSEArca: SPY), the world's largest exchange traded fund, are each up more than 3% over the past month. That has the benchmark U.S. equity index bumping up against some long-term technical resistance. While markets have done the ...

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  • Fed Tightening & Bear Markets - Bedfellows?

    11-11-2015 12:00 PM by Gary Gordon

    There have been seven bear markets over the last 43 years. The Federal Reserve has played a part in most, if not all, of those bear markets. Before looking at the bear markets themselves, lets look at the impact of Fed policy on the 10-year Treasury Note. During the inflation-...

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  • The Warning Signs of Equal-Weight ETFs

    11-04-2015 12:00 PM by Gary Gordon

    I watch more football than I should. It may have something to do with the ability to see any game or any highlight on DirecTV in real time. Or perhaps there are few parenting responsibilities with my 19-year old daughter attending college 60 miles south of our Orange County home....

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  • International Equity ETFs' Record Setting Year

    11-02-2015 07:30 AM by Tom Lydon

    Although advisors and investors have focused intently on the Federal Reserve's plans for interest rates this year, fixed income exchange traded funds have swelled in size and popularity. In fact, bond ETFs listed around the world now have more than $500 billion in combined assets...

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  • 4 Types Of ETFs Being Artificially Inflated

    10-30-2015 12:00 PM by Gary Gordon

    Say what you want about Bill Gross. Hes arrogant. Hes petty. He didnt give his colleague El-Arian enough credit. He destroyed PIMCO Total Return (PTTDX) and now he is dragging down the bond funds at Janus. What kind of bond king is that? From my vantage point, however, the rus...

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  • The Case For Local Currency Denominated ETFs

    10-30-2015 11:30 AM by Marius Bausys

    Investing internationally US dollar vs local currency denominated ETFs Investors are frequently advised to allocate at least a portion of their portfolios to international securities in order to benefit from the only free lunch in the markets diversification. Developed econo...

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  • Is The October Stock ETFs' Rally A Red Herring?

    10-27-2015 10:20 AM by Tom Lydon

    U.S. equities and stock exchange traded funds have made a huge rally this month after the recent bout of volatility. However, ETF investors may have to pare expectations going toward the end of the year. The S&P 500 Index and SPDR S&P 500 ETF (NYSEArca: SPY) gained 8.1...

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  • 2 Reasons To Be Skeptical Of Value ETFs Surge

    10-20-2015 03:35 PM by Tom Lydon

    Value stocks and related exchange traded funds have rebounded over the past month but the rally may not last. Over the past month, value stocks have outpaced the growth category. For instance, the iShares S&P 500 Value ETF (NYSEArca: IVE), Vanguard S&P 500 Value ETF (N...

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  • Active Mutual Fund Managers Can't Keep Up

    10-05-2015 11:01 AM by Tom Lydon

    Actively managed mutual funds have been getting pummeled over the past few months, adding to the investment case for passively managed index-based investments and exchange traded funds as a better way to track the markets. According to a J.P. Morgan U.S. equity strategy note, ...

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  • What the 3rd Quarter Tells Us About The Stock Market In October

    10-02-2015 01:15 PM by Gary Gordon

    Three months ago to the day (6/30), I served up a list of reasons for lowering ones exposure to riskier assets. I discussed weakness in market internals where fewer and fewer corporate components of the Dow and S&P 500 had been propping up the popular U.S. benchmarks. I talke...

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  • Were in the First Inning with Active ETFs

    10-02-2015 12:43 PM by State Street Global Advisors

    Im often asked about the future of active ETFs. For perspective, I see the entire ETF industry itself as being in the third inning of a nine inning game. But active ETFs are just settling into the first inning. Like with most new things, some figured active ETFs would have an ...

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  • 13 Economic Charts That Wall Street Doesnt Want You To See

    09-23-2015 03:00 PM by Gary Gordon

    About a week ago, I spent an afternoon playing basketball and drinking beer with a best friend from my high school days. It was the second get-together in five months. How is that unusual? Prior to the first go-around this past May, I had not seen Anthony in more than 30 years. ...

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  • Goldman Sachs Fuels ETF Fee War with New Smart-Beta Strategies

    09-21-2015 08:00 AM by Tom Lydon

    Today, Goldman Sachs launched a new domestic equity exchange traded fund that promises to be the least expensive smart-beta offerings on the market today. This smart-beta ETF will be priced like traditional beta products, said Michael Crinieri, Managing Director at Goldman Sac...

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  • Get Smart: ETF Alternatives To Stodgy Cap-Weighted Index Funds

    09-17-2015 04:58 PM by Tom Lydon

    Investors can track broad market moves with index-based exchange traded funds, but many follow traditional market capitalization-weighted methodologies, which may expose people to certain risks. "There is an underlying issue with these products investors may not recognize: The...

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  • Red Herrings In The Marketplace: How To Invest In A Twilight Zone

    09-17-2015 01:19 PM by Gary Gordon

    Workers have jobs. The headline unemployment rate at 5.1% proves it, right? Yet the percentage of working-aged folks in the labor force at 62.6% represents the lowest employment rate since the late 1970s. Equally troubling? Wages/salaries rose a mere 0.2% in the second quarter. T...

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  • Active Fund Aches: Are Passive ETFs More Profitable?

    09-14-2015 02:41 PM by Tom Lydon

    The majority of actively managed large-cap managers are underperforming the benchmark S&P 500, adding fuel to the benefits of passively managed, index-based exchange traded funds. As of June 30, 2015, the SPIVA, or S&P Indices Versus Active, U.S. Scorecard data reveals...

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  • A Look at Some of Hedge Funds' Favorite ETFs

    09-03-2015 09:00 AM by Tom Lydon

    In July, it became official that exchange traded products, including ETFs, are now home to more assets under management than hedge funds and hedge funds are big reason why as they are among the scores of professional investors boosting usage of ETFs. John Paulsons Paulson &...

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  • Best Trading Practices for Volatile Markets

    08-28-2015 03:45 PM by State Street Global Advisors

    Given the significant pre-market volatility, there was considerable uncertainty as markets were set to open on Monday, August 24. The subsequent trading events experienced that morning were a result of the price discovery mechanism being delayed across all financial products, inc...

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  • Rally Stoked big Inflows to S&P 500 ETF

    08-28-2015 09:30 AM by Tom Lydon

    Not surprisingly, the SPDR S&P 500 ETF (NYSEArca: SPY) was a prime beneficiary of Wednesday's rally that saw U.S. stocks notch their best one-day surge in several years. Sensing a floor in equities or at least a bounce, clients of exchange-traded funds poured more than $5 ...

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  • Do Not Blame China For Your Missed Opportunity To Reduce Risk

    08-26-2015 01:15 PM by Gary Gordon

    Some are crediting me with calling the 6-day mini-crash. On the contrary. When I wrote 15 Warning Signs Of A Market Top on August 18, the intent was to discuss micro-economic (corporate), macro-economic, fundamental and technical reasons for reducing ones overall allocation to ri...

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  • How S&P 500, Stock ETFs May Play Out After the Plunge

    08-25-2015 02:20 PM by Tom Lydon

    The equities market has experienced a precipitous sell off, but stock exchange traded funds typically eked out a positive return in the following week, albeit at a slow pace. The SPDR S&P 500 ETF (NYSEArca: SPY) was up 1.5% Tuesday but fell off 8% over the past week, with ...

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  • Index ETF Investors Should Better Understand Their Benchmarks

    08-24-2015 03:43 PM by Tom Lydon

    Most exchange traded funds try to passively reflect the performance of an underlying index, and investors should take the time to understand how these underlying benchmarks affect their investments. For instance, as ETFs have grown more popular, the indexing industry has also ...

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  • Your S&P 500 ETFs Are Exposed To Currency Fluctuations

    08-20-2015 03:45 PM by Tom Lydon

    As the U.S. dollar strengthens against a basket of foreign currencies, large-cap companies and asset category-related exchange traded funds could be exposed to currency risks. According to S&P Dow Jones Indices, S&P 500 companies generated 52.2% of their revenue in the...

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  • A Market Top? 15 Warning Signs

    08-19-2015 01:20 PM by Gary Gordon

    Stocks are tumbling in Russia, Brazil, Chile, South Africa, Australia and Canada due to economic weakness in China. Meanwhile, the Vanguard Europe ETF (VGK) remains roughly 5.5% off of its May high, as the feel-good effect of $1.3 trillion in European Central Bank stimulus subsid...

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  • Growth Category Leads S&P 500 ETFs

    08-11-2015 03:38 PM by Tom Lydon

    While the S&P 500 index has barely eked out a return this year, investors may find exchange traded funds that track the growth category are outpacing the benchmark. Growth stocks whose company earnings are expected to rise at an above-average rate have been outperforming. ...

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  • Investors are Ditching U.S. Stocks in Favor of International ETFs

    08-06-2015 04:25 PM by Tom Lydon

    Exchange traded fund investors have been dumping exposure to U.S. equities in favor of overseas markets this year. According to Lipper data, the SPDR S&P 500 ETF (NYSEArca: SPY) experienced the largest amount of redemptions in 2015 of any one portfolio, bleeding $46.5 bill...

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  • ETF Chart of the Day: Moving Small-Caps

    08-05-2015 12:50 PM by Paul Weisbruch, Street One Financial

    U.S. Small Cap stocks have regained their mojo at least in the very short term it seems, with benchmark ETF IWM (iShares Russell 2000, Expense Ratio 0.20%) up more than 1% in the past five trading sessions versus SPY (SPDR S&P 500, Expense Ratio 0.09%) up only small during th...

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  • ETF Chart of the Day: Apple ETFs Surprisingly Sturdy

    08-04-2015 12:53 PM by Paul Weisbruch, Street One Financial

    AAPL is simply getting pounded day after day, and quite frankly we are surprised the ripple effect has not hit the markets harder given the stocks >14.2% weighting in QQQ (PowerShares QQQ, Expense Ratio 0.20%) and >3.9% weighting in SPY (SPDR S&P 500, Expense Ratio 0.09...

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  • 5 Reasons to Lower Your Risk Exposure

    07-31-2015 01:30 PM by Gary Gordon

    For months, I have been discussing the likely implications of deteriorating market breadth. For instance, fewer and fewer components are holding up the Dow, the S&P 500 and the NASDAQ. Only a small number ofindustry sectors are keeping the popular benchmarks in the plus colum...

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  • Monitor Your ETF Portfolio's Overall Sector Weights

    07-22-2015 08:00 AM by Tom Lydon

    Exchange traded funds allow investors to capture broad markets. However, investors should be mindful of what ETFs they pile into as layering the investments may inadvertently overweight a portfolio to a market segment. "When you purchase an ETF, you might end up with more or l...

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  • Despite Trading Near Highs, Stock ETF Valuations Aren't Expensive

    07-21-2015 10:30 AM by Tom Lydon

    U.S. equities and stock-related exchange traded funds have bounced back, but investors should not be concerned about a bubbling market as valuations have fallen on an improving earnings outlook. Over the past week, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P...

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  • U.S. Stocks, ETFs Could Rebound on Improved Earnings

    07-08-2015 03:15 PM by Max Chen

    As the earnings season kicks off, U.S. stocks and exchange traded funds could find second quarter results better than what many analysts have expected. For example, Bank of America Merrill Lynch argues that since oil prices and the U.S. dollar have been more stable over the se...

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  • Money Manager, Former Senate Candidate Blair Hull Launches Active ETF

    06-25-2015 02:16 PM by Tom Lydon

    Hull Tactical Asset Allocation, along with Exchange Traded Concepts, a white label exchange traded fund service provider, launched an actively managed ETF strategy Thursday. The newly launched Hull tactical US ETF (NYSE: HTUS) tries to generate long-term capital appreciation t...

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  • U.S. Stocks, ETFs Can Still Push Higher in Rising Rate Environment

    06-23-2015 08:20 AM by Tom Lydon

    U.S. equities market and stock exchange traded funds may still have legs, even if the Federal Reserve hikes interest rates. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY) rose 3.0%, iShares Core S&P 500 ETF (NYSEArca: IVV) gained 3.4% and Vanguard 500 Index (NYSEAr...

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  • Why Index-Based ETFs Can Beat Active Funds

    06-16-2015 10:00 AM by Tom Lydon

    Many active strategies have fallen short of their benchmarks and passive exchange traded funds over the years as simple and concise indexing rules help keep index-based strategies on track. Over the past five years, only 21% of active mutual funds have outperformed their bench...

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  • Despite Broad Market Slowdown, Small-Cap ETFs Are Outperforming

    06-08-2015 07:30 AM by Tom Lydon

    While U.S. markets stumbled over the past month, small-capitalization stock exchange traded funds have outperformed, and more investors are taking notice. Over the past month, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) rose 1.4%, Vanguard Small Cap ETF (NYSEArca: V...

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  • Rethinking Rate-Sensitive ETFs

    06-05-2015 08:20 AM by Todd Shriber

    Ten-year Treasury yields fell Thursday, but that does not alter the fact that those yields are up 6.3% this year. More staggering is the yields surge since the Feb. 2 bottom, one equivalent to about 60 basis points or over 37%. Those rising yields have sent investors scamperin...

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  • Theres $7.8 Trillion Benchmarked to the S&P 500

    06-04-2015 02:50 PM by Todd Shriber

    The S&P 500, the benchmark U.S. equity index, now has $7.8 trillion following it with $2.16 trillion of that coming by way of exchange traded funds, mutual funds and other investment products, according to S&P Dow Jones Indices. Of the seven largest U.S.-listed ETFs, i...

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  • Medical Devices ETFs to Capture Emerging Market Growth

    06-02-2015 09:30 AM by Tom Lydon

    The healthcare sector has stood out from other market segments, and within the sector, more established medical technology company stocks and exchange traded funds are also showing healthy gains. For instance, over the past year, the iShares U.S. Medical Devices ETF (NYSEArca:...

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  • Keep Your Bank ETF Expectations Grounded

    05-29-2015 11:30 AM by Tom Lydon

    Bank stocks and sector-related exchange traded funds have been pulling ahead in the financial space, but investors should not get overzealous with their bets. Year-to-date, the SPDR S&P Regional Banking ETF (NYSEArca: KRE) rose 4.8%, iShares U.S. Regional Banks ETF (NYSEAr...

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  • Europe ETF Investors May See Higher Dividends

    05-25-2015 08:20 AM by Tom Lydon

    Eurozone exchange traded fund investors may soon enjoy enhanced returns and value as European companies begin adopting increased dividends and share buybacks. European stocks already offer more attractive yields than the U.S. For instance, the broad Vanguard FTSE Europe ETF (N...

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  • Financial ETF Testing Previous Highs, Potentially Breaking Out

    05-20-2015 03:17 PM by Max Chen

    Financial stocks and sector-related exchange traded funds are beginning to outpace the broader equities market and is now testing a resistance level. The Financial Select Sector SPDR (NYSEArca: XLF) has pulled ahead of the broader market, rising 3.5% over the past month and 3....

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  • Stock ETF Investors May Be Getting Cold Feet After Record Run

    05-20-2015 10:00 AM by Tom Lydon

    As the equities market marches toward new highs, investors have been trimming their U.S. stock exchange traded fund exposure. For instance, over the past week, the SPDR S&P 500 ETF (NYSEArca: SPY) has lost $639.2 million in assets, according to ETF.com. According to Ban...

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  • Another Hedge Fund Giant Embraces ETFs

    05-18-2015 07:30 AM by Tom Lydon

    A frequently cited factoid about the exchange traded funds industry has been that 2015 is the year that ETFs will surpass hedge funds in terms of assets under management. By the looks of the recent 13F filings pouring in, hedge funds are a big reason ETFs continue adding assets. ...

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  • Dalios Bridgewater Trims Stakes in Emerging Markets ETFs

    05-15-2015 07:30 AM by Tom Lydon

    Ray Dalios Bridgewater Associates, one of the worlds largest hedge funds, trimmed its exposure to emerging markets exchange traded funds during the first quarter while adding to stakes in ETFs that track U.S. equities. Bridgewater cut its investment the Vanguard FTSE Emerging ...

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  • Country ETF Winners and Losers as Oil Prices Rise

    05-13-2015 11:00 AM by Tom Lydon

    Various economies and country-related exchange traded funds could react differently as we see a rebound in crude oil prices. Major oil producers will enjoy a reprieve in their energy-induced sell-off, but large consumers may find their wallets a little lighter after paying for...

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  • Dollar's Loss May Be Large-Cap ETFs' Gain

    05-07-2015 11:30 AM by Tom Lydon

    With the U.S. dollar pulling back, investors should take a second look at exchange traded funds that track larger U.S. companies with a greater international footprint. Dubravko Lakos-Bujas, JPMorgan Chase & Co.s chief U.S. equity strategist, argues that the dollar's weakn...

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  • An ETF To Access Growing Consumption in the Emerging Markets

    05-04-2015 10:10 AM by Tom Lydon

    Investors can access some of the fastest growth-oriented industries in the quickly expanding emerging markets through a targeted internet and e-commerce exchange traded fund. The Emerging Markets Internet & Ecommerce ETF (NYSEArca: EMQQ) tries to reflect the performance of...

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  • ETF Industry Closing in on $3 Trillion

    04-13-2015 09:00 AM by Tom Lydon

    Exchange traded funds are becoming a household name as investors have been piling into the investment vehicle, expanding the global ETF market toward $3 trillion in assets. After attracting an additional $36.1 billion, global ETFs saw $97.2 billion in inflows over the first qu...

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  • Interest Rate Hike Could Put a Damper on Consumer ETFs

    04-10-2015 09:30 AM by Tom Lydon

    Consumer and retail sector exchange traded funds have been among the better performing areas of the market so far this year, but things could change if the Federal Reserve decides to hike rates. Year-to-date, the Market Vectors Retail ETF (NYSEArca: RTH) advanced 8.4% while th...

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  • Investors May Be Overlooking Financial Sector, ETFs

    04-09-2015 08:20 AM by Tom Lydon

    Investors may be underweight financial-related exchange traded funds ahead of a promising earnings season ahead after the sector underperformed the broader market for years. Over the past five years, the Financial Select Sector SPDR (NYSEArca: XLF) retruned an average annualiz...

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  • Sector ETFs to Overweight Ahead

    04-06-2015 09:30 AM by Tom Lydon

    As market conditions shift, exchange traded fund investors should be willing to adapt and focus on areas of the market that look more promising ahead. Goldman Sachs is advising investors to underweight the S&P 500 and look for other indices, like the Nasdaq, that have more...

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  • Anticipating Declines, Traders Flock to Inverse S&P 500 ETF

    04-02-2015 02:00 PM by Todd Shriber

    Including paid dividends, the SPDR S&P 500 ETF (NYSEArca: SPY) has surged nearly 244% since the March 9, 2009 market bottom. With the current bull market now more than six years old, some traders are increasing protective hedges following a first-quarter showing for SPY that ...

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  • Europe ETFs Also Provide Investors With Attractive Yields

    03-31-2015 09:30 AM by Tom Lydon

    European companies have slowly increased dividend payouts to pre-crisis levels, bolstering the appeal for exchange traded funds that track the region. For instance, investors interested in dividend payouts that are more attractive than U.S. equities can take a look at European...

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  • Financial Sector ETFs Could Outperform This Earnings Season

    03-31-2015 08:20 AM by Tom Lydon

    The stock market may be bracing for a disappointing earnings season ahead. However, financial sector exchange traded funds could lead as banks post positive profits on improving home-loan business. The financial sector has been falling behind the broader market so far this yea...

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  • Emerging Market ETFs Could Begin to Outpace U.S.

    03-27-2015 10:30 AM by Tom Lydon

    After years of falling behind, emerging market stocks and related exchange traded funds may be putting the worse behind them and begin moderately outpacing U.S. markets. Year-to-date, the Vanguard FTSE Emerging Markets ETF (NYSEArca: VWO), which tracks the FTSE Emerging Index,...

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  • Comparing Popular S&P 500 ETF Options

    03-20-2015 10:30 AM by Tom Lydon

    Exchange traded fund investors have a number of options to track the S&P 500 Index, but each offering show small differences that can produce different results. For starters, the SPDR S&P 500 ETF (NYSEArca: SPY) is the largest ETF and the first U.S.-listed ETF to hit t...

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  • Where ETF Investors Have Been Putting All Their Money

    03-19-2015 10:00 AM by Tom Lydon

    The exchange traded fund industry has quickly accumulated over $2 trillion in assets under management, with investors piling into cheap broad market, smart-beta and some sector fund options. The Vanguard 500 Index (NYSEArca: VOO) was the fastest-growing ETF over the three year...

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  • Potential ETF Plays After The Fed Hikes Rates

    03-18-2015 09:30 AM by Tom Lydon

    With a lot of uncertainty over interest rates still shadowing the markets, exchange traded fund investors should prepare for multiple outcomes. Investors can plan for the three most probable outcomes of a Federal Reserve tightening, along with the possible ETF plays. For st...

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  • Deflationary Pressures to Support Consumers, Retail ETFs

    03-13-2015 10:00 AM by Tom Lydon

    The effects of a strong U.S. dollar could soon trickle through to retail stocks and exchange traded funds as the downward pressure on inflation and cheaper foreign goods entice American consumers. Cheaper oil has put more money into consumers' pockets, bolstering retail ETFs. ...

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  • Europe ETFs: Inflation Sign of ECB's QE Supporting Region

    03-09-2015 09:00 AM by Tom Lydon

    European stocks and region-specific exchange traded funds continue to outperform the U.S. markets as the European Central Bank's quantitative easing program appears to be working with inflation on the rise. For instance, the iShares MSCI EMU ETF (NYSEArca: EZU) and the SPDR EU...

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  • Bank ETFs Strengthen on Passing First Round Stress Tests

    03-09-2015 08:00 AM by Tom Lydon

    Banks and sector-related exchange trade funds bucked the bearish momentum Friday after the Federal Reserve revealed all 31 big banks subjected to a stress have passed the first round. On Friday, the iShares U.S. Regional Banks ETF (NYSEArca: IAT) led the charge, advancing 1.1%...

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  • Spending to Support Loftier Consumer ETF Valuations

    02-23-2015 10:30 AM by Tom Lydon

    The effects of lower oil prices will take a while to trickle through the economy, but consumer sector stocks and related exchange traded funds may have already priced in the potential boost to spending. Year-to-date, the Market Vectors Retail ETF (NYSEArca: RTH) advanced 4.9% ...

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  • Mid-Cap ETFs Take the Lead

    02-23-2015 10:00 AM by Tom Lydon

    Middle-capitalization stocks and asset category exchange traded funds are leading the charge as investors focus on companies better positioned to capitalize on continued U.S. growth. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH) and SPDR S&P MidCap 400...

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  • Flash Boys Favorite ETFs

    02-20-2015 08:20 AM by Todd Shriber

    High-frequency traders and their beloved computer programs do not just focus on stocks. They like exchange traded funds, including some ETFs that are far from ordinary and leveraged exchange traded notes (ETNs). Recent 13F filings by high-frequency trading shops with the Secur...

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  • Why Small-Cap ETFs Could Lead Market Returns

    02-19-2015 03:41 PM by Tom Lydon

    More attractive valuations in small company stocks relative to their larger counterparts and the U.S. growth outlook are helping small-cap exchange traded funds reach new highs. The iShares Russell 2000 ETF (NYSEArca: IWM), which tracks the benchmark Russell 2000 index of smal...

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  • Time for ETF Investors to Overweight Europe

    02-19-2015 10:30 AM by Tom Lydon

    After a stand out year, U.S. equities could begin to slow. Consequently, investors could turn to overseas European markets and related exchange traded funds for better returns. Peter Oppenheimer, the chief global equities strategist at Goldman Sachs, argues that U.S. gains are...

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  • Broad Benchmark ETFs Are Breaking Out

    02-18-2015 02:23 PM by Tom Lydon

    The broad Nasdaq Composite Index, along with related exchange traded fund, is breaking out and could foreshadow similar breakouts in sideways trading among other key U.S. indices. The Nasdaq Composite, along with the PowerShares QQQ (NasdaqGM: QQQ), which tracks the Nasdaq-100...

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  • Materials Sector ETFs Are Outperforming

    02-17-2015 03:30 PM by Tom Lydon

    Materials sector exchange traded funds have their moment in the limelight, capitalizing off a stronger U.S. dollar, despite falling commodities prices. Year-to-date, the Materials Select Sector SPDR (NYSEArca: XLB) rose 5.9%, Vanguard Materials ETF (NYSEArca: VAW) gained 5.1%,...

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  • Retail, Discretionary ETFs Race to All-Time Highs

    02-13-2015 02:30 PM by Tom Lydon

    Despite the disappointing sales data, consumer discretionary and retail exchange traded funds have been outperforming and hit all-time highs Friday. Including the Market Vectors Retail ETF (NYSEArca: RTH), SPDR S&P Retail ETF (NYSEArca: XRT) and Consumer Discretionary Sele...

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  • Covered Call ETFs to Generate Yield in a Slow-Growth Environment

    02-13-2015 10:00 AM by Tom Lydon

    Equity investors should temper their expectations as earnings growth could slow this year. If we are in for a more sideways trending market, covered call exchange traded fund strategies could help generate attractive returns. There are a few covered call, or buywrite, ETF opti...

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  • Bridgewater Pares Some ETF Stakes, Maintains Others

    02-12-2015 01:30 PM by Tom Lydon

    Ray Dalios Bridgewater Associates, one of the worlds largest hedge funds, did some minor tinkering to its positions in exchange traded funds during the fourth quarter. Bridgewater pared its stake in the SPDR S&P 500 ETF (NYSEArca: SPY), the worlds largest ETF, by 1.91 mill...

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  • Financial Sector ETFs to Generate Yields

    02-12-2015 09:30 AM by Tom Lydon

    In a persistently low interest rate environment, the financial sector's outlook remains murky, but investors who still want some exposure to financials can consider exchange traded funds that produce decent yields. Financial services firm Keefe, Bruyette & Woods advised cl...

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  • Small-Cap ETF Valuations Look Frothy

    02-09-2015 09:30 AM by Tom Lydon

    With the equities market pushing forward, some are beginning to grow cautious on small-capitalization stocks and related exchange traded funds that reveal frothier valuations, potentially capping further gains. For example, the iShares Russell 2000 ETF (NYSEArca: IWM) has a 18...

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  • Stick to U.S. Equity ETFs as Institutional Investors Remain Bullsih

    02-06-2015 10:00 AM by Tom Lydon

    Institutional investors remain largely bullish on U.S. equities for 2015. However, stock exchange traded fund investors should still temper expectations as volatility could dampen returns. According to a recent NEPC survey, 96% of institutional investors are bullish on equitie...

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  • Emerging Market ETFs: Target Commodity Importers

    02-06-2015 09:00 AM by Tom Lydon

    Cheap valuations and low commodity prices may help some emerging market stocks and related exchange traded funds outpace other global markets. Jack Ablin, chief investment officer at BMO Private Bank, argues that emerging market stocks are relatively cheap compared to U.S. mar...

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  • U.S. Dividend ETFs Could Outperform in Low-Yield Environment

    02-05-2015 10:30 AM by Tom Lydon

    As bond yields turn, income-starved investors can take a look at relatively high-yield dividend stocks and related exchange traded funds. According to Andrew Garthwaite, a global equity strategist at Credit Suisse Group AG, investors should focus on dividend stocks as an alter...

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  • A Return to Emerging Market ETFs

    02-04-2015 09:30 AM by Tom Lydon

    While developed markets languished, investors turned to emerging markets and related exchange traded funds for a cheaper play on global markets. Emerging equities are outperforming developed markets. Year-to-date, the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) rose 1.1%...

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  • Industrial ETFs Could Still Bank on Investments, Capital Spending

    02-02-2015 08:20 AM by Tom Lydon

    Many feared that the low energy prices would have a wide effect on U.S. industries and industrial sector-related exchange traded funds, but concerns may have been overblown. The Industrial Select Sector SPDR (NYSEArca: XLI) has dipped 2.0% year-to-date, while the SPDR S&P ...

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  • Mid-, Small-Cap ETFs to Target U.S. Growth

    01-28-2015 11:00 AM by Tom Lydon

    The appreciating U.S. dollar is taking its toll on larger companies' revenue with significant overseas exposure. On the other hand, mid- and small-cap exchange traded funds track companies that expand with the growing U.S. economy. After companies like Procter & Gamble (NY...

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  • Utilities ETFs March Forward as Markets Retreat

    01-28-2015 09:30 AM by Tom Lydon

    Shaking off disappointing earnings results on Wall Street, utilities sector stocks and related exchange traded funds were outpacing the broader markets Tuesday and may continue to strengthen on strong fundamentals. TheUtilities Select Sector SPDR (NYSEArca: XLU) was up 0.6% Tu...

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  • Stock ETFs & Fixed-Income Yield Spread Paints Bullish Picture

    01-23-2015 10:30 AM by Tom Lydon

    The equities market and dividend stock exchange traded funds may be relatively cheap, compared to the fixed-income market where Treasury bonds have surprised. Some point out that the spread between the dividend yield on the S&P 500 index and the yield on benchmark 10-year ...

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  • Strong U.S. Dollar Could Pressure S&P 500 Earnings, ETFs

    01-21-2015 09:30 AM by Tom Lydon

    The quickly appreciating U.S. dollar could begin to weigh on corporate earnings, especially among large-cap S&P 500 stocks and related exchange traded funds with significant overseas exposure. The SPDR S&P 500 ETF (NYSEArca: SPY), which tries to reflect the performance...

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  • A Moderating View on REIT ETFs

    01-14-2015 09:30 AM by Tom Lydon

    Real estate investment trusts and related exchange traded funds are starting the new year on a strong footing, but some remain skeptical about the space's continued momentum. The Vanguard REIT ETF (NYSEArca: VNQ) has increased 5.9% year-to-date and rose 34.8% over the past yea...

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  • U.S. Equity ETFs Lead 2014 Inflows

    12-31-2014 10:00 AM by Tom Lydon

    Earlier this month, the U.S. exchange traded products hit a major milestone when combined assets uner management across exchange traded funds and notes topped $2 trillion. Through December 22nd, assets have increased 18% this year from $1.698 trillion to $2.007 trillion based ...

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  • ETFs to Play Macro Themes for 2015

    12-24-2014 09:30 AM by Tom Lydon

    Stock exchange traded funds may continue their forward advance next year as the smart money remains largely bullish going in to the new year. Bank of America Merrill Lynch sees hedge funds as "trend bullish" on the equities market as large money managers that focus on stacks a...

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  • U.S. ETF Assets Hit $2 Trillion Milestone

    12-23-2014 12:00 PM by Tom Lydon

    Buoyed by strong inflows to equity and fixed income funds, the U.S. exchange traded products industry has hit another milestone, eclipsing $2 trillion in assets under management. Industry observers likely saw this landmark moment when November inflows data revealed that invest...

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  • Utilities ETF Showing Strength Relative to S&P 500

    12-19-2014 10:00 AM by Tom Lydon

    After a standout year for income-generating assets in a stubbornly low-yield environment, utilities sector exchange traded funds are beginning to breakout relative to the broader S&P 500 index. The utilities sector are the second best performing area of the S&P 500, wi...

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  • S&P Says $781B in Global ETP Assets Track its Indices

    12-19-2014 08:00 AM by Tom Lydon

    S&P Dow Jones Indices, one of the largest providers of indices for exchange traded funds, said assets under managements for global exchange traded products that track the companys benchmarks have reached a combined $781 billion. That is a 20% increase over 2013 and a 31% m...

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  • Sector ETFs: Monitor Your Stock Exposure

    12-16-2014 10:00 AM by Tom Lydon

    When overweighting a specific sector, exchange traded fund investors should monitor their underlying holdings or risk becoming overexposed to a single company stock. Most ETFs try to reflect the performance of an underlying index, and many benchmarks are market capitalization-...

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  • Inverse S&P 500 ETF Ideas to Hedge a Correction

    12-15-2014 03:46 PM by Tom Lydon

    After touching the top end of its long-term trading channel, the S&P 500 could be in for a correction. Traders who are pessimistic about benchmark index's prospects can hedge against any short-term weakness with an inverse exchange traded fund. There are a number of bearis...

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  • Use Broad ETFs for Core Investment Positions

    12-12-2014 10:30 AM by Tom Lydon

    With over 1,600 U.S.-listed exchange traded funds on the market, building an investment portfolio may seem daunting, but it does not have to be. Some investment advisors point out that new ETF investors can build a foundation with plain-vanilla, index-based products, writes Ar...

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  • Small-Cap ETFs Pick Up Speed Ahead Of Seasonally Strong Period

    11-28-2014 08:00 AM by Tom Lydon

    Small-capitalization stocks and related exchange traded funds have been outperforming other asset categories and could maintain their strength going into a historically strong period for smaller stocks. The iShares Russell 2000 ETF (NYSEArca: IWM) was up 1.4% over the past wee...

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  • A Turkey Day Rally for ETFs

    11-26-2014 08:20 AM by Todd Shriber

    Before setting off to enjoy the spoils of another Thanksgiving (family, feasting and football), exchange traded funds investors may want to consider doing some pre-Turkey Day shopping. Although U.S. stocks slightly backed off record highs Tuesday despite a surprise GDP report ...

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  • Bridgewater Boosts Stake in EEM

    11-13-2014 07:30 AM by Tom Lydon

    Ray Dalios Bridgewater Associates LP, one of the worlds largest hedge funds, increased its exposure to the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) during the third quarter while reducing its allocation to the SPDR S&P 500 ETF (NYSEArca: SPY). Bridgewater added 4....

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  • Real Estate Gets Sector Status; How That Will Affect ETFs

    11-11-2014 01:05 PM by Todd Shriber

    After the close of U.S. markets Monday, S&P Dow Jones Indices and MSCI (NYSE: MSCI), two of the largest providers of benchmarks for exchange traded funds, announced that real estate will become the eleventh Global Industry Classification Standard (GICS) sector. Feedback fr...

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  • Underperforming Active Funds Increase Allure of Passive ETFs

    11-11-2014 08:20 AM by Tom Lydon

    With fewer active managers outperforming the market than anytime over the past decade, disillusioned investors are turning to passive, index-based exchange traded fund investment vehicles. According to Bank of America data, less than one in five active managers have beat the m...

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  • Seasonal Trends, Elections Point to Positive Equity ETF Outlook

    11-04-2014 01:52 PM by Max Chen

    Seasonal trends and midterm elections could help the rallying equities market and stock exchange traded funds maintain their momentum as we finish out the year. Over the past month, the SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) rose 2.2%, SPDR S&P 500 ETF (NYSE...

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  • Epic Fail: Passive S&P 500 ETFs Crushing Actively Managed ETFs

    11-04-2014 09:30 AM by Tom Lydon

    With Mondays modest gain, the SPDR S&P 500 ETF (NYSEArca: SPY), the worlds largest exchange traded fund, is up almost 9.3% year-to-date after touching a record high earlier in Novembers first trading session. That is a solid, though not jaw-dropping performance, but one th...

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  • Broad Stock ETFs for a Passive Allocation Investment Strategy

    10-29-2014 08:00 AM by Tom Lydon

    Instead of compiling market segments and sectors into a comprehensive equities portfolio, investors should utilize broad index-based exchange traded fund as an efficient way to capture broad market exposure. "For taxable accounts, a broad index fund is a better option for inve...

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  • Sticking to the U.S. With Equity ETFs

    10-19-2014 08:00 AM by Tom Lydon

    Developed market stocks and related exchange traded funds could outperform in the wake of the sell-off as emerging economies still face many hurdles. Specifically, Fidelity Worldwide Investments' global chief investment officer for equities, Dominic Rossi, argues that U.S. sto...

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  • Getting Tactical and Thematic With ETFs

    10-14-2014 09:30 AM by Todd Shriber

    Professional investors often use exchange traded funds to express a tactical view, such as those that are seen with various sector rotation strategies. ETFs have also proven particularly useful for investors looking to exploit isolated themes. Whether it is profiting from soci...

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  • Boom Goes the Dynamite? S&P 500 ETFs Violate 200-Day Line

    10-14-2014 07:30 AM by Tom Lydon

    Heading into Monday, the S&P 500 had tumbled 4% over the prior month, but despite those woes, the benchmark U.S. equity index did at least one thing to encourage the bulls: Honor its 200-day moving average. A streak of nearly two years worth of closes above the 200-day lin...

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  • Election Prep and Equal-Weight Opportunity

    10-01-2014 10:30 AM by Todd Shriber

    Following a slump for U.S. stocks in September and a meager third-quarter return of just a third of a percent for the S&P 500, some investors may be leery of equities heading into October, a historically volatile month. However, it is worth remembering that 2014 is a mid-term...

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  • A Solid Third Quarter for ETF Inflows

    09-24-2014 12:30 PM by Todd Shriber

    After today, there are just four trading days left in the third quarter, so there is no time like the present to examine quarterly flows trends into and out of exchange traded funds. Before getting to that, it must be pointed out that on a year-to-date basis, investors have re...

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  • ECB Stimulus Signals Risk-On for Global Stock ETFs

    09-09-2014 07:30 AM by Tom Lydon

    The European Central Bank's decision to increase monetary stimulus could allow easy money to flow into global markets, bolstering exchange traded funds that track international equities. In response to the promise of cheap money out of the ECB, Goldman Sachs Group raised its s...

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  • Stock ETF Rally Could Find Help From Underperforming Active Funds

    09-05-2014 08:20 AM by Tom Lydon

    The majority of active large-cap funds have underperformed the broader market, but this may benefit the broad equities market and stock exchange traded funds as active managers try to play catch-up. Only 23% of large-cap mutual fund managers have outpaced the S&P 500 index...

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  • S&P 500s Race Above 2,000 Lifts Cash for its ETFs

    08-27-2014 08:20 AM by Tom Lydon

    The S&P 500, the benchmark U.S. equity index, closed above 2,000 for the first time on Tuesday, about 16 and a half years after it first touched 1,000. With Tuesdays gain of 0.1%, the S&P 500 is up 1.1% over the past month, not a jaw-dropping performance but one that h...

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  • Dissecting The Cost of Owning an ETF

    08-26-2014 08:00 AM by Tom Lydon

    Most exchange traded fund investors look at the expense ratio to gauge the cost of trading an ETF. However, there are a number of additional components that can affect one's overall costs. "When looking at how the industry classifies and calculates total expenses associated wi...

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  • S&P Says $7 Trillion Benchmarked to the S&P 500

    08-22-2014 10:00 AM by Tom Lydon

    S&P Dow Jones Indices, one of the largest providers of indices for use by issuers of exchange traded funds, said over $7 trillion in global assets were linked to the S&P 500 at the end of last year. That represents an increase of almost 22% from the end of 2012, said t...

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  • ETF Investors Shrug Off Volatility in Bullish Conditions

    08-20-2014 02:54 PM by Max Chen

    In an environment of extended low implied volatility as reflected by the CBOE Volatility Index, the equities market and stock exchange traded funds continue advancing as investors take advantage of pullbacks and buy the dip. Currently, the drop in implied volatility correspond...

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  • State Street: ETFs Add $17B in Assets in July

    08-05-2014 12:30 PM by Tom Lydon

    Despite a rocky month for U.S. stocks, investors poured $17 billion into exchange traded funds last month, though that is well off the pace of roughly $25 billion seen in June. Market prognosticators will likely point to the brewing escalation in the Ukraine, ongoing tensions ...

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  • Despite Declines, S&P 500 ETFs Add Cash

    08-04-2014 08:20 AM by Tom Lydon

    The S&P 500 tumbled 2.6% last week in what was the worst weekly performance for the benchmark U.S. index since 2012 as Argentinas third sovereign debt default in less than 30 years and renewed fears about the health of Portugals banking system sent equities sliding. Weakne...

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  • Active Strategies Continue to Lag Passive Index ETFs

    07-29-2014 08:00 AM by Tom Lydon

    When picking an actively managed fund, people are betting on the fund manager's ability to produce alpha, or outperformance. However, investors may be better served in a passive index-based exchange traded fund in the current environment. Cheap, traditional beta-index ETFs hav...

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  • ETF Evaluation Tips

    07-21-2014 07:00 AM by Tom Lydon

    As the exchange traded fund universe expands, it is understandable that some fund providers may launch competing products that cover the same market segment. Consequently, new ETF investors will have to dig a little deeper to find their best fit. Beyond just comparing the name...

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  • Equity ETFs Gathering Plenty of Cash in July

    07-14-2014 01:24 PM by Todd Shriber

    So much for the summer doldrums. The Dow Jones Industrial Average is sitting on a triple-digit gain, having earlier touched a new intraday record high during Mondays trading session. While the S&P 500 has another eight points to go to get back to its record high touched on...

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  • Stock ETFs' Valuation Metrics Paint a Different Picture

    06-29-2014 08:00 AM by Tom Lydon

    With major benchmark indices hovering around all-time highs, equities and stock exchange traded funds might be peaking, according to Robert Shiller. Shiller, a Yale professor and Nobel laureate, is "definitely concerned" about the current stock market environment based on the ...

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  • Alibabas Availability for Big ETFs Limited by Exchange Choice

    06-26-2014 04:17 PM by Todd Shriber

    Even before its Thursday announcement that it will list its widely anticipated initial public offering on the New York Stock Exchange under the ticker BABA, Alibabas options for entry into some of the largest U.S. exchange traded funds were limited. As a foreign company, Aliba...

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  • Don't Let New Highs Scare You Away From Stock ETFs

    06-23-2014 07:30 AM by Tom Lydon

    As the S&P 500 breaks out into a new high and the Dow Jones Industrial Average making a run at 17,000, exchange traded fund investors shouldn't start second guessing their equity exposure. Some may worry about the next market turn after the equity markets hit new highs, bu...

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  • As Stocks Rise, so do Bearish ETF Bets

    06-10-2014 09:30 AM by Todd Shriber

    Even with the S&P 500 hitting new record highs on an almost daily basis, short sellers are not deterred and continue to load up on bearish bets on some of the largest exchange traded funds. Nearly 11% of the shares outstanding in the SPDR S&P 500 ETF (NYSEArca: SPY), t...

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  • World Cup ETFs: The Pretenders

    06-08-2014 08:00 AM by Tom Lydon

    The 2014 World Cup kicks-off Thursday in Brazil, Latin Americas largest economy. Overall, there are 32 teams in the World Cup, 21 of which have at least one U.S.-listed country-specific exchange traded fund. Groupings for what is widely seen as the best World Cup field ever we...

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  • Stock Market, ETFs Are No Longer Cheap

    05-27-2014 07:45 AM by Tom Lydon

    With seasoned stock-pickers like Warren Buffett finding it difficult to select bargains, investors may not find too many cheap investments in the U.S. stock market and exchange traded funds. In an annual shareholder letter, Warren Buffett argued that he did not repurchase shar...

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  • ETF Flows Firming in Second Quarter

    05-20-2014 02:42 PM by Todd Shriber

    After a sluggish start to the year, inflows to exchange traded products are showing signs of life in the second quarter with the top-10 asset gainers including bond, emerging markets and sector funds. After a very choppy first quarter of 2014, U.S. listed exchange traded funds...

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  • Big ETFs Popular With Hedge Funds

    05-20-2014 07:30 AM by Tom Lydon

    It probably is not surprising, but with 13F filing season underway, it is obvious that the exchange traded funds most favored by hedge funds are also some of the largest ETFs by assets. The lone ETF that ranked among the five largest hedge holdings at the end of the first quar...

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  • Reduce Risk, Add Diversity With ETFs

    05-14-2014 09:30 AM by Todd Shriber

    Many adviors and investors are constantly trying to limit risk and improve diversity within their portfolios. Understanding how any security, including exchange traded funds, fits into a portfolios landscape, is integral in the risk reduction and diversity enhancement process. ...

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  • Asias ETF Industry Eyes Asset Growth

    05-13-2014 01:04 AM by Tom Lydon

    As the U.S. exchange trade products continues to flourish, other regions are looking to keep pace, including Asia. At the end of April, the global ETP industry had $2.49 trillion in assets under management, according to preliminary data from ETFGI. "At the end of April 2014 th...

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  • ETF Investors Can Take Hints from Millionaires

    05-06-2014 02:30 PM by Tom Lydon

    Investors can take cues from American millionaires, as many wealthy participants expect to put more money into the stock market. In a recent CNBC Millionaire's survey of 514 individuals with over $1 million in assets, millionaires plan to put 46% of their investment wealth int...

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  • Rebounding Economy Sends Cash Into ETFs

    05-05-2014 09:00 AM by Todd Shriber

    Last Friday, the Labor Department said U.S. employers added 288,000 jobs in April, the largest monthly gain in over two years, while the unemployment rate fell to 6.3%. Inflows to exchange traded funds indicate the jobs number is the just the latest data point investors view as a...

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  • S&P 500 Sector Weights Dispel Bubble Notions

    05-02-2014 01:47 PM by Todd Shriber

    The recent repudiation of some Internet and social media stocks has spurred speculation that the U.S. equity markets are on the cusp of a second technology bubble bursting this century. Sector weights for some marquee broad market exchange traded funds, including the SPDR S&am...

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  • Broad Market ETF Ideas for Dealing With May's Doldrums

    05-01-2014 09:00 AM by Tom Lydon

    It's that time of year again when investors are replaying that old market aphorism: "Sell in May and go away." However, stock exchange traded fund should take that saying with a grain of salt. ConvergEx Group's chief market strategist, Nicholas Colas argues that selling in May...

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  • Broad Index ETFs Help Limit Portfolio Volatility

    05-01-2014 07:30 AM by Tom Lydon

    While it feels good to correctly time a particular market segment, investors should not overlook the diversification qualities of holding a broad, index-based exchange traded fund, especially with the recent dip in momentum stocks. A lot of investors fail to recognize that the...

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  • April was a Good Month for ETF Inflows

    04-30-2014 12:54 PM by Tom Lydon

    After last years record pace, 2014 inflows to exchange traded products, including ETFs and ETNs, remain sluggish, but that trend started to reverse April. Although the fourth month of the year is not officially over, ETF inflows returned to normal this month at $15.1 billion a...

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  • Stock ETFs: Buffett Still Believes in the Equities Market

    04-24-2014 08:00 AM by Tom Lydon

    The equities market and stock exchange traded funds are knocking on all-time highs, but investment guru Warren Buffett rejects the notion that the market is "too frothy." Over the past year, the SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) rose 15.9%, SPDR S&P 500...

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  • Changing Strategies with Equity and Fixed-Income ETFs

    04-01-2014 02:33 PM by Tom Lydon

    Exchange traded fund investors have to adapt to a dynamic market. Currently, we are seeing a shift in sector and style rotation within the equities market and vulnerability in short- and medium-term Treasuries. In the equities space, some of last year's outperformers are begin...

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  • How Googles Split Will Impact Some Broad Market ETFs

    03-31-2014 10:00 AM by Todd Shriber

    After the close of U.S. markets Wednesday April 2, Google (NasdaqGS: GOOG) will split its shares into two classes Class A so that company insiders and founders Larry Page and Sergey Brin can retain voting control, and Class C. In effect, the transaction amounts to a two-for-o...

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  • Weak Growth Hasn't Deterred Riskier Assets...Yet

    03-05-2014 07:30 AM by Tom Lydon

    Despite slowing growth, investors appear ebullient, pushing stocks to new heights. Nevertheless, BlackRock warns that economic data has to pick up to warrant the richer valuations in equities and exchange traded funds. Fourth-quarter GDP growth was downwardly revised to 2.4% f...

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  • March, April Could Bring More Upside for Equity ETFs

    02-27-2014 09:00 AM by Todd Shriber

    With the S&P 500 only modestly higher on the year and having traded lower in January, historically one of the best months for stocks, it would appear that U.S. equities are not obeying the seasonal trends offered by the best six-month period. That being November through the e...

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  • A Different Spin on S&P 500 ETFs

    02-26-2014 12:49 PM by Tom Lydon

    Exchange traded funds that offer the traditional market capitalization-weighted approach to the S&P 500 are wildly popular. Just look at the SPDR S&P 500 ETF (NYSEArca: SPY) and the iShares Core S&P 500 ETF (NYSEArca: IVV). SPY and IVV are the largest and third-lar...

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  • Following ETF Money

    02-19-2014 11:40 AM by Todd Shriber

    The 2014 trend of outflows from equity-based exchange traded funds is not abating. At least not yet. Last month, investors pulled nearly $10 billion from exchange traded products after ETF inflows reached a record last year, topping $200 billion for the second consecutive year...

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  • Investors Return to Equities But Not Industrial ETFs

    02-16-2014 08:00 AM by Tom Lydon

    U.S. equities are bouncing back as investors return to a risk-on mindset. However, industrial sector exchange traded funds have been left out to dry. Over the past week, the SPDR S&P 500 (NYSEArca: SPY) rose 3.1% and attracted $5.3 billion in inflows. On the other hand,...

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  • Stock ETFs to Weather Market Volatility

    02-11-2014 02:08 PM by Tom Lydon

    Despite a bumpy start to the year, stock exchange traded funds could continue to expand but don't expect a repeat of last year as the market rides out a more volatile year. So far, U.S. economic data has been mixed, with a weak employment report and dip in manufacturing activi...

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  • EM ETFs Experience Heavy Redemptions in Risk-Off Environment

    02-07-2014 01:53 PM by Tom Lydon

    In just a little over a month this year, asset outflows in emerging market exchange traded funds have already outpaced redemptions for all of 2013 as slow growth and currency concerns instigated a global sell-off. The Vanguard FTSE Emerging Markets ETF (NYSEArca: VWO) and iSha...

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  • Bond ETFs See Best Start Since '08

    02-02-2014 07:30 AM by Tom Lydon

    Shunned in 2013 as equities rallied, fixed-income assets and bond exchange traded funds have made a comeback so far this year, posting some of the best returns since the 2008 financial crisis. Investors dumped fixed-income in favor of equities over the past year as Fed taperin...

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  • Gasp: ETF Outflows

    01-29-2014 02:04 PM by Tom Lydon

    Last year was a memorable one for inflows to exchange traded products . Inflows reached a record $247.3 billion, marking the second consecutive year the number was above $200 billion. Looked at another way, last years ETF inflows amounted to almost one Johnson & Johnson (N...

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  • Time to Jump for Junk

    01-29-2014 08:00 AM by Tom Lydon

    High-yield bonds and the exchange traded funds that hold those bonds are viewed by professional investors and traders as accurate gauges of market risk appetite. The conventional wisdom is that although bonds as an asset class are generally considered to be income generators, ...

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  • 2014 Will Be a Year of Moderation for Stocks, ETFs

    01-22-2014 03:20 PM by Max Chen

    The economy is moving along and the markets will continue to strengthen. However, exchange traded fund investors should not expect a repeat of last year as growth moderates. "We expect U.S. and global growth to pick up modestly in 2014 given stronger household balance sheets a...

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  • Mr. Market Would Prefer a Seattle Super Bowl Victory

    01-21-2014 02:47 PM by Todd Shriber

    There are a plethora of effects and indicators, both legitimate and fanciful, that market observer like to reference. On the more whimsical side of the ledge are indicators pertaining to the World Series and what country cover model of Sports Illustrateds swimsuit issue hails ...

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  • A Slow Start to 2014 for Some Past DM ETF Gems

    01-16-2014 09:00 AM by Tom Lydon

    Last year belonged to developed markets, plain and simple, and the bullishness was not confined to the 32.3% gained by the SPDR S&P 500 (NYSEArca: SPY). In local currency terms, Japanese stocks were among the developed worlds best performers, helping the WisdomTree Japan H...

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  • Collection of Big ETFs Easily Trump Hedge Funds

    01-15-2014 07:30 AM by Todd Shriber

    Exchange traded funds are becoming a legitimate thorn in the side of hedge funds. First, there is the issue of size. At the end of Q3 2013 Eurekahedge reported that there was $1.91 trillion invested in 8,500 hedge funds which they state was just 2% below their historic peak, B...

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  • An Ominous Chart for Emerging Markets

    01-14-2014 12:14 PM by Todd Shriber

    Not even three full trading weeks into January and this has already become a familiar refrain: What the heck is wrong with emerging markets? Another familiar and potentially dangerous refrain is that emerging markets equities are ready to outperform their U.S. peers. That thes...

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  • Don't Let 2013 Deter You From Equity ETFs in 2014

    01-07-2014 07:30 AM by Tom Lydon

    After an impressive run, investors are growing wary about an overbought market. Nevertheless, stock exchange traded funds could still have some legs. U.S. price-to-earnings ratios jumped 19% last year, but expanding multiples have preceded broad stock market advances twice as ...

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  • 2014 Could be a Sequel for Gold and Thats not Good

    12-20-2013 01:07 PM by Tom Lydon

    It sounds like a broken record at this point, but gold has plunged 29% this year, its 13-year bull market has come to a resounding end, gold exchange traded funds are among the worst outflow offenders and mining ETFs are among the worst when it comes to performance. The worst ...

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  • Rising Rates Turn Some Dividend ETFs Into Laggards

    12-16-2013 06:30 AM by Tom Lydon

    Since April 30, 10-year Treasury yields have surged a jaw-dropping 71.2%. Although 2013 has been a remarkable year for dividend ETFs, both in terms of increased number of products and asset-gather acumen, that rise in Treasury yields has turned some of the largest dividend ETF...

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  • S&P 500 ETFs Open Doors to Facebook

    12-11-2013 06:27 PM by Tom Lydon

    Almost exactly a year after it was added to the Nasdaq 100 and as a result, the PowerShares QQQ (NasdaqGS: QQQ), Mark Zuckerbergs Facebook (NasdaqGM: FB) has gained entry to the S&P 500. After the close of U.S. markets Wednesday, Standard & Poors confirmed that Faceboo...

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  • Indexology: Inside the S&P 500: Multiple Share Classes and Voting

    12-10-2013 06:30 AM by Indexology Blog

    Googles expected stock split has focused attention the treatment of multiple share classes in the S&P 500 and other indices. Most US companies, but not all, have only one class of common stock and each share is entitled to one vote. In some companies with multiple share class...

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  • Pricey Markets led to Glum ETF Performances in 2013

    12-08-2013 07:30 AM by Todd Shriber

    There are examples, primarily in the technology and Internet spaces, of stocks sporting lofty valuations for extended periods of time. For example, some market observers believed Amazon (NasdaqGM: AMZN) was expensive at $180, $200 and $250 a share. The stock closed near $387 F...

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  • A Quick Look at November Strength

    11-27-2013 07:00 AM by Todd Shriber

    With the start of December just days away, it is worth noting that numerous seasonal factors, most of them positive are at play. On a seasonal basis, this is a good time of the year in which to embrace exchange traded funds tracking several sectors, including consumer discreti...

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  • ETF Basics

    11-19-2013 03:40 PM by Tom Lydon

    Exchange traded funds have been around for over two decades, but many investors are just beginning to get acquainted with the investment vehicle. So, what are ETFs? The majority of ETFs passively follow the performance of a benchmark index, which is comprised of a group of sec...

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  • Tudor Investments Buys Two ETFs, Dumps Three Others

    11-15-2013 01:47 PM by Tom Lydon

    Tudor Investment Corp., Paul Tudor Joness $13 billion hedge fund, purchased stakes in two major exchange traded funds during the third quarter a regulatory filing shows. The hedge fund also liquidated stakes in a pair of sector ETFs. Tudor Investment significantly increased it...

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  • 10 Best Global Equity Markets By Single-Country ETFs

    11-15-2013 08:15 AM by Tom Lydon

    For most of the worlds major equity bourses, 2013 has been a good year. However, few markets can hold a candle to Venezuela. As of Tuesday, Venezuelan stocks were up an astounding 466% in local currency (bolivar) terms. Even when adjusting that number into dollar terms, it was...

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  • These Charts Illustrate Sector ETF Strength

    11-14-2013 08:00 AM by Todd Shriber

    The S&P 500 (^GSPC) hit another record high on Wednesday, the 34th this year. Market history buffs will enjoy this nugget: The S&P 500 has hit 1,020 new closing highs since 1928, according to S&P Capital IQs senior index analyst Howard Silverblatt. If there is caus...

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  • Junk Bond ETF Faces Chart Troubles

    11-13-2013 07:00 AM by Tom Lydon

    High-yield bond exchange traded funds have bounced back a bit since being slammed in the second-quarter due to speculation the Federal Reserve would move to taper its quantitative easing program. Although obituaries for the iShares iBoxx $ High Yield Corporate Bond ETF (NYSEAr...

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  • Rising ETF Correlations Could be a Negative for Rallys Integrity

    11-12-2013 11:50 AM by Todd Shriber

    From the outside, a rally is a rally and upside is to be enjoyed by all but those that insist on going against the trend. However, a deeper look should turn up a rally based on falling sector correlations and that is not the current state of affairs with U.S. equities. The ave...

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  • Amid Rising Competition, SPDRs Still Flourish

    11-07-2013 03:01 PM by Todd Shriber

    From the outside, it would appear State Streets (NYSE: STT) State Street Global Advisors, the second-largest U.S. ETF issuer, has its hands full. One of the firms marquee products, the SPDR Gold Shares (NYSEArca: GLD), has lost $22.2 billion in assets this year, nearly three t...

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  • High-Yield Investors Could Find Better Returns in Stock ETFs

    10-26-2013 07:30 AM by Tom Lydon

    In a bull market and rising interest rate environment, high-yield, or "junk," bond investors could begin thinking about switching over to stock exchange traded funds. Mike Roberge, chief investment officer at MFS Investment Management, argues that stock returns could begin to ...

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  • Why Equal Weight ETFs Outperform Traditional Benchmarks

    10-22-2013 02:42 PM by Tom Lydon

    An equal-weight index exchange traded fund has consistently outperformed the broader S&P 500, capitalizing on smaller company exposure in the equal weighting methodology. The Guggenheim S&P 500 Equal-Weight ETF (NYSEArca: RSP) has generated an average annualized return...

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  • ProShares Aristorcrats ETF Tracks Quality S&P 500 Dividend Payers

    10-10-2013 03:52 PM by Tom Lydon

    ProShares expanded its line of non-leveraged exchange traded funds Thursday, launching the new S&P 500 dividend fund that follows quality names with a consistent record of raising dividends. The ProShares S&P 500 Aristocrats ETF (NYSEArca: NOBL) tries to reflect the pe...

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  • Dividend ETFs Help Cushion Market Dips

    10-05-2013 07:01 AM by Tom Lydon

    As the equities market stumbles on increased uncertainty surrounding the U.S. debt ceiling, investors should take another look at dividend exchange traded fund plays that help cushion dips in the market cycle. Companies with consistent and high dividend payouts tend to be able...

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  • Resources-Based ETFs Coming Back From The Dead

    10-03-2013 03:30 PM by Gary Gordon

    If one focused his/her attention solely on year-to-date performance, he/she might eschew foreign stock ETFs altogether. With the S&P 500 SPDR Trust (SPY) and the iShares S&P Mid-Cap 400 (IJH) garnering 18% and 22% respectively, who needs to dabble in emerging markets? Aft...

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  • ETF Categories That Just Keep On Winning

    10-02-2013 03:00 PM by Gary Gordon

    Stocks as an asset class have shrugged off a wide variety of risks throughout the year. Sequestration failed to derail equity enthusiasm. The May-June interest rate spike did little to deter dip-buyers. And I suspect that any actual downside for the markets in October, whether ca...

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  • Cheap Fees, Tight Spreads Help Vanguard S&P 500 ETF

    10-01-2013 02:22 PM by Tom Lydon

    A Vanguard exchange traded fund is picking up interest as a low-cost fund option to track the S&P 500, with one wealth management firm also pointing to diminishing implicit costs associated to the bid-ask spread. Bestinvest is recommending its clients to take a look at the...

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  • ETF Chart of the Day: S&P 500

    10-01-2013 01:00 PM by Paul Weisbruch, Street One Financial

    Recent options activity in the largest ETF in the U.S. landscape in terms of assets under management at $146 billion, SPY (SPDR S&P 500, Expense Ratio 0.09%) which has involved mostly notable upside year-end call buying gives us a quick opportunity to discuss S&P 500 Inde...

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  • What an Equal-Weight S&P 500 ETF Brings to the Table

    09-25-2013 03:40 PM by Tom Lydon

    Instead of making a bee-line to the SPDR S&P 500 ETF (NYSEArca: SPY) as the default exchange traded fund for S&P 500 index exposure, investors can also consider an outperforming equal-weight approach. The Guggenheim S&P 500 Equal-Weight ETF (NYSEArca: RSP) has gain...

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  • Emerging Market ETF Leads S&P 500 for Fourth Straight Week

    09-22-2013 08:11 AM by Tom Lydon

    After the trailing developed markets for the better part of the year, left-for-dead emerging market exchange traded funds are beginning to outpace the S&P 500 on the Fed's more dovish stance. The iShares MSCI Emerging Markets ETF (NYSEArca: EEM) gained 5.3% over the past w...

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  • ETF Options to Track the S&P 500

    09-20-2013 12:27 PM by Tom Lydon

    The SPDR S&P 500 ETF (NYSEArca: SPY) is the largest and oldest exchange traded fund, but that doesn't mean you have to automatically look at this fund to track the S&P 500. Of the three ETFs that track the S&P 500 index and have a 10-year track record, SPY is the w...

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  • Time to Get into Small-Cap Value ETFs?

    09-13-2013 12:55 PM by Tom Lydon

    The economic climate for small-cap value exchange traded funds could be right for the remainder of 2013. Smaller companies tend to deliver higher risk-adjusted returns than large-caps and could be a nice momentum play. Investors should note that small caps were underperforming...

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  • Steps to Work Out Your ETF 'Core'

    09-13-2013 11:43 AM by Tom Lydon

    While getting hyped about the next great investment idea and chasing after potentially lucrative plays can be fun, investors should remember to stick to the basics with core portfolio holdings. ETFs are great for working the core. "Without a solid core, you are doomed to under...

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  • Four ETFs to Play the Recovering Eurozone Economy

    09-10-2013 05:10 PM by Tom Lydon

    While investors were busy dumping U.S. equities last month, many sought out developed markets across the pond, investing in Europe related exchange traded funds as the Eurozone returned to positive growth. In August, Vanguard FTSE Europe (NYSEArca: VGK) attracted $1.6 billion,...

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  • Stock ETFs Look to Jobs Report

    09-04-2013 11:45 AM by Tom Lydon

    U.S. equities and stock exchange traded funds are off to a modest start in September ahead of the critical August jobs report, which crosses Friday. The employment data could influence the Federal Reserve's decision whether to begin tapering at its policy meeting later this month...

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  • Watch Your Apple Exposure in Growth ETFs

    09-03-2013 05:30 PM by Tom Lydon

    Growth-oriented exchange traded fund investors take on a good amount of exposure to tech giant Apple (NasdaqGS: AAPL). "Apparently, what growth means varies very widely from ETF to ETF," Melissa Brown, senior director of applied research at Axioma, said in an Institutional Inv...

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  • Another Key Test for S&P 500 ETF After Four-Day Slide

    08-20-2013 03:30 PM by Tom Lydon

    Investors are waiting to see if U.S. stock exchange traded funds can hold around their short-term trend lines ahead of any tapering signals in Fed minutes this week. The iShares Russell 2000 Index (NYSEArca: IWM) was 1.5% higher Tuesday while the SPDR S&P 500 (NYSEArca: SP...

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  • ETF Developers Pause to Catch Breath

    08-16-2013 03:40 PM by Tom Lydon

    The exchange traded fund industry is moving through its adolescent growth spurt, but after pumping out almost 1,500 products, the industry is starting to slow down a bit. However, there are several sectors that continue to grow rapidly, such as bank loan ETFs and fundamentally we...

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  • Sector and 'Wide Moat' ETFs to Invest Like Warren Buffett

    08-05-2013 01:41 PM by Tom Lydon

    No one can make stock picks like Warren Buffett. Nevertheless, investors can mimic the sector exposures of Buffett's flagship Berkshire Hathaway (NYSE: BRK-B) through low-cost exchange traded funds. "Most investors, both institutional and individual, will find that the best wa...

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  • Stock ETFs Rally as S&P 500 Crosses 1,700

    08-01-2013 01:53 PM by Tom Lydon

    Exchange traded funds linked to broad U.S. benchmarks are touching all time highs, with the S&P 500 climbing over the psychological 1,700 mark for the first time. The SPDR S&P 500 (NYSEArca: SPY) was 0.9% higher Thursday, trading about 8.8% above its 200-day exponentia...

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  • Accommodative Fed Measures to Support Stock Market, ETFs

    07-31-2013 02:25 PM by Tom Lydon

    Given the current modest pace in the economic recovery, the Federal Reserve reaffirmed its "highly accommodative stance" Wednesday, which could help support the equities market and stock exchange traded funds. The SPDR S&P 500 (NYSEArca: SPY) was 0.4% higher Tuesday after ...

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  • Investors Take Another Look At Stock ETFs With Above-Average Yields

    07-30-2013 03:30 PM by Gary Gordon

    Morningstar offers its paid subscribers a premium service called, ETF Valuation Quickrank. The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being l...

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  • Equal-Weight ETFs Outperform Broad Market Counterparts

    07-30-2013 12:57 PM by Tom Lydon

    Equal weight exchange traded funds have outperformed the broader markets while providing investors with a diversified exposure that reduces risk of overconcentration to a single holding. An equal weight strategy gives each stock in the index the same allocation - a mega giant ...

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  • U.S. Stock ETFs, Funds See Monster Weekly Inflow

    07-19-2013 03:50 PM by Tom Lydon

    After the Fed reassured markets that accommodative measures will remain in place for the time being, investors jumped back into U.S. equities and stock exchange traded funds with a vengeance. Over the past week, about $19.7 billion was funneled into global equity funds, the mo...

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  • Investor, Know Thy ETF

    07-19-2013 02:40 PM by Tom Lydon

    The exchange traded fund market has continued to grow with assets from both institutional and individual investors alike. As the business becomes more commonplace with retail investors, the need for more ETF education is growing. Certain aspects of an exchange traded fund inve...

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  • S&P 500 ETF Nears $150 Billion as Assets Reach All-Time High

    07-17-2013 02:27 PM by Tom Lydon

    While the exchange traded fund universe experienced slight outflows in June, the industry is back on its annual record-setting pace so far in July, with the SPDR S&P 500 ETF (NYSEArca: SPY) accruing almost $150 billion in assets under management. Attracting $10.3 billion s...

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  • Some Outperforming 'Smart-Beta' ETFs

    07-11-2013 02:33 PM by Tom Lydon

    Investors who are using exchange traded funds that track market-capitalization-weighted indices could be missing out as more fund sponsors engineer ETFs based on "enhanced," "smart-beta" or "intelligent" indices that mimic actively managed strategies. According to Cass Busines...

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  • Broad U.S. Stock ETFs Test 50-Day Moving Average

    07-08-2013 04:45 PM by Tom Lydon

    After a tumultuous second second quarter, broad U.S. stock exchange traded funds are now range bound, dancing around their short-term moving averages. The SPDR S&P 500 (NYSEArca: SPY) is 1.0% above its 50-day exponential moving average, PowerShares Nasdaq 100 (NasdaqGM: QQ...

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  • Investors Selling Bond ETFs as Rates Rise

    06-24-2013 04:11 PM by Tom Lydon

    Treasury yields have been rising sharply since the end of April, and some of the ETFs with the heaviest redemptions are bond funds. In particular, investors are selling fixed-income ETFs tied to Treasury Inflation Protected Securities and corporate bonds, both investment grade an...

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  • VelocityShares Launches Two Hedged Equity ETFs

    06-24-2013 03:40 PM by Tom Lydon

    Exchange traded funds now offer ways for investors to utilize institutional styled strategies to help ride changing market conditions. For instance, VelocityShares recently launched two new hedged-equity products that help mitigate market volatility. On Monday, the VelocitySha...

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  • Hedge Funds Using ETFs for Trades

    06-19-2013 05:15 PM by Tom Lydon

    Exchange traded funds have found their way into self-directed brokerage accounts of the average retail investor, financial advisor investment strategies, and even the world's largest hedge fund. According to the hedge fund's quarterly 13F report, Bridgewater Associates, which ...

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  • Why Retirees Are Turning to ETFs for $1 Million Goal

    06-15-2013 07:11 AM by Tom Lydon

    As we scramble to put enough away for life after work, most Americans have not amassed enough to live comfortably in their Golden years, but exchange traded funds can help investors realize their goal. Were facing a crisis right now, and its going to get worse, Alicia Munnell,...

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  • Improving Labor Market Lifts Stock ETFs

    06-13-2013 02:32 PM by Tom Lydon

    U.S. equities and stock exchange traded funds regained their footing Thursday as new jobless claims hit a five year low, pointing to a strengthening U.S. labor market. The SPDR S&P 500 (NYSEArca: SPY) rose 0.7% during midday trading Thursday while the PowerShares Nasdaq 10...

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  • KOLs Collapse Turns Nasty

    06-13-2013 08:10 AM by Tom Lydon

    In the go-go days of the commodities/emerging markets trade, it was not an exaggeration to call the Market Vectors Coal ETF (NYSEArca: KOL) a darling among equity-based commodities ETFs. Seemingly insatiable demand for coal from China, India and other developing nations sent coal...

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  • S&P 500 and Dow ETFs Test 50-Day Moving Average

    06-06-2013 02:04 PM by Tom Lydon

    Stocks were lower for the third straight day on Thursday with the S&P 500 and Dow Jones Industrial Average, along with related exchange traded funds, testing their short-term trend lines. The SPDR S&P 500 (NYSEArca: SPY) is down 2.4% over the past week and SPDR Dow Jon...

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  • Six Popular Commission-Free ETF Trading Platforms

    06-06-2013 08:59 AM by Tom Lydon

    When it comes to fees, exchange traded funds provide investors a low-cost alternative to traditional fund products. Additionally, the industry has now partnered up with large brokerages to offer commission-free trades, cutting down the cost of investing in ETFs even further. A...

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  • U.S. Treasury Secretary Lew Likes ETFs

    05-24-2013 11:20 AM by Tom Lydon

    If exchange traded funds are good for the United States Secretary of the Treasury, who overseas financial and monetary matters for the U.S., then the investment vehicle might be a suitable tool for the average retail investor. According to an Executive Branch Disclosure form f...

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  • Investors Gravitating to Cheaper iShares 'Core' ETFs

    05-22-2013 12:49 PM by Tom Lydon

    To better help investors allocate toward essential portfolio holdings, Blackrock's iShares launched its line of "Core" exchange traded funds late last year. So far, the lower fees and broader market exposure have helped the new core offerings. The iShares Core S&P 500 ETF ...

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  • Sales, Distribution Will Drive Next Round of ETF Growth: Report

    05-21-2013 09:30 AM by Tom Lydon

    The exchange traded fund industry is growing at a faster pace than the mutual fund business. However, experts say the new phase of ETF growth will be dependent on sales and distribution as it becomes more difficult for funds to stand out in an increasingly crowded field. "We'r...

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  • International ETFs: Diversification and Overcoming 'Home Bias'

    05-20-2013 09:45 AM by Tom Lydon

    The S&P 500 is up 17% year to date to new all-time highs. But U.S. investors who focus only on domestic stocks are missing out on enhanced performance and diversification over the long term. "We do see investors have a home country bias," Jim Ross, senior managing director...

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  • The Basics of ETF Investing

    05-15-2013 04:00 PM by Tom Lydon

    Investors who want to begin investing in exchange traded funds have so many choices, it could be difficult to begin. There are many risks involved with using ETFs, just as there are plenty of rewards. To put things in perspective, there are probably six or seven times as many ...

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  • 'Jumbo' S&P 500 ETF Options Begin Trading

    05-13-2013 03:41 PM by Tom Lydon

    Traders who are interested in moving large options contracts on the SPDR S&P 500 ETF (NYSEArca: SPY), the biggest exchange traded fund, can now utilize the "Jumbo SPY options" in the BOX Options Exchange. The Securities and Exchange Commission gave the green light for the ...

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  • Equal-Weight ETF Consistently Outperforming S&P 500

    05-10-2013 08:47 AM by Tom Lydon

    Investors keep a close eye on the S&P 500 and the blue-chip benchmark has climbed to new all-time highs. However, an ETF tracking an equal-weighted version of the S&P 500 has consistently beaten the index, due in part to the outperformance of U.S. mid-cap stocks. Over ...

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  • Energy Sector ETFs Heating Up

    05-08-2013 04:15 PM by Tom Lydon

    After trailing the broader markets for most of the year, energy sector stocks and exchange traded funds are finally leading the charge. Energy Select Sector SPDR Fund (NYSEArca: XLE) has been outperforming the S&P 500 since mid-April. The energy sector shows attractive ...

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  • Retail ETFs Hold Steady

    05-01-2013 08:48 AM by Tom Lydon

    The retail exchange traded fund SPDR S&P Retail ETF (NYSEArca: XRT) is up 16% year-to-date but analysts warn a consumer spending slowdown could be in the works. Investors who want to take a more defensive posture can consider a shift into consumer staples ETFs to capture any ...

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  • CNBC's Model ETF Retirement Portfolio for the 30-Year-Old Investor

    04-17-2013 05:30 PM by Tom Lydon

    In a collaboration with exchange traded fund experts, CNBC has rolled out an all-ETF diversified portfolio for the investor looking to save toward retirement. "We wanted investors to have some exposure to most asset classes, that would be stocks, bonds, cash, commodities and e...

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  • U.S. ETFs Attract $53 Billion in First Quarter: Morningstar

    04-12-2013 01:23 PM by Tom Lydon

    U.S.-listed exchange traded funds have tallied another $50 billion growth spurt in the first quarter as broad stock indices strengthened and broke records. In March, investors funneled $16.9 billion into ETFs, lifting first-quarter total asset inflows to $53.1 billion, writes ...

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  • Emerging Market ETFs Ready for a Turnaround?

    04-10-2013 12:00 PM by Tom Lydon

    Emerging markets are expected to post growth around 5.9% in 2013, compared to 2% for developed markets such as the U.S. Several exchange traded funds are available to tap into emerging market stocks which are showing cheap valuations. In fact, emerging market ETFs have been ba...

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  • Breaking Down First-Quarter ETF Flows

    04-04-2013 01:00 PM by Tom Lydon

    Equity exchange traded funds finished in positive territory for the first quarter of 2013. The S&P 500 had a year-to-date return of 10.61% through the end of March. And now more data showing investors risk appetites are whetted. BlackRock reports that investors globally sp...

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  • Shipping ETF Riding a Wave

    03-27-2013 10:39 AM by Tom Lydon

    The transportation sector is regarded as a barometer for the health of the U.S. economy. The shipping industry is no exception, and the related exchange traded fund Guggenheim Shipping ETF (NYSEArca: SEA) is used as a proxy for the Baltic Dry Index. The Baltic Dry Index tracks...

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  • Thailand ETF Hits Roadblock on Infrastructure Spending

    03-26-2013 11:00 AM by Tom Lydon

    The exchange traded fund that tracks Thailand's stock exchange, iShares MSCI Thailand Capped Investable Market Index Fund (NYSEArca: THD), has dropped about 6% after hitting a resistance line that has been in place since 2010. The $68 billion infrastructure bill could have a nega...

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  • Comparing Three S&P 500 ETFs

    03-20-2013 02:58 PM by Tom Lydon

    Exchange traded funds that track the S&P 500 theoretically seem like they would perform similarly, but small differences in framework have a large impact. Vanguard, State Street and BlackRock's iShares all have an ETF trading that tracks the same index, but with different res...

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  • Quality Dividend ETFs Help Mitigate Risk

    03-18-2013 06:40 AM by Tom Lydon

    Many investors are using dividend ETFs as a way to dip a toe in the stock market with a more conservative strategy and income to boot. News over the weekend from Cyprus is a reminder of the macro risks still lingering in the market. For instance, the SPDR S&P Dividend ETF ...

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  • Price Comparison Shopping with ETFs

    03-14-2013 08:47 AM by Tom Lydon

    Investors are aware of investing costs more than ever due to the recent exchange traded fund provider price wars. The lower the investment costs, the more capital that is preserved, which has brought expense ratios into focus. The expense ratio is a yearly fee charged to a fun...

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  • Stock Index ETFs: Dow Jones Industrial Average vs. S&P 500

    03-08-2013 11:25 AM by Tom Lydon

    With two major stock indices rising to uncharted territory, a lot of the market's attention has been focused on the Dow Jones Industrial Average and the S&P 500, along with related exchange traded funds. We all know the indices by name, but what exactly are they? The major...

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  • Investors Pull $8 Billion from S&P 500 ETF Despite Dow Record

    03-07-2013 08:25 AM by Tom Lydon

    Investors have pulled over $8 billion so far in 2013 from the largest ETF in the land, SPDR S&P 500 (NYSEArca: SPY), despite the Dow Jones Industrial Average rising to a new all-time high this week. The outflows are notable but could simply reflect a rotation among large i...

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  • The Ins and Outs of an Equal-Weighted ETF

    03-06-2013 12:40 PM by Tom Lydon

    Exchange traded funds typically track an index that is weighted by market capitalization, but some funds are led by an alternative method. The goal of an equal-weight strategy is to limit the amount of exposure a larger, more popular stock can contribute in an effort to limit ove...

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  • ETFs See Best Two-Month Start Ever

    03-04-2013 03:03 PM by Tom Lydon

    Despite slowing the asset inflows over February, especially in the last weeks on the heels of rising volatility, global equity exchange traded funds recorded their strongest two-month start ever to a new year. Globally, developed market equity exchange traded products, which i...

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  • Here are the Most-Searched ETFs

    03-03-2013 07:08 AM by Tom Lydon

    When it comes to exchange traded funds, different types of investors have different goals. For instance, institutional investors have been looking at broad equities while individual investors and advisors leaned toward income and mitigating risk. According to a list of the mos...

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  • Emerging Market ETFs Diverge from S&P 500

    02-26-2013 08:51 AM by Tom Lydon

    Emerging market ETFs fell to a new 2013 low on Monday as a risk-off bout swept through global markets on worries over elections in Italy. Funds pegged to emerging economies are down year to date and lagging developed-market indices such as the S&P 500. The iShares MSCI Eme...

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  • Broker-Dealers ETF Leads Financial Sector

    02-25-2013 08:44 AM by Tom Lydon

    Financial ETFs are among the best-performing sectors so far this year after solid fourth-quarter earnings from major banks and on expectations the economy will continue to improve in 2013. However, a narrowly-focused fund tracking broker-dealer firms is leading the pack. The t...

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  • Dividend ETFs: Morningstar's Top International Pick

    02-20-2013 06:33 AM by Tom Lydon

    International equities continue to offer decent valuations compared to U.S. stocks, making the case for investing in overseas dividend exchange traded funds stronger. PowerShares International Dividend Achievers (NYSEArca: PID) holds quality companies with minimum volatility, and...

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  • ETF Industry Outlook For 2013

    02-14-2013 08:08 AM by Tom Lydon

    The "State of the ETF Industry" is in considerable health as the recent Inside ETFs conference in Florida proved. Many of the industry observers and analysts that attended can confirm that the exchange traded fund industry is alive and well and in a position for more growth. "...

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  • Bearish Short ETFs for a Pullback in Stocks

    02-12-2013 11:15 AM by Tom Lydon

    The stock market reached a new five-year high to kick off February, however, some investors may not be convinced fundamentals are in place for a full recovery yet. Various exchange traded funds can protect a portfolio in the event of a downturn in certain areas of the market. ...

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  • Mutual Fund Firms Get Creative with ETFs

    02-06-2013 11:20 AM by Tom Lydon

    Mutual fund providers are getting creative in an effort to add exchange traded funds to their offerings. From "mimicking" to "master-feed" strategies, Vanguard may have the most successful patent yet. More than a decade ago, Vanguard pioneered the idea of offering ETFs as a se...

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  • Three Misconceptions About ETFs

    02-05-2013 10:49 AM by Tom Lydon

    The exchange traded fund industry has been around for 20 years and touts about $2 trillion in total assets under management. However, these trading tools are still misunderstood by some, due to common misconceptions. "Exchange-traded funds were built to be index mutual funds t...

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  • Stock ETFs and the January Barometer

    02-04-2013 03:11 PM by Tom Lydon

    Market analysts, prognosticators and soothsayers have been looking at the month of January in an attempt to get a pulse for how the rest of the year will turn out. However, stock exchange traded fund investors should take this January's performance with a grain of salt. So goe...

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  • Using ETFs in Asset-Allocation Models

    02-04-2013 06:32 AM by Tom Lydon

    One of the most popular uses of index-based ETFs is plugging them into asset-allocation models. Investors and advisors like utilizing low-cost diversified ETFs as portfolio building blocks. "While it is common to spend a great deal of time researching individual stocks or fund...

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  • ETF Virtual Summit Gets Rave Reviews

    02-01-2013 05:28 PM by Tom Lydon

    Over 3,000 advisors attended the ETF Virtual Summit conference where attendees navigated market strategies in the growing exchange traded fund industry. Leading industry advisors and experts, such as Bill Gross, Jim Rogers, Rob Arnott and Russ Koesterich, provided their view o...

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  • What's Next in the ETF Fee War

    02-01-2013 11:20 AM by Tom Lydon

    The low fees that exchange traded funds charge are a major reason the industry has seen $154 billion in inflows. Meanwhile, mutual funds have lost $119 billion in outflows over the same time period. The ongoing ETF price war has kept ETF industry fees low, as providers aim at ...

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  • Tom Lydon on 20 Years of ETFs

    01-31-2013 11:45 AM by Tom Lydon

    I do the ETF of the Week for MarketWatch every Thursday on Chuck Jaffes MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. On Thursday, I highlighted the SPDR S&P 500 ETF (NYSEArca: SPY). As SPY turns 20 years old, the S...

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  • How to Put Savings to Work with ETFs

    01-31-2013 08:34 AM by Tom Lydon

    Sometimes the importance of saving gets overlooked when investors think about building wealth -- they tend to get caught up in fancy investment portfolios. Saving is a great habit, but stashing the cash in a savings account yielding next to zero makes it tough to grow capital and...

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  • Tom Lydon Talks SPY 20th Anniversary on Yahoo Finance Breakout

    01-29-2013 12:36 PM by John Spence

    ETF Trends Editor Tom Lydon appeared on Yahoo Finance Breakout Tuesday to discuss the 20-year anniversary of the listing of SPDR S&P 500 ETF (NYSEArca: SPY), an event that changed the investing landscape forever. The $127 billion fund was the first ETF listed in the U.S. a...

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  • Auto ETF Revs Up for 2013

    01-28-2013 11:30 AM by Tom Lydon

    The automobile market is tuning up evidenced by the First Trust NASDAQ Global Auto Index (NYSEArca: CARZ) trending higher over the past three months. The exchange traded fund gained 22%, while the broad-market SDPR S&P 500 (NYSEArca: SPY) gained 6% over the same time period. ...

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  • BOX Options Exchanges Prepares 'Jumbo' Contracts on S&P 500 ETF

    01-28-2013 08:26 AM by Tom Lydon

    BOX Options Exchange is seeking regulatory approval to implement "jumbo" sized contracts on the widely traded SPDR S&P 500 ETF (NYSEArca: SPY). The exchange wants to trade 1,000 share contracts on SPY, according to an SEC filing. The jumbo options would be traded on any ve...

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  • Stock ETFs Rally as Investors Return to Risky Assets

    01-25-2013 02:57 PM by Tom Lydon

    As the equities market returns to pre-2008 financial crisis levels, more investors are dipping their toes back into stocks and related exchange traded funds. Main Street investors could be ending their self-imposed exile from the stock market, USA Today reports. Initial data s...

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  • Are Emerging Market ETFs Raising a Red Flag?

    01-25-2013 06:03 AM by Tom Lydon

    Emerging market stocks and exchange traded funds outperformed the S&P 500 in the fourth quarter of 2012 and investors are chasing with large inflows to developing economy ETFs. However, emerging market funds have been lagging so far in 2013, leading some to worry about the st...

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  • VIX ETFs Rise After S&P 500 Clears 1,500

    01-24-2013 01:46 PM by Tom Lydon

    Volatility-linked exchange traded products such as iPath S&P 500 VIX Short Term Futures ETN (NYSEArca: VXX) bounced a little on Thursday after grinding down to fresh all-time lows to start the year. Some equity investors appeared to be hedging in the options Thursday market a...

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  • Morningstar Launches Inflation Index

    01-22-2013 01:35 PM by Tom Lydon

    Investment researcher Morningstar has launched a new index that would hold up against inflation. According to a press release, the Morningstar US Real Asset Index will hold a portfolio of traditional assets used to hedge against inflation, including Treasury inflation protecte...

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  • A Deeper Look at the ETF Fee War

    01-17-2013 08:26 AM by Tom Lydon

    The exchange traded fund price war has been ongoing over the past few years due to the sheer volume of competition. The battle is not going to fade away anytime soon, and investors will continue to benefit from this in 2013. Offering the lowest fees in a product category has b...

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  • SPDR S&P 500 Marks Two Decades of ETF Growth

    01-16-2013 12:35 PM by Tom Lydon

    The exchange traded fund industry is celebrating 20 years in business. The SPDR S&P 500 ETF (NYSEArca: SPY) is also hitting this milestone, as it was the first ETF to trade. SPY ended 2012 with $123 billion in assets, including nearly $16 billion in 2012 alone. Over 147 mi...

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  • S&P Ranks Largest ETF Managers

    01-09-2013 12:45 PM by Tom Lydon

    Exchange traded fund industry assets are at about $1.3 trillion, with about 88% of this concentrated among the top four providers. BlackRock iShares, Vanguard, PowerShares and State Street Global Advisors are considered the largest ETF providers, with Market Vectors and WisdomTre...

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  • Landmark Year for ETF Industry

    01-09-2013 08:04 AM by Tom Lydon

    2012 was a groundbreaking year for the exchange traded fund industry. Assets under management grew 27% from 2011, to $1.3 trillion. About $188 billion in new inflows were received by U.S.-listed ETFs. "Exchange-traded fund flows reached a record $191 billion in 2012, surpassin...

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  • Low-Volatility ETFs for an Uncertain Outlook

    12-12-2012 08:37 AM by Tom Lydon

    Dealing with uncertainty is just part of the game when it comes to investing. Nothing is ever clear when it comes to the future. However, the looming fiscal cliff deadline really has investors on edge. Investors who are skeptical a deal can be reached between the Obama Adminis...

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  • These ETFs May Rally if Fiscal Cliff Deal is Reached

    12-12-2012 06:00 AM by Tom Lydon

    New money continues to flow into U.S. equity exchange traded funds during the final month of 2012. With the impending fiscal cliff less than one month away, investors are prepared to put more capital into certain sectors should a deal be reached. "With the outcomes of the US e...

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  • Risks to Consider When Investing in ETFs

    12-10-2012 12:00 PM by Tom Lydon

    The explosive growth of the $1.3 trillion exchange traded fund industry has led to a dizzying array of product choices for investors. The following points can help outline certain risks an investor should consider before stepping into this market. "The ETF has wide utility for...

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  • Global ETF Assets Setting New Records

    12-06-2012 03:16 PM by Tom Lydon

    Investors are getting more comfortable with exchange traded funds as global assets continued to gather at a record setting pace over November, led by fixed-income interest. Novembers strong flows demonstrate that investors are attracted to the flexibility ETPs provide to navig...

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  • Top of the Food Chain: A Look at the 5 Largest ETFs

    11-21-2012 08:31 AM by Tom Lydon

    The ETF business is top-heavy in terms of the biggest funds and the largest providers' market share. Together, the three biggest ETF sponsors -- BlackRock's (NYSE: BLK) iShares, State Street (NYSE: STT) and Vanguard -- control more than 80% of the industry's assets. The U.S...

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  • Biotech ETFs Holding Up During Rocky November

    11-19-2012 03:20 PM by Tom Lydon

    Investors got a much-deserved relief rally Monday on hopes the Obama administration and Congress will be able to hammer out a deal to avoid the fiscal cliff before the deadline. In November, the equities market has been weakening as investors pulled out of stocks ahead of the ...

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  • Stock ETFs Rally on Fiscal Cliff Deal Hopes, Bargain Hunting

    11-19-2012 02:45 PM by Tom Lydon

    SPDR S&P 500 ETF (NYSEArca: SPY) posted its largest rally in two months Monday on hopes Washington will reach a deal to avoid going over the fiscal cliff. Some investors were also buying stocks on cheaper valuations following the post-election sell-off. Recent equity weakn...

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  • China Data Strengthens -- Time to Get Back Into ETFs?

    11-16-2012 08:57 AM by Tom Lydon

    The latest numbers coming out of China are pointing at a turnaround within one of the world's largest economies. Chinese ETFs have made big strides since September although they've been caught in the recent risk-off bout gripping global markets. "Monthly indicators for Oct...

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  • Broad Stock ETFs Fall Below Long-Term Trendlines

    11-16-2012 08:14 AM by Tom Lydon

    Key U.S. stock benchmarks and stock exchange traded funds are dipping below their long-term trend lines, triggering sales by investors and advisors who use moving averages. The S&P 500 was hovering near its 200-day moving average, but with Tuesday's drop, the benchmark was...

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  • A Closer Look at Three S&P 500 ETFs

    11-15-2012 06:54 AM by Tom Lydon

    When tracking the S&P 500, most exchange traded fund investors automatically fall back on the SPDR S&P 500 (NYSEArca: SPY), the largest and oldest ETF. Still, investors may choose to invest in other funds that track the S&P 500 as well. The SPDR's SPY tries to refl...

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  • Investing with ETFs and 200-Day Moving Averages

    11-12-2012 08:40 AM by Tom Lydon

    When investing in any exchange traded fund, one should have a clear strategy in place. Instead of relying on gut feelings or fight-or-flight instincts, investors can look at the trend lines to get a sense of when they should be in or out. For instance, Greg Harmon for Dragonfl...

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  • 'Steady Diet' of Real Estate ETFs Can Help Boost Yield

    11-06-2012 08:29 AM by Tom Lydon

    Yield is the name of the game for exchange traded fund investors these days. Interest rates are low and many asset classes that usually supply a decent yield have gone lower, causing investors to seek income in unusual areas of the market. REITs, or real estate investment trusts,...

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  • What the ETF Flows Show: Risk On(ish)

    11-02-2012 02:00 PM by Dodd Kittsley -- iShares

    The complicated relationship between investors and risk continued in October, as evidenced by exchange traded product (ETP) flows last month. While there was significant interest in riskier fixed income assets and all things emerging markets, US equities took a hit and gold conti...

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  • Consumer ETFs for Improving Sentiment, Spending

    10-30-2012 11:48 AM by Tom Lydon

    Consumer sentiment is at the highest level seen in five years as U.S. citizens are feeling more upbeat about the economy. GDP also grew at a faster pace than expected in the third quarter which is also helping to part the clouds a bit after the financial crisis although the jobs ...

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  • Total Stock Market ETFs

    10-22-2012 02:27 PM by Tom Lydon

    Investors who want to buy the total U.S. stock market with one trade can purchase a diversified ETF and pay nearly zero percent fees. Morningstar for its part highly recommends the Vanguard Total Stock Market (NYSEArca: VTI) as a broad-based holding for U.S. equity exposure. T...

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  • ETF Inflows Indicate Risk Tolerance is Back

    10-09-2012 04:00 PM by Tom Lydon

    Investors shoveled capital into ETFs during September at a very high rate. About $38 billion flowed into ETFs, the best month in several years, as investors got back into the market and off the sidelines. "The S&P 500 returned 2.58% in September, given a boost by the Feder...

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  • Nasdaq ETF at Highest Since 2000 on Apple, QE3

    09-13-2012 04:23 PM by Tom Lydon

    The highly traded PowerShares QQQ (NasdaqGM: QQQ) rose to a fresh 52-week high on Thursday after the Federal Reserve announced more quantitative easing, or QE3. The Nasdaq-100 ETF is trading it its highest levels since 2000 and the dot-com crash. Top holding Apple (NasdaqGS: A...

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  • ETFs and the Presidential Election

    09-12-2012 04:00 PM by Tom Lydon

    Presidential campaigns are in full swing and November is just around the corner. Investors and politicos are carefully monitoring the equities market to try to glean any hints. With stocks and exchange traded funds rallying, the incumbent may hold out, S&P analysts say. Si...

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  • SPDR S&P 500 (SPY): A Classic ETF

    09-11-2012 01:30 PM by Tom Lydon

    SPDR S&P 500 (NYSEArca: SPY)has gained about 12% year-to-date, and is considered to be a broad market proxy for investors who want U.S. stock market exposure. The classic fund is also the first ETF that was created and launched by State Street Global Advisors. "The S&P...

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  • Are Stock ETFs Still Cheap After Rally?

    08-27-2012 07:00 AM by Tom Lydon

    The S&P 500 index, referred to as the market barometer, is above 1400 to its highest level since May 2008. The index is closely watched and SPDR S&P 500 (NYSEArca: SPY)is the largest ETF by assets. Some analysts make the case that the S&P 500 is still undervalued d...

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  • Index ETFs: Is Buy and Hold Dead?

    08-15-2012 04:11 PM by Tom Lydon

    It's tough to keep a long-term investment mindset when the S&P 500 has gone nowhere over the past decade. At least ETFs have made it simple for investors to keep their money working in a fund for the long term, with minimal cost. "Markets are becoming more volatile and hav...

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  • VIX ETFs Keep Falling Despite Rally Doubts

    08-11-2012 06:00 AM by Tom Lydon

    On one side, you have the CBOE Volatility Index dropping below 15 for the first time since March with Wall Street's "fear gauge" suggesting investors are more complacent about Europe's never-ending debt crisis. The iPath S&P 500 VIX Short-Term Futures ETN (NYSEArca: VXX) f...

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  • Surveying S&P 500 Index ETFs

    08-08-2012 07:40 AM by Tom Lydon

    For many investors, the S&P 500 Index is used as a gauge for the overall market activity in any given trading day. Investors who are interested in tracking the broad markets have a few exchange traded fund options that provide exposure to the benchmark index. The three lar...

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  • Vietnam ETF Tries to Break Out

    08-07-2012 06:00 AM by Tom Lydon

    The Vietnam focused exchange traded fundMarket Vectors Vietnam (NYSEArca: VNM)managed to beak above its 200 day-moving-average. Can the country's fundamentals maintain this level? "There has been so much negativity with regard to emerging Asian equities over the last 12-18 mon...

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  • Investors Moved Back to Stock ETFs in July

    08-02-2012 03:40 PM by Tom Lydon

    In a sharp turn from the previous months, investors dove into the equities market and stock exchange traded funds over July but still maintained some interest in fixed-income assets. As of the end of July, U.S.-listed ETF and exchange traded note assets totaled $1.21 trillion,...

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  • Mexico Shines in Latin American ETFs

    07-31-2012 07:18 AM by Tom Lydon

    Mexico has been outperforming behind the scenes, as investors have focused their attention on the doom and gloom in the Eurozone and the U.S. The exchange traded fundiShares MSCI Mexico Index (NYSEArca: EWW)has popped above its 200 day-moving-average. "Economists are predictin...

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  • Eurozone Quantitative Easing Plans Boost Stock ETFs

    07-27-2012 01:55 PM by Tom Lydon

    From a sharp turnaround at the start of the week, stock exchange traded funds are rallying Friday in anticipation of additional monetary interventions to help stabilize Eurozone's financial troubles. The SPDR S&P 500 (NYSEArca: SPY) increased 2.0% and the SPDR Doe Jones In...

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  • ETF Chart of the Day: Dividends

    07-27-2012 10:54 AM by Paul Weisbruch, Street One Financial

    The past week in terms of net inflow/outflow activity in ETFs has been marked mostly with heavier redemption activity from broad based ETFs including SPDR S&P 500 (NYSEArca: SPY), iShares Russell 2000 (NYSEArca: IWM) and PowerShares QQQ (NasdaqGM: QQQ). Collectively, the thre...

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  • ETF Assets Concentrated in Largest Providers

    07-12-2012 06:00 AM by Tom Lydon

    Exchange traded fund providers can be a good place for investors to gather research and knowledge about various funds. It can be just as powerful to look under the hood of an ETF provider as it is to look under that of the fund. There are currently 4 fund providers that hold t...

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  • Retail ETF in Focus as Earnings Season Kicks Off

    07-11-2012 08:06 AM by Tom Lydon

    Second quarter sales and earnings from retailers are indicating that consumers are spending again. Various U.S. retailers have kicked off earnings season on a positive note, gaining investor interest to the sector and exchange traded funds. "Same-store sales at the more than 2...

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  • ETF Outlook for Q2 Earnings

    07-11-2012 06:00 AM by Tom Lydon

    Second quarter earnings are beginning to cross this week and investors are waiting for signs from corporate America that a recovery could be in the making. Shares and broad market exchange traded funds will be watched closely. "Currently, only three sectors are expecting to re...

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  • Bond ETFs Remain Top Draw in June

    07-04-2012 06:00 AM by Tom Lydon

    Despite a choppy month on Eurozone debt concerns, both stock and bond exchange traded funds saw positive flows in June. While ETF investors moved back into the equities market, fixed-income assets still remained a hot draw. By the end of June, assets in U.S.-listed ETFs and ex...

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  • S&P 500 ETF Forming Bullish Pattern

    06-15-2012 01:37 PM by John Spence

    Some technical analysts see a bullish pattern developing in the S&P 500 that has an upside target of about 1400 on the U.S. blue-chip index, or about 5% above Friday's intraday high. An inverse head-and-shoulders is nearing completion on the S&P 500. The neckline of th...

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  • S&P 500 ETF Sees Largest Inflow Since 2008

    06-15-2012 10:13 AM by John Spence

    SPDR S&P 500 (NYSEArca: SPY), the largest ETF by assets, gathered inflows of $6.1 billion in the latest week as the fund saw the heaviest buying in over three years. Also, options volume on the fund spiked late Friday on rumors of central bank support for global financial ...

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  • ETFs May Face Endless Summer of Volatility

    06-14-2012 06:00 AM by Tom Lydon

    The equities markets and stock exchange traded funds are oscillating as the bulls and bears play tug-of-war over the Eurozone problems. While stocks have regained ground on overselling and easing pressures, the over all market may still be stuck in volatile trading, according to ...

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  • Three Reliable Utilities ETF Dividend Plays

    06-13-2012 07:07 AM by Tom Lydon

    During turbulent times, safe investments are the name of the game. Utilities have been a traditional defensive equity play and the sector has, again, held up quite well as the markets soured. Exchange traded funds that track utilities companies offer safe and stable returns with ...

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  • REIT ETFs Get Second Look on Dividends

    06-12-2012 06:00 AM by Tom Lydon

    Mortgage REITs that give a high yield have performed well in 2012. The exchange traded fund Vanguard REIT ETF (NYSEArca: VNQ) has gained about 12% year-to-date. The low interest rate climate has helped REITs bolster earnings and raise dividends to appeal to investors. "Continu...

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  • ETF Chart of the Day: S&P 500

    06-11-2012 11:49 AM by Paul Weisbruch, Street One Financial

    Last week, on a breakout week in terms of technical performance in the S&P 500 Index, we interestingly saw larger net outflows in SPDR S&P 500 (NYSEArca: SPY), totaling more than $1.1 billion. A lesser known, but still prominent ETF that tracks the same S&P 500 Ind...

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  • Street One ETF Weekly Outlook and Review

    06-11-2012 09:51 AM by Paul Weisbruch, Street One Financial

    For the first time in recent recollection we were able to go home this weekend and say that equity indices closed at their "highs for the week," as the SPX logged a gain of 0.81% last Friday to close soundly above its 200 day moving average, at 1325.66. Last week's occurrences...

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  • Gold Miner ETFs Get Back on Track

    06-11-2012 07:00 AM by Tom Lydon

    Gold miner ETFs recently reached a nine-week high thanks to a recovery after the steep sell-off. Gold producers still show positive technical and fundamental aspects that could provide further support. Market Vectors Gold Miners ETF (NYSEArca: GDX) is about 20% higher from its...

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  • Keeping it Simple With ETFs

    06-10-2012 06:00 AM by Tom Lydon

    Innovation is a good thing but can it be taken too far? The exchange traded fund business started with simple index funds pegged to popular benchmarks. However, the industry has morphed into debt notes and derivatives-based tools. "Derivative-based ETPs and ETNs have swelle...

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  • Comparing Dividend Yields in REIT ETFs

    06-07-2012 08:00 AM by Tom Lydon

    Yield hunters have branched into alternative segments of the market in search of income, adding real estate investment trust exchange traded funds to their dividend portfolios. However, REIT investors should consider the potential risks that the sector faces. According to the ...

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  • ETF Buying Patterns Highlight Safety Trade

    05-31-2012 06:00 AM by Tom Lydon

    Over the past year, fixed income exchange traded funds have gathered about $53 billion, an indication that most investors have lost faith in the equity market. However, there are reasons to stick to the right allocation of stocks and bonds despite the fear factor. "In the ETF ...

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  • Where is Our Friend the Trend?

    05-30-2012 01:48 PM by Tom Lydon

    Most ETFs tracking the major U.S. indices have been dancing around their 200-day exponential moving averages in a volatile and trendless market dominated by European headlines. The last month has been a major bummer for the markets. The Facebook (NasdaqGS: FB) IPO bomb has fur...

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  • ETF Spotlight: Inflation Protection

    05-18-2012 08:00 AM by Tom Lydon

    ETF Spotlight on IQ Real Return ETF (NYSEArca: CPI), part of an ongoing series. Assets: $28.6 million. Objective: The IQ Real Return ETF tries to reflect the performance of the IQ Real Return Index, which tries to provide a hedge against U.S. inflation rate by generating "r...

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  • Stock ETFs: Brief Pullback or Serious Correction?

    05-17-2012 07:00 AM by Tom Lydon

    Since the most recent high in April, the equities market and stock exchange traded funds have been slowly receding. Analysts are now worried that the tepid decline may snowball into a full-blown corrections as scared investors exacerbate the drop. As of the April 2, 2012 marke...

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  • Seasonal Trends May Weigh on Stock ETFs

    05-08-2012 08:00 AM by Tom Lydon

    Despite the negatives, such as the poorer-than-expected jobs numbers and Eurozone risks, U.S. equities, along with stock exchange traded funds, could remain within historical ranges, going into the summer months, says S&P analysts. Even though the weaker-than-expected jobs...

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  • Higher Earnings Could Propel Stock ETFs

    05-04-2012 07:00 AM by Tom Lydon

    With the majority of stock components revealing better-than-expected earnings results, major indices, along with the exchange traded funds that track them, could be in for a record breaking year. Of course, Europe's debt crisis is the wildcard. According to a poll of 10,000 an...

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  • Low-Volatility ETFs to Protect Against Market Gyrations

    05-02-2012 08:00 AM by Tom Lydon

    After the wild market oscillations in 2011, many investors have become guarded in their equities allocations. Meanwhile, exchange traded funds that track the "low volatility" theme have made their way into the markets, providing investors a more cautious position to global stocks...

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  • The ETF Industry: Still Alive and Thriving

    05-01-2012 07:00 AM by Tom Lydon

    Exchange traded funds have been criticized as some observers claim that they are to blame for losses and big swings in the financial markets. However, the numbers tell a different story, as there are over 1,500 ETFs trading, and assets have surpassed the $1 trillion mark. "The...

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  • VIX ETFs Sputter as S&P 500 Tries to Break Range

    04-27-2012 03:53 PM by John Spence

    The largest exchange traded product indexed to VIX futures is on a four-day losing streak as the S&P 500 tries to break out of its recent doldrums on better-than-expected first quarter earnings. The $1.7 billion iPath S&P VIX Short-Term Futures ETN (NYSEArca: VXX) was ...

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  • State Street Rolls Out First Active ETFs

    04-27-2012 07:32 AM by Tom Lydon

    The actively managed exchange traded fund space, once pushed to the side, is now attracting a greater following, especially in the wake of highly successful PIMCO Total Return ETF (NYSEArca: BOND) launch. Now, State Street Global Advisors is testing the waters with its first acti...

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  • Stock ETFs Balance Earnings, European Debt Worries

    04-26-2012 08:00 AM by Tom Lydon

    The S&P 500 and equity ETFs have been stuck in a range since the end of February as investors weigh improving earnings against fresh fears over the Eurozone debt crisis. The International Monetary Fund issued an optimistic outlook on the overall global economy, but global ...

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  • Better-Than-Expected Earnings Lift Stock ETFs

    04-26-2012 07:00 AM by Tom Lydon

    Earnings season is in full swing and most companies are beating Wall Street analysts' forecasts, supporting equities prices and stock exchange traded funds. WisdomTree Total Earnings Fund ETF (NYSEArca: EXT), which follows earnings-generating companies in the broad U.S. market...

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  • Should ETF Investors 'Sell in May and Go Away?'

    04-24-2012 08:00 AM by Tom Lydon

    The equities markets have been stuck in choppy trading lately, but they are still holding above their long-term trends. Still, we are coming into a generally weak market season, and exchange traded fund investors may be tempted to follow the old adage: sell in May and go away. ...

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  • Political and Growth Uncertainty Weigh on Stock ETFs

    04-23-2012 02:09 PM by Tom Lydon

    Concerns over political changes and growth in various countries, dragged down the equities market and stock exchange traded funds today. The markets typically respond negatively to any uncertainty and the presidential elections in France put investors on edge. After Sunday's f...

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  • ETF Data: Outflows on Market Weakness

    04-18-2012 01:00 PM by Tom Lydon

    After another Eurozone and global slowdown scare last week, equities markets and stock exchange traded funds experienced outflows as investors turned to less risky assets. In the week ended April 13, the markets recorded their third negative week in the last four weeks, accord...

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  • Diversifying Away from Apple (AAPL) with Equal-Weight ETFs

    04-16-2012 02:22 PM by Tom Lydon

    Apple (NasdaqGS; AAPL) has been dominating the tech headlines, with good reason as it has the market cap and revenue to push around most of its peers. However, for the exchange traded fund investor who is worried about the heavy hand Apple is playing on their overall portfolio, i...

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  • Stock ETFs Fall on Economy, Jobs Worries

    04-16-2012 06:00 AM by Tom Lydon

    The S&P 500 suffered its second down week on lingering concerns over the disappointing March nonfarm payrolls report. The weak employment data has some wondering if the economy is heading for another soft patch. Investors have been reminded of how fragile the U.S. economy ...

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  • U.S. Stock ETFs Lose $5.7 Billion in Week

    04-14-2012 06:00 AM by Tom Lydon

    As a result of the structural risks stemming from weak employment growth along with the lessening likelihood of another quantitative easing plan, the equity markets and stock exchange traded funds experienced large sell-offs over the past week. According to Thomson Reuters' Li...

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  • S&P 500 ETFs Battle 50-Day Moving Average

    04-13-2012 08:51 AM by John Spence

    Equity bulls managed to hold the line this week at the 50-day moving average for the S&P 500 but they have their work cut out for them Friday on slowing economic growth in China and concerns over U.S. bank earnings. SPDR S&P 500 (NYSEArca: SPY), the largest ETF by asse...

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  • Stock ETF Rally Stalling in April

    04-13-2012 06:00 AM by Tom Lydon

    Most U.S. stock ETFs are in negative territory for April despite Thursday's oversold bounce. The S&P 500 has gained almost 30% from its last low in October. Consequently, the equities market and stock exchange traded funds may be in for a small correction or at least a pau...

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  • What are ETFs? -- Pros and Cons

    04-11-2012 04:00 PM by Tom Lydon

    Exchange traded funds have become a popular alternative to investing with mutual funds. These investment tools have plenty of attractive traits, however, they also come with some points of caution. Exchange traded funds originally launched in the early 1990s, and the first ETF...

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  • S&P Makes Bullish Case for Equity ETFs

    04-10-2012 06:00 AM by Tom Lydon

    U.S. equities and stock exchange traded funds are hovering around their highs, but analysts caution that this market is ripe for a correction. Still, once the equities markets ebb, we might witness even higher highs, says S&P Capital IQ. On April 2, the S&P 500 hit its...

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  • Stock ETFs Knocked by Weak Jobs Data

    04-09-2012 09:11 AM by Paul Weisbruch, Street One Financial

    Stock ETFs were set to open lower Monday after the holiday weekend on disappointing jobs data. The Labor Department on Friday said the U.S. economy created 120,000 jobs in March, much lower than expected. Last Thursday in our morning strategy note to trading clients, our marke...

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  • ETF Chart of the Day: Vanguard S&P 500

    04-03-2012 11:19 AM by Paul Weisbruch, Street One Financial

    Late last week we saw substantial creation activity in one of the newer ETFs that track the S&P 500 index, Vanguard S&P 500 (NYSEArca: VOO). Last Wednesday, more than 5 million shares of VOO exchanged hands, versus average daily volume of about 619,000 shares. More tha...

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  • Earnings Growth Can Sustain ETF Rally: iShares

    03-30-2012 01:00 PM by Tom Lydon

    Global equities have shown some real improvements, especially in U.S. stocks and related exchange traded funds. Further gains in the U.S. markets will largely depend on earnings growth, says an iShares analyst. The global equities market has gained 25% since its October low on...

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  • New Options for S&P 500 ETF

    03-16-2012 06:30 AM by Tom Lydon

    The International Securities Exchange is opening up a second stock options exchange market. ISE is also looking into a launch of a new larger options contract linked to a popular exchange traded fund. Consideration of a new exchange is "back on the front burner," according ...

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  • Why Stock ETFs and the Dollar are Moving Higher Together

    03-15-2012 10:43 AM by John Spence

    Over the past year, on days when the euro was up it was also likely that U.S. stock exchange traded funds were rising. However, in the first half of March, U.S. stocks and the euro have been moving in opposite directions as the dollar strengthens with equities. SPDR S&P 50...

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  • Big Investors Dial Back from Stock ETFs

    03-13-2012 11:00 AM by Tom Lydon

    The economy is showing signs of life and the average investor is starting to test the equities market again, but large institutional investors have been pulling out of U.S. stock exchange traded funds, according to the latest weekly data. According to Thomson Reuters' Lipper s...

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  • Are Stock ETFs Still Cheap After Rally?

    03-09-2012 12:00 PM by Tom Lydon

    The economy is improving and corporations are generating better earnings, but U.S. equities and stock exchange traded funds still show relatively depressed valuations, according to bullish analysts. Rising income has brought the price-to-earnings ratio on the S&P 500 to ar...

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  • Why More Money Managers are Using ETFs

    03-07-2012 10:00 AM by Tom Lydon

    Exchange traded funds are widely used as efficient investment vehicles to capture specific or broad market moves. This aspect has not gone over the heads of money managers, who are including ETFs into their investment portfolios, even products created by their competitors, accord...

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  • Behind Vanguards ETF Success

    03-07-2012 07:00 AM by Tom Lydon

    Despite founder John Bogle's outspoken reservations against the exchange traded fund product, Vanguard has become the third largest ETF provider. Vanguard has $1.3 trillion in assets under management in index funds, with $170 billion in ETFs, report Alex Ulam and Olly Ludwig f...

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  • An ETF Trend-Following Plan for All Seasons

    03-02-2012 07:27 AM by Tom Lydon

    Its hard to believe that the S&P 500 Index has been flat as a pancake since the start of the new millennium in fact, we are still below the S&Ps starting price of 1,470 at the beginning of 2000. The Index had its ups and downs, but when you connect the dots, it didnt mak...

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  • ETF Spotlight: SPDR S&P 500

    02-28-2012 08:10 AM by Tom Lydon

    ETF Spotlight on SPDR S&P 500 ETF (NYSEArca: SPY), part of an ongoing series. Assets: $96.8 billion. Objective: The SPDR S&P 500 ETF tries to reflect the performance of the benchmark S&P 500 Index. Holdings: Top holdings include: Apple (NasdaqGS: AAPL) 3.9%, ...

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  • S&P 500 ETFs Surpass April 2011 High

    02-27-2012 08:47 AM by Paul Weisbruch, Street One Financial

    We finished last week on a high note as the S&P 500 is now trading above its April 2011 high, and has technical support below at the 1353 level. Even technology finally made a push through 2600 in the Nasdaq-100 and held there, as this was a level that has displayed formidabl...

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  • Is It Time to Buy the Dips with ETFs?

    02-16-2012 12:44 PM by Tom Lydon

    U.S. stocks are making a furious comeback on Thursday following the previous session's decline, the worst of 2012 so far. Many investors are asking themselves if now is the time to buy the dips if we are in a sustainable bull market. Before last week's slight setback, the S&am...

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  • ETF Flow Data May Not Tell Whole Story

    02-16-2012 09:39 AM by John Spence

    Using exchange traded fund flow data to gauge the sentiment of investors is problematic because of the various groups who use ETFs and the many strategies in which theyre employed. For example, many institutional investors use the $97.8 billion SPDR S&P 500 (NYSEArca: SPY)...

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  • Stock ETF Melt-Up Continues

    02-13-2012 08:18 AM by Paul Weisbruch, Street One Financial

    Recently we pointed to a steady rise in the CBOE Volatility Index or VIX amid the slow melt-up in equity indexes, namely the S&P 500. Last Friday, at the first hint of bad news out of Europe regarding the Greek debt situation, equities opened well off of recent highs and t...

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  • Is Bullish Sentiment a Warning Sign for Stock ETFs?

    02-10-2012 02:46 PM by John Spence

    The low-volatility rally in stocks from the October low has pushed bullish sentiment on the market to high levels, which could be a warning signal for stock exchange traded funds. Fridays sell-off on Greek debt concerns erased the S&P 500s weekly gain, but investors are op...

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  • Fourth-Quarter Earnings Lift Stock ETFs

    02-07-2012 04:00 PM by Tom Lydon

    Fourth quarter earnings continue to filter in with about half of the companies in the S&P 500 already reported. More than half of the companies that have posted results have beat analyst expectations, lifting broad market exchange traded funds such as the SPDR S&P 500 (NY...

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  • ETF Portfolio Shifts Reflect Risk-On Trade

    02-06-2012 08:00 AM by Paul Weisbruch, Street One Financial

    Equities more than erased weakness early last week, finishing Friday on a high note and "gap up" in the S&P 500, ultimately closing at 1344.90 and reaching its highest levels since last summer. Our market technician David Chojnacki now points out that support exists from a...

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  • Five Things Financial Advisors Should Know About ETFs

    02-02-2012 03:56 PM by Tom Lydon

    The exchange traded fund industry continues to make strides as total investments in the industry surpassed $1 trillion last year. In 2011, ETFs attracted $100 billion plus in cash for the fifth consecutive year, and more individuals are getting comfortable using the investment pr...

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  • Stock ETFs See Bullish Technical Signal

    01-18-2012 04:55 PM by Tom Lydon

    Many of the major U.S. equity exchange traded funds are experiencing a positive technical signal known as a bullish or golden cross, in which the 50-day exponential moving average rises up through the 200-day average. Despite the Eurozone debt concerns, sovereign debt downgrad...

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  • U.S. ETFs See More Inflows

    01-15-2012 06:00 AM by Tom Lydon

    U.S.-listed exchange traded funds attracted higher inflows in 2011 to take the business to $1 trillion in assets under management. Leading the charge, Vanguard brought in the most in new investment dollars for the second year in a row. While smaller providers gained greater ma...

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  • Small, Mid-Cap ETFs Play Catch-Up with S&P 500

    01-12-2012 08:46 AM by Tom Lydon

    Exchange traded funds that follow small and mid-cap U.S. stocks are making up for lost time as they follow the S&P 500 above the 200-day moving average, a key technical indicator that financial advisors can use to position portfolios. Although small-cap ETFs led the charge...

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  • ETF Espresso: Weaker Dollar Lifts Stock, Precious Metal ETFs

    01-12-2012 07:50 AM by ETF Trends

    U.S. stock and precious metal exchange traded funds were poised to open higher Thursday with a lower dollar providing a tailwind to risk assets. Small-cap ETFs are following through after breaking above the 200-day moving average as they try to catch up to outperforming blue chip...

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  • Stock ETFs to Outperform Bonds After Lost Decade?

    01-11-2012 11:11 AM by Tom Lydon

    The bond market has outperformed the overall stock market over the past three decades. However, with extremely low yields and the looming prospect of rising rates and higher inflation, the equities market and stock exchange traded funds have a good chance of beating out bonds ove...

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  • Are the Best Days Over for Bond ETFs?

    01-06-2012 08:24 AM by Tom Lydon

    So much for the equity risk premium. Boring bonds have outperformed stocks over the past three decades, according to a report this week, turning economic theory on its head. Bonds recently surpassed stocks' long-term performance over the last 30 years, Matt Krantz for USA Toda...

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  • Can Gold Fund Reclaim Title of World's Largest ETF?

    01-05-2012 02:16 PM by Tom Lydon

    An exchange traded fund that holds gold bullion briefly wrestled away the title of the world's largest ETF over the summer, before falling prices and investor outflows cut into the fund's assets under management. In August, SPDR Gold Shares (NYSEArca: GLD) surpassed SPDR S&...

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  • ETF Espresso: Euro Falls After French Bond Auction

    01-05-2012 07:28 AM by ETF Trends

    Exchange traded funds pegged to the euro and U.S. stocks were set for a lower open Thursday following a disappointing government bond auction in France. The euro slipped nearly 1% against the dollar to under $1.29. In premarket trading, SPDR S&P 500 (NYSEArca: SPY) decl...

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  • Can Dividend ETFs Maintain Their Winning Ways?

    01-04-2012 02:16 PM by Tom Lydon

    Dividend exchange traded funds in the U.S. large cap category managed to beat the S&P 500 in 2011 while raking in plenty of cash as investors hungry for income looked far and wide for alternatives to bond funds. Market volatility doesn't seem to be going away anytime soon ...

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  • ETF Espresso: Stocks Open 2012 with a Bang

    01-03-2012 07:09 AM by ETF Trends

    Equity exchange traded funds were set to start 2012 with a big rally as Dow futures gained more than 200 points before the opening bell. SPDR S&P 500 ETF (NYSEArca: SPY) rose 2% in premarket dealings Tuesday after ending 2011 with a slight gain after dividends. Gold and...

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  • ETF Espresso: Advisor Sentiment Rises with Market

    12-28-2011 07:40 AM by ETF Trends

    U.S. stock exchange traded funds were set for a slightly higher open on Wednesday in a light day for economic data. SPDR S&P 500 ETF (NYSEArca: SPY) rose 0.2% before the bell after Italian bond yields declined following a debt auction. Advisor sentiment improved in the lat...

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  • S&P 500 ETFs Fight for Annual Gain

    12-20-2011 11:17 AM by ETF Trends

    Exchange traded funds tied to the S&P 500 rallied 3% Tuesday as the race for an up year in 2011 appears to be going down to the wire. SPDR S&P 500 ETF (NYSEArca: SPY) was down 3% year to date as of Mondays close, according to Morningstar. If the S&P 500 ends 201...

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  • ETF Spotlight: Emerging Markets

    12-16-2011 04:05 PM by Tom Lydon

    Many pundits had emerging markets on their buy list for 2011, but that didn't work out so well. Some 2012 outlooks are again recommending this volatile asset class due to higher economic growth, and crippling debt loads in developed nations. However, emerging market ETFs suffe...

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  • S&P Sees ETFs Taking Market Share from Mutual Funds

    12-09-2011 12:20 PM by Tom Lydon

    The exchange traded fund industry has kept attracting investor interest and assets throughout the year, expanding to 1,176 listed products with $1.049 trillion assets as of the end of November. The investment vehicle is expected to continue to draw money away from other tradition...

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  • State Street Plans Active ETFs, Breakeven Inflation Fund

    12-09-2011 09:38 AM by ETF Trends

    State Street wants to launch actively managed exchange traded funds next year, according to a report. "We hope to introduce our first set of active ETFs in 2012," Jim Ross, global head of ETFs at State Street Global Advisors, told Mutual Fund Wire. "The initial set is probably...

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  • ETF Espresso: Morning Links

    12-09-2011 08:07 AM by ETF Trends

    Dow futures were higher by nearly 100 points Friday after European leaders announced closer fiscal ties to fight the credit crisis following a much-hyped summit. The leaders have now defined the end point they want to reach in terms of fiscal governance, but its a long way to ...

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  • ETFs See Big Swings on ECB News

    12-08-2011 08:54 AM by John Spence

    Exchange traded funds were volatile before Thursday's opening bell as the European Central Bank cut rates and announced liquidity measures designed to help banks. ETFs pegged to U.S. stocks, the euro and precious metals jumped after the ECB lowered reserve ratio requirements f...

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  • ETF Espresso: Morning Links

    12-07-2011 07:42 AM by ETF Trends

    U.S. stock exchange traded funds were poised for a slightly higher open on Wednesday. Investors continue to speculate that European leaders will announce a plan to fight the debt crisis at a summit this week. All is not lost for investors, especially as U.S. growth rates appea...

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  • Advisors More Bullish After Rally

    12-07-2011 07:05 AM by John Spence

    Financial advisor sentiment rose in the latest week amid the rally in stocks, while the difference between bulls and bears hit the widest spread since October, according to a survey. Many of the editors are drawing lines in the sand at the area of the late October market highs...

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  • S&P 500 ETFs Look to Break Out

    12-06-2011 08:24 AM by Tom Lydon

    Exchange traded funds tracking the S&P 500 are testing their 200-day simple moving average, a technical level has kept a lid on U.S. equity rallies over the past month. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) rose about 1% on Monday wit...

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  • ETFs See November Outflows; Gold Fund Adds $3 Billion

    12-05-2011 03:56 PM by Tom Lydon

    U.S.-listed exchange traded funds and notes posted net outflows of $238 million in November as major equity ETFs saw the biggest redemptions. It was the first time since April that ETFs and ETNs have seen outflows, although they've pulled in over $100 billion so far this year. ...

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  • Utilities ETFs Broadcast Improved Sentiment

    12-05-2011 03:39 PM by Michael A. Gayed CFA

    Last week I wrote that the relative underperformance of financial exchange traded funds was suggesting the U.S. stock market could have a rough December, with investors getting a lump of coal rather than a Santa Claus Rally. [Financial ETFs Not Sending Good Signals] My thinkin...

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  • Financial ETFs Not Sending Encouraging Signals

    12-01-2011 02:11 PM by Michael A. Gayed CFA

    Given that December since 1950 is historically the best month of the year on average for equities, it seems that investors have a growing feeling that this year will be no different. [Will Santa Claus Visit ETFs?] Stock exchange traded funds soared Wednesday after central bank...

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  • Resistance Test at Hand for S&P 500 ETFs

    11-30-2011 12:43 PM by John Spence

    The ramp higher in stock exchange traded funds Wednesday carried the S&P 500 to a key technical test as investors hope for a Santa Claus rally to end the year. The S&P 500 surged at the open following news of coordinated action from the major central banks. The positiv...

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  • S&P 500 ETFs Retake Key Moving Averages

    11-30-2011 10:52 AM by John Spence

    Exchange traded funds indexed to the S&P 500 rallied above their 50-day and 200-day exponential moving averages on Wednesday as central bank liquidity and upbeat economic data lit a fire under U.S. stocks. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEA...

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  • Global Stock ETFs in Rally Mode on Central Bank Moves

    11-30-2011 07:09 AM by John Spence

    Stock exchange traded funds were in a big global rally Wednesday after central banks made coordinated moves to provide liquidity to financial markets. The Federal Reserve said it was working with other central banks to announce "coordinated actions to enhance their capacity to...

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  • Stock ETFs Rise; Jobs Report on Tap

    11-29-2011 08:31 AM by Tom Lydon

    Stock exchange traded funds have started fast out of the gate this week but the real test could come on Friday when markets get the November employment report. Investors are watching for the nonfarm payrolls report as some encouraging news is indicating the U.S. economy may be...

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  • Stock ETFs Rally on Europe Hopes, Retail Sales

    11-28-2011 07:44 AM by John Spence

    Equity exchange traded funds were poised to open sharply higher Monday on solid Black Friday sales and reports Eurozone leaders are working on a closer fiscal pact. SPDR S&P 500 ETF (NYSEArca: SPY) was up more than 2% in Mondays premarket following a seven-day losing strea...

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  • Nasdaq ETF: Apple Threatening to Break 200-Day Average

    11-25-2011 11:43 AM by John Spence

    The Nasdaq-100 was higher in Fridays shortened trading session but it lagged the broader stock indexes as top component Apple (NasdaqGS: AAPL) lost ground. Apple is testing its 200-day simple moving average, a level it hasnt traded below since June. The stock exerts a strong i...

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  • Hedge Funds Tap ETFs for Stock, Gold Trades

    11-23-2011 10:27 AM by Tom Lydon

    Exchange traded funds are slowly but surely catching on with more individual investors and advisors, but hedge funds managers have been using ETFs for years to make quick bets on stocks and precious metals. For example, the three largest and newest additions to Louis Bacon's M...

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  • S&P 500 ETFs Fall Below 50-Day Moving Average

    11-21-2011 07:54 AM by Paul Weisbruch, Street One Financial

    In recent weeks, exchange traded funds indexed to the S&P 500 have been unable to pierce their 200-day simple moving average and sustain any upward momentum. Equity ETFs stumbled into the week Monday on news Congress's "supercommittee" is set to announce it has failed to r...

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  • Stock, Metals ETFs Fall on Supercommittee Failure

    11-21-2011 07:13 AM by John Spence

    Exchange traded funds tracking global stocks and precious metals were set for steep losses Monday on news the congressional supercommittee charged with cutting the U.S. deficit will announce it cant reach a deal. SPDR S&P 500 ETF (NYSEArca: SPY) was off 1.7% in premarket t...

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  • Relative Strength: Technology ETFs Lead Market Higher

    11-15-2011 02:39 PM by John Spence

    Technology exchange traded funds were outperforming the broader stock indexes in Tuesdays move higher, and recent strength against the overall market may point to more gains for the sector. Technology Select Sector SPDR (NYSEArca: XLK) rallied 1.4% in afternoon trading. The $5...

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  • Stock ETFs Eye 200-Day Averages, Supercommittee Deadline

    11-14-2011 08:46 AM by Tom Lydon

    Two necessary ingredients for a year-end rally in U.S. stock exchange traded funds are a decisive break above 200-day moving averages and the congressional "supercommittee" reaching a deal on cutting the deficit. The Nov. 23 deadline looms for the supercommittee, which is char...

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  • Investors Shift to Large-Cap from Small-Cap ETFs

    11-14-2011 08:02 AM by Paul Weisbruch, Street One Financial

    Buying patterns in exchange traded funds suggest some investors are moving assets to large-cap ETFs from small-cap funds. The S&P 500 closed the week on a high note and again seems poised to challenge its 200 day moving average (currently 1272.27), which has provided resis...

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  • The Technical Picture in S&P 500 ETFs

    11-11-2011 01:07 PM by John Spence

    U.S. equities have been swinging back and forth in a range on the latest Eurozone debt crisis news after October's rally. Technicals may also be at work as exchange traded funds indexed to the S&P 500 weave around the 200-day moving average, an important indicator, before the...

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  • Markets, Stock ETFs Take a Dive on Growing E.U. Concerns

    11-09-2011 03:22 PM by Tom Lydon

    The equities market and stock exchange traded funds (ETFs) fell sharply Wednesday, erasing most of the month-to-date gains, as the Eurozone's financial problems were brought into the limelight, once again. The SPDR S&P 500 (SPY) was down 3.52% at last check Wednesday, SPDR...

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  • Advisors Grow More Bullish in Latest Week

    11-09-2011 09:40 AM by John Spence

    The number of bulls in the latest advisor sentiment from Investors Intelligence continued to rise as investors have been encouraged by the recent rally in stocks. For the fourth straight week there were more bulls at 44.2% from 43.2% last week and 34.4% three weeks prior to th...

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  • S&P 500 ETFs Testing 200-Day Average

    11-07-2011 03:43 PM by Paul Weisbruch, Street One Financial

    Exchange traded funds indexed to the S&P 500 briefly rose above their 200-day simple moving average, a key technical indicator, in late October before stumbling into November. The U.S. stock index nearly hit 1,300 before pausing. Profit taking as well as opportunistic shor...

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  • Emerging Market ETFs Need to Take Leadership Role

    11-04-2011 03:16 PM by John Spence

    Some technical analysts keep an eye on the relative performance of exchange traded funds tracking emerging markets to get a sense of risk appetite in the markets. Investors piled into emerging markets ETFs in October such as Vanguard Emerging Markets (NYSEArca: VWO). [Emerging...

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  • ETFs Slip on Greek Vote, China Manufacturing

    11-01-2011 07:43 AM by John Spence

    The lost over 200 points Tuesday morning on renewed worries over Europes debt crisis and after China reported slightly weaker manufacturing data for October. Exchange traded funds tracking global stocks were primed for a lower open in the U.S. after Greek Prime Minister George...

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  • S&P 500 ETFs Rally Over 200-Day Average Opens Door to Year-End Rally

    10-28-2011 03:09 PM by John Spence

    S&P 500 exchange traded funds 20% bounce from the October low and a move above the 200-day moving average has lifted optimistic expectations for a late-year rally in stocks. The violent rebound in stocks this month has caught many investors by surprise, judging by the amou...

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  • ETF Chart of the Day: S&P 500 Equal Weight

    10-27-2011 02:29 PM by Paul Weisbruch, Street One Financial

    An exchange traded fund that has seen abnormal action this week is Rydex S&P 500 Equal Weight (NYSEArca: RSP). More than 10 million shares have traded in the past three sessions (with average daily volume in the ETF totaling 1.63 million shares) and the fund has taken in near...

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  • ETF Chart of the Day: Mega Caps

    10-24-2011 05:21 PM by Paul Weisbruch, Street One Financial

    Equity exchange traded funds have been strong in October, with S&P 500 ETFs climbing very close to their 200-day simple moving average. The blue chip index is now above the 50% retracement level from the early August sell-off. [S&P 500 ETFs Break Out] Meanwhile, the...

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  • Breakout: S&P 500 ETFs Free of Trading Range

    10-24-2011 01:15 PM by Paul Weisbruch, Street One Financial

    Stock exchange traded funds indexed to the S&P 500 and other major benchmarks have broken free of their recent trading range, raising hopes for a year-end rally The S&P 500 has climbed above 1236, which is the level of the so-called Fibonacci 50% retracement point from...

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  • ETF Buying Softens Fund Outflows

    10-17-2011 04:06 PM by Tom Lydon

    Fund flow data reveal that institutional investors piled into exchange traded funds during the impressive run-up in last week's rally. According to Lipper data, in the week ended Oct. 12, equity funds bled $24 million, Reuters reports. However, if ETF fund flows were excluded,...

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  • Stock ETFs Rise on Google, Europe

    10-14-2011 07:05 AM by John Spence

    U.S. stock exchange traded funds were set to rise Friday as Dow futures were up 90 points before the opening bell on optimism over European debt and Googles (NasdaqGS: GOOG) earnings beat. France and Germany are trying to put together a plan to deal with the debt crisis before...

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  • U.S. Stock ETFs: Reflection of Consumer Sentiment?

    10-13-2011 03:05 PM by Tom Lydon

    Exchange traded funds tracking the major U.S. equity benchmarks are struggling to break free of the trading range since the summer correction. Stocks appear to be stuck in the doldrums along with consumer sentiment. "Consumer confidence hovered last week near a record low as A...

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  • Dow ETF Rallies to 2011 Gain as VIX Plummets

    10-12-2011 01:22 PM by John Spence

    An exchange traded fund indexed to the Dow Jones Industrial Average climbed back into positive territory for 2011 amid Wednesdays rally in U.S. stocks. SPDR Dow Jones Industrial Average (NYSEArca: DIA) rose 1.5% as the Dow added nearly 200 points on improved sentiment on the E...

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  • Bearish Sentiment Rises Despite 12% Bounce in S&P 500 ETFs

    10-12-2011 10:09 AM by John Spence

    A prominent sentiment survey shows the number of bears rose in the latest week despite the sharp rally in stock exchange traded funds on easing worries over Europes debt logjam. The Investors Intelligence survey revealed that bearish sentiment rose to 46.3% from 45.2%, while b...

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  • Stock ETFs Try to Break Free of Trading Range

    10-10-2011 02:33 PM by John Spence

    U.S. stock exchange traded funds have been trapped inside a relatively narrow range since the big summer drop. However, a rally and a break above the 50-day moving average for the S&P 500 on Monday lifted hopes that equity ETFs will escape the range to the upside. The S&am...

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  • S&P 500 ETFs Rally Above 50-Day Moving Average

    10-10-2011 09:52 AM by John Spence

    Exchange traded funds indexed to the S&P 500 rose back above the 50-day simple moving average in Mondays rally after breaking the technical indicator during the summer sell-off. SPDR S&P 500 ETF (NYSEArca: SPY) jumped about 2% in early trading Monday. Gold ETFs also...

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  • Aggressive Call Buying in Financial ETFs; Bond Fund Outflows

    10-10-2011 08:12 AM by Paul Weisbruch, Street One Financial

    With broad based equity exchange traded funds such as SPDR S&P 500 (NYSEArca: SPY) and iShares Russell 2000 (NYSEArca: IWM) finishing well off the intraday lows touched on Tuesday of last week, we did see some signs of a rotation away from Treasury ETFs and back into equities...

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  • Stock ETFs Gear Up for Earnings Season

    10-09-2011 07:00 AM by Tom Lydon

    While pessimism still weighs heavily on global equities and exchange traded funds, third-quarter earnings season may provide the catalyst for the next move in stocks. SPDR S&P 500 ETF (NYSEArca: SPY) lost ground Friday and is down about 12% over the last three months. W...

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  • Stock ETFs Rally Before Jobs Report

    10-06-2011 04:16 PM by John Spence

    Stock exchange traded funds rallied on Thursday before the weeks big economic number -- Septembers nonfarm payrolls report. SPDR S&P 500 ETF (NYSEArca: SPY) was up 1.6% in late-afternoon trading. The fund is in positive territory for the week and could see big moves Friday...

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  • ETFs Bounce as Sentiment Spread Hits March 2009 Level

    10-06-2011 09:39 AM by John Spence

    Investors are trying to determine if this weeks bounce in stock exchange traded funds marks a short-term bottom for equities or is simply a head fake before more selling. The recent decline in the S&P 500 to a new 52-week low looks to be a false break, after which decent r...

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  • Turnaround Tuesday: Stock ETFs Stage Late-Day Rally

    10-04-2011 12:18 PM by John Spence

    A dramatic rally in the last hour of U.S. trading Tuesday pushed stock exchange traded funds into the green to cap a volatile session. The major stock ETFs closed higher after Federal Reserve Chairman Ben Bernanke said the central bank is closely watching economic data and sta...

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  • Large Investors Tap ETFs for Short-Term Trades: Report

    09-30-2011 09:03 AM by Tom Lydon

    Institutional investors have been using exchange traded funds for short-term trades in a choppy market, according to the latest flow data, which means ETF buying and selling patterns can be volatile on a weekly basis. A total of $5.9 billion was pulled from equity focused fund...

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  • All in the Family: State Street's SPDR ETFs

    09-29-2011 09:04 AM by Tom Lydon

    There are more than 1,300 exchange traded funds and counting, which can make researching and choosing ETFs a challenging exercise. There are nearly 45 providers of ETFs, as well. However, Boston-based State Street Global Advisors started it all when the firm listed the first U...

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  • Broad Market, ETFs In Mix Trading After Fed Announcement

    09-21-2011 03:25 PM by Tom Lydon

    The broader stock markets and exchange traded funds (ETFs) are stuck in sideways trading as doubts linger on how much effect the Federal Reserve's decision will have on the economy. SPDR S&P 500 ETF (NYSEArca: SPY) and SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) ...

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  • Retirement Planning with ETFs

    09-21-2011 12:00 PM by Tom Lydon

    Retirement planning requires careful investing, complete with the right tools and strategy. Exchange traded funds are catching investors' attention as an efficient way to start saving and investing for the future. Investors have grown frustrated by the volatility in U.S. stock...

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  • Greece Again Weighs on European ETFs

    09-19-2011 07:40 AM by John Spence

    Stocks in Europe fell Monday while gold exchange traded funds were set for a higher open in the U.S. as concerns over Greek debt pulled equities lower. Banks were leading the declines in Europe. Greece must cut back its public sector and improve tax collection to avoid default...

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  • Bears Lurk in ETF Options Trading

    09-16-2011 11:01 AM by John Spence

    Stock exchange traded funds were volatile Friday in a so-called quad witching day as options expired on index futures, index options, stock options and stock futures. We will be watching the S&P 500 level of 1,200 closely, as there is sizable open interest in SPX index opt...

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  • ETF Redemptions Highest Since 2008: Report

    09-13-2011 03:03 PM by Tom Lydon

    Global exchange traded fund redemptions were above a three year high last week as investors funneled billions out of U.S. equities markets. A total of $15 billion worth of redemptions were made in equities-based ETFs, with around $10 billion in the SPDR S&P 500 ETF (NYSEAr...

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  • S&P 500 ETFs Remain Volatile Amid Debt Uncertainty

    09-12-2011 03:01 PM by Tom Lydon

    Exchange traded funds indexed to the S&P 500 moved lower Monday in volatile action. S&P 500 targets from technical and fundamental analysts run the gamut amid uncertainty over the global economic recovery and Europe's persistent debt crisis. Technical analysis of the S...

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  • Dollar, ETF Trading Volume Rise Amid Debt Rumblings

    09-12-2011 09:48 AM by Paul Weisbruch, Street One Financial

    An exchange traded fund pegged to the dollars movements against a basket of currencies has been trading higher as Europes debt crisis moves back to the front burner. ETF trading volumes and overall market volumes were subdued for most of the Labor Day shortened holiday week un...

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  • Stock ETFs Tumble on Greek Debt Fears

    09-12-2011 08:10 AM by John Spence

    European stock exchange traded funds were set for an ugly open in the U.S. on Monday as single-country indexes in the region were suffering declines of 3%. Worries over Greece's financial condition and the Eurozone debt crisis rippled through global markets. Frances CAC 40 dec...

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  • ETF Inflows Slow in August

    09-09-2011 09:13 AM by Tom Lydon

    Total inflows to U.S-listed exchange traded funds slowed last month although ETFs have posted sharp growth for 2011. Also, ETF trading volume spiked in August. In August, U.S. ETFs only added a little over $2 billion, compared with $13.2 billion for July, reports Chris Flood f...

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  • ETF Trading Volume Doubled in August: Report

    09-07-2011 08:58 AM by John Spence

    Volume in exchange traded products nearly doubled in August as traders tapped the vehicles to play the markets violent swings, according to new research. Trading typically slows in August, but this year surged 99% from July. Total monthly dollar volume across all ETPs surpasse...

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  • ETFs in Risk-Off Mode After Labor Day Weekend

    09-06-2011 08:21 AM by John Spence

    U.S. stock exchange traded funds were primed for steep losses Tuesday as traders returned from the long holiday weekend to find global markets in a risk-off mindset. SPDR S&P 500 ETF (NYSEArca: SPY) was down 2.4% in premarket trading. Dow futures were off more than 200 poi...

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  • S&P 500 ETFs Hit Resistance at 50-Day Average

    09-02-2011 03:07 PM by John Spence

    Exchange traded funds indexed to the S&P 500 dropped nearly 3% on Friday, selling off following the miserable U.S. employment report and after hitting resistance near their 50-day exponential moving average, a key technical indicator. At the open the S&P 500 swept lowe...

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  • Stock ETFs Bounce 10% from Summer Low

    09-01-2011 12:32 PM by John Spence

    S&P 500 exchange traded funds have rallied 10% from the Aug. 9 low heading into September, historically a weak month for stocks. After the S&P 500 tested the 1120 level several times, we now believe the market is undergoing a counter-trend rally that could recover much...

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  • Stock, Gold ETFs Try to Hold Uptrend

    08-31-2011 03:31 PM by John Spence

    Exchange traded funds that invest in U.S. stocks and gold are trying to resume their uptrends following a correction earlier this month. Major equity indexes have broken above their Aug. 17 highs. These upside breakouts must now hold into the end of the week, said Tarquin Coe,...

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  • ETF Chart of the Day: India

    08-31-2011 08:05 AM by Paul Weisbruch, Street One Financial

    Exchange traded funds and notes that invest in the so-called BRIC countries have suffered from a performance standpoint year to date, lagging the developed markets indices. The acronym stands for Brazil, Russia, India and China. For instance, EWZ (iShares MSCI Brazil) is down ...

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  • Stock ETFs See Extreme Advance/Decline Ratios

    08-30-2011 09:48 AM by Tom Lydon

    Exchange traded funds and the broader stock markets have been moving as apack during the volatile "risk-on" and "risk-off" tradesand wideswings in market sentiment. According to Bespoke Investment Group, the S&P 500 is experiencing a high frequency of "all or nothing" days...

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  • Are Stock ETFs a Buy with S&P 500 at 1980s Valuations?

    08-29-2011 04:13 PM by Tom Lydon

    S&P 500 exchange traded funds rallied nearly 3% on Monday following a report that U.S. stocks haven't been this cheap since Ronald Reagan was in the White House. The U.S. blue-chip stock index has plummeted 13% over the last five weeks, with the average price-to-earnings ...

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  • Stock ETFs Look to Economic Data, Jobs Report

    08-29-2011 11:48 AM by John Spence

    Stock exchange traded funds rallied Monday and could be volatile this week as markets get several data points on the economy, highlighted by Fridays nonfarm payrolls report. SPDR S&P 500 ETF (NYSEArca: SPY) was up nearly 2% to start the week following reports on personal i...

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  • Are ETFs Responsible for Rising Market Correlations?

    08-29-2011 09:56 AM by John Spence

    S&P 500 stocks are moving as a herd and the increased presence of exchange traded funds in financial markets may be partly responsible for the spike in correlations, according to a report Monday. Stocks in the S&P 500 over the past month have a correlation of 80%, high...

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  • Stock, Commodities ETFs Rise Following Greek Bank Merger

    08-29-2011 09:24 AM by John Spence

    Exchange traded funds tracking stocks and commodities were set for another day of big gains to start the week as a bank merger in Greece and lingering expectations the Federal Reserve will announce additional stimulus at its meeting next month helped boost sentiment Monday. Tw...

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  • Stock, Gold ETFs Rally After Bernanke

    08-26-2011 10:55 AM by John Spence

    Exchange traded funds tracking U.S. stocks and gold rallied Friday after Federal Reserve Chairman Ben Bernanke said the Fed will take an extra day at its September meeting to consider additional support for the economy. Bernanke didn't announce any immediate easing measures fr...

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  • ETFs Could See Huge Moves as Bernanke Speaks

    08-25-2011 03:22 PM by John Spence

    Exchange traded funds could see big swings and trading volume on Friday as markets focus on any hints of further quantitative easing from the Federal Reserve in a speech by Fed Chairman Ben Bernanke. ETFs have seen volume rise during the recent market turbulence. [ETF Trading ...

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  • ETF Spotlight: AdvisorShares Active Bear (HDGE)

    08-25-2011 12:37 PM by Tom Lydon

    ETF Spotlight on AdvisorShares Active Bear ETF (NYSEArca: HDGE), part of an ongoing series. Assets: $64.6 million. Objective: The Active Bear ETF is an actively managed fund that tries to reflect the inverse performance of domestically traded equity securities through short...

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  • Stock ETFs Waver Before Jackson Hole

    08-24-2011 01:36 PM by John Spence

    U.S. stock exchange traded funds are bouncing within a narrowing range as markets contemplate their next major move before Federal Reserve Chairman Ben Bernankes speech in Jackson Hole on Friday. It was at that event a year ago that the Fed chief indicated the second round of ...

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  • The Contrarian: Single-Country ETFs

    08-23-2011 03:52 PM by Tom Lydon

    Many exchange traded funds that track individual countries have been beaten to a pulp in 2011. Some bargain hunters see cheap valuations in these hard-hit ETFs despite global debt and economic tensions. Last week, we took a look at some of the most oversold ETFs measured by di...

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  • Stock, Oil ETFs Rise on Fed Hopes; Home Sales on Tap

    08-23-2011 07:08 AM by John Spence

    Exchange traded funds tracking stocks and oil were poised to rise in the U.S. on Tuesday on hopes Federal Reserve Chairman Ben Bernanke will announce additional support for the economy in a speech Friday. SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) and U.S. Oil Fund ...

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  • S&P 500 ETFs Need to Find Support Soon

    08-22-2011 06:17 PM by John Spence

    Exchange traded funds indexed to the S&P 500 are nearing the bottom of their recent trading range and a key support level. SPDR S&P 500 ETF (NYSEArca: SPY) ended with a gain Monday but financial ETFs fell along with Bank of America (NYSE: BAC) and Goldman Sachs (NYSE: ...

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  • Stock ETFs Volatile on Laundry List of Worries

    08-22-2011 02:32 PM by Tom Lydon

    U.S. stock exchange traded funds were volatile Monday after four losing weeks as equities can't seem to escape a long inventory of concerns, including the Eurozone debt crisis and weaker economic data. According to Roya Wolverson at The Curious Capitalist, the threats include ...

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  • Stock Rally Fades, Financial ETFs Swing Negative

    08-22-2011 09:17 AM by John Spence

    A nearly 200-point Dow rally faded Monday as exchange traded funds indexed to the U.S. bank sector fell to new 52-week lows. The Dow saw nearly all its morning gains evaporate while SPDR KBW Bank ETF (NYSEArca: KBE) shed 0.5%. Key holding Bank of America (NYSE: BAC) lost over ...

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  • Will Bernanke's Jackson Hole Speech Save Stock ETFs?

    08-19-2011 04:49 PM by Tom Lydon

    Stock exchange traded funds have suffered four straight losing weeks in the current tailspin. Markets are shaky again this year as Federal Reserve Chairman Ben Bernanke prepares to deliver his speech at the Kansas City Fed Symposium at Jackson Hole. Last year, stocks embarked ...

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  • Stock ETFs Rattled by Global Growth Concerns, European Debt

    08-18-2011 08:20 AM by John Spence

    Stock exchange traded funds were set to open sharply lower in the U.S. on Thursday as investors fretted over weakness in the global economy and European banks exposure to the regions debt crisis. SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) slipped about 2% in premark...

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  • How Much Bounce Left in S&P 500 ETFs?

    08-15-2011 02:09 PM by John Spence

    Stock exchange traded funds were higher for the third straight day on Monday following the big breakdown from late July and early August. For investors, the question is whether this is an oversold bounce before more pain, or if the path is open for perhaps a test of the 2011 h...

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  • Have Stock ETFs Put the Fear Behind Them?

    08-15-2011 09:53 AM by John Spence

    Exchange traded funds that invest in stocks and the euro rallied Monday with investors hoping equities ETFs have put in a short-term low as European markets firm somewhat before a key meeting this week. SPDR S&P 5oo ETF (NYSEArca: SPY) and CurrencyShares Euro Trust (NYSEAr...

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  • ETF Analyst: I See Death Crosses

    08-12-2011 01:44 PM by John Spence

    Technical analysts are warning about impending death crosses in the major stock averages, even though this bearish signal gave a false alarm last summer when it actually marked the bottom in equity exchange traded funds for 2010. A death cross is nearing on the S&P 500, a ...

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  • Stock ETFs Open Higher; Focus Stays on Europe

    08-11-2011 08:12 AM by John Spence

    Stock exchange traded funds opened higher Thursday following a volatile premarket session on lingering worries over the Eurozone debt crisis. SPDR S&P 500 ETF (NYSEArca: SPY) was up 0.7% in early trading. In Europe, Frances CAC 40 and Italy's FTSE MIB were down more tha...

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  • S&P 500 ETFs in Orderly Crash

    08-10-2011 01:02 PM by John Spence

    Exchange traded funds indexed to the S&P 500 were down 3% in Wednesdays sell-off and one technical analyst says the ETFs are heading for a test of the 2010 low. Traditional technical indicators remain oversold but these will not work in this environment. The market is effe...

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  • Stock ETFs Rally After Fed; Dow Climbs Over 400 Points

    08-09-2011 04:46 PM by John Spence

    Markets finally got the oversold bounce on Tuesday as the Dow Jones Industrial Average climbed 430 points after the Federal Reserve pledged to keep its key interest rate near zero until at least the middle of 2013. SPDR S&P 500 ETF (NYSEArca: SPY) soared 4.7% after the Fed...

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  • Charting S&P 500 ETFs Next Moves

    08-08-2011 02:23 PM by John Spence

    The rapid breakdown in stocks the past three weeks has technical analysts scrambling to mark out areas where the S&P 500 and exchange traded funds tracking the index could potentially find support and reverse the losses. On the S&P 500 the rally of the past two and hal...

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  • S&P 500 ETFs Break Bull Market Trend Line

    08-08-2011 10:15 AM by John Spence

    The market sell-off has inflicted serious technical damage in exchange traded funds indexed to the S&P 500. The broad-market funds have broken the support trend line from the March 2009 stock bottom after crashing below their 200-day moving average. Equities were falling M...

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  • Stock ETFs Drop on S&P Credit Downgrade; Gold Tops $1,700

    08-08-2011 07:15 AM by Tom Lydon

    Stock exchange traded funds were set for a big decline Monday after Standard & Poors downgraded its triple-A credit rating on U.S. debt. Dow futures slipped over 200 points before the bell while gold soared to $1,710 an ounce. SPDR S&P 500 ETF (NYSEArca: SPY) fell more...

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  • Small-Cap ETFs May Signal More Pain

    08-05-2011 04:21 PM by John Spence

    The Dow Jones Industrial Average managed to close Friday with a gain of 61 points in wild see-saw action. However, small-cap exchange traded funds ended with steep losses in one sign the selling may not be over. The iShares Russell 2000 (NYSEArca: IWM) lost nearly 2% on Friday...

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  • Mapping Out Support Levels in S&P 500 ETFs

    08-05-2011 01:01 PM by John Spence

    S&P 500 exchange traded funds were trying to find their footing in Fridays volatile action in an effort to recoup at some of this weeks steep losses. Some technical analysts are looking for an oversold bounce, so its important to stake out the key support levels the S&...

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  • Debt Fears Stalk Equity ETFs After Jobs Report

    08-05-2011 09:02 AM by John Spence

    Investors got a better-than-expected July nonfarm payrolls report on Friday, but it wasn't enough to lift the debt clouds and traders were nervous to hold positions into the weekend. Stock exchange traded funds were lower in midday trading in volatile action after a better-tha...

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  • Bear Trap or Top in S&P 500 ETFs?

    08-04-2011 03:28 PM by John Spence

    Some have laughed off the ominous head and shoulders formation in the S&P 500. If everyone is talking about this pattern, then it cant be a market top. Right? However, a close beneath 1,233 on the index would active the head and shoulders top, said Tarquin Coe, technical a...

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  • Summer Crash of 2011?

    08-04-2011 11:16 AM by Michael A. Gayed CFA

    Looking at inter-market relationships, and trying to see if there is a consistent message across and within asset classes is extremely important for investors. Since early June I've published several articles discussing the possibility of a Summer Crash of 2011 (aka the Great Re...

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  • Stock ETFs Down on Euro Jitters; Japan Intervenes to Halt Yen

    08-04-2011 09:08 AM by Tom Lydon

    Another wave of risk aversion swept through global markets Thursday as Dow futures fell over 100 points and the Eurozone debt contagion appeared to quicken its spread to Italy and Spain. SPDR S&P 500 ETF (NYSEArca: SPY) fell more than 1% in preopen trade. In Europe, the...

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  • S&P 500 ETFs Test Support at Pattern Neckline

    08-03-2011 01:47 PM by John Spence

    Stocks losing streak has pushed S&P 500 exchange traded funds to their low for the year as they test the neckline of a bearish head and shoulders pattern. That top needs to break down pretty much immediately; otherwise it will likely fail to play out. With the index testin...

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  • Stock ETFs Volatile as Markets Look to Jobs Report

    08-03-2011 09:27 AM by Tom Lydon

    Stock exchange traded funds were lower Wednesday in volatile trading following the previous sessions across-the-board sell-off. SPDR S&P 500 (NYSEArca: SPY) was down fractionally in morning action. The ETF dropped 2.6% on Tuesday and fell through its 200-day moving average...

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  • Stock ETFs Tumble; S&P 500 Takes Out 200-Day

    08-02-2011 04:58 PM by Tom Lydon

    U.S. equities staggered into Tuesdays closing bell as exchange traded funds indexed to the S&P 500 lost 2.6% and fell below a key technical level. Broad-based stock ETFs such as SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) sliced through the...

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  • S&P 500 ETFs Face Another Test at 200-Day Average

    08-01-2011 06:27 PM by John Spence

    Exchange traded funds indexed to the S&P 500 are back for another test of the 200-day moving average after the key support level held in June. Will the indicator again provide a floor for stocks following the recent pullback? In other words, we're in the 'danger zone' for ...

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  • Are ETFs to Blame for Dwindling Stock Trading Volume?

    08-01-2011 02:13 PM by John Spence

    Trading volume in stocks fell noticeably in July with some analysts blaming the decline on a lack of investor interest as the market swings back and forth within a relatively narrow range. However, there may be another culprit: exchange traded funds. July was the slowest mo...

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  • Industrial ETFs Fall After Weak Manufacturing Data

    08-01-2011 09:48 AM by John Spence

    An early rally in exchange traded funds that track the industrial sector fizzled Monday after a manufacturing index came in much weaker than expected. The ETFs bounced at Monday's open on enthusiasm over the U.S. debt deal after selling off hard last week. However, it fell int...

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  • Poor Manufacturing Report Knocks Stock ETFs

    08-01-2011 08:13 AM by John Spence

    U.S. stock exchange traded funds saw an early rally fade Monday after a weak manufacturing report for July raised concerns the economy is stuck in a soft patch. Equity ETFs opened sharply higher Monday after the Obama administration and congressional leaders reached a deal to ...

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  • Broad Market ETFs Drop On Weak GDP News, Angst Over Debt Ceiling

    07-29-2011 01:11 PM by Tom Lydon

    Broad market exchange traded funds (ETFs) experienced losses after the government announced a slower-than-expected economic expansion and as investors show growing concern over the U.S. debt ceiling. The SPDR S&P 500 ETF (NYSEArca: SPY) was down 0.46%, the SPDR Dow Jones I...

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  • Earnings are Rising, but Debt Woes Weigh on Stock ETFs

    07-28-2011 09:30 AM by Tom Lydon

    Corporate America continues to churn out record profits in the face of a weak economy, as the ongoing second-quarter earnings season demonstrates. Despite solid earnings, stock exchange traded funds have been stuck in a range as investors look for clarity on the U.S. debt ceil...

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  • Range-Bound S&P 500 ETFs Fall to 50-Day Average

    07-27-2011 01:30 PM by John Spence

    The pullback in stocks this week has S&P 500 exchange traded funds testing a key technical indicator as investors look for resolution on the U.S. debt limit. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) were down 1.4% in afternoon trading We...

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  • S&P 500 Second-Quarter Earnings on Track for Record

    07-25-2011 04:32 PM by John Spence

    S&P 500 companies are on pace to deliver record earnings in the second-quarter reporting season despite a lackluster global economy. Through last Thursday, 135 of the S&P 500 companies, representing 39% of the market cap of the index had reported with 70% beating night...

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  • Why Dow Industrial ETFs are Beating the S&P 500 This Year

    07-22-2011 10:13 AM by John Spence

    The Dow Jones Industrial Average has been outperforming the S&P 500 this year thanks in part to a trio of high-flying stocks at the top of the Dow and a relatively lower weighting in financial stocks, a market strategist said Friday. The Dow has truly been the rock star la...

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  • Stock ETFs Rally, Crude Touches $100 as Markets Eye EU Deal

    07-21-2011 11:51 AM by John Spence

    Exchange traded funds tracking risk assets rallied and the euro jumped versus the dollar Thursday on headlines European Union officials have reached a deal on a second financial bailout for Greece. SPDR S&P 500 ETF (NYSEArca: SPY) climbed more than 1% along with U.S. Oil F...

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  • ETF Chart of the Day: Schwab U.S. Large-Cap (SCHX)

    07-18-2011 09:49 AM by Paul Weisbruch, Street One Financial

    In late 2009, Charles Schwab Investment Management forayed into the exchange traded fund market by unveiling some of the lowest cost, if not the lowest cost index ETFs in various slices of the market including U.S. large, mid, and small-cap equity, U.S. REITs, fixed income, and i...

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  • Stocks in Sideways Stagger as Precious Metals ETFs Resume Uptrend

    07-15-2011 02:36 PM by John Spence

    Exchange traded funds tracking the S&P 500 are down more than 2% this week as the stock ETFs try to hold the 50-day moving average. The S&P 500 slid beneath its 50-day exponential moving average yesterday and also retraced 50% of the rally off the June lows. The sidewa...

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  • S&P 500 Tries to Hold Key Support as VIX-Linked ETFs Rise

    07-14-2011 01:33 PM by John Spence

    Stock exchange traded funds were under pressure again Thursday as the S&P 500 tried to hold its 50-day moving average, a widely followed technical indicator. U.S. equities reversed course to the downside Thursday after Federal Reserve Chairman Ben Bernanke in his second da...

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  • Stock ETF Rally Fizzles; Moodys Says U.S. Bond Rating Under Review

    07-13-2011 05:26 PM by John Spence

    Stock exchange traded funds faded Wednesday after a morning rally but the real bombshell was dropped on markets after the closing bell when Moodys said it is reviewing its Aaa rating on U.S. government bonds. Moodys said it placed the rating on review for possible downgrade on...

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  • Stock, Metals ETFs Surge as Bernanke Hints at Further Stimulus

    07-13-2011 11:06 AM by John Spence

    Exchange traded funds that invest in U.S. stocks and precious metals jumped Wednesday after Federal Reserve Chairman Ben Bernanke said the central bank stands ready to provide more support to financial markets if the economy worsens. Bernankes comments in testimony before Cong...

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  • Risk On, Risk Off -- Sector ETF Correlations Spike

    07-12-2011 12:09 PM by John Spence

    Sector exchange traded funds moved as a herd over the past month as macroeconomic forces pushed and pulled the stock market. Rising ETF correlations suggest that the so-called risk on and risk off trades are ruling the day rather than bets on individual stocks or sectors, a marke...

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  • Stock ETFs Fall, Treasuries Rally After Dismal Jobs Report

    07-08-2011 09:43 AM by John Spence

    SPDR S&P 500 ETF (NYSEArca: SPY) dropped more than 1% in opening trades Friday as U.S. stocks tanked after miserable June nonfarm payrolls report. The economy added only 18,000 jobs last month, while economists had predicted nonfarm payrolls would rise by more than 100,000...

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  • Furious Rally Lifts Small-Cap ETFs Near All-Time High

    07-07-2011 12:16 PM by John Spence

    The slingshot move higher in stocks the past two weeks has carried exchange traded funds that invest in U.S. small-cap stocks back near their record high. The iShares Russell 2000 (NYSEArca: IWM) rallied nearly 2% in midday action Thursday after an upbeat ADP employment report...

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  • Stock ETFs Look to Jobs Report

    07-06-2011 08:13 AM by Tom Lydon

    U.S. stock exchange traded funds were lower Wednesday morning on global debt jitters but the main event this week is Friday's report on nonfarm payrolls for June. "On the economic front, this should be a quiet week with the exception of Fridays jobs report," said David Kelly, ...

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  • Bank of America Saps Financial ETFs; Nasdaq-100 Steady on Apple

    07-05-2011 11:15 AM by Tom Lydon

    Financial exchange traded funds were the biggest sector decliners in Tuesdays down market after a five-day rally. Financial Select Sector SPDR Fund (NYSEArca: XLF) was off more than 1% along with top holding Bank of America (NYSE: BAC). In the tech sector, the Nasdaq-100 Power...

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  • Third Quarter Outlook: Life After QE

    07-01-2011 05:20 PM by Tom Lydon

    Stock exchange traded funds ended the first half of 2011 with a rip higher this week, fueling hopes the market will be just fine after the Federal Reserve wraps up its second round of quantitative easing, or "QE2." Yet some bears are sharpening their claws, arguing that market...

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  • S&P 500 ETFs Lift Off; Head and Shoulders Pattern Developing?

    07-01-2011 03:39 PM by John Spence

    Investors got an early fireworks show in the stock market on Friday as the indexes kept chugging higher with the S&P 500 up nearly 20 points in the final hour of trading before the long holiday weekend. A better-than-expected ISM manufacturing survey for June lit a fire un...

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  • Treasury, Stock ETFs Diverge as QE2 Winds Down

    06-30-2011 01:02 PM by John Spence

    Stock exchange traded funds are on a roll this week as the SPDR S&P 500 ETF (NYSEArca: SPY) tacked on another 1% in Thursdays rally. Conversely, Treasury ETFs have fallen sharply as traders position for the end of so-called QE2, the second round of the Federal Reserves qua...

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  • Bank of America, Citigroup Power Financial ETFs

    06-29-2011 02:04 PM by Tom Lydon

    Financial exchange traded funds were among the top sector performers in Wednesdays rally as a settlement from Bank of America (NYSE: BAC) on mortgage-backed securities repurchases fueled hopes the deal will clear some of the uncertainty clouding bank stocks. Shares of Bank of ...

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  • Banks Lead Rally as VIX ETFs Pull Back

    06-29-2011 08:33 AM by John Spence

    SPDR S&P 500 ETF (NYSEArca: SPY) was set for a nearly 1% rise at Wednesdays open as an $8.5 billion mortgage settlement from Bank of America (NYSE: BAC) boosted the financial sector. Volatility-linked exchange traded funds fell, meanwhile, on expectations austerity measure...

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  • Stock ETFs Hold the Line Despite Bearish Headwinds

    06-28-2011 01:58 PM by Tom Lydon

    The S&P 500 has survived three tests recently of its 200-day moving average, and bulls were celebrating Tuesday with a rally that pushed the index higher by over 1%. Stock exchange traded funds have passed this technical test so far, but there many bearish headwinds in the...

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  • Utilities ETFs Hold Up as Investors Play Defense

    06-28-2011 08:25 AM by John Spence

    Exchange traded funds that invest in utilities stocks have endured the markets recent turbulence relatively well as investors have shown a preference for more defensive sectors. Utilities Select Sector SPDR Fund (NYSEArca: XLU) is up 6.4% year to date, compared with a 2.7% gai...

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  • Silver ETF Rises as Markets Focus on Greece, Nike

    06-28-2011 07:34 AM by Tom Lydon

    The iShares Silver Trust (NYSEArca: SLV) was the primary mover in exchange traded funds before the bell Tuesday with a 1.5% gain. Investors will be watching protests and strikes in Greece ahead of votes on austerity measures Prime Minister George Papandreou is trying to implement...

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  • Bank of America, Microsoft Fuel Stock Rally; Treasury ETFs Fall

    06-27-2011 03:28 PM by John Spence

    Gains of more than 3% in market bellwethers Bank of America (NYSE: BAC) and Microsoft (NasdaqGS: MSFT) helped drive stock exchange traded funds higher Monday, while Treasury ETFs fell sharply as investors sold U.S. government debt. SPDR S&P 500 ETF (NYSEArca: SPY) was up m...

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  • S&P 500 ETFs Survive Tests of 200-Day Average

    06-27-2011 11:21 AM by Tom Lydon

    Stocks rallied Monday morning as the S&P 500 gained nearly 1% while markets awaited a key vote in Greece later in the week. The index and exchange traded funds that track it have survived two recent tests of their 200-day moving average, a closely watched technical indictor. ...

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  • S&P 500 ETFs Back for Test of 200-Day Average

    06-23-2011 12:53 PM by Tom Lydon

    U.S. stocks fell sharply Thursday but managed to hold at a key technical indicator for the S&P 500. Traders will be watching to see if the index and exchange traded funds that track it can survive a second test of their 200-day moving average. SPDR S&P 500 ETF (NYSEArc...

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  • Stock, Euro ETFs Fall in Risk-Off Trade

    06-23-2011 08:44 AM by John Spence

    U.S. stock exchange traded funds fell Thursday morning after the previous sessions late-day slide as a lower economic outlook from the Federal Reserve and European debt rumblings darkened the mood. SPDR S&P 500 ETF (NYSEArca: SPY) was down 1% in premarket trading Thursday....

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  • Stock ETFs Rally with Adobe, Greece in Focus After Hours

    06-21-2011 05:06 PM by John Spence

    Stock exchange traded funds basked in a more than 100-point rally in the Dow on Tuesday but after hours the focus shifted to the vote in Greece and disappointing earnings from Adobe (NasdaqGS: ADBE). Adobe shares slipped in after hours trading Tuesday following the technology ...

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  • Bank ETF Options Traders Look for Rebound

    06-21-2011 11:19 AM by John Spence

    Some options traders are positioned to profit if a bank exchange traded funds low set earlier this month proves to be a short-term bottom for the troubled sector. Call buyers in SPDR KBW Bank ETF (NYSEArca: KBE) were active Monday, said Paul Weisbruch at Street One Financial i...

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  • Tech Leaders Netflix, Apple Dog Nasdaq ETF

    06-20-2011 06:15 PM by John Spence

    Recent softness in technology leaders Apple (NasdaqGS: AAPL) and Netflix (NasdaqGS: NFLX) is a big reason why a Nasdaq-100 exchange traded fund is trailing the overall market as measured by the S&P 500. One way to hedge further weakness from these technology generals is to...

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  • ETF Options Traders Position for Volatility, Weak Euro

    06-17-2011 12:56 PM by John Spence

    Some options traders are betting the euro will weaken against the dollar and that stock-market volatility will rise in coming months, according to industry research. With the recent volatility in the euro and U.S. dollar, we have seen quite a bit of options activity in Currenc...

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  • Consumer Staples ETFs Weather Sell-Off

    06-16-2011 05:24 PM by Tom Lydon

    Exchange traded funds tracking consumer staples stocks are living up to their reputation as defensive investments in the latest market pullback. Consumer Staples Select Sector SPDR (NYSEArca: XLP) was up 6.2% for the three months ended June 15, while the S&P 500 was slight...

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  • ETFs Point to More Risk-Off Trade

    06-16-2011 09:01 AM by John Spence

    The premarket action in exchange traded funds on Thursday showed investors remain rattled by the Eurozone debt crisis and weaker economic data. ETFs indexed to the dollar, Treasury bonds and VIX futures all rose before the opening bell. In stocks, Dow futures pulled back about...

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  • Vanguard, BlackRock Dominate ETFs in Retirement Plans: Report

    06-16-2011 08:17 AM by Tom Lydon

    Exchange traded funds from Vanguard and BlackRock dominate the list of top 20 ETFs by total distribution in the 401(k) and defined contribution business, according to a report this week. ETFs are off to a slow start in terms of their distribution in 401k plans but we expe...

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  • JC Penney, Best Buy Stoke Retail ETFs

    06-14-2011 03:02 PM by John Spence

    Retail exchange traded funds jumped more than 2% in Tuesday's market rally with JC Penney (NYSE: JCP) and Best Buy (NYSE: BBY) pacing the sectors gains. JC Penney soared nearly 20% on news the department-store giant has hired Apple (NasdaqGS: AAPL) executive Ron Johnson as its...

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  • Technicals: S&P 500 ETF Looks for Channel Support

    06-14-2011 09:03 AM by Tom Lydon

    Exchange traded funds tracking the S&P 500 were set to rise more than 1% at Tuesdays open following economic reports on retail sales and producer prices. In this options expiration week, traders are looking for an oversold bounce in U.S. stocks near the S&P 500s channe...

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  • Vaunted Stock Pickers See Funds Lag Market

    06-13-2011 03:33 PM by Tom Lydon

    Three of the most celebrated stock-picking mutual fund managers are among the worst performers this year as their bets on a growing economy havent panned out, according to a report Monday. Active mutual funds run by Bruce Berkowitz of Fairholme Capital Management, Kenneth Heeb...

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  • S&P 500 ETFs Rebound at Support

    06-09-2011 12:20 PM by John Spence

    The S&P 500 rebounded Thursday as bulls finally stepped in and bought stocks at a key support level. Traders are now watching to see if the index can repair some of the recent technical damage. The S&P 500 is more oversold that it was at the March low, based on the 14-...

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  • Stock ETFs Eye Losing Streak, Texas Instruments Outlook

    06-09-2011 08:49 AM by John Spence

    An exchange traded fund indexed to the S&P 500 was fractionally higher before the bell Thursday as investors focused on weekly jobless claims, a lower outlook from Texas Instruments (NYSE: TXN) and any hints on a rate hike from the European Central Bank. Texas Instruments ...

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  • Stock ETF Outflows Point to Risk-Off Trade

    06-09-2011 08:24 AM by Tom Lydon

    Money flowing out of stock exchange traded funds suggests some investors are scaling back risk as the market flounders in early summer. A closer look at ETF flows makes more evident that the risk-off trade remains in place, Deutsche Bank analysts said in a note. The market ...

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  • Stocks Fall on Bernanke as Cisco, Apple Dent Tech ETFs

    06-07-2011 06:12 PM by Tom Lydon

    Stock exchange traded funds fell for a fifth consecutive day on Tuesday after Federal Reserve Chairman Ben Bernanke acknowledged a slowdown in the economic recovery but didn't hint at additional stimulus, while Cisco (NasdaqGS: CSCO) Apple (NasdaqGS: AAPL) weighed on technology E...

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  • S&P 500 ETF Tries to Repair Technical Damage

    06-07-2011 02:00 PM by John Spence

    Stock exchange traded funds snapped their four-day losing streak Tuesday but the rest of the week will determine whether the gains are a temporary bounce. ETFs indexed to the closely followed S&P 500 fell below several key support levels on Monday, technical analysts said....

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  • Why are Stock and Dollar ETFs Falling Together?

    06-07-2011 10:14 AM by Tom Lydon

    Exchange traded funds tracking U.S. stocks and the dollar have tended to move in opposite directions during the credit flameout and stimulus-fueled recovery, with many equity rallies coming at the greenbacks expense. However, some analysts have pointed out that the dollar and ...

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  • S&P 500 ETFs Cant Find Support

    06-06-2011 04:37 PM by John Spence

    Exchange traded funds indexed to the S&P 500 fell more than 1% on Monday as stock bulls didnt get the bounce they were hoping for after last weeks drop. Last Fridays employment report was the latest in a string of economic numbers portraying very slow growth in the U.S. ec...

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  • Financials ETF Pulls Ahead From A Lagging S&P 500

    06-03-2011 01:29 PM by Tom Lydon

    After the news on the weak payroll numbers was released, most major stock indexes traded lower. However, the markets and exchange traded funds (ETFs) have regained some position as traders look to capitalize on an oversold market. The S&P 500, which is currently down 0.41%...

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  • ETFs Close Mixed in Response to Greece Deal, U.S. Debt Warning

    06-02-2011 05:50 PM by Tom Lydon

    Stock exchange traded funds (ETFs) ended a volatile trading day mostly flat on reports of a Greece funding deal, while Moody issues a warning about U.S. Debt. The S&P 500 rebounded from earlier losses on Thursday following news of a fresh funding plan to help Greece pay of...

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  • Jobless Claims Weigh Down ETFs

    06-02-2011 10:39 AM by Tom Lydon

    Stock exchange traded funds (ETFs) are mixed early Thursday as investors digest the Labor Department jobless claims data that came in short of expectations. New claims for unemployment benefits fell last week, but not enough to assuage fears the labor market recovery has taken...

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  • U.S. Markets and ETFs Stumble On Weak Economic Data

    06-01-2011 01:05 PM by Tom Lydon

    Disheartening economic data, namely from private-sector jobs and manufacturing growth, pointed to a slowing economy, sending markets and exchange traded funds (ETFs) lower. The Institute for Supply Management index of activity in manufacturing - the purchasing managers' index,...

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  • Economic Data Tempers Gains in U.S. Markets and ETFs

    05-31-2011 02:42 PM by Tom Lydon

    U.S. stocks and exchange traded funds (ETFs) started out strong on news of additional financial aid for Greece; however, unfavorable U.S. economic data restrained additional gains. The SPDR S&P 500 ETF (NYSEArca: SPY) is down 1.59% over the past month and is currently up 0...

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  • Technical Analyst Likes S&P 500, Gold Miner ETFs

    05-27-2011 02:09 PM by John Spence

    Exchange traded funds tracking the S&P 500 and gold miner stocks are at critical junctures and a bit more momentum could propel the ETFs to further gains, a market analyst said Friday. Today the S&P 500 has risen above its 50-day exponential moving average following a ...

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  • Stock ETFs Look to GDP Report

    05-26-2011 07:50 AM by Tom Lydon

    The movement of major stock exchange traded funds on Thursday will depend largely on the latest GDP revision. Overall economic activity in the first quarter is anticipated to increase in the U.S. at an annualized rate of 2.2%, compared with the initial forecast of 1.8%. A bull...

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  • Stock, Euro ETFs Start Week in Red

    05-23-2011 08:00 AM by Tom Lydon

    Exchange traded funds tracking U.S. stocks and the euro were set to open sharply lower Monday as worries over the debt problems in Europes periphery sapped sentiment. SPDR S&P 500 ETF (NYSEArca: SPY) was down more than 1% in premarket trading as Dow futures dropped more th...

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  • Stock ETF Investors Look for Improvement in Jobless Claims

    05-19-2011 07:35 AM by Tom Lydon

    As the earnings season wraps up, investors are turning their attention to economic data, and especially the job market. Equity exchange traded funds (ETFs) jumped out of the gate last Friday after a solid nonfarm payrolls report for April soothed investor fears about the stren...

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  • Nasdaq ETFs Relative Strength a Good Sign: Analyst

    05-16-2011 03:33 PM by John Spence

    The Nasdaq fell harder than the Dow and S&P 500 in Mondays downdraft, but the Nasdaqs relative strength recently augurs well for the stock rally that kicked off in March 2009, a technical analyst says. The ratio of the PowerShares QQQ (NasdaqGM: QQQ) versus the SPDR S&...

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  • Sell ETFs in May and Go Away?

    04-26-2011 03:06 PM by Tom Lydon

    A centuries-old adage seems to hold true for a seasonal trend in the stock market. Sam Stovall, chief investment strategist at Standard & Poor's Equity Research, uses the old quote to best describe the next few months: "Sell in May and go away. Do not return until St. Lege...

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  • Gold, Silver ETFs Rally on U.S. Debt Outlook; Treasuries Fall

    04-18-2011 06:54 AM by John Spence

    Exchange traded funds (ETFs) that invest in gold and silver jumped Monday morning after Standard & Poors cut its outlook on U.S. debt to negative, while Treasury ETFs fell in the wake of the downgrade. The iShares Silver Trust (NYSEArca: SLV) rose more than 1% in early tra...

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  • Stock ETFs Lower After Jobless Claims Surprise

    04-14-2011 06:04 AM by John Spence

    The SPDR S&P 500 ETF (NYSEArca: SPY) was down 0.7% before Thursdays opening bell after a report estimated weekly jobless claims rose above the key level 400,000. The Labor Department said applications for jobless benefits climbed to 412,000 in the latest week as the figure...

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  • Stock ETFs to Rebound After J.P. Morgan Earnings

    04-13-2011 05:12 AM by John Spence

    U.S. stock exchange traded funds (ETFs) were set to follow futures higher at Wednesdays open while J.P. Morgan shares rose after the Dow component reported a first-quarter jump in profit. SPDR S&P 500 ETF (NYSEArca: SPY) was up 0.5% in premarket trading. The ETF lost nearl...

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  • Are BRIC Economies and ETFs Coming Back?

    04-12-2011 06:00 PM by Tom Lydon

    So-called BRIC countries took a backseat to other sectors over the past year, but now they're getting more attention. For instance, Russia's single-country exchange traded fund (ETF) grabbed the spotlight recently, as its performance may have signaled a comeback. Are other BRIC (...

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  • G20 Financial Stability Board Comments on ETFs

    04-12-2011 01:44 PM by Tom Lydon

    The G20 Financial Stability Board (FSB), the international body tasked with monitoring the stability of the global financial system, has called for regulators to pay increased attention to the exchange traded fund (ETF) market. In a note released today the FSB calls a number of r...

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  • U.S. Stock ETFs Down After Alcoa Earnings, Commodities Rout

    04-12-2011 04:11 AM by John Spence

    The SPDR S&P 500 ETF (NYSEArca: SPY) was off 0.6% in premarket action Tuesday as U.S. stocks were set to open down following disappointing earnings from Alcoa and a sell-off in the commodities market. Alcoa started the first-quarter earnings season with a thud. Also, th...

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  • Friday Market Wrap: Stocks Lower, Metals Rally Again

    04-08-2011 01:54 PM by John Spence

    A late bounce in the SPDR S&P 500 ETF (NYSEArca: SPY) wasnt enough to salvage Friday as the exchange traded fund (ETF) closed with a 0.4% loss. A government shutdown appeared likely as lawmakers in Washington seemed unable to reach a compromise over the U.S. budget late Frida...

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  • U.S. Stock ETFs Poised for Higher Open as Silver Tops $40

    04-08-2011 05:14 AM by John Spence

    U.S. stock exchange traded funds (ETFs) were set to open higher Friday as silver prices topped $40 an ounce and crude futures neared $112 a barrel on continued supply concerns over Libya. The SPDR S&P 500 ETF (NYSEArca: SPY) was up 0.4% in premarket trade, just under $134 ...

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  • Japan ETF Drops After Quake Reports

    04-07-2011 07:51 AM by John Spence

    An exchange traded fund (ETF) that invests in Japanese stocks was down more than 1% Thursday on reports of another earthquake in the hard-hit country. The $7 billion iShares MSCI Japan Index Fund (NYSEArca: EWJ) was lower by 1.3% at last check. The Japan ETF closed Wednesday w...

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  • Premarket: S&P 500 ETF Nears High As Markets Watch Oil, ECB

    04-07-2011 03:45 AM by John Spence

    U.S. stock futures were little changed Thursday as the markets largest exchange traded fund (ETF) tracking the S&P 500 Index eyed a recovery high. Investors were focused on an expected rate hike from the European Central Bank. [Euro ETFs Hit High Before ECB Rate Decision.]...

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  • Stock ETFs Finish Higher As Cotton, Base Metals Rise

    04-06-2011 01:19 PM by John Spence

    U.S. stock exchange traded funds (ETFs) closed Wednesday higher as investors awaited corporate earnings season. Equities shrugged off news that Portugal will require assistance from the European Union as its borrowing costs jump. The SPDR S&P 500 ETF (NYSEArca: SPY) was up...

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  • Stock, Gold ETFs Eye Higher Open

    04-06-2011 04:33 AM by John Spence

    Stock exchange traded funds were set for a higher open Wednesday while gold ETFs were also on track to climb as the precious metal's price rose to a new record. The SPDR S&P 500 ETF (NYSEArca: SPY) was up 0.6% in premarket trading. The largest gold ETF, SPDR Gold Shares (N...

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  • Now What For S&P 500 ETFs After Rally?

    04-05-2011 10:00 AM by Tom Lydon

    The S&P 500 Index has roughly doubled from its credit-crisis low, but many small investors haven't bought into the historic rally in U.S. stocks. The S&P 500 is known as a barometer of U.S. economic health. The index has rallied about 97% and pulled stock exchange trad...

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  • State Street Files For Active ETFs: Will They Take The Lead?

    04-05-2011 08:36 AM by Tom Lydon

    State Street has filed to launch actively managed exchange traded funds (ETFs), another sign of interest in this sector of the market. The Boston-based provider has filed to register six ETFs that are actively managed. Oliver Ludwig for Index Universe reports that the funds co...

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  • S&P 500 ETF Poised For Highest Level Since 2008

    04-04-2011 03:38 AM by John Spence

    Exchange traded funds (ETFs) hitched to the S&P 500 are eyeing their highest level since 2008 after encouraging data from the employment market, although some analysts are worried about the impact of rising oil prices. "The numbers are looking pretty powerful," Jim Awad at...

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  • Dow ETF At Recovery High As Emerging Markets Jump

    04-01-2011 11:45 AM by John Spence

    A strong start to the quarter carried an exchange traded fund (ETF) indexed to the Dow Jones Industrial Average to a recovery high on Friday. The $9.3 billion SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) was up 0.6% in afternoon trade and notched a 52-week high of nea...

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  • Jobs Report Boosts Stocks As Gold ETFs Weaken

    04-01-2011 06:17 AM by John Spence

    Fridays better-than-expected March employment report provided a tailwind for U.S. stocks while gold exchange traded funds (ETFs) moved lower on the second quarters first day of trading. Nonfarm payrolls rose by 216,000 in March, the Labor Department said. SPDR S&P 500 E...

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  • Commodity ETFs End Strong Quarter On High Note

    03-31-2011 11:47 AM by John Spence

    Exchange traded funds (ETFs) that target energy stocks and commodities topped the performance charts in the first quarter as escalating tensions in the Middle East pushed oil prices higher. Commodity ETFs added to their quarterly gains Thursday as corn and grains rallied in th...

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  • Jobless Claims Leave ETFs Flat

    03-31-2011 07:42 AM by Tom Lydon

    Exchange traded funds (ETFs) are mixed Thursday after the government reported jobless claims totaled 388,000 last week, leaving investors on the fence ahead of Fridays payrolls data. U.S. initial jobless claims fell last week for the third straight week, the government said T...

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  • Weak Yen Helps Boost Japan ETFs

    03-30-2011 04:50 AM by John Spence

    Exchange traded funds (ETFs) investing in Japanese stocks were set for a higher open in the U.S. Wednesday after the Nikkei stock average jumped 2.6% in local trading. A weaker yen helped boost Japanese equities. Some bargain-hunting investors have been using iShares MSCI Japa...

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  • U.S. ETFs Leave Emerging Markets in the Dust

    02-16-2011 06:00 AM by Tom Lydon

    As emerging markets grapple with increasing economic and social problems, U.S.-focused exchange traded funds (ETFs) are seizing their moment to charge ahead. Aside from slowly but surely improving economic numbers, there are other indications that the U.S. economy is getting o...

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  • Asset Class ETFs: Small, Medium and Large

    02-08-2011 01:00 PM by Tom Lydon

    The exchange traded fund (ETF) universe has basically every asset class covered. All that's left is for you to shift through the products and pick out ones that suit your needs. Large-Caps Bob Wyckoff, a partner/owner at asset management firm Tweedy Browne, remarked large-...

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  • 5 ETF Lessons from Protests in Egypt

    02-07-2011 11:00 AM by Tom Lydon

    Besides rattling investors, the recent protests in Egypt have provided a few other object lessons, particularly for investors in frontier market exchange traded funds (ETFs). Tamer El Ghobasky and Christopher Rhoads for The Wall Street Journal report that daily life in Egypt a...

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  • Faceoff: Developed and Emerging Market ETFs

    02-03-2011 06:00 AM by Tom Lydon

    Emerging market exchange traded funds (ETFs) posted phenomenal growth last year, but some investors are beginning to turn their eyes back to developed economies as Western countries show they are back in business. On the pro-developed markets side: the U.S. is posting better-t...

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  • GDP Data Comes In Strong, But ETFs Left Wanting

    01-28-2011 08:30 AM by Tom Lydon

    Exchange traded funds (ETFs) turned south this morning, despite the government reporting a jump in consumer spending and exports that had the economy growing 3.2% in the final quarter of 2010. The U.S. economy gathered speed in the fourth quarter with a big gain in consumer s...

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  • New ETF Equal Weights the World

    01-13-2011 01:00 AM by Tom Lydon

    Rydex has added another equal weight exchange traded fund (ETF) to its increasingly formidable lineup of funds that have the strategy. The Rydex MSCI All Country World Equal Weight ETF (NYSEArca: EWAC) tracks the equal-weighted MSCI All County World Index, which tracks more th...

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  • 5 ETFs for the U.S. Equity Boom

    01-11-2011 01:00 PM by Tom Lydon

    As the U.S. economy grows and employment rates improve, the bulls are emerging. If you're a believer in the recovery, you may want to shift your gaze somewhat from foreign markets and look back inward to domestic equity exchange traded funds (ETFs). Ethan Anderson, portfolio m...

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  • 10 ETFs to Play Byron Wien's 2011 Predictions

    01-05-2011 01:00 PM by Tom Lydon

    A well-known economic prognosticator has issued his 10 predictions for the New Year. If they come to fruition, you'll want these exchange traded funds (ETFs) on your radar to capitalize. Gregory White for Business Insider reports that Byron Wien, Vice Chairman of Blackstone Ad...

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  • Is the President's Third Year a Charm for ETFs?

    01-03-2011 01:00 PM by Tom Lydon

    Money strategists, analysts and investors all try to pinpoint signs of up or down trends in markets and exchange traded funds (ETFs). Could the political climate be one of those bullish indicators? Nilus Mattive for Money and Markets argues that the political climate may favor...

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  • Will Broad Market ETFs Set New Records in 2011?

    12-20-2010 01:00 PM by Tom Lydon

    The Dow Jones Industrial and exchange traded funds (ETFs) have come a long way from market lows hit on March 9, 2009. Since then, the markets have made a huge rally and a new record high could be within its grasp. Over the last 21 months, the Dow has surged 76%, and the exchan...

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  • A Small Lesson in Large-Cap ETFs

    12-14-2010 02:00 PM by Tom Lydon

    SPDR S&P 500 (NYSEArca: SPY) is the largest exchange traded fund (ETF) in the world. But if you're only looking at funds that give exposure to large-caps, you may not be maximizing your potential. In this market climate , investing solely in the biggest, most popular index...

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  • The ETFs You and Advisors Research Most

    12-10-2010 06:00 AM by Tom Lydon

    Although there are hundreds of exchange traded funds (ETFs) to choose from, a select few rise to the top to become the most popularly researched. The ranking of the top 10 most popular ETFs is based on information given to InvestmentNews by Morningstar. In a slideshow, Investm...

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  • Small-Cap ETFs: Small In a Big Way

    12-08-2010 03:00 PM by Tom Lydon

    Over the last three and six months, small- and mid-cap exchange traded funds (ETFs) have been leaving those large-caps in the dust. Perhaps one of the clearest signs that it's a small-cap's market these days can be seen in energy. PowerShares S&P SmallCap Energy Portfolio ...

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  • Corporate Earnings: Good for ETFs, So-So for Recovery

    11-30-2010 11:00 AM by Tom Lydon

    Main Street and corporate America are on different wavelengths, something keenly illustrated in the third-quarter earnings season. This means that although recovery may be a halting one, exchange traded funds (ETFs) may continue to do well as long as corporations remain solidly p...

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  • Investing In Corporate America With ETFs

    11-27-2010 01:00 PM by Tom Lydon

    Over the long run, U.S. equities have provided a sizable return, but short-term volatility may make or break investments in the market and exchange traded funds (ETFs). Investors should invest intelligently to maximize potential gains in U.S. stocks. Inflation poses a short-te...

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  • 5 ETFs for the World's Best Places to Live

    11-08-2010 03:00 PM by Tom Lydon

    Norway has been deemed one of the best places in the world to live. Are exchange traded funds (ETFs) that hold the country as good for investing? The United Nations' annual survey of countries on wealth, poverty, health and education found that overall, Norway tops the list, a...

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  • State Street to Switch Indexes for Some ETFs

    11-05-2010 03:00 PM by Tom Lydon

    State Street is giving some of the indexes their exchange traded funds (ETFs) track a bit of a makeover. State Street is changing up nine of their SPDR ETFs by transforming some of the indexes. The changes include dropping Dow Jones in favor of S&P on seven of the ETFs. ...

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  • Can ETFs Predict Bull or Bear Runs?

    10-21-2010 01:00 PM by Tom Lydon

    Investing in exchange traded funds (ETFs) is a good way to try and capitalize on movements in the various areas of the market, but can ETFs help predict potential bull runs? In comparing the S&P 500 Index and the Nasdaq 100 Index through their related ETFs, Andrew Hart for...

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  • ETFs Wobble on Last Day of Q3

    09-30-2010 08:30 AM by Tom Lydon

    On the final day of trading of the best month the markets have seen in 71 years, stocks and exchange traded funds (ETFs) turned higher following a slate of positive economic reports. The number of unemployed workers seeking benefits fell by even more than anticipated last week...

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  • Vanguard's New S&P 500 ETF Takes on SPY

    09-09-2010 11:00 AM by Tom Lydon

    Leave it to Vanguard, one of the exchange traded fund (ETF) industry's low-price leaders, to take on the first and largest ETF in the world - the SDPRs (NYSEArca: SPY) - with its newest ETF. Vanguard launched nine brand-new ETFs this morning, but the one that's making the bigg...

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  • Why Equal Weight ETFs Are Beating the Market

    09-08-2010 01:00 PM by Tom Lydon

    Just as not all exchange traded funds (ETFs) are created alike, not all indexes are cut from the same cloth. The differences between indexing methods can have a real impact on your returns, so let's study up. Over the past year, ETFs using equal- and revenue-weighted methods a...

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  • Real Estate, Retail ETFs Move Higher After Mixed Reports

    09-02-2010 08:30 AM by Tom Lydon

    Positive retail and real estate reports had their exchange traded funds (ETFs) moving slightly higher this morning, despite a separate report that showed remaining weakness in the jobs market. The ETF Analyzer shows that among the top-moving ETFs this morning are retail- and r...

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  • S&P ETFs vs. S&P Mutual Funds

    08-27-2010 06:00 AM by Tom Lydon

    The S&P 500 is one of the world's leading benchmarks, and one of the broadest indicators of the strength of the U.S. economy and corporate America. There are exchange traded funds (ETFs) and mutual funds that track the index. Who does it better? Generally, the two primary ...

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  • Dilbert Says No to ETFs - But It's a Compliment

    08-04-2010 01:00 AM by Tom Lydon

    One sign you've made it? Your product does - or pointedly doesn't - appear in a comic strip. Scott Adams, the creator of "Dilbert," won't have exchange traded funds (ETFs) appearing in the comic strip anytime soon. But that's for good reason. Mr. Adams says that Dogbert won't ...

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  • ETFs: Technical Analysis vs. Trend Following

    07-22-2010 01:00 PM by Tom Lydon

    If there's any trend in the markets right now, it might be that of technical analysis. But is this the best way to put exchange traded funds (ETFs) to use in your portfolio? Josh Lipton of Minyanville spoke to a few experts about increasing popularity of such analysis in a rec...

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  • Could SEC Circuit Breakers Cause Problems in ETFs?

    07-19-2010 01:00 PM by Tom Lydon

    The Securities and Exchange Commission (SEC) has extended its circuit breaker program to cover certain exchange traded funds (ETFs), sparking worries about unintended consequences. The changes, which will take place next week, are aimed at preventing a repeat of the "flash cra...

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  • The Case for Large-Cap ETFs

    07-11-2010 01:00 PM by Tom Lydon

    For investors seeking exposure to shares and are currently underweight in stock, and are also seeking some risk control, large-cap exchange traded funds (ETFs) can give diverse exposure while targeting this asset class. The latest sell-off may be a buying opportunity for those...

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  • S&P 500 ETFs: The Most American of All?

    07-04-2010 01:00 AM by Tom Lydon

    The S&P 500 is the markets barometer for the top 500 U.S.-listed stocks trading. For the Fourth of July, why not take a moment to think about investing in your country's well-being and capitalistic pride? That is, when the trend returns. The S&P 500 index is a good way...

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  • A Gold-Hedge ETN or the 'Do-It-Yourself' ETF Method?

    06-21-2010 03:00 PM by Tom Lydon

    Every exchange traded fund (ETF) has its own characteristic that makes it work the way it does, and it is important for investors to be aware of these inner workings. The recently introduced gold-hedge exchange traded note (ETN) may have its own unique theme, but it's simple enou...

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  • How to Play the S&P 500 With ETFs

    06-16-2010 12:00 PM by Tom Lydon

    There's more than one way to skin a cat, and there's more than one way to get exposure to one of the most widely followed benchmarks in the world using exchange traded funds (ETFs). The S&P 500 is the market's barometer for the top 500 U.S. listed stocks trading. The S&am...

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  • ETFs Get a Boost on China Trade Data and Jobless Claims

    06-10-2010 08:30 AM by Tom Lydon

    Stocks and exchange traded funds (ETFs) are on a serious, 200-plus point rebound after news that China's economy has not been slowed by European sovereign debt and a tepid but improving jobless claims report. Initial jobless claims have continued to disappoint, but only mildl...

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  • Durable Good Report Gives ETFs an Early Lift

    05-26-2010 08:30 AM by Tom Lydon

    Stocks and exchange-traded funds (ETFs) are on the rise this morning after an upbeat durable goods report has inspired investors in early trading. Now the question is, will it sustain through the day? The April Durable Goods Report was a positive one. New factory orders for du...

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  • Greece Sinks Markets; Is It a Buying Opportunity?

    05-06-2010 02:00 PM by Tom Lydon

    Millions of investors watched today as the Dow Jones Industrial Average rapidly sank 600, 700, 900 points. Before we all lose our heads and make things worse, let's put things into perspective, shall we? The New York Stock Exchange has denied that trader error contributed to t...

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  • The S&P 500: One Index, Many ETF Plays

    04-30-2010 01:00 PM by Tom Lydon

    Whether you're a bear or a bull, the S&P 500 is one of the best indicators our economy has. Regardless of your views, there are several S&P 500 exchange traded funds (ETFs) that can help accomplish different goals. There is no telling what the markets are going to do ...

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  • What ETFs Are and How You Can Use Them

    04-26-2010 01:00 AM by Tom Lydon

    Many who visit this site may already be well aware of what exchange traded funds (ETFs) are. But as evidenced by all the new money pouring into them, many investors are just starting out on their journey with ETFs. It's worth revisiting the basics, whether you're a newbie or an o...

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  • Caution: Not All ETFs Are Created Equal

    04-06-2010 01:00 PM by Tom Lydon

    Although exchange traded funds (ETFs) provide an easy way to gain broad exposure to different market sectors, not all of them are created equal. ETFs that track the same sector, related indexes, and even the same index will vary in performance because of a number of different fac...

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  • Why the Bears Are Wrong About ETFs and the Markets

    04-01-2010 12:00 PM by Tom Lydon

    Since the S&P 500 touched a low on March 9, 2009, we've witnessed a nice rally in the markets and exchange traded funds (ETFs). The bears and skeptics, however, still abound. Who's right? Who's wrong? The markets are up around 75% off their lows last year. However, there'...

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  • A Brief History of ETFs: What Are They?

    03-20-2010 01:00 AM by Tom Lydon

    Exchange traded funds (ETFs) have been in existence now for nearly two decades, but it's only in recent years that they entered the mainstream. If you're new to them, read our brief rundown on what they are, where they came from and why they're better than mutual funds. ETFs ...

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  • The Top 10 ETFs Investors Are Trading

    03-17-2010 01:00 PM by Tom Lydon

    It's often been said that the top 10 exchange traded funds (ETFs) make up more than 50% of all ETF trading volume. Here are the 10 most actively traded long-only ETFs trading right now. SDPR S&P 500 (NYSEArca: SPY). SPY is one of the go-to ETFs for exposure to the broader...

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  • What You Should Know About Dividend ETFs and Taxes

    03-15-2010 12:45 PM by Tom Lydon

    There are two truths about the market today: in one month, your taxes will be due and many companies are resuming, raising or starting to pay dividends. Do you know what you'll be on the hook for if you own dividend exchange traded funds (ETFs)? Dividends generally come in tw...

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  • China, Possible U.S. Downgrades Weigh Down ETFs

    03-15-2010 10:00 AM by Tom Lydon

    China's policy moves and the fate of the United State's credit rating are once again weighing on investors' minds, sending stocks and exchange traded funds (ETFs) mixed in early trading. China Premier Wen Jiabao took aim at Washington yesterday, criticizing efforts to increas...

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  • Jobs, Greece and Manufacturing Have ETFs Surging

    03-03-2010 10:00 AM by Tom Lydon

    Investors continue to get comfort from a spate of reports, sending stocks and exchange traded funds (ETFs) higher - albeit slightly. Thank budget-stabilizing plans from Greece, non-manufacturing sector data and and a smaller-than-anticipated drop in job losses. At last, somet...

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  • Bernanke's Assurances Put Wind Behind Markets, ETFs

    02-24-2010 10:00 AM by Tom Lydon

    Stocks and exchange traded funds (ETFs) are hopping this morning as Federal Reserve Chairman Ben Bernanke delivered to Congress his thoughts on interest rates and the recovery so far. Every investor is thinking about interest rates these days. They've been at record lows for ...

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  • The 10 ETFs Advisors Like Most

    02-21-2010 01:00 PM by Tom Lydon

    Advisors had to sift through thousands of exchange traded funds (ETFs) last year, and of those thousands, ten funds stood out. Let's take a look at what ETFs advisors sought more information about. According to InvestmentNews, the list of the top ten funds researched by financ...

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  • How to Find the Right ETF for You

    02-19-2010 02:00 PM by Tom Lydon

    Exchange traded fund (ETF) investors are faced with a lot of decisions as they add funds to their portfolios. There are ways to help with the process and certain attributes to look for to find the most desirable funds. The best ETFs are the ones that come with the lowest expe...

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  • The Two Indexes All ETF Investors Should Know

    02-10-2010 01:00 PM by Tom Lydon

    There are hundreds of exchange traded funds (ETFs) out there to represent almost any conceivable theme or index. But two indexes in particular are the most widely watched in the world, and any ETF investor should be familiar with them. The Dow Jones Industrial Average has the...

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  • 6 ETFs to Play the World Economic Recovery

    02-08-2010 10:00 AM by Tom Lydon

    There's no doubt about it: the global economic recovery is happening. However, every region is recovering at its own pace, which means investors could see some uneven moves in the months to come. The varying levels of recovery should play out in exchange traded funds (ETFs), too...

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  • Coping Strategies for These 4 Possible ETF Bubbles

    01-29-2010 01:00 PM by Tom Lydon

    Investment bubbles have been a fact of life for centuries, and the 21st century is no different. There are potential bubbles forming in several areas, and exchange traded fund (ETF) investors need to be on the alert and ready with a coping strategy. Gold, oil, stocks and gove...

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  • 16 ETFs to Play Obama's State of the Union Speech

    01-28-2010 11:00 AM by Tom Lydon

    President Barack Obama addressed some of the major issues facing our economy today and expressed his desire to work toward resolving them. Here are a few exchange traded funds (ETFs) that could be opportunities as the nation's problems remain in the spotlight. Health Care. The...

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  • Domestic ETFs: The Outlook in 2010

    01-26-2010 03:00 PM by Tom Lydon

    Domestic equity exchange traded funds (ETFs) have been off to a lackluster start so far this year, but we're only a few weeks into 2010. What's the outlook for the other 49 weeks to come? This year looks like a good year for more merger & acquisition transactions and corpo...

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  • Which ETF Indexing Strategy Is Best For You?

    01-21-2010 12:00 PM by Tom Lydon

    How an exchange traded fund's (ETF's) underlying index is constructed is not an insignificant piece of information. An index's methodology determines how the fund moves, the companies it tracks, how heavily they're weighted and, overall, the performance of the fund. There...

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  • ETFs to Play the Major Indexes

    01-19-2010 06:00 AM by Tom Lydon

    You always hear news commentators talking about "the market." But what you may not realize is that what they are really talking about is an index, and there are exchange traded funds (ETFs) that track them. Investors usually use indexes to track the performance of the stock ma...

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  • Why ETFs Are Smoking Hedge Funds

    01-15-2010 03:00 PM by Tom Lydon

    Hedge funds had their best year in 2009, but they were no match for exchange traded funds (ETFs). The news should be comforting to retail investors who are worried they're missing out on big gains just because they don't have the millions they need to get into a hedge fund. H...

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  • 12 ETFs to Play the 10 Economic Surprises of 2010

    01-06-2010 01:00 PM by Tom Lydon

    It's a brand-new year, which means a host of brand-new, hot-off-the-presses economic predictions. Byron Wien, who seemed awfully prescient with his 2009 predictions, is out with another 10 for the coming year. Byron Wien, chief investment strategist at Pequot Capital Manageme...

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  • ETF Spotlight: SPDRs (SPY)

    12-16-2009 02:00 PM by Tom Lydon

    ETF Spotlight on SPDR S&P 500 (NYSEArca: SPY), part of a weekly series. Assets: $72.3 billion Objective: Tracks the S&P 500, an index of the largest 500 stocks in the United States Holdings: Top holdings include Exxon (NYSE: XOM), Microsoft (NASDAQ: MSFT), Procter &...

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  • ETFs and Tax Time: All About Tax-Loss Harvesting

    12-11-2009 01:00 PM by Tom Lydon

    One of the many benefits of exchange traded funds (ETFs) is that they can be used for tax-loss harvesting. This is a popular strategy investors use in order to offset capital gains, now or in the future. But how do you do it? Each year, investors have a dilemma facing them: s...

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  • ETF Winners and Losers When the U.S. Dollar Is Weak

    12-11-2009 12:00 PM by Tom Lydon

    The U.S. dollar is steadily dropping. Yet, value can be found in certain areas of the market and exchange trade funds (ETFs). Who wins and who loses when the dollar drops off? The dollar's value relative to other world currencies has depreciated by a third since 2002, accordin...

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  • 5 ETFs for a Global Recovery

    11-30-2009 01:00 PM by Tom Lydon

    There are a copious amount of available exchange traded funds (ETFs) and, at times, it may be difficult to shift through and choose an investment that is likely to improve along with global economies. We've chosen five that could reflect the world's recovery efforts. Copper. C...

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  • Large-Cap, Small-Cap: Which ETFs Are Heating Up?

    11-16-2009 12:00 PM by Tom Lydon

    Typically small-cap shares and exchange traded funds (ETFs) lead the way out of recessions. This time around, though, large-caps have swooped in and regained favor among risk-averse investors. The broad market rally that began March was initially led by small-caps, but a shif...

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  • The Basics of Building an ETF Portfolio

    11-02-2009 06:00 AM by Tom Lydon

    Exchange traded funds (ETFs) are intended for creating a low-cost and diverse portfolio regardless of which type of investor you may be. Here's a breakdown of the various categories you can consider. For every portfolio need, there is an ETF to fill it. Whether you're looking...

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  • How to Invest In ETFs Like It's 1999

    10-12-2009 03:00 PM by Tom Lydon

    As a result of the market's collapse, the prices of stocks and exchange traded funds (ETFs) are now at levels not seen in at least a decade. This presents a major buying opportunity , and by using the 200-day moving average, you can pick your spots. Some major assets are price...

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  • 5 ETF Themes Investors Can Consider

    10-06-2009 01:00 PM by Tom Lydon

    Every exchange traded fund (ETF) investor has at least a few of their favorite, go-to funds. It's also worthwhile at times to periodically check out the favorites of others to expand your horizons and get new ideas. According to Don Dion for The Globe and Mail, he's chosen his...

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  • The 5 Most-Wanted ETFs

    10-02-2009 02:00 PM by Tom Lydon

    The markets are recovering, albeit slowly, and investors are wading back in to buy exchange traded funds (ETFs). Most of those investors, at one point or another, will come across these five ETFs, the most heavily traded ones in the markets. SPDRs S&P 500 (NYSEArca: SPY), ...

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  • How to Play Federal Reserve's Moves With ETFs

    09-28-2009 06:00 AM by Tom Lydon

    The Federal Reserve has flooded the economy with money. As the excess liquidity is being moved around, the markets and exchange traded funds (ETFs) are showing new opportunities for investors who want to capitalize on what Bernanke & Co. are doing. Short-term incentives an...

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  • Considering ETFs? Here's How to Get Started

    09-28-2009 01:00 AM by Tom Lydon

    As the stock market and exchange traded funds (ETFs) start to pick up steam again, investors are becoming eager to dip their toes back in the water. No matter what investments pique your fancy, it is important to have a strategy in place. It's important to keep a few tidbits i...

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  • Why Stocks, Treasuries and Gold ETFs Are Moving In Tandem

    09-14-2009 02:00 PM by Tom Lydon

    As money is shifted around in the markets, asset classes of varying types are being pushed to new heights. This has created an unusual situation in which stocks, Treasuries and gold-related exchanged traded funds (ETFs) are moving higher in tandem. During the credit collapse, ...

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  • How the Web of SPDR ETFs Has Grown

    08-21-2009 03:00 PM by Tom Lydon

    The SPDRs (SPY) is the oldest exchange traded fund (ETF) in the United States, and they have since ballooned into a unique family of ETFs that allow investors to access any sector in the S&P 500. SPDR ETFs first traded on the American Stock Exchange in 1993 after being iss...

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  • How ETF Trading Volume Shines a Light on Trends

    08-21-2009 06:00 AM by Tom Lydon

    Exchange traded funds (ETFs) are a useful tool for investing and investors agree. Over the past couple of years trading volumes in the various ETFs have shot up. Let's take a look at which ETFs investors crave the most. ETF trading volume jumped from $142 billion in 2004 to $3...

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  • Building a Core Portfolio With ETFs

    08-18-2009 03:00 PM by Tom Lydon

    As the markets begin to stabilize, many investors are reassessing their portfolios and going back to basics. Exchange traded funds (ETFs) can help build a core portfolio of broadly diversified funds for the long haul. A few tips, courtesy of both ETF Trends and John Spence f...

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  • 6 ETFs Every Investor Should Get Familiar With

    08-14-2009 01:00 PM by Tom Lydon

    There are hundreds of exchange traded funds (ETFs) available these days. They come in all different shapes and sizes, but there are six that every investors should have memorized. Ron Rowland for JutiaGroup lists these six ETFs that you must get to know. Rowland's caveat is th...

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  • Natural Gas ETF Rakes In Assets In July

    08-11-2009 11:00 AM by Tom Lydon

    The natural gas exchange traded fund (ETF) had most inflows of any other ETF during the month of July, despite the fact that the creation of additional shares was suspended on July 7. UNG, which tracks a basket of natural gas futures and swaps, saw inflows of more than $1 billi...

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  • How to Play the S&P 500's 1,000 Milestone With ETFs

    08-04-2009 11:00 AM by Tom Lydon

    There have been a number of positive signals for the markets and exchange traded funds (ETFs) in recent weeks. But Wall Street seems especially cheered by the S&P 500's crossing of the 1,000-point threshold for the first time since last year. What does it all mean? What fi...

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  • An ETF Quandary: Dividend Yield Or Dividend Growth?

    07-06-2009 01:00 PM by Tom Lydon

    A prudent way to save up for the future has many investors putting their wealth into dividend-paying stocks and related exchange traded funds (ETFs). But an investor may wonder if he or she should be investing in dividend yield or dividend growth. Stocks operating with high di...

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  • Indexing: Which ETF Strategy Is Right For You?

    07-02-2009 11:00 AM by Tom Lydon

    There's an ongoing debate about indexing when it comes to exchange traded funds (ETFs), and each side continually brings out new evidence and information to bolster their arguments. Proponents of fundamental indexing contend that mutual funds and ETFs based on the S&P 500 ...

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  • Don't Miss Out When the ETF Rally Happens

    06-08-2009 01:00 PM by Tom Lydon

    As many of us saw our retirement portfolios take a bath in 2008, the million dollar question is do we keep our retirement money in stocks and exchange traded funds (ETFs) or should we cash out and linger in a money fund? We all want to reach retirement as soon as possible an...

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  • Diversify By Investing With Non-Correlating ETFs

    06-03-2009 01:00 PM by Tom Lydon

    Never keep all your eggs in one basket. This is a timeless adage that applies to nearly anything, not least of which are your investments and exchange traded funds (ETFs). One way to get diversification is by stocking up on non-correlating assets. Diversification is one way to...

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  • 10 Dividend-Yielding ETFs

    05-08-2009 01:00 PM by Tom Lydon

    Dividend-paying stocks are an investor favorite, and many of the dividend focused exchange traded funds (ETFs) give investors better coverage with less risk than found in single stocks. Some of the dividend-focused ETFs are so diversified that they could stand in as core hold...

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  • New ETF Player Could Sport Tax-Deferred Yields

    05-07-2009 01:00 AM by Tom Lydon

    There is a new kid on the exchange traded fund (ETF) block, as Next Investments has filed to launch their first ETF. The new provider is aiming to launch a fund of funds. Murray Coleman for Index Universe reports that the only holding would be the S&P 500 SPDR (SPY) and e...

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  • How the Dow and S&P 500 ETFs Stack Up

    04-20-2009 03:00 PM by Tom Lydon

    The two most common indexes watched and the twomost common exchange traded funds (ETFs) traded are the ones that track the Dow Jones Industrial Average and the S&P 500. What do you really know about them, though? Both indexes generally move in tandem, with both either show...

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  • Why ETFs Saw Net Outflows in February

    03-07-2009 01:00 AM by Tom Lydon

    Nearly $6 billion was taken out of exchange traded funds (ETFs) during the month of February, the first time ETF fund flowshave been negative in nearly a year. The outflows are centered on one fund in particular. The stronger trends seen in December 2008 and January 2009 have...

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  • 17 ETFs In the Billion Dollar Club

    03-03-2009 02:00 PM by Tom Lydon

    One of the defining attributes of exchange traded funds (ETFs) is their high liquidity, but which of them are among the most liquid of all? Investors have a cornucopia of ETFs to choose from with 843 exchange-traded products currently available, writes Ron Rowland for Seeking ...

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  • Who's Dragging Down the S&P and Its ETF?

    03-03-2009 12:00 PM by Tom Lydon

    On Monday, the S&P 500 broke through its November lows, giving the broad index a bad two-month start for 2009, and many, including exchange traded fund (ETF) investors, say there are 10 companies that led the index down to despair. Kate Gibson for Yahoo Finance explains th...

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  • Is Rock Bottom for ETFs In Sight?

    03-03-2009 06:00 AM by Tom Lydon

    Exchange traded funds (ETFs), stocks and other securities have been slaughtered over this past year and many invest have been pondering whether or not the markets have hit rock bottom and if it is a good time to jump back in. First, let's take a look at the Nasdaq, represente...

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  • 5 Reasons ETF Investors Gravitate Toward Large-Caps

    02-19-2009 03:00 PM by Tom Lydon

    The American philosophy of "bigger is better" has taken over the fast food industry, the electronics industry, the automotive industry and could soon be making its way to the exchange traded fund (ETF) industry. Many investors are turning to mega-cap stocks. For those of you wh...

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  • How Dividend ETFs Are Taxed

    02-19-2009 01:00 PM by Tom Lydon

    April 15 is right around the corner and all of us are biting are nails to get our 1040s filed and minimize what we owe Uncle Sam. With this in mind, be sure to treat the dividends that you receive from exchange traded funds (ETFs) in the proper manner. For those of you who ar...

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  • Why Buy-and-Hold Is Dead

    02-10-2009 02:00 PM by Tom Lydon

    It looks like we have a lively debate in full swing about the viability of the buy-and-hold philosophy when it comes to exchange traded funds (ETFs), or anything else, for that matter. The latest salvo comes from Matt Hougan at Index Universe. He says that traders have to ass...

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  • 3 Notes of Caution With ETFs

    01-23-2009 03:00 PM by Tom Lydon

    Although exchange traded funds (ETFs) are very attractive investment tools, they do have some limitations and aren't always the answer to all investors' needs. ETFsown baskets of stocks, which enable an investor to spread risk over over many companies and investments. They al...

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  • 10 Potential ETF Surprises In 2009

    01-18-2009 01:00 PM by Tom Lydon

    Now that 2009 is off and rolling, many strategists have thrown in their two cents on what is going to happen with the markets, stocks and exchange traded funds (ETFs). Byron R. Wien, Chief Investment Strategist of Pequot Capital Management offers the following 10 surprises we cou...

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  • Where Is That ETF Rally?

    01-17-2009 01:00 AM by Tom Lydon

    Trying to decipher the fickle stock markets and subsequent exchange traded funds (ETFs) does prove to be a headache, but it is not without rewards. Abrupt Shift. The end of 2008 showed the Standard & Poor's 500and its relatedETF, theSPDR S&P 500 (SPY), moving above its...

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  • 2008's ETF Dogs Could Be 2009's Opportunities

    01-11-2009 01:00 AM by Tom Lydon

    While most sectors of the market meandered off the upward climb with a steep plunge in 2008, there were a few exchange traded funds (ETFs) that persevered and rose to new heights. Investors are always on the lookout for that new money-making deal that would help fill their lo...

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  • How ETFs Showed Their Mettle in 2008

    01-09-2009 06:00 AM by Tom Lydon

    Theasset numbers for both exchange traded funds (ETFs) and mutual fundsin 2008 are finally out. While mutual funds had a terrible year, the picture was a little rosier for ETFs and exchange traded notes (ETNs). In many ways, despite a severaly volatile and depressed economy,the...

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  • Things You Need to Know About ETFs

    01-02-2009 01:00 AM by Tom Lydon

    For those investors who have had it with the actively managed mutual fund, why not consider exchange traded funds (ETFs) on your next introduction into the stock market when the rebound begins? An ETF is simply a basket of stocks, like a mutual fund, that trades throughout th...

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  • Obama's Plan: 5 Sectors, 5 ETFs

    12-23-2008 12:00 PM by Tom Lydon

    As the economy worsens, President-elect Barack Obama is stepping up with a more expandedeconomic recovery plan and a way to help Wall street and exchange traded funds (ETFs). The soon-to-be President of the United States is seeking to create 3 million more jobs within 2 years,...

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  • Does First In, First Out Recession Sentiment Benefit U.S. ETFs?

    12-17-2008 02:00 PM by Tom Lydon

    The idea that the United States markets and exchange traded funds (ETFs) will come out of the recession first to see all the gains it entails but the benefits may not be favorable. Many analysts believe the U.S. markets will witness investment gains from a "first-in-first-out"...

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  • What's Appealing About Telecom ETFs?

    12-10-2008 06:00 AM by Tom Lydon

    The last three months have been characterized by extreme market volatility and devastating losses. When looking at the future, could the telecommunications industry and the exchange traded funds (ETFs) that track the industry help investors recoup some losses? When compiling ...

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  • Which ETF Indexes Will Shine in 2009?

    12-10-2008 01:00 AM by Tom Lydon

    While a consensus outlook for 2009 is full of gloom, an optimistic few are predicting global stocks and exchange traded funds (ETFs) will withstand the recession or even surge in 2009. With the prospect of cheap valuations and government efforts to restore confidence in fi...

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  • ETFs, Technical Indicators: A Bunch of Bull?

    12-05-2008 03:00 PM by Tom Lydon

    When it comes to the market, exchange traded funds (ETFs) and the definition of a recession, are technical indicators worth their salt or are they thrown to the wind? Gary Gordon for ETF Expert points out the fact that the recent recession did not occur officially until July 2...

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  • ETFs As A Core To Portfolio Building

    11-04-2008 01:00 PM by Tom Lydon

    Studies show that the majority of active fund managers do not outperform the markets consistently, a fact that has more investors considering exchange traded funds (ETFs) and other index products instead. One of the best ways to build a portfolio using ETFs is to begin with th...

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  • Tax-Loss Harvesting with ETFs Can Lessen the Pain

    11-03-2008 01:00 AM by Tom Lydon

    The market meltdown has created an opportunity at tax time for exchange traded fund (ETF) users. John Spence for MarketWatch explains that when investors sell an ETF or mutual fund, any losses in excess of capital gains can be deducted from regular income up to $3,000 annually...

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  • ETF Bulls, Bears Have Different Takes On Events

    10-29-2008 03:00 PM by Tom Lydon

    Whether you're an exchange traded fund (ETF) investor who's bearish on the market or bullish on it, no doubt you're finding your own way to interpret the recent market activity and what it all means. But Gary Gordon for ETF Expert says that bulls and bears alike might find som...

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  • ETFs Are Changing the Investment Landscape

    10-17-2008 06:00 AM by Tom Lydon

    Exchange traded funds (ETFs) first came to the public in 1993 in an effort to transform the typical, everyday monotony of the mutual fund. And the ETF came to us in a perfectly bundled basket of stocks, ready to trade throughout the day as a single stock, while offering the di...

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  • Dow, S&P, ETFs Wrap Up a Stormy Week

    10-10-2008 02:00 PM by Tom Lydon

    Most of the major indexes ended lower today, capping a volatile and losing week for stocks and exchange traded funds (ETFs). It could have been worse, though. The Dow dropped nearly 700 points at the opening, before fluctuating wildly in the last hour to close down about 125 p...

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  • S&P, ETF On Pace to Be a Loser This Decade

    10-07-2008 02:00 PM by Tom Lydon

    This decade has the potential to go down in history as one of the worst for our economy and exchange traded funds (ETFs). Today the Dow Jones and S&P 500 extended their declines, and now the major indexes are trading at or near four-year lows. The Federal Reserve's plan to...

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  • Dow Jones Loses Nearly 800 Points In Volatile Session

    09-29-2008 02:33 PM by Tom Lydon

    The Dow Jones Industrial Average posted its largest one-day loss ever, leaving few bright spots in the world of exchange traded funds (ETFs). The Dow today plunged 777 points, by far surpassing the previous record of 684.81, set in the first trading day after the Sept. 11, 200...

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  • Bond ETFs Take A Detour Off Track In Wild Markets

    09-29-2008 01:00 AM by Tom Lydon

    Bond exchange traded funds (ETFs) have had a difficult time of late, as at times they've not traded at prices that match their underlying values - one of the main purposes of these funds. For example, on Sept. 18, one of Barclay's bond funds closed at a price 8.4% below the un...

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  • ETFs Increasingly Popular With Mutual Fund Managers

    09-28-2008 01:00 AM by Tom Lydon

    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 sold on them. Last year, 17 out of 20 of the largest mutual fund companies were using them l...

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  • ETFs Are Becoming the 'Go-To' Security of Choice

    09-12-2008 06:00 AM by Tom Lydon

    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 in the world, but every day is pretty much ETF Day. On Wednesday, ETF...

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  • Investors Go for Large-Caps, Global ETFs In August

    09-11-2008 01:00 AM by Tom Lydon

    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 the month of August totaled $11.4...

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  • Advisors Increasingly See the Benefits of ETFs

    09-08-2008 02:00 PM by Tom Lydon

    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 given investors and advisors alike the opportunity to lower exp...

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  • Of the Top Ten Funds In July, Seven Were ETFs

    08-28-2008 01:00 AM by Tom Lydon

    July was a notoriously troubled month for the markets, but not all exchange traded funds (ETFs) were suffering. John Spence for MarketWatch notes that there were 708 U.S.-listed ETFs in July, with 24 managers at the helm, and $578 billion in assets, according to State Street. ...

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  • Contrarian Markets Can Be Tamed With ETFs

    08-20-2008 03:00 PM by Tom Lydon

    As seen in the exchange traded fund (ETF) market, the U.S. stock market seems to be defying traditional elements of savvy investing. Gary Gordon for ETF Expert points out that risk or risky investments are often associated with NASDAQ, tech, or small stocks. However, these ty...

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  • ETFs Have Got You Covered

    08-17-2008 01:00 AM by Tom Lydon

    The exchange traded fund (ETF) fan club keeps on growing. Brian Neill for the Bradenton Herald says that he's staying away from most individual stocks. Instead, he's spending more time on ETFs, and the more he learns, the more he likes them. His portfolio is made of of some...

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  • BRIC ETFs Crumble and U.S. Is Left Standing

    08-15-2008 02:00 PM by Tom Lydon

    The so-called BRIC countries and exchange traded funds (ETFs) were stars in 2007, but now most of those regions are finding themselves feeling a little off. Over the past month, the S&P 500 SPDR (SPY) has outperformed every BRIC (Brazil, Russia, India and China) -focused E...

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  • Comparing the Large-Cap ETFs

    08-12-2008 06:00 AM by Tom Lydon

    When it comes to exchange traded fund (ETF) investing, are large market capitalization funds created equally? Large-caps are the most common and popular investing asset class, and they are easy to compare because their make-up is similar. Will McClatchy for ETF Zone gives ...

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  • Attention First Time Investors: Consider An ETF First

    08-10-2008 01:00 AM by Tom Lydon

    If you are an investing newbie and considering buying some stocks for your first time, there is a better way to go: exchange traded funds (ETFs). First consider who you are: Are you 30 and starting your career, retired and wanting to see your money surplus, or are you risk int...

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  • If Markets Stay Volatile, Tell 'Em Large-Cap ETFs Sent Ya

    07-23-2008 06:00 AM by Tom Lydon

    If the dollar remains weak and the markets stay depressed, large-cap exchange traded funds (ETFs) are poised to be sitting pretty. That's according to Neil Michael, head of quantitative strategies for SPA ETFs. "I suspect that they will outperform small- and possibly mid-caps,...

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  • An ETF Trend-Following Plan For All Seasons

    07-09-2008 08:00 AM by Tom Lydon

    You are viewing an older ETF Trends article from 2008. You may be interested in reading our more current articles on Trend Following and ETF Performance. Its hard to believe that the S&P 500 Index has been flatter than a pancake for the past nine years. It's had its up...

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  • ETF Trends - Will Large-Caps Lead When the Market Rebounds?

    05-19-2006 01:31 AM by Tom Lydon

    For two years, Wall Street has called for buying to shift from small-cap stocks to large-cap stocks. Large-cap stocks have barely gained 2% average return for the past five years. Possibly we'll see momentum shift to blue chips when the current correction subsides. Chet Cu...

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