Actively Managed ETFs

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Jerome M. Schneider, Head of Short-Term Portfolio Management at PIMCO, joined ETF Trends publisher Tom Lydon to discuss short-term bond ETF options that investors and financial advisors can use for capital preservation. For instance, PIMCO offers the PIMCO Enhanced Short Maturity Active ETF (NYSEArca: MINT) and the PIMCO Low Duration Active ETF, (NYSEArca: LDUR). While […]

With the various market segments beginning to show diverging growth and small capitalization stocks gaining on their large-cap counterparts, exchange traded fund investors may consider an actively managed small-cap option to capitalize on potential opportunities ahead. On the recent webcast Tuesday, Active & Passive in a Simple Small-Cap ETF Discipline, Michael Simon, Founder, President and […]

As sectors and market categories begin to diverge, an actively managed small-cap exchange traded fund could focus on potential alpha generating opportunities ahead. On the upcoming webcast this Tuesday, Active & Passive in a Simple Small-Cap ETF Discipline, Michael Simon, Founder, President and Chief Investment Officer of AlphaMark, will discuss ways to tap into potential […]

After Europe and Japan enacted negative interest rate policies, overseas investors have steered toward gold bullion to protect their wealth against depreciating currencies. U.S. investors can also capitalize on this growing trend with gold-related exchange traded funds priced in euro and yen currency terms. Gold sales in Japan jumped in March after the Bank of […]

SPDR, largest utilities ETF, is up nearly 7% this year Utilities have been under-performing due to rising interest rates Big utility stocks trade at an average of 17 to 18 times projected 2016 earnings Mark Newton, of Newton Advisors, says he ‘expects the rally in utilities to extend’ The Utilities Select Sector SPDR (NYSEArca: XLU), […]

The U.S. dollar is regaining ground, with the greenback-related exchange traded fund trading back above its long-term trend line, on the recent upbeat economic data. The PowerShares DB U.S. Dollar Index Bullish Fund (NYSEArca: UUP), which tracks the price movement of the U.S. dollar against a basket of currencies, including the euro, Japanese yen, British […]

I do the “ETF of the Week” for MarketWatch every week on Chuck Jaffe’s MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This week, I looked at the recently launched Guggenheim Total Return Bond ETF (NYSEArca: GTO). The ETF’s active managers may be able to help investors adapt to a […]

With overnight rates at historic lows, people have not been getting much out of their money market funds. Alternatively, investors seeking a cash alternative can turn to ultra-short-term bond exchange traded funds. According to Lipper data, there is about $2.7 trillion in U.S. money market funds, down from $3.8 trillion at the end of 2008 […]

Yorkville ETF Advisers Merges with Van Eck Global Van Eck Global said it is acquiring the Yorkville High Income MLP ETF (NYSEArca: YMLP) and the Yorkville High Income Infrastructure MLP ETF (NYSEArca: YMLI) last year. The reorganization process began late in the third quarter of 2015 and the transaction to was finalized February 22, according […]

Out with the old and in with the new. ProShares is planning to close a managed futures exchange traded fund but will be replacing it with an actively managed version that could potentially better adapt to volatile market conditions. The ProShares Managed Futures Strategy (BATS: FUT) began trading Thursday, February 18, according to a press […]

Nick Good, COO and Senior Managing Director at State Street Global Advisors, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to touch upon popular exchange traded fund strategies to recently hit the market. For instance, Good pointed to the SPDR DoubleLine Total Return Tactical ETF (NYSEArca: TOTL), the most popular new ETF […]

Guggenheim Investments launched its own actively managed bond exchange traded fund, providing investors with another means to bet on a money manager’s ability to effectively navigate the fixed-income market in a rising rate environment. The Guggenheim Total Return Bond ETF (NYSEArca: GTO) utilizes a multi-sector strategy and primarily holds investment-grade fixed-income securities across multiple sectors, […]

U.S. equities experienced their worst start to a new year, and the poor performance may have pushed some investors to consider alternative investments and related exchange traded funds that could provide more stable returns in volatile conditions. Potential investors should be aware that alternative investments are not meant as growth strategies to generate outsized returns […]

Exchange traded fund investors thinking about international exposure may capture improved growth abroad if the strength in the U.S. dollar slows down. John Bilton, global head of multi asset strategy at JPMorgan Asset Management, argues on the Financial Times that the dollar strength will not become excessive, which will help reinforce the US expansion and […]

The exchange traded fund industry continues to expand its product line, providing investors with a growing number of strategies to customize and maximize their portfolios. According to XTF data, there are now 1,843 exchange traded products, which include exchange traded funds and exchange traded notes, with $2.15 trillion in assets under management. Fund sponsors launched […]

With potential credit and rate risks weighing on the fixed-income markets, investors who are looking for higher yields may turn to an actively managed junk bond exchange traded fund that has outperformed more popular investment funds. The First Trust Tactical High Yield ETF (NYSEArca: HYLS), an actively managed ETF that tracks high-yield debt securities rated […]

Fixed-income exchange traded fund investors who want yield may consider emerging market debt as some observers  believe risks associated with a Federal Reserve interest rate hike have already been priced into the asset category. According to Pacific Investment Management Co., emerging market bonds look attractive after valuations priced in a “a good chunk of risks” […]

Investors that are newer to the ETF space or have only kept a passing eye on it may think that smart-beta ETFs are a new phenomenon. However, firms like Powershares, FTSE Russel, and more have been offering products and indexes that fit that classification for as far back as 10 years. So why all the […]

The U.S. dollar and currency-related exchange traded funds have bounced back to their highest levels since spring as traders bet on diverging central bank policies ahead. Over the past three months, the PowerShares DB U.S. Dollar Index Bullish Fund (NYSEArca: UUP), which tracks the price movement of the U.S. dollar against a basket of currencies, […]

Recently, I had the pleasure of seeing our very own Sean Hollingshead present on Autopilot (CLS’s automated onboarding platform) at an advisor event. He discussed embracing new technologies as the target client is beginning to change. The new target client being millennials, or 30-somethings, people like me. I was also at an advisor’s client event […]

The bond market has been one of the most closely watched areas in the ETF industry in 2015. The mini flash crash in August has led to outcry about the dangers high-yield ETFs put investors in. Liquidity and defaults loom over the entire conversation fueled by speculation from activist investors like Carl Icahn who think […]

The PowerShares DB U.S. Dollar Index Bullish Fund (NYSEArca: UUP), which tracks the price movement of the U.S. dollar against a basket of currencies, including the euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc, and the actively managed WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEArca: USDU) are up 4.5% and 2.6%, […]

Recently at the Morningstar ETF Conference Tom caught up with a new player in the ETF space but a familiar face to all investors. Principal Global has joined the crowd in offering ETF products to investors and Tom got some time with the head of those efforts, Paul Kim. Low growth, low yield, and high […]

First Trust Advisors L.P. introduced its second actively managed exchange traded fund in as many weeks this week with the debut of the First Trust Heitman Global Prime Real Estate ETF (NYSEArca: PRME). The new ETF “will seek to provide access to U.S. and non-U.S. real estate securities consisting of shares of public companies with […]

As international central banks enact loose monetary policies, foreign investors have turned to U.S. government debt for higher yields, supporting gains in the U.S. dollar and currency-related exchange traded funds. For instance, the U.S. two-year Treasury note currently yields about 0.83% while the Germany Bund 2-year yield is minus 0.32%. The interest rate differential in […]

What else is new? That could easily be the battle cry of currency traders and followers of the PowerShares DB U.S. Dollar Index Bullish Fund (NYSEArca: UUP) and the WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEArca: USDU), but the fact remains when it comes to the dollar and dollar exchange traded funds, it is all […]

With volatility recently rearing its ugly head, more investors are looking for ways to diminish portfolio risks, such as liquid alternatives that provide hedge fund strategies in an exchange traded fund investment vehicle. The asset class may offer the democratization of hedge funds, bringing once restricted strategies catered toward institutional-sized investors to the masses, writes […]

Markets and exchange traded funds jostled late-Wednesday after the Federal Reserve referenced a December interest rate hike. “In determining whether it will be appropriate to raise the target range at its next meeting, the Committee will assess progress–both realized and expected–toward its objectives of maximum employment and 2 percent inflation,” the Fed said in a […]

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future (e.g. 5-star kiss of death and active management has long history of underperformance). Yet, traditional fund research […]