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Active ETFs Are Booming, But Don’t Ignore the Fees
Aaron Levitt |
Active ETFs have made professional portfolio management more accessible and cost-efficient, but fees continue to rise across the category.
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Latest Articles
Wellington’s Hartford Deal Could Raise New Questions for Vanguard Active ETFs
Aaron Levitt |
Wellington's Hartford Funds deal turns a decades-long Vanguard partner into a direct ETF competitor.
Vanguard Goes Hard Into Active Fixed Income
Aaron Levitt |
Vanguard's continued expansion into active fixed income ETFs underscores the growing belief that skilled managers can add meaningful value in today's increasingly complex bond market.
Active Bond ETFs Are Having Their Moment: Why Investors Are Flocking to Active Fixed Income
Aaron Levitt |
As today's increasingly complex bond market exposes the limitations of passive benchmarks, investors are pouring record assets into active fixed income ETFs.
The Next Evolution of Crypto Investing: Why Active Management Is Coming to Digital Assets
Aaron Levitt |
As cryptocurrency matures beyond simple Bitcoin exposure, a new generation of actively managed ETFs is using staking, options strategies, and tactical allocation to potentially enhance returns, generate income, and better manage volatility.
The Active ETF Boom Doesn’t Change One Simple Rule: Keep Fees Low
Aaron Levitt |
Active ETFs have improved the odds of outperforming traditional benchmarks, but Morningstar’s research shows that lower fees remain one of the strongest predictors of long-term fund success.
Option Income Strategies Are Finding a Place in Modern Portfolios
Aaron Levitt |
As traditional income investments face rising volatility and uncertainty, option-income strategies offer investors a way to generate enhanced cash flow and potentially smoother returns by converting market volatility into income.
The Forgotten Opportunity: Why International Value Stocks Deserve a Second Look
Aaron Levitt |
Despite being overshadowed by U.S. growth stocks for years, international value stocks offer an attractive combination of low valuations, growing earnings, strong dividends, and diversification benefits.
Fidelity Focuses On "Small" With Latest Active ETF Launches
Aaron Levitt |
Fidelity’s latest active ETF launch highlights both the rapid rise of active ETFs as core portfolio tools and the growing opportunity for active management to uncover value in the less efficient small- and mid-cap stock universe
Active Muni ETFs May Be the Smarter Fixed Income Play
Aaron Levitt |
For investors looking to maximize the opportunity in municipal bonds, active management may not just offer an edge- it may be the smarter path altogether.
One Strategy, Two Wrappers: Dual Share Classes Are Here!
Aaron Levitt |
The rise of dual-share-class mutual funds and ETFs could reshape investing by giving investors and advisors greater flexibility, improved tax efficiency, and easier access to the same strategies across multiple account types.
Looking Beyond the Giants: Why Active Management Can Unlock Opportunity in Technology
Aaron Levitt |
Active management can help investors navigate today’s concentrated technology market by looking beyond crowded mega-cap AI stocks to uncover broader growth opportunities across the tech sector.
Active ETFs Are Improving the Odds for Active Managers
Aaron Levitt |
Active ETFs enhance the likelihood of active manager success by lowering fees, improving tax efficiency, and providing a more flexible and efficient investment structure.
Rethinking ETF Liquidity With Low-Volume Funds
Aaron Levitt |
Low-volume ETFs are often more liquid than they appear because their true liquidity comes from underlying assets, market makers, and the creation/redemption process—not just trading volume.
Active ETFs: The Next Evolution in Portfolio Construction
Aaron Levitt |
Active ETFs are gaining traction as investors seek flexible, efficient, and outcome-driven strategies that go beyond traditional passive market exposure.
Active Dividend Growth Investing: A Smarter Path to Income and Long-Term Returns
Aaron Levitt |
Active dividend growth investing combines consistent income, lower volatility, and long-term growth, making it a compelling strategy for building resilient portfolios in today’s market.
Beyond the Index: How Active ETFs Are Expanding Opportunity in Equity Markets
Aaron Levitt |
Active ETFs empower investors to move beyond the concentration of mega-cap and AI-driven stocks, capturing a broader range of equity opportunities through flexible, research-driven portfolio construction.
Don't Fight Fixed Income Market Volatility: Embrace It!
Aaron Levitt |
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
ESG Investing Isn’t Dead—It’s Evolving: Why Active Management May Be the Best Approach
Aaron Levitt |
Active management allows investors to more effectively capture the real value of ESG by focusing on material factors, adapting to change, and uncovering opportunities that passive strategies often miss.
Big Apple, Big Budget: What’s Next for NYC’s Munis
Aaron Levitt |
New York City’s municipal bonds remain backed by strong economic fundamentals, but rising budget pressures and fiscal uncertainties are creating new risks that investors must carefully monitor.
How to Evaluate Core-Plus Fixed Income Active ETFs
Aaron Levitt |
Core-plus active ETFs offer a more flexible and income-driven alternative to the Agg. Still, investors must look beyond the label to evaluate their true risks, return drivers, and effectiveness as a core bond holding.
Smarter Core Investing: Using Active ETFs to Boost Passive Returns
Aaron Levitt |
Adding a modest allocation of active ETFs to a passive core can enhance returns, manage risk, and improve consistency without sacrificing the benefits of low-cost index investing.
Buffer ETFs: Who They’re For—and How to Use Them in Today’s Market
Aaron Levitt |
Buffer ETFs offer investors a way to stay invested in equities while limiting downside risk, but their capped upside and timing nuances mean they work best as a strategic tool rather than a core long-term holding.
Fidelity’s New CLO ETFs: Expanding the Search for Yield Through Active Strategies
Aaron Levitt |
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
Active ETFs and Alternatives: Bringing Institutional Strategies to Everyday Investors
Aaron Levitt |
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
Active ETF Flows Surge to Start the Year
Aaron Levitt |
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
Today’s Complex Global Environment Favors Active ETFs
Aaron Levitt |
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
Tax Efficiency with a Catch: Active ETFs and the Risk of Surprise Capital Gains
Aaron Levitt |
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Active ETFs and Tax-Aware Investing: A Match Made In Heaven
Aaron Levitt |
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
Unlocking Opportunity in Fixed Income Through Active Management
Aaron Levitt |
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
Cash-Like ETFs Are Seeing Record Inflows: And the Trend May Not Be Over
Aaron Levitt |
Record inflows into cash-like ETFs show that investors are transforming idle cash into a strategic, income-generating allocation that provides liquidity, stability, and competitive yields amid rising uncertainty and shifting interest rates.
The Biggest Active ETF Winners in 2025: What Led the Winners and Where Flows Went
Aaron Levitt |
Active ETFs saw explosive growth in 2025, with investors funneling record inflows into derivative income, large-blend equity, ultra-short bond, and multi-sector bond strategies that offered income, flexibility, and built-in risk control.
Why Investors Prefer Older Active ETFs—and What It Means for Portfolio Construction
Aaron Levitt |
Investors increasingly prefer older, more established active ETFs because they offer longer track records, deeper liquidity, and greater confidence in performance evaluation.
Active ETFs Are Starting to Include Private Equity Exposure
Aaron Levitt |
Active ETFs are beginning to incorporate private equity exposure, using evolving ETF structures to give investors access to private-market growth while balancing liquidity, transparency, and professional risk management within a public-market vehicle.
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Gold’s Volatile Moment: Why Active ETFs May Thrive in Today’s Precious Metals Market
Aaron Levitt |
Gold’s heightened volatility and shifting macro drivers create an environment where active gold ETFs can add value by dynamically managing exposure, navigating dispersion across gold-related assets, and improving risk-adjusted returns.
The Total Cost of Active ETF Ownership: Looking Beyond Fees and Spreads
Aaron Levitt |
The true cost of owning active ETFs goes far beyond expense ratios, as premiums, discounts, trading dynamics, and structural efficiency all play a critical role in determining real investor outcomes.
Active Management and Active ETFs Make Sense for Emerging Market Investing
Aaron Levitt |
Because emerging markets are inefficient, concentrated, and highly dispersed, active management—especially through active ETFs—gives investors a better way to manage risk, avoid index pitfalls, and capture long-term opportunity.
Active ETFs: How a New Era of Choice Is Transforming Portfolio Construction
Aaron Levitt |
Active ETFs have evolved from niche products into a full portfolio ecosystem, giving investors unprecedented choice to build flexible, transparent, and professionally managed portfolios across equities, fixed income, and outcome-oriented strategies
Goldman Sachs’ Innovator Deal Is a Major Bet on the Future of Buffer ETFs
Aaron Levitt |
Goldman Sachs’ acquisition of Innovator Capital signals a major strategic bet on buffer ETFs, cementing defined-outcome strategies as a core, long-term pillar of modern portfolio construction.
Active ETFs and the Evolution of High-Yield Bond Strategies
Aaron Levitt |
With compounding back in play, bonds are poised to shift from a defensive holding to a true growth engine in diversified portfolios.
BlackRock Goes Global with Its Latest Active ETFs
Aaron Levitt |
BlackRock’s launch of BDYN and BDVL marks a turning point for active ETFs, signaling that global allocation strategies are increasingly moving into the ETF wrapper to deliver flexible, multi-asset active management with greater efficiency.
Active Value Investing: A Prime Allocation for Today’s Volatile Markets
Aaron Levitt |
Active value investing has regained strength in today’s volatile, high-valuation market, offering investors greater stability, and better risk-adjusted returns.
Active Investing and Active ETFs: A Powerful Defense Against Rising Inflation
Aaron Levitt |
Persistent inflation driven by structural and cyclical pressures has made active management a powerful tool for protecting purchasing power and navigating an environment where traditional stock-bond allocations struggle.
The Zero-Sum Myth Is Breaking: Active Management’s Comeback
Aaron Levitt |
Active ETFs and enhanced indexing are challenging the long-held belief that large-cap markets are too efficient for active managers to outperform.
Beating Uncle Sam: The Hidden Tax Advantages of Active ETFs
Aaron Levitt |
Active ETFs are redefining tax efficiency by minimizing capital gains and offering investors a smarter, lower-tax way to outperform in their taxable accounts.
Rethinking the Core: Why Active ETFs Belong at the Center of Portfolios
Aaron Levitt |
With rising concentration risks in passive indexes, active and enhanced ETFs are emerging as smarter core holdings—offering broader diversification, stronger returns, and better risk control for long-term investors.
The Tide Turns: Why Active ETFs May Outperform in the New Market Era
Aaron Levitt |
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
Why Going Active Could Restore the Small-Cap Premium
Aaron Levitt |
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
Active ETFs Could Be the Lifeline ESG Investing Need
Aaron Levitt |
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
Vanguard Goes Old-School: Human Analysts Lead Its Latest ETF Suite
Aaron Levitt |
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
JPMorgan’s JPHY Breaks Records with CalPERS’ $2 Billion Bet
Aaron Levitt |
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
Active ETFs: Goldman’s Answer to a Shifting Bond Benchmark
Aaron Levitt |
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Conquer Unpredictable Markets with Buffer ETFs
Aaron Levitt |
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
Rethinking Bonds: How Active ETFs Unlock Return-Seeking Strategies
Aaron Levitt |
Active ETFs allow bond investors to navigate today’s heightened volatility by shifting from traditional income-only strategies to dynamic, return-seeking approaches that capture both yield and price gains.
Bitcoin Meets Alpha: The Case for Active Crypto ETFs
Aaron Levitt |
Active crypto ETFs are emerging as the next evolution in digital asset investing, offering the potential to enhance returns and manage volatility beyond traditional passive products.
Why Active ETFs Are Winning the Municipal Bond Race
Aaron Levitt |
Active municipal bond ETFs offer better yields, flexibility, and long-term outcomes than passive funds, making them the smarter choice for investors seeking tax-advantaged income.
Active ETFs: The Smarter Way to Play Low Volatility
Aaron Levitt |
Active low-volatility ETFs give investors a way to smooth returns, protect against downside, and still capture more of the market’s upside than passive low-vol strategies.
Inflation Creeps Back: How Active ETFs Can Help Protect Portfolios
Aaron Levitt |
With inflation starting to rise again, active ETFs offer investors a flexible and effective way to protect purchasing power by targeting assets and strategies built to thrive in inflationary environments.
Active ETFs Surge Ahead: Launches and Inflows Signal a Market Shift
Aaron Levitt |
Active ETFs have rapidly overtaken passive funds in new launches and are attracting a growing share of investor inflows, signaling a lasting shift in portfolio construction
The Next Wave of Active ETF Growth: Three Big Trends
Aaron Levitt |
Active ETFs have rapidly evolved from a niche product to a mainstream portfolio staple, with State Street identifying fund flows, alternative assets, and digital innovation as key drivers of their future growth.
From Rivals to Allies: The Case for Combining Active and Passive ETFs
Aaron Levitt |
Combining active and passive ETFs offers investors the best of both worlds—cost-efficient market exposure with the flexibility to adapt to today’s dynamic and uncertain environment.
The Power of Active Bond ETFs: Better Returns, Bigger Opportunity
Aaron Levitt |
Active fixed income ETFs are outperforming their passive peers by tapping into a broader bond universe, offering better returns, tax efficiency, and liquidity advantages.
The Case for Quality: How Active ETFs Are Unlocking a Proven Factor
Aaron Levitt |
Quality investing has consistently delivered strong, risk-adjusted returns across market cycles—and with active ETFs, investors can now capture this powerful factor more effectively than ever.
Beyond Buffer & Buy-Write: The Rise of Active Hedged Equity ETFs
Aaron Levitt |
Hedged equity ETFs are emerging as powerful tools for investors seeking to reduce downside risk and smooth out volatility using dynamic options strategies once reserved for hedge funds.
Why Active ETFs Are the New Standard for Model Portfolios
Aaron Levitt |
Active ETFs are rapidly becoming a cornerstone of model portfolios, offering lower costs, greater tax efficiency, and enhanced performance potential compared to traditional mutual funds.
The Case for Going Global: How Active Dividend Strategies Can Deliver More in Today’s Market
Aaron Levitt |
Global, actively managed dividend strategies are emerging as a powerful tool for boosting income, reducing volatility, and enhancing portfolio resilience in today’s uncertain market environment.
Active ETFs Break $1 Trillion, But Most Funds Lag Behind
Aaron Levitt |
Despite explosive growth in active ETFs, the majority of assets are concentrated in a few large funds, making scale and cost key factors for investors.
Beyond Stock Picking: How Enhanced Strategies Are Redefining Active ETFs
Aaron Levitt |
Enhanced active ETFs use data-driven, index-aware strategies to deliver consistent, low-volatility outperformance—bridging the gap between passive investing and traditional active management.
Active ETFs: A Powerful Tool, Not a Total Portfolio Solution
Aaron Levitt |
Active ETFs have seen explosive growth and now surpass $1 trillion in assets, but many still struggle to consistently outperform their benchmarks, making them better suited as portfolio tools rather than standalone solutions.
Passive Junk Bond ETFs May Be Leaving Returns on the Table
Aaron Levitt |
Passive ETFs may work for many asset classes, but in the complex world of high-yield bonds, active management consistently delivers better returns and more effective risk control.
The New Frontier: Active ETFs Driving Access to Liquid Alternatives
Aaron Levitt |
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
When Treasuries Get Weird, Active ETFs Shine
Aaron Levitt |
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
ETF Share Classes: The Next Trillion-Dollar Shift in Investing
Aaron Levitt |
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
Passive No More: Active ETFs Are Taking Over Portfolios
Aaron Levitt |
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Global Equity ETFs: New Active Funds to Diversify Your Portfolio
Justin Kuepper |
Discover how to diversify your portfolio globally with these new actively-managed ETFs.
Margin of Safety Meets Market Opportunity: Active Value ETFs Take the Spotlight
Aaron Levitt |
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
Turbulence Ahead? Active ETFs Are Built for It
Aaron Levitt |
Active ETFs offer investors a powerful way to reduce portfolio volatility and navigate uncertain markets more effectively than traditional passive strategies.
Active ETFs Are Here to Stay—But Bonds Are Where They Shine
Aaron Levitt |
Active ETFs have surged in popularity, but while stock pickers still struggle to beat the market, bond managers are consistently delivering outperformance, making bonds the clear winner for active strategies.
Active ETFs Surge as Financial Advisors Embrace the Trend
Aaron Levitt |
A new Fidelity survey shows that financial advisors are embracing active ETFs like never before, turning them into a key tool for portfolio construction and long-term growth.
Active ETFs Are Changing the Game: A New Era of Diversification and Income
Aaron Levitt |
Active ETFs are revolutionizing portfolio construction by combining the benefits of traditional ETFs with dynamic strategies, such as derivatives and active management, to deliver enhanced diversification, income, and downside protection.
Model Portfolios Just Got Active: How ETFs Are Powering the Next Evolution
Aaron Levitt |
Active ETFs are transforming traditional model portfolios by combining low costs, tax efficiency, and the potential for outperformance — offering investors a smarter, more dynamic way to meet their financial goals
Nuveen Targets Muni Exposure With New Active ETFs
Justin Kuepper |
Nuveen's new actively managed ETFs offer targeted exposure to the muni space with a focus on income or total returns.
From Wall Street to Main Street: Bridgewater Brings True Hedge Fund Strategy to ETFs
Aaron Levitt |
State Street and Bridgewater have launched a groundbreaking active ETF that offers true hedge fund exposure — bringing institutional-level strategies to everyday investors with lower fees, greater liquidity, and enhanced tax efficiency.
The SEC vs. Private Credit ETFs: Can Illiquid Assets Work in a Liquid World?
Aaron Levitt |
The launch of private credit ETFs, like State Street and Apollo’s PRIV, has sparked regulatory concerns from the SEC, raising questions about whether illiquid private assets belong in a traditionally liquid ETF structure.
New Active ETFs Offer a Unique Twist on Bitcoin Exposure
Justin Kuepper |
Discover new ETFs that let you double down on Bitcoin exposure or buffer against its wild swings.
Long-Term Income Planning: Innovation in Retirement ETFs
Justin Kuepper |
Looking for more fixed income yield or greater diversification? Check out these newly launched active ETFs in the space.
Active Growth ETFs Are Back: Why Active Managers Are Beating the Market Again
Aaron Levitt |
Active large-cap growth ETFs are making a strong comeback as market shifts and risk aversion favor active management, allowing them to outperform passive benchmarks.
New Active REIT ETFs, Bigger Opportunities in Real Estate
Aaron Levitt |
Cohen & Steers' latest ETF launch highlights the growing appeal of actively managed REITs, offering investors market-beating returns, lower costs, and enhanced portfolio opportunities in the real estate sector.
Justin Kuepper |
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
Bitcoin Goes Mainstream: Structured Products Meet Crypto
Justin Kuepper |
Learn how new structured products can help investors — from day traders to retirees — fine-tune their exposure to crypto assets.
MSCI’s Eye-Opening Study on Active ETFs
Aaron Levitt |
A new MSCI study reveals that many active ETFs fall into two distinct categories—high-conviction funds with true active management and broadly diversified funds — making it crucial for investors to understand what they’re really buying.
Breaking Tradition: Vanguard’s Bold Bet on Active Fixed-Income ETFs
Aaron Levitt |
Vanguard, long known for passive investing, is making a significant push into active management with a series of new actively managed bond ETFs, highlighting the growing appeal of active strategies in the fixed-income space.
Taming Bitcoin’s Volatility: How Active ETFs Offer Downside Protection
Aaron Levitt |
Buffered Bitcoin ETFs use options and derivatives to help investors manage risk, providing downside protection while still allowing for potential gains in the volatile crypto market.
ETFs Poised for Explosive Growth as Dual Share Classes Gain Traction
Aaron Levitt |
The expiration of Vanguard’s ETF share class patent could spark a massive shift of trillions in mutual fund assets into ETFs, revolutionizing the investment landscape.
Disruptive Tech Active ETFs: A Golden Opportunity or a Costly Gamble
Aaron Levitt |
Innovation ETFs offer the potential for high returns by investing in disruptive technologies, but mixed results, high volatility, and management challenges suggest investors should proceed with caution.
Navigating Tight Spreads in Junk Bonds with Active ETFs
Aaron Levitt |
Active management and thorough credit research are key to outperforming in the junk bond market, especially during periods of tight credit spreads where yield spreads alone may not reveal true value
Accelerated ETFs: Fast Lane or Speed Traps?
Justin Kuepper |
iShares became the latest firm to launch an accelerated ETF, but are they really a fast lane to higher profits?
New Active ETFs Offer a Unique Spin on Option Income
Justin Kuepper |
YieldMax and NEOS recently launched active ETFs focused on niche corners of the option income space - should you invest?
The Active ETF Boom: Are They Truly Active?
Aaron Levitt |
The rapid growth of active ETFs in 2024 highlights their popularity, but many investors may be surprised to find that some are driven by systematic strategies rather than true active management, underscoring the need for careful due diligence.
Staying Ahead of the Bubble: Active Management’s Role in Risky Times
Aaron Levitt |
Active management and ETFs provide investors with a flexible strategy to navigate the potential market bubble, offering diversification and the opportunity for excess returns when it bursts.
Thematic ETFs: Who Were the Top Performers in 2024?
Justin Kuepper |
Explore 2024's best-performing thematic ETFs across cryptocurrency, artificial intelligence, and fintech sectors with detailed market trends and top returns analysis.
Factor ETFs: A Potential Solution to a Highly Concentrated Market
Justin Kuepper |
Is your portfolio concentrated in mega-cap tech stocks? Factor ETFs offer a smart and cost-effective way to diversify.
ETF Milestones: A 2024 Review & What’s Next in 2025
Justin Kuepper |
The ETF market shattered records in 2024 with $1.1T in inflows and the S&P 500 surging 25%. Learn what happened and what's next!
Do Active ETFs Belong in Your Retirement Portfolio?
Justin Kuepper |
Learn whether the benefits of active ETFs outweigh the costs and risks when building your retirement portfolio.
Value’s Revival: Why Active ETFs Could Be the Key to 2025 Outperformance
Aaron Levitt |
Value stocks are making a comeback, and active ETFs offer investors a powerful way to capitalize on this market shift with potential for outperformance and lower costs.
Evaluating Active ETFs: Key Metrics Beyond Benchmarks
Justin Kuepper |
Learn how to effectively evaluate active ETFs to find the right fit for your portfolio while avoiding common traps.
Active ETFs Set to Overtake Passive Funds: A Milestone in Investment Evolution
Aaron Levitt |
Active ETFs are rapidly growing in number and assets, driven by investor demand, regulatory changes
Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio
Aaron Levitt |
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
MFS Launches Active ETFs Amid Ongoing ETF Conversion Trend
Justin Kuepper |
The inventor of open-ended mutual funds is entering the active ETF space with the launch of five new funds. Should you invest?
Why Active Management is Thriving in the Municipal Bond ETF Market
Aaron Levitt |
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
Why You Should Consider Active International ETFs
Justin Kuepper |
Explore the growing accessibility of alternative investments, their benefits and risks, and specific options worth considering in current market conditions.
The Decline of S&P 500 Dividends: Why Active ETFs Are Key for Income Investors
Aaron Levitt |
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
A New Era in Cash Management: Money Market ETFs Take Center Stage
Aaron Levitt |
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
Some Active ETFs Are Waiving Fees—Should You Invest?
Justin Kuepper |
Learn why you might want to consider active ETFs, the impact of fees, and how fee waivers offer an opportunity.
From Volatility to Opportunity: Active ETFs as a Safe Haven During Political Shifts
Aaron Levitt |
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
How to Benefit from Options-Based Active ETF Strategies
Justin Kuepper |
Discover how options-based ETF strategies work, and what type of active ETF might be right for your portfolio!
Fewer Stocks, Higher Potential: The Rise of Concentrated Active ETFs
Aaron Levitt |
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
Closure Risk in Active ETFs: A Growing Concern for Investors
Aaron Levitt |
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
Why Active ETFs Are Well-Suited for Income Allocations
Justin Kuepper |
Discover why active ETFs outperform their passive counterparts in fixed income and some great options to consider for your portfolio
Beating Uncle Sam: How Active ETFs Deliver Superior Tax Efficiency for Investors
Aaron Levitt |
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
How Active Bond ETFs Can Win Big With Smart Duration Strategies
Aaron Levitt |
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Using Active ETFs for Tax Loss Harvesting
Justin Kuepper |
Learn how active ETFs can help you harvest more losses and boost your after-tax returns.
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
Bonding With Active: Vanguard's Strategic Leap Into Fixed Income ETFs
Aaron Levitt |
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
Justin Kuepper |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Aaron Levitt |
Justin Kuepper |
Justin Kuepper |
Aaron Levitt |
Unlocking Potential: How Low Expenses Propel Active ETFs Into the Spotlight
Aaron Levitt |
Fund flows tell the investor’s story. And right now, investors are favoring low-cost active ETFs.
T. Rowe Price's Strategic Pivot: Active ETFs Embrace Transparency
Aaron Levitt |
T. Rowe Price has had success with its active ETFs. Now it could be giving investors what they really want in transparent funds.
BlackRock Offers a New Spin on Buffer ETFs
Justin Kuepper |
The world's largest asset manager recently launched a pair of new buffer ETFs providing investors with a quarterly, rather than annual, resetting period.
PIMCO's New Active ETFs: Tailored Solutions for Yield and Portfolio Safety
Aaron Levitt |
As one of the first active ETF adopters, PIMCO has a long history of giving investors what they want in an active package. The firm’s latest two launches continue that legacy.
Fidelity's Billion-Dollar Bet: Converting Mutual Funds to Accelerate ETF Growth
Aaron Levitt |
Analyze how Fidelity's significant mutual fund assets serve as a launchpad for their aggressive expansion into the ETF market, potentially challenging established leaders.
New Active ETFs Help Investors Hedge in an Uncertain Market
Justin Kuepper |
Discover why healthcare stocks are back in vogue and some of the top-performing funds in the sector for exposure.
Institutional Investors Embrace Active Fixed Income ETFs for Benchmark-Beating Returns
Aaron Levitt |
Active management has played a big role in fixed income assets in driving excess returns. Active ETFs have only enhanced this ability. Institutional investors have caught wind of that fact
J.P. Morgan vs. Goldman Sachs: Battle of Active Covered Call ETFs
Aaron Levitt |
J.P. Morgan’s two active covered call ETFs have become runaway hits as investors look to boost their income and limit downside risk. Goldman Sachs looks to replicate that success.
Active Management to the Rescue: Navigating High-Yield Bond Risk
Aaron Levitt |
Default rates for junk bonds are starting to rise. Luckily, active ETFs can help limit the risk and still provide high yields.
Turbo-Charge Your Yield with These Active ETFs
Justin Kuepper |
In this article, we'll look at why you may want to consider active fixed-income ETFs and three potential candidates for your portfolio.
The Rise of Active ETFs: Maximizing Opportunities in Emerging Markets
Aaron Levitt |
Emerging markets are one area of the market that active management can play a big role in finding big returns.
Unveiling Hidden Gems: The Advantages of Active Management in Small-Cap Investing
Aaron Levitt |
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Envestnet's Game-Changing ETFs: The Best of Both Worlds for Investors
Aaron Levitt |
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
A Perfect Fit for the Times: BlackRock's New Active ETFs
Justin Kuepper |
Active funds could offer investors an attractive way to navigate today's volatile markets. With its two newly launched ETFs, BlackRock's Large Cap Value ETF (BLCV) and Flexible Income ETF (BINC) offer unique opportunities
Navigating the Turbulent Waters: DoubleLine's Active ETFs Offer Value Plays in the Challenging Real Estate Market
Aaron Levitt |
DoubleLine’s active approach could help its two new real estate ETFs thrive and find bargains amid the sector wreckage.
Location Matters: Why an Active Approach is Key in Real Estate Investing and REITs
Aaron Levitt |
Active ETFs in the real estate sector offer investors better prospects for long-term returns and outperforming passive funds.
Enhancing Returns and Flexibility: The Case for Switching to Active Fixed Income ETFs
Aaron Levitt |
Our roundup of themes for this week center around podcasting, client service calendars and keeping your leads engaged.
Thematic ETFs: The New Stock Picking or a Passing Fad?
Justin Kuepper |
We'll take a look at thematic ETFs and how they're faring among this new wave of retail investors.
How Buffered ETFs and Mutual Funds Can Mitigate Market Swings?
Aaron Levitt |
Buffered funds offer investors, especially those near or in retirement, a powerful tool to reduce volatility and protect against downside risk.
Active ETFs Steal the Spotlight: What's Driving the Surge in Fund Flows
Aaron Levitt |
Fund flows into active ETFs underscore how popular the vehicle is for investors on both the retail and institutional fronts.
Bullish on Crypto's Future? Check Out These Funds
Justin Kuepper |
We'll look at some of the top crypto ETFs and their varying levels of exposure to the nascent asset class.
The Rise of Active ETFs: Capital Group's Success Paves the Way
Aaron Levitt |
Active ETFs have quickly taken the investment world by storm. With their benefits and potentially better returns, more advisors and investors are using them. Capital Group’s suite is a prime example of that.
Top ETFs So Far This Year and Their Winning Strategies
Justin Kuepper |
We'll look at the top-performing ETFs this year and whether the trends supporting their success will continue.
Harness the AI Boom: ETFs to Capture the Next Tech Revolution
Justin Kuepper |
We'll look at how to invest in the AI boom and where the opportunities may lie.
Active ETFs usage on the rise vs 2022 but facing headwinds in Q1 2023
Mitre Media quarterly Advisor Trends Study benchmarks active ETF usage and purchase intent over time
How JEPI is Disrupting the Equity Income Market and Outperforming Passive ETFs
Aaron Levitt |
Options income funds offer a unique twist in the current market and the JPMorgan Equity Premium Income ETF seems to be the top dog.
Understanding the Risks of Exchange Traded Notes (ETNs)
Aaron Levitt |
The latest banking crisis highlights the risk in the sector and why investors may want to avoid ETNs. Active and passive ETF options—along with some of the classic mutual funds—can might be better options to serve a similar purpose.
Gold Prices Are Back to $2,000 – Is Now the Time to Buy?
Justin Kuepper |
Despite the Federal Reserve's decisions to hike interest rates to a historic five percent, gold prices held the psychologically important $2,000 level.
Maximizing Returns: How Adding Quality Stocks Through ETFs Can Boost Your Portfolio
Aaron Levitt |
Quality may seem subjective, but there are several key ingredients that make these stocks tick.
SGI's New Tactical Allocation ETF Offers a Perfect Hedge in Today's Environment
Justin Kuepper |
Dynamic Tactical ETF (DYTA) could offer the perfect protection in today's markets.
DoubleLine Provides a Unique Take to Navigate Changing Real Estate Landscape
Justin Kuepper |
We'll look at the state of residential and commercial real estate markets and how DoubleLine Capital's unique approach could provide exposure with less volatility
Maintain Precise Sector Exposure During Any Market Cycle With Derivatives
Justin Kuepper |
We'll look at the first of several upcoming active ETFs from Roundhill, targeted at helping investors maintain precise sector exposure.
A New Active Bitcoin ETF for Long-term Investors
Justin Kuepper |
While a handful of Bitcoin ETFs offer exposure from within a conventional portfolio, the SEC limits them to investing in Bitcoin futures contracts.
AllianceBernstein's New Active ETFs Can Target Long-Term & Tactical Themes During Any Market Cycle
Justin Kuepper |
We'll look at AllianceBernstein's recently launched funds and how they could help investors fine-tune their exposure.
A Case for Active Management of High-Yield Bonds in 2023
Sam Bourgi |
Bonds with credit ratings below BBB or Baa3 aren’t immune from volatility, yet there’s an advantage in high yield.
Mutual Fund to ETF Conversions Come Under the SEC's Radar
Justin Kuepper |
We'll examine some of the SEC's concerns and what it might mean for the mutual fund to ETF conversion trend.
Can Direct Indexing Offer a Better Alternative to ETFs?
Justin Kuepper |
We'll look at direct indexing and whether it's actually a better alternative to exchange-traded funds (ETFs).
Vanguard's Patent About to Expire: What's Next for Active ETFs?
Justin Kuepper |
Vanguard's patent on adding an ETF share class to mutual funds will expire in May 2023, and at least one asset manager wants to leverage the new vehicle
Here's a Way to Bet on High-Conviction Value Picks
Justin Kuepper |
While there are many value-focused ETFs, active funds have the flexibility to pinpoint deep value opportunities.
Get Small-Cap Exposure With These New Active ETFs
Justin Kuepper |
In this article, we'll explore how active ETFs can help investors capitalize on the small-cap sell-off and two newly launched funds to consider for your portfolio.
ARK ETFs Outperformed so Far in 2023 – Will It Continue?
Justin Kuepper |
Let's look at what's driving performance and whether the outperformance will last over the coming years.
Active Management Won This Battle
Aaron Levitt |
With some of their best returns on record in a long while, active fund managers proved their worth during the difficult market year.
Try These New Flavors of Actively-Managed ESG ETFs
Justin Kuepper |
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on the market.
Invest in Supply Chain Resilience With This Active ETF
Justin Kuepper |
Engine No. 1 became a household name with its Transform 500 ETF, but its new Supply Chain ETF looks to capitalize on an equally significant trend: the relocalization of supply chains.
Multiple Ways To Invest In Alternatives with a Single Active ETF
Justin Kuepper |
We'll look at what sets the fund apart from the competition and why you might consider it for your portfolio.
Looking to Boost Yield? Check Out This Active ETF
Justin Kuepper |
We'll look at what makes CLOs attractive and why you might consider CLOZ for exposure.
Active ETFs Find Their Way to Target-Date Funds
Justin Kuepper |
We'll look at Putnam's newly launched, actively managed target-date retirement funds.
Morgan Stanley Makes a Solid ETF Comeback
Justin Kuepper |
We'll examine these new funds—focusing on the actively-managed funds—and explore how they might impact the ETF market..
JPMorgan Sees ETFs Reaching $15 Trillion in Five Years
Justin Kuepper |
We'll look at what's driving the growth in ETF assets and what it means for the larger market.
Investing with Purpose: The Rise of Mission-Driven Active ETFs
Justin Kuepper |
In this article, we'll look at three recently launched mission-driven active ETFs and how they help investors make an impact.
Changing Macro Environment Could Boost Active ETFs
Justin Kuepper |
In this article, we'll look at how low interest rates boosted passive funds over the past 15 years and why active funds could experience a renaissance in today's rising rate environment.
Active ETFs Could Be a Bright Spot Despite ETF Closures
Justin Kuepper |
Let's examine why active ETFs could continue outperforming despite these trends and what that means for investors.
Can PIMCO's New Preferred Share Active ETF Counter Inflation Concerns?
Justin Kuepper |
Let's examine why preferred stocks could be attractive in today's environment and why investors might want to consider PIMCO's new ETF for active exposure rather than investing in passive funds.
New Active ETF Offers Institutional-Grade Expertise & Access to Renewables
Justin Kuepper |
In this article, we'll look at Element Funds' new Element EV, Solar & Battery Materials Futures Strategy ETF (CHRG) and how it provides exposure to lithium, nickel, copper, and cobalt.
Here's a Convenient Way to 'Buy the Dip'
Justin Kuepper |
Let's take a look at how the new active ETF from Kaiju ETF Advisors works and other AI-powered ETFs for investors interested in the nascent space.
Mutual Fund to Active ETF Conversions Continues to Pick Up Steam in 2023
Justin Kuepper |
Let's take a look at what's driving the trend and some recent examples of conversions expected to occur in the new year.
Choosing Between Active & Passive Strategies in Fixed Income
Justin Kuepper |
Let's look at the effect on ETF fund flows and how to choose the best fixed income strategies to navigate this year's market.
Familiarize Yourself With the Different Active ETF Structures
Justin Kuepper |
Let's look at the evolution of actively-managed ETFs and how the different types impact investors.
4 Active ETFs to Capitalize on Discounted Real Estate
Justin Kuepper |
Let's look at four actively-managed real estate ETFs with the flexibility to help investors capitalize on the decline.
How Active ETFs Can Help You Better Navigate the Structured Credit Market
Justin Kuepper |
Let's take a closer look at different types of structured credit products and how you can get exposure for your portfolio with active ETFs.
Main Management Launches Active Global ex-US Equity ETF
Justin Kuepper |
Let's look at the newly launched actively managed Main International ETF and why investors may want to consider it for their international allocation.
Dimensional Fund Doubles Down on Multi-Factor Active ETFs
Justin Kuepper |
Let's take a closer look at Dimensional’s newly launched active ETFs and why investors may want to consider them for their portfolios.
Invesco Offers an Interesting Way to Access Commodities Futures
Justin Kuepper |
The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF offers one of the most robust actively managed strategies with a diverse commodity basket that can adapt to changing market conditions.
An Active ETF to Get Downside Protection During Difficult Times
Justin Kuepper |
A recession seems increasingly imminent with inverted yield curves and pessimistic executives. Investors that wish to hedge their portfolio against these risks may want to consider the AdvisorShares Ranger Equity Bear ETF.
Generate High Income From Energy MLPs Via This Active ETF
Justin Kuepper |
The actively managed InfraCap MLP ETF offers investors exposure to the midstream MLP space, rising more than 23% since January..
Use This Active ETF as an Armor to Fight Rising Rates
Justin Kuepper |
Let's examine why inflation isn't going away anytime soon and why you might want to consider the PFIX to hedge your portfolio.
Use These New Buffer ETFs to Limit Losses During Uncertain Times
Justin Kuepper |
Let's take a closer look at buffer ETFs, their recent performance, and new options for your portfolio.
Active ETFs Offer Potential to Look Beyond China's Short-Term Woes
Justin Kuepper |
While President Xi and the government face tough challenges ahead, Matthews' fund managers believe that the long-term outlook remains intact.
A New Way to Gain Exposure to the Global Infrastructure Market
Justin Kuepper |
Let's take a closer look at the new ETF's unique approach and why you might want to consider it for your portfolio.
Fidelity Converts Six Thematic Mutual Funds Into Active ETFs
Justin Kuepper |
Let's look at Fidelity's new funds and the broader mutual fund to active ETF conversion landscape.
ARKG Shows Potential for Risk-On Investors
Justin Kuepper |
Let's take a look at why risk-on investors may want to consider the ARK Genomic Revolution ETF (ARKG).
Active Managers Are Winning This Year
Aaron Levitt |
All in all, active funds are proving their worth this year. And investors should consider them as part of their allocation plans.
Active Small-Cap Outperforms, Foreign Funds Underperform
Justin Kuepper |
Let's take a look at some of the best-performing and worst-performing active fund segments over the past year.
New Climate Change Solutions ETF Takes a Unique Approach
Justin Kuepper |
Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) is one of the few climate-focused ETFs that invests in solutions rather than solely avoiding problem companies
Franklin Templeton Jumps on the Mutual Fund to Active ETF Conversions Bandwagon
Justin Kuepper |
Franklin Templeton became the latest asset manager to convert successful mutual funds into active ETFs
Mutual Fund to Active ETF Conversion Enhances Access to Commodities
Justin Kuepper |
In this article, we'll take a closer look at what's in the active ETF and why investors may want to consider it for their portfolios.
Have Investors Given Up on Non-Transparent ETFs?
Justin Kuepper |
Active non-transparent ETFs haven't been as popular as many thought. While hurdles remain, they will likely continue seeing some growth over the coming quarters as more fund managers leverage the vehicle.
Generate Income via Dividends & Options With This Active ETF
Justin Kuepper |
Let's take a closer look at the buy-write strategy, the fund's unique approach, and how you might add it to your portfolio.
A New Suite of Active ETFs Offers International SRI Exposure
Justin Kuepper |
OneAscent Investment Solutions recently launched two new exchange-traded funds that apply SRI criteria to international investment opportunities.
Target Positive Returns Globally Under All Market Conditions with This Active ETF
Justin Kuepper |
The Noble Absolute Return ETF is one of the few funds offering an actively-managed, long-short, absolute return strategy that captures investment opportunities over global market cycles and across regions, sectors, and factors
Capture the 'Night Effect' With This Active Transparent ETF
Justin Kuepper |
Let's look at the night effect and how investors can capitalize on it using a new active transparent ETF from NightShares.
Generate Income With Bitcoin Exposure Via This Active ETF
Justin Kuepper |
MAXI provides investors with exposure to Bitcoin and the potential to generate income by selling short-dated put or call spreads on the most liquid global equity indices.
Machine Learning-Based Active ETF to Replicate Hedge Fund Returns
Justin Kuepper |
Let's examine the Unlimited Fund’s latest active ETF to see what sets it apart from hedge funds and hedge fund-focused ETFs.
An Active High Dividend ETF to Boost Income During Uncertain Times
Justin Kuepper |
Rising inflation and interest rates have hurt fixed income and dividend-focused investments. As a result, investors may want to look toward funds that go beyond the passive management approach and build risk-averse portfolios with optimal yield.
An Active Global Dividend ETF to Diversify Income
Justin Kuepper |
Let's look at how the newly launched Altrius Global Dividend ETF aims to provide exposure to international dividend-paying stocks with a focus on sustainability.
Cash Is Not Trash With Active ETFs
Aaron Levitt |
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Harbor Capital Launches New International Growth ETF
Justin Kuepper |
Rather than investing in a generic all-world index, investors can access a concentrated portfolio of companies well-positioned to benefit from structural themes playing out worldwide.
Revisiting Active ETFs to Hedge Against Inflation
Justin Kuepper |
Investors looking for a hedge against rising inflation may consider actively-managed ETFs. Here are three options.
Active ETFs Gain as Mutual Fund Outflows Accelerate
Aaron Levitt |
ith more active ETFs launching every month, investors will benefit from a better selection, and issuers will have to lower their costs to compete.
5 Newly Launched Active ETFs to Consider for Your Portfolio
Justin Kuepper |
Let's look at five newly launched active ETFs that you may want to consider for your portfolio.
Active ETFs Continue to See Inflows
Aaron Levitt |
Fund flows for active ETFs have continued to be strong during the first half of the year, hitting records.
Active Can Win... if Fees Are Low Enough
Aaron Levitt |
The latest study from the CFA Institute shows that the debate should focus on cheap versus expensive.
Should You Buy Single-Stock ETFs?
Justin Kuepper |
Let's take a closer look at single-stock ETFs, how they work, some popular funds, and whether they suit your portfolio.
What Is in JPMorgan's New Active Growth ETF?
Justin Kuepper |
Let's take a closer look at the fund's attributes and holdings to see if it could have a home in your portfolio.
3 New Active Income ETFs to Consider
Justin Kuepper |
Let's take a closer look at three newly launched active income ETFs, their strategies to generate yield, and some of their most significant holdings.
Value Stocks Outperform: These Are the ETFs To Consider
Justin Kuepper |
Let's take a look at why value stocks are outperforming growth stocks in today's market and some value-focused ETFs to consider.
Top-Performing Active Alternative ETFs in 2022
Justin Kuepper |
In this article, we'll look at three top-performing active ETFs and the strategies that they're using to beat the broad market indexes.
Capital Group Expands ETF Lineup After Early Success
Justin Kuepper |
Capital Group is among the most successful active ETF issuers with plans to launch three more income-focused funds this year.
Best Active ETFs to Recession-proof Your Portfolio
Justin Kuepper |
Let's take a look at a few exchange-traded funds (ETFs) that could offer some level of protection during a prolonged economic downturn.
Do Buffer ETFs Have a Place in Your Portfolio?
Justin Kuepper |
In this article, we will take a look at buffer ETFs, their pros and cons, and some popular options for your portfolio.
Two New Active Fixed Income ETFs To Hedge Against Rising Rates
Justin Kuepper |
Let's look at two new exchange-traded funds (ETFs) that could help protect your portfolio against rising interest rates.
2 New Active ESG ETFs for a Greener Portfolio
Aaron Levitt |
Let's look at two new active ETFs that aim to deliver market-beating returns while taking action to create a greener future.
Active ETFs Playing a Bigger Role But Some Hurdles Remain to Widespread Adoption
Justin Kuepper |
Let's take a look at some of the key takeaways from the survey and what's in store for the future of active ETFs.
Tired of Market Volatility? Try These Active ETFs
Justin Kuepper |
Let's look at how actively managed ETFs can help during market volatility and some options to consider for your portfolio.
3 Interesting Active ETFs Launched in May 2022
Justin Kuepper |
Let's examine a few of the most interesting active ETFs launched in May 2022 and why you may want to consider them for your portfolio.
K-1 vs. ‘No K-1’ ETFs: What's the Difference?
Justin Kuepper |
Let's take a closer look at Schedule K-1, what it means for commodity ETFs, and how No K-1 ETFs may help lower your tax burden.
Quest for a U.S. Spot Bitcoin ETF Remains Elusive - Where Do We Stand?
Sam Bourgi |
Till now, the SEC concluded that fund companies did not adequately address its concerns over alleged fraud and manipulation in the Bitcoin market.
Most Active ETF Inflows Go Into These Funds
Justin Kuepper |
Let's take a look at what active ETFs attracted the most capital during the first quarter along with some up-and-coming funds to watch throughout the year.
What Are the Most Popular Active ETF Genres?
Justin Kuepper |
Let's look at some of the most popular active ETF genres over the past year, key drivers behind those inflows, and what's in store for the future.
Active ETFs May Not Kill Mutual Funds Just Yet
Aaron Levitt |
Given that mutual funds work well for a variety of esoteric and hard-to-price asset classes, their death at the hands of active ETFs may be premature.
Active ETF Performance Shifts From Tech to Value
Justin Kuepper |
Let's take a look at how these trends have played out in actively-managed ETFs over the past year.
Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper |
Let's take a closer look at whether transparency really matters for portfolio managers and why non-transparent ETFs haven't become as popular as many thought.
It Turns Out Passive ETFs Aren't So Passive After All
Justin Kuepper |
In this article, we'll examine these findings and what they mean for the wider ETF industry and investors.
Active ETFs Remain the Place for Fixed Income
Aaron Levitt |
Assets in fixed income active ETFs continue to be favored by investors over equity products
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New Cannabis ETF Takes an Active Approach to the Industry
Justin Kuepper |
Let's take a closer look at the new actively-managed ETF and why investors may want to consider it.
Neuberger Berman Targets Megatrends with New Active ETFs
Justin Kuepper |
Neuberger Berman's new actively-managed thematic ETFs offer a high-tech way to invest in megatrends that could define the next couple of decades.
Non-Transparent ETFs Get a Major Win
Aaron Levitt |
Morgan Stanley recently unveiled some new changes to its policies for advisors regarding non-transparent ETFs.
Why Active International Bonds May Outperform
Justin Kuepper |
This article will look at why actively-managed international bond funds may be an attractive option in today's environment.
Active Mutual Funds Expiration Date Could Be 2023
Aaron Levitt |
Active mutual funds have been on the decline for years now, but we may finally be hitting critical mass with regards to their demise.
Top 5 Active Income ETFs Launched in 2022
Justin Kuepper |
Let's take a look at the top five active income ETFs launched this year that could offer investors a fixed-income alternative.
Active ETFs Shine in a Multi-Asset Income Approach
Aaron Levitt |
Thanks to their low costs and active approach, active ETFs can provide one-ticker access and allow investors to navigate the waters with ease.
Active ETF Advisor Trends White Paper
Check out our latest whitepaper on active ETF advisor trends.
Get Ready for the Rise of Active ETF-of-ETFs
Justin Kuepper |
Let's take a closer look at funds of funds and whether you should consider adding them to your portfolio.
Can Active ETFs Beat Front Running?
Aaron Levitt |
Front running is a serious issue that has cost investors plenty of gains. But active ETFs could be the way to beat back the losses
Why Active Sustainability ETFs Will Grow
Justin Kuepper |
This article will examine how actively managed funds could overcome these problems and become the next sustainability leaders.
What's Driving the Move Into Active ETFs?
Justin Kuepper |
Let's take a closer look at what's driving the move into active ETFs and what it means for investors moving forward.
Is ARKK a Value Fund? Hardly
Aaron Levitt |
In the end, it looks like Wood isn’t running a deep-value portfolio, but a portfolio of busted stocks that were trading too richly to begin with.
Rise of the Robots: Should You Trust AI ETFs?
Aaron Levitt |
Let's look at how artificial intelligence could accelerate these trends following the rise of deep learning in the 2010s—along with some retail ETFs incorporating the technology.
Want Active Management Gains? Think Small!
Aaron Levitt |
Small-cap stocks have been a preferred stomping ground for active managers. And it turns out this is a great place for them to be as they can add alpha to their investors’ bottom lines.
Capital Group Finally Joins The ETF Party
Aaron Levitt |
Capital Group’s entry into the world of active ETFs places a spotlight on the fund type.
Use Active ETFs for Your Cash Strategy
Aaron Levitt |
Thanks to the growth of active ETFs, the number of money market and cash alternative ETFs has exploded over the last few years.
Active Long-Short ETFs Could Hedge Against Rising Risks
Justin Kuepper |
Let's take a look at how long-short equity ETFs can help reduce market exposure and protect investor portfolios.
Active ETFs Still Haven't Cracked the "Pot of Gold"
Aaron Levitt |
Despite having trillions in assets, retirement plans are a bit old fashioned and both passive and active ETFs haven’t cracked “this pot of gold” yet.
Investors Embrace Active Fixed Income ETFs
Aaron Levitt |
Thanks to the current interest rate and global macroenvironment, flows into active fixed income ETFs have been swift.
5 Active ETFs Providing Real Estate Income
Justin Kuepper |
Let's look at five active ETFs that you can use to generate income for your portfolio.
Dimensional Fund Advisors Shows What Is To Come In the Active ETFs Space
Aaron Levitt |
More traditional mutual fund sponsors will take DFA’s lead and convert their funds to ETF structure.
Are Active ETFs Worth the Price?
Justin Kuepper |
This article will examine whether active ETFs are worth the extra cost or whether investors would be better off with passive ETFs.
Active ETFs Leverage Voting Rights to Promote ESG
Justin Kuepper |
Let's look at the voting record of the largest ESG funds and then look at how smaller active ETFs are leveraging proxies for good.
Who Are the Largest Active ETF Providers?
Justin Kuepper |
Let's take a look at today's largest active ETF providers and where the industry is heading over the coming years.
ARK's Underperformance Underscores Need for Manager Diversification
Aaron Levitt |
While Cathie Woods and Ark Invests’ recent performance hasn’t been great, we can learn a lesson from its downturns: Be diversified even when it comes to active management.
It's Go Time for Active ETF Sponsors
Aaron Levitt |
With competition rising, the time for investment managers to start an active ETF strategy is now.
Active ETFs Leverage Options for Alpha
Justin Kuepper |
Let's look at how active ETFs are increasingly leaning on options to deliver above-market income and returns.
How Do You Know If an ETF Is Active?
Justin Kuepper |
Let's take a look at the differences between active and passive ETFs, how to determine what category a fund falls under, and how new funds are blurring the line between the two strategies.
Active ETFs Are a Great Way To Find "Quality"
Aaron Levitt |
In the end, quality trumps both growth and value. And being active is the way to get it.
Can Active ETFs Take On Annuities?
Aaron Levitt |
For investors who are looking for stability and considering annuities, these new ETFs could give annuities a run for its money.
BTAL Goes Active. The First of Many?
Aaron Levitt |
By switching its management style, the fund’s sponsors are approving the active ETF movement.
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Diversify Your Portfolio with International Active ETFs
Justin Kuepper |
Let's take a look at some international active ETFs to diversify your portfolio and generate more alpha.
How to Invest in the Metaverse With Active ETFs
Justin Kuepper |
Let's take a look at how investors can gain exposure to these new markets through exchange-traded funds (ETFs).
4 Active ETFs for Retirement Portfolios
Justin Kuepper |
Let's take a look at four active ETFs that could help protect retirement portfolios from rising inflation and other risks while maintaining an attractive base level of income.
Active Is the Way To Go With Value Investing
Aaron Levitt |
With the new surge of active ETFs on the marketplace, the benefits of value investing can finally be unleashed.
Get Ready for "Active Passive" ETFs
Aaron Levitt |
A new fund filing from asset manager Envestnet potentially bridges the gap between active and passive ETFs.
What Are Active Non-Transparent (ANT) ETFs?
Justin Kuepper |
Let's take a look at the rise of active non-transparent (ANT) ETFs and why they could encourage more mutual funds to offer ETF alternatives.
Direct Indexing Is Coming and Investors Should Take Notice
Aaron Levitt |
With free brokerage commissions, fractional shares, and automated portfolio management, the idea of owning an index directly rather than via a fund is a reality.
Active ETF Trends to Watch in 2022
Justin Kuepper |
Let's take a look at three active ETF trends that investors should watch for in 2022 and what they mean for your portfolios.
New Active ETFs Target Niche Verticals
Justin Kuepper |
Let's look at some of the most recent active ETFs targeting opportunities in niche corners of the market.
Know the Drawbacks of Active ETFs
Justin Kuepper |
Let's take a look at some other active ETF drawbacks that investors should keep in mind.
Liquidity Matters With Active ETFs
Aaron Levitt |
Given the complexities with active ETFs and their non-index-tracking ways, liquidity of funds matters even more.
Active ETFs & REITs Could Be a Match Made in Heaven
Aaron Levitt |
Using an active strategy via an ETF could prove to be the best way to gain exposure to real estate and boost returns.
Fixed Income Active ETFs Can Avoid Interest Rate Risk
Justin Kuepper |
Let's look at how investors can hedge against interest rate risk with active ETFs, and some of the best options to consider.
Active ETFs & Alternatives
Aaron Levitt |
Thanks to their structure, active ETFs could be one of the best ways to house liquid alts in a cheap and easy-to-use package.
Investing in Crypto with Active ETFs
Justin Kuepper |
Let's take a look at an asset manager that hopes to enter the space with actively managed exchange-traded funds (ETFs).
Could Active ETFs Be a Better Way To Find Dividend Income?
Aaron Levitt |
Combining the ease and efficiency of passive dividend ETFs with the potential safety feature of active funds could provide the best portfolio outcome.
Active ETFs Could Win Big With Biden’s Tax Plans
Aaron Levitt |
As a tax-efficient investment vehicle, active ETFs are better suited to deal with the potential changes to taxes.
Active ETFs Are Better Than Their Mutual Fund Twins
Aaron Levitt |
History is repeating itself and making a serious case for active ETFs in your portfolio.
Should Your Portfolio Include Actively Managed Quant ETFs?
Justin Kuepper |
Let's take a look at how quant ETFs work, the differences between quant and smart beta, and five ETFs to consider for your portfolio.
Fees Continue To Fall With Active Funds
Aaron Levitt |
Thanks to their structure, ETFs are bringing down costs for active management to a level where they can compete with passive funds and use their benefits to actually outperform.
Looking for the Next ARK ETF?
Justin Kuepper |
Cathie Wood's ARK Innovation ETF (ARKK) has been a strong performer over the past couple of years, but recent declines have prompted investors to look elsewhere for better opportunities.
Active Management Was Made for Volatile Markets
Aaron Levitt |
With the growth of low-cost active ETFs, investors have plenty of chances to reduce volatility in their portfolios.
Active Bond Management Is The Best
Aaron Levitt |
Active bond management can have big benefits over indexing. Part of that reason comes down to how indexes are constructed in the fixed income world.
Which Active ETFs Are Outperforming?
Justin Kuepper |
Let's look at why actively managed ETFs are increasing in popularity and where investors can find outperformance.
Active ETFs – Should We Trust Superstar Managers?
Aaron Levitt |
The question is, will these managers find success in the ETF world or is this potentially a repeat of what we’ve seen in the mutual fund world?
Thematic Investing: The Current Frontier in the ETF Universe
Scott Hays, CFA |
Over the last few years, there has been an explosion in the number of thematic ETFs available.
Mutual Funds to ETF Conversions Are Here To Stay
Aaron Levitt |
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Transparent, Semi-Transparent and Non-Transparent: Why Does It Matter?
Aaron Levitt |
Thanks to new SEC rules governing traditional active ETFs, these funds can now come in a variety of flavors.
Using Active & Passive ETFs Together
Aaron Levitt |
Thanks to the growth in active ETFs, many of the hurdles that face active management could be eliminated.
Not All Active ETFs Are the Same
Aaron Levitt |
For investors, understanding the difference between the two flavors of active ETFs is important when constructing a portfolio.
Active ETFs: Underdogs with an Advantage?
Mike Dickson, Ph.D. |
Recent market dynamics have promoted a surge in active ETF issuance within the equity space
How Smart Beta Could Help in a Frothy Market?
Justin Kuepper |
Let’s take a closer look at smart beta funds, strategies for frothy markets and funds to consider for your portfolio.
Why Fixed-Income Indexing May Lag Active Strategies?
Justin Kuepper |
Let’s take a look at why active managers continue to outperform passive indexes in fixed income.
Active Equity ETFs: Can ETF Investors Still Get the Benefits of Stock Selection
Active Equity ETFs: Can ETF Investors Still Get the Benefits of Stock Selection
Actively managed fund offers durable income stream: PRBIX
Todd Rosenbluth |
Thematic fund research based on proprietary analytics from CFRA
Types of Portfolio Management
Daniel Cross |
Check out this article to learn more about different types of portfolio management
Featured Active ETFs
Overview
Payout
Income
Income Risk
Returns
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
7/24/26
YieldMax® HIMS Option Income Strategy ETF
HIYY | ETF |
$13.08
-12.16%
$14.90 M
103.56%
$13.55
-12.68%
-
YieldMax® PYPL Option Income Strategy ETF
PYPY | ETF |
$29.89
+0.02%
$11.50 M
102.30%
$30.58
-4.61%
1.01%
YieldMax® INTC Option Income Strategy ETF
INYY | ETF |
$39.45
-6.14%
$14.20 M
102.27%
$40.35
0.00%
0.99%
YieldMax® MSTR Option Income Strategy ETF
MSTY | ETF |
$12.24
-1.84%
$709.91 M
94.78%
$11.60
-34.72%
0.99%
YieldMax® MSTR Short Option Income Strategy ETF
WNTR | ETF |
$27.67
+0.99%
$77.10 M
93.81%
$25.96
11.32%
-
YieldMax® MRNA Option Income Strategy ETF
MRNY | ETF |
$14.36
-5.28%
$121.00 M
91.40%
$13.12
57.58%
0.99%
YieldMax® SNOW Option Income Strategy ETF
SNOY | ETF |
$10.46
+0.97%
$46.70 M
84.56%
$8.85
24.09%
0.99%
$13.61
-0.52%
$2.50 M
80.71%
$10.98
-40.24%
1.29%
YieldMax® RBLX Option Income Strategy ETF
RBLY | ETF |
$11.75
-0.34%
$2.40 M
80.54%
$9.46
-41.50%
0.99%
YieldMax® CVNA Option Income Strategy ETF
CVNY | ETF |
$19.05
-0.42%
$22.50 M
80.47%
$15.33
-23.08%
0.99%
