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My favorite ETF reads over the past week, along with my ETF chart of the week!

 

Record Flows Pour Into ESG Funds as Their ‘Wokeness’ Is Debated by Casey Wagner and Claire Ballentine

“If you go in there thinking that you want to ‘woke’ up your portfolio, and you see those companies, you’re going to be like, ‘What? That’s not what I signed up for.’”

 

ETF Clones Multiply in Industry Fee War by Michael Wursthorn

“The race to zero on Wall Street is so competitive that some of the biggest asset managers are creating cheaper knockoffs of their most popular exchange-traded funds.”

 

Like the Nasdaq-100? Here’s its ‘baby brother’ in a new ETF by Andrea Riquier

“Todd Rosenbluth, head of ETF and mutual fund research for CFRA, likens the fund, which is popularly known by its ticker, QQQJ, to “the younger brother of the captain of the football team entering high school.”

 

Expect More Leveraged & Inverse ETFs by Lara Crigger

“Now that issuers can use Rule 18f-4 in conjunction with the ETF Rule to issue leveraged and inverse ETFs, we will likely see new products and new issuers entering the ETF market, just as the ETF Rule opened the floodgates for boutique firms and active managers.”

 

Should FAAMGs be included in ESG ETFs? by George Geddes

“While the leading technology stocks have been rallying as a result of recent events in 2020, their inclusions in environmental, social and governance (ESG) ETFs have been put into question because of their energy consumptions and working environments.”

 

Newer ETFs to Buffer Your Portfolio From Volatility by Todd Rosenbluth

“These ETFs all have a similar goal: to provide risk-controlled exposure to an investment style with limits to how much can be gained or lost within a period.”

 

ETF Chart of the Week:  Since the launch of the first ETF in 1993, the percentage of mutual fund and ETF assets invested in the “passive blend” category has grown from less than 5% to over 40%!

Source: @EconomPic

 

Last Week’s ETF Buzz