ETF Inflows & Outflows
Performance Leaders & Laggards
Source: ETF Action; flows and performance data as of 2/13/25; performance data excludes leveraged and inverse products
Weekly ETF Reads
Trump effect tests resolve of traditional ETF investors by Emma Boyde
“This is Direxion weather.”
Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors by Gabe Alpert
“Buffer ETFs have grown to nearly $50 billion in assets from just over $5 billion at the end of 2020.”
Charles Schwab Expands 24-Hour Trading to All Its Retail Clients by Georgia Hall
“Those include shares of companies in the S&P 500 and Nasdaq-100 as well as hundreds of exchange-traded funds.”
NYSE Texas Launch Could Reshape ETF Listing Landscape by DJ Shaw
“For existing issuers, making the move could serve as a bold branding statement about their identity.”
Defiance ETF pairs Tesla and Ford, more match-ups to come by Suzanne McGee
“Pairs trades, as these are called, exist out there for professional traders and institutions but just are not accessible in an ETF.”
Tuttle Capital files for ‘alien tech’ ETF by Daniel Gil
“Without sufficient information sourced from government disclosures on UFOs, the product might not go to market.”
ETFs That Pay You to Invest by Zachary Evens
“Some ETFs generate so much income from securities lending that it fully offsets the fund’s annual fee.”
SEC X Account Hack Over Bitcoin ETF Post Leads to Guilty Plea by Sabrina Willmer
“The account hack occurred a day before analysts expected the SEC to announce the approval of the spot market Bitcoin ETFs.”
The growing case for memecoin ETFs: Financial innovation or speculative risk? by Jason Shubnell
“I don’t think every crypto asset is appropriate for an ETP.”
Plus, my latest contribution to etf.com… Here’s How Investors Are Winning the ETF Fee War
ETF Post of the Week
It has become near impossible to keep up with the flurry of filings and regulatory activity surrounding crypto ETFs. Scott Johnson, General Partner at Van Buren Capital, offers a nice snapshot of events over a recent four-day period. In the three days following this post, there were filings for staking in spot ether ETFs, SEC acknowledgment of XRP and Dogecoin ETFs, and more. Wild week is an understatement.
A wild week in crypto ETF land, with more to come with DOGE/XRP acknowledgments on deck. Next question everyone will be asking is how long the SEC plans to take before issuing final orders & what's the test they're using. pic.twitter.com/EefzO0n2eG
— Scott Johnsson (@SGJohnsson) February 12, 2025
ETF Chart of the Week
The Vanguard S&P 500 ETF (VOO) appears set to surpass the world’s largest ETF – the SPDR S&P 500 ETF (SPY) – in assets any day now. Below is a quick tale of the tape on the four ETFs tracking the stalwart index. As Morningstar’s Daniel Sotiroff told Barron’s:
“While the SPDR still offers investors ‘a pretty good deal’, ‘it isn’t the optimal solution, given the other options available today’.”
As an aside, Morningstar conducted a brief analysis of VOO here.
Source: Barron’s Ian Salisbury
ETF Prime Podcast
Last week’s ETF Prime featured Invesco’s Global Head of ETFs, Brian Hartigan, who provided a nice tour through the current financial markets and the firm’s ETF lineup. VettaFi’s Cinthia Murphy also offered hot takes on several recent ETF stories including Vanguard’s fee cuts, Trump Media’s entry into the space, and the rash of crypto ETF filings.
Crypto Prime Podcast
Alex Thorn, Head of Research at Galaxy, joined me on last week’s Crypto Prime to discuss the increasingly favorable crypto regulatory environment and explain why greater clarity will force the industry to “put up or shut up”.
