ETF Inflows & Outflows
Performance Leaders & Laggards
Source: ETF Action; flows and performance data as of 8/28/25; performance data excludes leveraged and inverse products
Weekly ETF Reads
There Are Now More ETFs in US Than There Are Individual Stocks by Vildana Hajric
“Issuers have been busier than ever this year, having launched more than 640 ETFs, a record-setting pace that comes to about four per day.”
Of course, there are more ETFs than individual stocks by Sam Ro
“Keep in mind there are still more mutual funds than ETFs.”
ETF Slop: How Wall Street Flooded the Market With Gimmick Funds by Sumit Roy
“Slop pays, and even the biggest issuers want in.”
Why You Should Pay Attention to Active ETFs by Bryan Armour
“The average active ETF faces a 40-basis-point lower hurdle to beat its benchmark compared with the average mutual fund.”
The mysterious, massively lucrative, multibillion-dollar ARKK trade by Robin Wigglesworth
“A funky arbitrage at the heart of the ETF mechanism opened up an avenue for someone to stealthily engineer indirect exposure to the Bullish IPO.”
ETFs and 401(k)s Don’t Play. Could Dual Share Classes Change That? by Emile Hallez
“One ETF shop is trying something different.”
(Note: F/m Investments CEO Alex Morris will join me on next week’s ETF Prime to discuss the firm’s plan to use dual share classes in an effort to penetrate the 401(k) market.)
Advisors redefine income strategies amid market complexity, Nasdaq survey reveals by Steve Randall
“Active funds growing 9% alongside passive ETFs growing 11% tells me advisors are building truly customized solutions and value the active component of the strategy.”
Ethereum ETFs on track for $4 billion in August inflows while Bitcoin funds face outflows by James Hunt
“The Ethereum ETFs’ recent outperformance began in earnest on July 17, coinciding with a surge in the price of ETH.”
Fast-Tracking Digital Asset ETFs by Lucas Tcheyan
“The lesson from the traditional ETF market is clear: rules-based frameworks accelerate innovation while preserving investor safeguards.”
ETF Post of the Week
Which ETF categories are driving the recent boom in launches? Morningstar’s Jeffrey Ptak with a nice breakdown…
Of the 988 ETFs that launched over the past year, 530 fell into at least one of 7 types: Leveraged/inverse (208), single-stock (181), buffer (140), option-income (88), tgt maturity (68), open-end conversion (65), digital-assets-related (46). pic.twitter.com/Tyr3rQ5Yn7
— Jeffrey Ptak (@syouth1) August 27, 2025
ETF Chart of the Week
There are currently over 90(!) crypto ETF filings pending with the SEC. Hope you have good eyesight…
Source: Bloomberg’s James Seyffart
ETF Prime Podcast
Last week’s ETF Prime featured Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, and Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes. Travis walked through the firm’s expanding ETF lineup and shared his take on today’s markets. Jillian DelSignore highlighted some of the hottest industry trends and offered insight into the evolving world of ETF distribution.
Crypto Prime Podcast
Leah Wald, CEO of SOL Strategies, and CTO Max Kaplan joined me on last week’s Crypto Prime to break down the evolving crypto ETF landscape, the risk-reward dynamics of digital asset treasury strategies, and the broader investment case for Solana.
