ETF Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Thematics & Sectors

The Future of AI ETFs May Be Data Centers

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Investments in AI infrastructure are set to take off in the next decade, and more ETFs are focusing on that.

2 min read
Investing Strategies

Are US Stocks Inflated? Fund Managers Say So

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Finance pros say US stock prices are higher than they should be, but that may have a lot to do with the biggest names in the S&P 500.

2 min read
Investing Strategies

Like Active Management? Odds of Outperformance Are Slim

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The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

2 min read
Regulation & Legislation

Liquid Staking Crypto Isn’t a Securities Issue, SEC Says

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The agency declared it is hands-off for liquid staking in some cases, which could eventually help crypto ETFs benefit from proof-of-stake.

2 min read
Investing Strategies

ETFs for Risk-On Investors

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For investors with a higher risk tolerance, a standard ETF portfolio may not cut it.

2 min read
Industry News

From Greenwashing to Greenhushing: The Rise of ‘Anti-ESG’ ETFs

Photo illustration by Connor Lin / The Daily Upside, Photos by Pakhnyushchyy and Ajt via iStock

A backlash to so-called woke investments spurred interest in their anti-woke counterparts. But is it a new strategy or just marketing hype?

4 min read
Industry News

Active ETFs Are Booming in Europe. US Managers Want In

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With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.

2 min read
Thematics & Sectors

Gold ETF Sales Skyrocket Amid Price Surge

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Not since the pandemic have US gold ETFs seen such demand, with geopolitical and economic uncertainty driving people to the safe-haven asset.

2 min read
Regulation & Legislation

SEC, Congress Want Regulations to Oversee AI Experiments

Photo via Graeme Sloan/Sipa USA/Newscom

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

1 min read
Investing Strategies

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

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Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Regulation & Legislation

SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

2 min read
Industry News

Two Income ETFs Are Goldman’s Fastest Sellers

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Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

1 min read
Regulation & Legislation

Crypto ETFs Get Major Relief From SEC

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Bitcoin, Ether and other crypto ETFs are no longer limited to cash transactions — they can use in-kind creation and redemption.

2 min read
Thematics & Sectors

ETF Sales: A Tale of Bitcoin and the S&P 500

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BlackRock and Vanguard have raked in cash in very different places, highlighting some of the differences in their ETF customer bases.

2 min read
Industry News

Why Goldman Sachs Jumped Back into Lead Market Making

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Wall Street giant Goldman Sachs has emerged as the lead market maker of the $34 million Capital Group US Large Growth ETF.

1 min read
Thematics & Sectors

Are Faith-Based ETFs the Answer to Clients’ Prayers?

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The faith-based ETF segment focuses less on generating alpha and more on adhering to religious principles and values.

2 min read
Thematics & Sectors

What Coca-Cola’s New Sugar-Cane Coke Means for a Sugar ETF

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The world’s leading beverage company plans to add a cane-sugar version of its namesake beverage in the US.

2 min read
Regulation & Legislation

Why the SEC Keeps Putting Off Diversified Crypto ETFs

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The agency this week delayed approving Bitwise’s ETF conversion, a sign of hesitancy despite a crypto-friendly government.

2 min read
Thematics & Sectors

Faith-Based Firm Led by Bob Doll Adds First ETFs

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Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read
Investing Strategies

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.