ETF Prime

Nate and VettaFi’s Todd Rosenbluth go around the world of ETFs, discussing flows, the year’s biggest stories, launches, new entrants, SEC filings, and much more.

VettaFi’s Lara Crigger explains why the SEC allowed leveraged and inverse single stock ETFs and discusses the future of this nascent category.  Phil Huber, Author of “The Allocator’s Edge” and CIO at Savant Wealth, goes in-depth on alternative assets.  Blue Horizon’s Tim Johnston spotlights the Blue Horizon New Energy Economy 100 Index ETF (BNE).

VettaFi’s Dave Nadig offers his take on the SEC approving leveraged and inverse single stock ETFs.  BlackRock’s Bob Hum and MSCI’s Hitendra Varsani discuss the relevance of factor investing given the global macro backdrop, specifically focusing on value and minimum volatility.  ProShares’ Simeon Hyman spotlights their recently launched Short Bitcoin Strategy ETF (BITI).

VettaFi’s Tom Lydon recaps ETFs in the first half of 2022 and looks ahead to the remainder of the year.  SEI’s Jim Smigiel discusses the firm’s recent foray into ETFs.  Quadratic Capital’s Nancy Davis offers perspective on the current bond market and spotlights their Interest Rate Volatility and Inflation Hedge ETF (IVOL).

ETF industry veteran Joanne Hill discusses the early days of ETFs and what’s next for the industry. VettaFi’s Tom Hendrickson explains how the changing market environment is impacting advisor attention in certain asset classes and ETFs.  Aptus ETFs’ JD Gardner highlights their unique lineup of actively managed ETFs.

Morgan Creek’s Mark Yusko discusses SPACs, crypto, and several ETFs including the Morgan Creek-Exos Active SPAC Arbitrage ETF (CSH).  VettaFi’s Dave Nadig dissects Hester Peirce’s recent speech on crypto regulation and offers his latest thinking on the prospects for a spot bitcoin ETF.  Pacer ETFs’ Sean O’Hara explains why the firm has become the fastest growing ETF issuer of 2022.

VettaFi’s Lara Crigger dives into ESG ETF flows, performance, and overall investor interest.  Plus, Lara offers perspective on recent SEC proposals that could impact ESG ETF naming and disclosures.  New York Life Investment’s Wendy Wong spotlights their IQ Dual Impact Suite of ETFs.  ACA Foreside’s Sonja Formato provides an inside look at ETF distribution, including mutual fund to ETF conversions, active semi-transparent ETFs, and platform access.

VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.

Nate revisits some of his favorite conversations this year including with Cambria’s Meb Faber, VettaFi’s Dave Nadig and Lara Crigger, Vanguard’s Rich Powers, BNY Mellon’s Ben Slavin, and Grayscale’s Dave LaValle.

VettaFi’s Tom Hendrickson discusses their newly branded platform and offers insight into which equity ETFs are resonating with advisors.  Strategas’ Nick Bohnsack goes in-depth on the financial markets and explains their recently launched ETFs.  Armada ETF Advisors’ David Auerbach spotlights the Home Appreciation U.S. REIT ETF (HAUS).