Susquehanna International Group, LLP (SIG), a global trading, technology, and investment firm, disclosed that it holds over $1.8 billion in Bitcoin exchange-traded funds (ETFs) through a 13F-HR filing submitted to the Securities and Exchange Commission (SEC), providing a detailed breakdown of SIG’s investment portfolio. The filing reveals the investment firms biggest positions were in Grayscales…
Drazen Zigic Main Thesis & Background The purpose of this article is to evaluate the SPDR S&P Regional Banking ETF (NYSEARCA:KRE) as an investment option at its current market price. This is a fund with an objective to “provide investment results that, before fees and expenses, correspond generally to the total return performance of the…
Khaosai Wongnatthakan One of the biggest advantages of older ETFs is also a major disadvantage. On the one hand, it’s easy to look at various time frames to see when it outperformed the market; this gives you opportunities to look for similar signals in the future. Ironically, that’s also a drawback because too much historical…
Hill Street Studios/DigitalVision via Getty Images ONEY strategy SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) started investing operations on 12/02/2015 and tracks the Russell 1000 Yield Focused Factor Index. It has 300 holdings, a 30-day SEC yield of 3.32% and an expense ratio of 0.20%. Distributions are paid quarterly. As described by FTSE Russell, the…
NoSystem images The momentum factor has taken a breather in the last month and a half. It surged out of the gates in 2024, powered higher by overweights to the ongoing AI theme and broader semiconductor-stock surge. Also helping the strategy which seeks to pounce on what has been winning was general outperformance by large-cap…
Oselote It has now been over a year since I last covered the Sprott Physical Silver Trust (NYSEARCA:PSLV) for Seeking Alpha. In my last piece, I said it was “time to buy the dip” and the timing of that call was quite good. At the time the article was published, PSLV shares were just over…
Fidelity, a major financial services firm, says pension funds are starting to explore investing in Bitcoin, particularly after the approval of spot Bitcoin exchange-traded funds earlier this year. BREAKING: Wall Street giant Fidelity says pension funds are beginning to explore #Bitcoin and crypto Gradually, then suddenly 🚀 pic.twitter.com/8vBz4Bf02t — Bitcoin Magazine (@BitcoinMagazine) May 3, 2024 Fidelity has…
BNP Paribas, the second largest European bank, has purchased exposure to Bitcoin via a spot ETF, per recent 13F filings with the SEC . The filings show BNP Paribas bought BlackRock’s iShares Bitcoin Trust ETF (IBIT). JUST IN: 🇫🇷 Second largest European bank, BNP Paribas reports exposure to #Bitcoin ETF in 13F filings. It's just…
Matteo Colombo Introduction When looking at ETFs that invest based on an index, fees are critical when deciding which ETF to own. I was familiar with two popular ones, the iShares Russell 3000 ETF (IWV) and the Vanguard Russell 3000 ETF (VTHR), but I recently found the Dimensional U.S. Equity ETF (NYSEARCA:DFUS), whose fees are…
Hoseki, a leader in Bitcoin and blockchain verification solutions, has unveiled Hoseki Verified, a new verification product aimed at enhancing transparency and trust in the cryptocurrency industry, with a focus on spot Bitcoin exchange-traded fund (ETF) asset verification, according to a press release sent to Bitcoin Magazine. This public dashboard aims to set a new industry standard…
PM Images I’ve been covering the realm of ultra-short securities for quite some time. I’ve written Buy and Strong Buy articles about many ultra-short bond ETFs, and even one about how great Money Market Funds are these days. In most of the articles, I discuss the fact that ultra-short assets are attractive now, but might…
Dragon Claws/iStock via Getty Images TLT, inflation and fiscal sustainability The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) provides investors with exposure to Treasury bonds with extended duration. As pointed out by the TLT ETF’s description (the emphases were added by me), it “seeks to track the investment results of an index composed of U.S….
The Australian Securities Exchange (ASX), which accounts for the majority of trading volume in Australia, is expected to approve the country’s first spot bitcoin ETFs on ASX before the end of 2024, according to a recent Bloomberg report citing anonymous sources familiar with the matter. BREAKING: 🇦🇺 Australia to approve the spot #Bitcoin ETFs before the…
This article was written by Follow Michael A. Gayed is portfolio manager, and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and is a CFA Charterholder. Michael runs the investing group The Lead-Lag Report,…
zhnger iShares MSCI France ETF (NYSEARCA:EWQ) is a popular way for investors to own some of the leading companies in France and get diversification and liquidity at the same time. This ETF has about $638 million in assets, and it has an expense ratio of 0.50%. It holds about 63 positions and has an SEC…
Richard Drury I last covered the Avantis U.S. Large Cap Value ETF (NYSEARCA: AVLV) in early 2023. In that article, I argued that AVLV’s diversified holdings, cheap valuation, and good performance track-record, made the fund a buy. AVLV has marginally outperformed the S&P 500 since, slightly underperforming my expectations. AVLV Previous Article I remain bullish…
gopixa Launched on 07/07/2015 and managed by Victory Capital Management Inc., VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) is an ETF focused on high income through dividends coupled with low volatility. It currently manages about $350 million and distributes on a monthly basis. CDL is arguably one of the best high-dividend-yield ETFs…
Laurence Dutton Introduction The Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI) is a 7-year-old ETF, with $765m in AUM that offers efficient access (an expense ratio of just 0.09%) to around 25 developed market equities sourced from markets beyond North America. Over the past year, DIVI has provided steady returns of 9%, but that…
Morgan Stanley, one of the world’s largest investment banks with over $1.4 trillion in assets under management (AUM), is reportedly considering allowing its brokers to directly recommend Bitcoin exchange-traded funds (ETFs) to its customers. JUST IN: Morgan Stanley may allow its 15,000 brokers to recommend #Bitcoin ETFs to their clients: Reports Gradually, then suddenly 🙌…
pepifoto Investment Thesis The O’Shares U.S. Quality Dividend ETF (BATS:OUSA) is one of the highest-quality ETFs on the market. This monthly payer yields 1.77% and has matched the returns of more popular funds like the Vanguard Dividend Appreciation ETF (VIG) and the iShares Core Dividend Growth ETF (DGRO) in recent years. While this feature makes…
BlackRock’s Bitcoin ETF, IBIT, is now one of the top 10 ETFs of all-time, at least when it comes to maintaining its streak of daily investment inflows. As of Tuesday, April 23, IBIT has seen 70 days of inflows, meaning that the fund has seen a positive increase in its total holdings of the underlying asset,…
ClaudioVentrella/iStock via Getty Images VanEck Pharmaceutical ETF (NASDAQ:PPH) is a popular way for investors to own some of the leading pharmaceutical companies and get diversification and liquidity at the same time. This ETF has about $488 million in assets, and it has an expense ratio of 0.36%. There are a number of positives I see…
sefa ozel Recently, I have seen many investment analysts and news outlets discuss the possibility of ‘Volmageddon 2.0’ (Figure 1). Figure 1 – Option income assets have grown rapidly in recent years (Elliot wave International via X) According to these analysts and reporters, investors pouring billions into ETFs selling options is betting on calm markets…
BING-JHEN HONG NVIDIA (NVDA) plunged 10% last Friday for its worst session since March 2020. The move came on no major news but concerning earnings reports and outlooks from overseas semiconductor companies such as Taiwan Semiconductor (TSM) and ASML Holding (ASML) tempered the once-hot industry. Chip stocks command about a 10% weight in the S&P…
syahrir maulana IWO strategy iShares Russell 2000 Growth ETF (NYSEARCA:IWO) started investing operations on 07/24/2000 and tracks the Russell 2000 Growth Index. It has 1065 holdings, a 30-day SEC yield of 0.50% and an expense ratio of 0.24%. It is a direct competitor to Vanguard Russell 2000 Growth ETF (VTWG), which tracks the same index….
Richard Drury The Vanguard Information Technology ETF (NYSEARCA:VGT) is down over 7% over the past three weeks, which is equivalent to around 10 years of the ETF’s dividend yield. VGT has underperformed the return on cash since its 2021 peak, which marks a two and a half year period of zero excess returns, which included…
travelpixpro Thesis The first step in investing is understanding what you are buying and the risk factors involved. Say you want to buy bonds – you need to understand the difference between treasuries, corporate bonds and junk bonds in order to zone in the sector that is most suitable for your investment style. The same…
DNY59 Introduction I’ve previously published articles here on Seeking Alpha, covering the Virtus InfraCap US Preferred Stock ETF (NYSEARCA:PFFA). Since the last article was published in January 2024, PFFA was up smartly riding the expectation that the Federal Reserve would begin an aggressive interest rate reduction campaign as early as March. Over the last couple…
Richard Drury/DigitalVision via Getty Images Thesis The iShares Floating Rate Bond ETF (BATS:FLOT) is a short term bond fund which we have covered before here, where we were highlighting the reasons for which the name was a strong hold candidate for an investor’s spare cash. The vehicle has continued to deliver since we last visited…
malerapaso Today’s article is supposed to provide an updated analysis of the AdvisorShares Focused Equity ETF (NYSEARCA:CWS), an actively managed vehicle that I previously covered in August 2023. In the review, I would like to pay special attention to the changes its portfolio has undergone since then and how they have impacted the factor story,…
Tzido/iStock via Getty Images Thesis We covered the BlackRock Flexible Income ETF (NYSEARCA:BINC) shortly after its inception almost a year ago. In our original piece, we described the new fund and the intent of the asset manager in a macro environment that was favorable to fixed income funds. We are going to re-visit this name…
alisbalb/iStock via Getty Images Introduction They are a ubiquitous presence on the Internet if one is searching for stock ideas. They are pervasive in their ad campaigns for their stock ideas and newsletters. At one time, they had their own radio show featured on NPR. For those of us who were beginning investors over a…
We Are One of the things that worries me is concentration risk. It’s been a growth world for some time now, with Technology being the outsized winner from a momentum perspective. The result of this tech dominance on growth-oriented portfolios is concentration risk, with funds like the Russell 1000 Growth Index having a whopping 44%…
MoMo Productions/DigitalVision via Getty Images Introduction This article covers the Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) (the “Fund“), a passively managed exchange-traded fund (“ETF“) managed by Charles Schwab Investment Management, Inc. (the “Fund Sponsor“). Awarded three-stars from Morningstar, the Fund boasts a low expense ratio (0.25%) and above-average relative performance. Notably, the Fund…
filo Article Purpose Historical results are among the first things many investors consider when analyzing ETFs. Except for contrarians, investors search for funds with solid one-year, three-year, and five-year returns, as this is evidence the strategy can work, notwithstanding macroeconomic changes or changes in the portfolio’s composition. But you might be wondering how well this…
John Sommer Last summer, I wrote a cautious article on the Invesco Senior Loan ETF (NYSEARCA:BKLN), warning that rising leveraged loan defaults could pose a headwind to the BKLN ETF. However, since my article, the BKLN ETF has actually returned a handsome 9% total return (Figure 1). Figure 1 – BKLN has returned 9% since…
Of the 11 financial institutions that issued spot Bitcoin ETFs in January 2024, only two — Bitwise and VanEck — have pledged to donate a percentage of their profits to open-source Bitcoin development. Regardless of whether large holders are harassing ETF sponsors for funding core dev, the real question is – why are only @BitwiseInvest…
PM Images Introduction This article reviews the Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO). While I have come across numerous US equity momentum ETFs, this is my first that applies that strategy to International stocks. Momentum investing has been studied for years and its success runs counter to the Efficient Market Hypothesis that states earning…
ryasick Investing in corporate credit at this point in the cycle is risky to me, given just how narrow credit spreads are. Having said that, there is still opportunity, so long as you access the space by limiting exposure to overpriced and vulnerable bonds. That’s why the BNY Mellon High Yield Beta ETF (NYSEARCA:BKHY) is…
Colin Anderson Productions pty ltd Following a bullish six months, Q2 has got off to a less impressive start and change is in the air as “higher for longer” expectations for rates are finally having an effect. The S&P 500 (SPY) has broken the trend support in place for over two months and has already…
Douglas Rissing Thesis On April 10 the March 2024 CPI data was released, numbers which came in higher than expected, triggering a red day in equities and a massive rally in bond yields. Sticky inflation has been a problem for the Fed, who might be forced down the line to make 3% the new long…
RHJ/iStock via Getty Images VanEck Rare Earth/Strategic Metals ETF (REMX) has many top tier rare earth, lithium and other strategic metals companies in its portfolio. These types of companies tend to offer higher risk and higher reward, so I like the fact that investors are getting some diversification. When you buy this ETF you are…
Sadi Maria/iStock Editorial via Getty Images We’re officially three months into the existence of spot Bitcoin (BTC-USD) ETFs in the United States market. With approximately a week remaining until Bitcoin’s next block reward halving, I think it’s worth taking a bird’s eye view of how Bitcoin is actually being adopted so far in 2024. In…
PM Images The Vanguard High Dividend Yield Index Fund ETF (NYSEARCA:VYM) and the Schwab U.S. Dividend Equity ETF (SCHD) are two of the most popular dividend ETFs, having amassed $67.87 billion and $55.36 billion in assets under management (AUM). At a point, I wasn’t thrilled with being invested in VYM, but I didn’t exit the…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. As Hong Kong’s Bitcoin ETF is fast approaching, new applications have come in from an unexpected…
panida wijitpanya Thesis The iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) is an exchange traded fund, but its strategy is a very complex one. The first rule of investing is that one must understand what they buy. As per its own literature, DBMF: seeks to replicate the pre-fee performance of leading managed futures hedge funds…
dvan/E+ via Getty Images Overview Dividend aristocrats are companies that have increased their dividend payouts for a minimum of 25 years in a row. Achieving such a milestone creates a heightened sense of confidence for investors. Increasing dividends every single year for a long period of time means you get a higher yield on cost…
Some of China’s biggest asset managers are using Hong Kong subsidiaries to enter the Bitcoin ETF market, according to recent reports. JUST IN: 🇨🇳 $284 billion China Southern Fund has reportedly applied to launch spot #Bitcoin ETF via Hong Kong. You can't stop an idea whose time has come 🙌 pic.twitter.com/rnHOuRoY7V — Bitcoin Magazine (@BitcoinMagazine) April…
We Are The Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT) focuses on US Information Technology companies. Vanguard describes its fund as targeting companies involved with electronics, computers, or cutting-edge science. VGT sticks to a strict definition of Information Technology. For example, it doesn’t invest in Amazon (AMZN), viewing it as a retail company, nor in…
tiero Please note that this week is the quarterly Master List fundamentals update. Every quarter, after earnings, I update all necessary fundamentals for the DK 500 Master List, which enables valuation-based ratings to operate automatically in real time. Thus, this is the reason for just one article this week. Here’s my ZEUS Family fund holdings’…