Actively Managed Wisdom

USA WisdomTree lists actively managed funds The only publicly listed pure-play ETF provider is rolling out three new ETFs. Two of the new products are actively managed multifactor funds, while the final fund offers something like a model portfolio within an ETF. WisdomTree International Multifactor Fund WisdomTree Emerging Markets Multifactor Fund WisdomTree 90/60 US Balanced Fund (NTSX) Multifactor funds The …

Invesco Global X

US Two products from Invesco Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ), this ETF is tracking the Nasdaq BulletShares®USD High Yield Corporate Bond 2026 Index, this is based on corporate bonds between BB- and CCC- for companies domiciled in North America, Western Europe and Japan, with an effective maturity date of 2026 Invesco BulletShares 2028 Corporate Bond ETF …

Augmented Defiance

US Defiance ETFs, it has taken a bit of time to write this note as I have been able to identify very few details on this new ETF issuer, not even a website. Headed up by Mathew Bielski, ex Direxion, Defiance ETFs seems to be carving itself a niche of focussing on thematic ETFs in the next generation technology, they …

Rotational ETFs

USA Complex Factor Rotation from First Trust Smart beta ETFs keep getting more sophisticated. In a sign of this increasing sophistication, First Trust is teaming up with Salt Lake City-based consultancy Lunt Capital Management to list a smart beta ETF that uses eight sub-indexes to rotate between factors. The First Trust Lunt US Factor Rotation ETF (FCTR) will track indexes …

China A and Tariff Wars

USA Export leaders and season rotations from Pacer ETFs Pennsylvania-based Pacer ETFs are listing two new smart beta ETFs that offer an interesting spin on equity allocations. Pacer US Export Leaders ETF (PEXL) Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETF (SZNE) SZNE will, as its name suggests, rotate its asset allocations throughout the year and invest in companies on …

Rise of the Robots

USA Another robotics and automation ETF The Bruce Bond-backed Innovator ETFs is listing a “frontier” tech ETF that targets new technologies. The Innovator Loup Frontier Tech ETF (LOUP) will invest in companies “that have the potential to have an outsized influence on the future,” the prospectus says. In particular, LOUP will look for companies involved in any of the following …

Vanguard Dax 30 VDXX

London Vanguard lists DAX 30 tracker in effort to undermine BlackRock In what looks like an attempt to undermine BlackRock, Vanguard is listing a DAX 30 tracker in London that will charge a mere 10 basis points. The Vanguard DAX UCITS ETF (VDXX) will be the third cheapest DAX 30 tracker in the world, after Xtrackers’ XDAX and ComStage’s CBDAX, both of which are …

Small Cap Value

USA Opus lists small cap value ETF Alabama-based Opus Capital Management is teaming up with white labeller ETF Series Solutions to list an actively managed value small cap ETF. The Opus Small Cap Value Plus ETF (OSCV) will invest 80% or more of its assets in US small caps, using the Russell 2000 definition of small cap. In selecting which …

Dead Retail, Smart Junk

ProShares lists internet shopping ETF Maryland-based alternative ETF specialist ProShares is listing its third internet shopping thematic ETF, this time aimed at provide diversified long-only exposure to the growth of online retail. The ProShares Online Retail ETF (ONLN) will track an in-house index that measures the performance of online retailers. Index construction begins by setting the parameters of the universe, …

Gathering Momentum

USA AdvisorShares lists two Dorsey Wright ETFs Maryland-based active ETF specialist AdvisorShares is listing two new Dorsey Wright ETFs that widen out the use of momentum trading in ETFs. AdvisorShares Dorsey Wright Micro Cap ETF (DWMC) AdvisorShares Dorsey Wright Short ETF (DWSH) Both funds will use the Nasdaq-owned Dorsey Wright relative strength criteria for picking stocks. Dorsey Wright’s stock-picking method is a …