Eastern Europe Exposure

Germany Bulgarian issuer brings in East Europe German investors wanting access to East European indexes now have it slightly easier thanks to a raft of cross-listings from Expat Asset Management, a Bulgarian ETF issuer. (The first and only Bulgarian issuer we have encountered). The products being cross-listed offer direct access to indexes like PX, the major Czech index, BET-BK, the …

Sensitive ETFs

USA PowerShares powers up with interest rate sensitive ETF Invesco PowerShares has listed a new interest rate sensitive ETF that tracks S&P 500 companies based on how sensitive they are to rate hikes. The PowerShares S&P 500 Rising Rates Portfolio (RISR) will track the S&P like any other fund but will bring in a different weighting scheme.   RISR will weight …

It’s Good to be King

USA CBOE joins the ETF game CBOE Vest, owned by the same parent company that owns ETF.com and the BATS exchange, is branching out into ETFs and offering one of its mutual funds as an ETF. The CBOE Vest S&P 500 Dividend Aristocrats Target Income Index ETF (KNG) will track an index produced by CBOE that tries to give 3% …

Beast from the East, Actively Managed from the West

USA Davis Advisors lists actively managed international ETF Tuscon-based and employee-owned Davis Advisors is listing an actively managed international ETF. The Davis Select International ETF (DINT) will use the “Davis Investment Discipline” to pick stocks issued by foreign companies, including companies in emerging markets. From what I can gather, the “Davis Investment Discipline” is essentially a type of value investing. …

A Russian Ruse

  Tracking the price of oil with equity ETF Series Solutions, a US Bancorp-backed trust, and TriLine Index Solutions, a financial adviser associated with former hedge fund BP Capital, are listing a new ETF that uses equity to track the oil price: the NYSE Pickens Oil Response ETF (BOON).   BOON – which bears the name of BP Capital’s founder, …

Robotics Wednesdays

USA First Trust enters the robot race First Trust is listing a robotics and AI ETF, adding another product to this increasingly popular space. The First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) will track an index built by Nasdaq and the Consumer Technology Association. The index  puts AI and robotics companies into three groups:  (1) engagers: companies that help …

Gender Equality

London Lyxor puts gender equality in pounds Lyxor is bringing its gender equality ETF over to the London Stock Exchange, where it will be available in pounds sterling. The Lyxor Global Gender Equality (DR) UCITS ETF (HERS) tracks the Solactive Equileap Global Gender Equality Net Total Return Index, an equally weighted benchmark of 150 companies from around the world that …

NEO is the one

Canada AGF taps the zeitgeist with infrastructure and ESG listings Toronto-based AGF Investments is listing two new actively managed ETFs that have their finger on the zeitgeist. They are: AGFiQ Enhanced Global ESG Factors ETF (QEF) AGFiQ Enhanced Global Infrastructure ETF (QIF) QEF will use a model to evaluate and rank global companies based on ESG factors. The model will …

Long Term & ESG

US Brandes Investment Trust is joining the ETF universe with an actively managed fund provided through Nextshares. The ETF is Brandes Investment Trust Nextshares (BVNSC), the objective of this fund is long term capital appreciation primarily investing into US equities. The fund uses the Graham and Dodd Value Investing approach to stock selection. The Next shares model does not require …

Active Covered Call

USA Cambria lists actively managed ETF with wide remit Actively managed ETF specialist Cambria Funds is listing a new actively managed fund of funds ETF that uses an options strategy to lower volatility. The Cambria Covered Call Strategy ETF (CCOV) will invest in the full alphabet soup of ETFs, ETPs, ETCs and ETNs. It is happy to use leveraged and …