Growth Surges, Financials Fade: Unpacking the Latest $5.6B ETF Flow Report
Issuer League Tables Note on Flow Volatility: Daily flow outliers…
Energy Surges as Global Equities Face Broad Selloff
Macro Overview Global equities faced broad downward pressure on Thursday,…
Heavy Trading in Fixed Income & Energy Highlights Active ETF Session
Macro Summary Total market volume reached $428.05B, marking an active…
Market Flows: Fixed Income Dominates as Vanguard Extends Asset Lead
Issuer League Tables Note on Flow Volatility: Daily flow outliers…
Energy Decouples and Duration Suffers in a Cautious Trading Session
Macro Overview The S&P 500 (IVV) finished the session with…
Muted Markets: Fixed Income Shines as Broad Equity Volumes Retreat
Macro Summary The trading session generated a total market volume…
Last Week in ETFs: Investors Dump $6B of Equity for High-Quality Bonds and Synthetic Yield
The Big Picture: The ETF industry saw a significant divergence…
U.S. Size & Style: Large Cap Blend Bleeds While Value Strategies Stand Strong
Weekly Channel Summary The U.S. Size & Style ETF channel,…
Corporate Bonds and Defined Maturity Power $376M into FI: Specialty ETFs This Week
Weekly Channel Summary The FI: Specialty ETF channel currently encompasses…
Performance Lags but Assets Surge in Global Ex-U.S. Equities
Weekly Channel Summary The Global Ex-U.S. Size & Style ETF…
USO Rallies 33% While GLD Sheds Over $4.5B in Flows
Weekly Channel Summary The Commodity ETF channel currently consists of…
Muni ETFs Add $356M as Short Duration Shines
Weekly Channel Summary The Fixed Income: Municipal ETF channel closed…
USCF Featured Insight: Why is the Strait of Hormuz So Important to World Oil Supply
The following is a summary of USCF's Blog post: Why is the Strait of Hormuz so Important to World Oil…
Stance Capital’s Featured Insight
The following is a summary of Stance Capital's " The Concentration Trap: How Index Funds Amplify Market Risk" Report Title:…
Harbor Capital’s Subadvisor, Quantix Commodities, Featured Insight
The following is a summary of Quantix Commodities Q4 2025 Newsletter The New World Order: Why Commodities are Reclaiming Center…
Clough Capital Featured Insight— U.S. Debt Trends: What They Signal for Liquidity, Rates, and the Dollar
The Macro Compass Q1 2026 was originally posted by Clough Capital on 1/30/2026 We see three signals from the financial…
WisdomTree Featured Insight: 2026 Economic & Market Outlook
Below is a summary of the key takeaways from WisdomTree's 2026 Economic & Market Outlook. 2026 Economic & Market Outlook:…
Last Week in ETFs: Investors Dump $6B of Equity for High-Quality Bonds and Synthetic Yield
The Big Picture: The ETF industry saw a significant divergence in investor sentiment during the week ending March 6, 2026, as total net flows reached $6,924M, pushing total industry AUM to $14,093.6B. The week was defined by a massive rotation…
Mega-Cap Drag: How Market Capitalization is Dictating Factor Returns
The Hidden Driver of Factor Outperformance: Company Size Let’s be clear upfront: factor investing absolutely matters. However, when you apply a factor screen, you are typically reweighting securities based on those specific characteristics rather than their raw market capitalization. Over…
Inside the Defense ETF Boom: Visualizing Holdings, Overlap, and Valuations
Defense ETFs in Focus: Sector vs. Thematic Approaches With ongoing global events keeping national security and defense spending in the spotlight, our attention naturally turns to how investors are allocating capital within the defense ecosystem. The space has seen explosive…
Last Week in ETFs: International Equities on Pace to Crush Records as U.S. Markets Rotate
The Big Picture: The ETF industry closed out February 2026 with an exceptional $53.36 billion in weekly net inflows, pushing total assets under management (AUM) to a staggering $14.35 trillion. The risk-on environment was buoyed by late-February macroeconomic data, including…
Mapping the Record Flows into Emerging Markets
In my latest video update, I discuss the current breakdown of equity flows across the…
Decoding Market Narratives via ETF Volume
I just finished reviewing today’s ETF Most Active Report, and the data provides a perfect…
Navigating the Altcoin Growth Trend
In this "quick hitter" video, Mike Akins dives into the latest ETF market data for…
Uncharted Territory: The Massive Surge in Precious Metals ETFs
As we approach the end of 2025, the ETF market is witnessing something truly extraordinary.…
Extreme Concentration in US Large Cap Growth ETFs
In this December 3rd update, Mike walks through the latest data trends found after updating…