ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
Partner resources
Autocallable ETFs Are Here. The Structured-Note Strategy Coming to Every Advisor’s Portfolio
I wanted two things: a plain-English account of what sits inside these funds, and an honest answer about where they belong in a real client portfolio. Rosenfeld delivered both.
When Bonds Started Ticking: TCW's Bet on the Active ETF Wrapper
What followed was a plainspoken look at why bond managers are racing into this wrapper, why one strategy at TCW is pulling in millions of dollars a day, and what advisors still get wrong about how these things trade intraday.
From Complexity to Accessibility: Democratizing Autocallable Yield Notes Through ETF Innovation
The Calamos Autocallable Income ETF (CAIE) is the first laddered ETF to democratize autocallables
This New ETF Is Betting the S&P 500 Hits 10,000 by 2030. Here’s the Catch
So this is the bet prospective investors are making with this ETF: the S&P 500 will gain at least 30.4% from today through January 10, 2030.
QQI Is Bringing the QQQ Playbook to International Growth Stocks
Said differently, QQI may be a timely rookie ETF, particularly for advisors and investors seeking efficient access to international large- and mega-cap growth equities.
Calamos Converts Famed SMID Mutual Fund to ETF Wrapper
CTAG could prove to be a well-time addition to the active ETF fray because, broadly speaking, both mid- and small-cap stocks are performing admirably this year.
How DXJ Ranked #1 over the Last 10 Years
Japan's recovery is being led by exactly the industries, technology, defense and global export champions, that give it structural rather than merely cyclical credibility.
Protected Bitcoin: Improving Portfolios Utilizing a Stable Risk Framework
Conventional portfolio sizing approaches are fundamentally limited, typically suggesting a modest allocation (1-2%) to avoid material increases in overall portfolio risk.
With This Vanguard ETF, Focus on the Long Term
What’s troubling some advisors and investors is that over the past five years, the S&P 500 is up 81.32% while VIG is higher by “just” 61.77%.
Small-Cap Value vs Growth: Get Both With This ETF
It’s all a lot to take in, but at the small-cap value vs. growth party, advisors and investors don’t have to pick one or the other because thanks to the Invesco S&P SmallCap Momentum ETF (XSMO).
It’s a Good Time to Consider CBOL
The Calamos fund is appropriate for clients that want to be engaged with Bitcoin over the long haul while commanding some income and protection from the digital currency’s often steep pullbacks.
SpaceX as Platform: What a Value Investor Found When He Did the Engineering Work
What Begg found, once he had satisfied himself on the engineering, was not simply a better rocket company. He saw something more fundamental.
Great News for Investors: A Proven SMID Growth Discipline Is Now an ETF
Ready to fill the small- to mid-cap gap in client portfolios. The Calamos Timpani Active SMID Growth ETF (CTAG) , converted from the open-end Calamos Timpani SMID Growth Fund, offers access to a time-tested strategy
Advisors Love Active ETFs and They’re Willing to Ditch Mutual Funds to Show That Affection
Don’t worry. That’s not conjecture. Advisors’ affinity for active management in the ETF wrapper is easy to quantify.
The Right Way to Deal with Bonds
So yes, there’s very much as case for the union of active management and fixed income today – one that ETFs make easier and more cost-effective to embrace.
Still Built for Any Market: How Blending Growth and Value Creates a Stronger Core
Then, during much of June 2026, it appeared that the U.S. growth side of the ledger came back to earth.
This ETF Set the Record for AUM at Time of Launch
UC Investments can easily afford the $2.5 billion allocated to the new ETF because it manages $236 billion, including retirement, endowment, and cash assets
Goldman: ETFs Will Haul in $2 Trillion This Year
Fun facts aside, it’s worth noting that ETFs’ undaunted pace of asset accumulation comes amid myriad issues that are, arguably, headwinds, including a record amount of cash in money market funds
With the S&P 500’s Dividend Yield at Historic Lows, Consider This ETF
The newly minted Amplify S&P 500 Dividend Drivers ETF (DRVR) should be part of that discussion. Let’s explore why that’s the case.
Japan’s Biggest Opportunity in Decades? Why AI, Buybacks and Reform Are Powering a New Bull Market
It is about what sustained, stable inflation changes at the behavioral level, whether for companies, for households, or for the policy apparatus that surrounds them.
