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  ETF Data Watch: Asset Flows Monitor July 2024 Edition
Posted Under: ETFs
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  • Net inflows for US-listed ETFs totaled $83.4 billion in June, bringing total ETF assets under management to $9.06 trillion.

  • Equity ETFs had net inflows totaling $56.3 billion in June, bringing trailing 12-months (TTM) net inflows to $556.3 billion. Active equity ETFs accounted for $11.0 billion in net inflows in June, compared to $45.3 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $418.1 billion, accounting for 5.8% of all equity ETF assets ($7.24 trillion), as of 6/30/24.

  • Fixed income ETFs had net inflows totaling $25.2 billion in June, bringing TTM net inflows to $222.3 billion. Active fixed income ETFs accounted for $6.9 billion in net inflows in June, compared to $18.3 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $219.2 billion, accounting for 13.6% of all fixed income ETF assets ($1.61 trillion), as of 6/30/24.

  • Commodities ETFs had net outflows totaling $0.1 billion in June, bringing TTM net outflows to $12.4 billion. Precious metals ETFs (+$0.2 billion) was the strongest commodity subcategory in June.

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Posted on Tuesday, July 9, 2024 @ 2:34 PM • Post Link Print this post Printer Friendly
  Market Minute - July 2024
Posted Under: Market Minute

Remember the axiom “buy the rumor, sell the news.” It refers to entering a trade before there is clear evidence supporting future gains and exiting that trade just as everyone hears the good news and decides to get in on the action. In the market this year , led by a narrow group of stocks with momentum and Artificial Intelligence (AI) exposure, the axiom seems to be “buy the rumor, buy the news, buy the dip, buy the rip because it is going to go even higher. It’s different this time.”

Click here to read entire piece.

Posted on Tuesday, July 2, 2024 @ 4:01 PM • Post Link Print this post Printer Friendly
  What’s Behind the Growth in Buffered ETFs?
Posted Under: Podcast

 

Jeff Chang, President and Co-founder of Vest Financial, discusses the growth of buffered investments over the past few years.

Posted on Monday, July 1, 2024 @ 10:43 AM • Post Link Print this post Printer Friendly
  Brian Wesbury – Is Government Spending Boosting or Slowing the Economy?
Posted Under: Podcast

On this episode of the podcast, Ryan asks Brian Wesbury about the impact of government spending on economic growth, the upcoming presidential election, and whether or not tariffs are an effective policy tool.


 
Posted on Monday, June 17, 2024 @ 10:19 AM • Post Link Print this post Printer Friendly
  ETF Data Watch: Asset Flows Monitor June 2024 Edition
Posted Under: ETFs
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  • Net inflows for US-listed ETFs totaled $93.7 billion in May, bringing total ETF assets under management to $8.80 trillion.

  • Equity ETFs had net inflows totaling $65.0 billion in May, bringing trailing 12-months (TTM) net inflows to $554.4 billion. Active equity ETFs accounted for $12.5 billion in net inflows in May, compared to $52.5 billion in net inflows for passive equity ETFs. Total AUM in actively managed equity ETFs was $402.7 billion, accounting for 5.7% of all equity ETF assets ($7.02 trillion), as of 5/31/24.

  • Fixed income ETFs had net inflows totaling $25.8 billion in May, bringing TTM net inflows to $214.1 billion. Active fixed income ETFs accounted for $7.5 billion in net inflows in May, compared to $18.3 billion in net inflows for passive fixed income ETFs. Total AUM in actively managed fixed income ETFs were $210.9 billion, accounting for 13.4% of all fixed income ETF assets ($1.57 trillion), as of 5/31/24.

  • Commodities ETFs had net outflows totaling $0.3 billion in May, bringing TTM net outflows to $14.9 billion. Broad commodities ETFs (+$0.5 billion) was the strongest commodity sub-category in May.

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Posted on Wednesday, June 5, 2024 @ 4:01 PM • Post Link Print this post Printer Friendly
  Balancing Risk Amid Soaring Growth
Posted Under: ETFs
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Investors who have become overweight in growth stocks following a stretch of outstanding relative returns are faced with a conundrum. Many wish to maintain exposure to the extraordinary long-term growth potential of new innovations, such as artificial intelligence, cloud computing, advanced medicine, and others. However, they also worry about the added risk that accompanies high growth stocks and their contribution to the overall riskiness of their portfolios. These concerns are heightened by the significant increase in valuations for many growth stocks over the past several months. Below, we discuss a barbell approach to managing portfolio risk that seeks to balance some of the higher risk exposure of growth stocks by incorporating an allocation to the First Trust Value Line® Dividend Index Fund (FVD).

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Posted on Tuesday, June 4, 2024 @ 3:09 PM • Post Link Print this post Printer Friendly
  Market Minute - June 2024
Posted Under: Market Minute

The equity market capitalization of the S&P 500 Index is $44 trillion dollars as of 5/31/24. The forecasted earnings of the index for 2024 is expected to surpass $2.0 trillion dollars. That would be the best ever earnings for the index. It would also be the 4th year in a row where earnings have been significantly higher than the $1.3 trillion earned in 2019, which at the time was the highest ever.

In summary, the earnings produced by the largest American companies are on an unprecedented tear. The dividend payout ratio of the S&P 500 Index is approximately 30% of earnings. Based on $2.0 trillion of anticipated earnings, that leaves a lot of “extra” earnings (~ $1.4 trillion) to reinvest in the business or to reward shareholders.

Click here to read entire piece.

Posted on Tuesday, June 4, 2024 @ 3:05 PM • Post Link Print this post Printer Friendly
  Are Investors Ignoring the More Powerful Secular Growth Theme than AI?
Posted Under: Podcast

 

Richard Bernstein, CEO/CIO of Richard Bernstein Advisors, discusses deglobalization, the reindustrialization of America, and how most investors are ignoring one of the most powerful secular growth opportunities today.

Posted on Monday, June 3, 2024 @ 8:20 AM • Post Link Print this post Printer Friendly
  What’s Behind the Rise of Actively-Managed ETFs?
Posted Under: ETFs
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Historically, the exchange-traded fund ("ETF") industry has been dominated by passively-managed (passive) investments, but over the past few years, actively-managed (active) ETFs have gained a foothold. One catalyst for this turn of events was the Securities and Exchange Commission’s (“SEC”) adoption of a new regulatory framework in 2019 (the “ETF Rule”), which made it easier for fund managers to launch active ETFs. However, this doesn’t explain the increase in demand for these ETFs, which occurred even as active open-end funds faced massive redemptions. We discuss some of the factors that we believe have led to increased adoption of active ETFs, highlighting why we believe this trend is still in its early stages.

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Posted on Tuesday, May 21, 2024 @ 10:20 AM • Post Link Print this post Printer Friendly
  A Recession is Still Likely…But Here’s Why We Could Be Wrong
Posted Under: Podcast

 

Description: Brian Wesbury joins the ROI Podcast for a wide ranging discussion about the state of the US economy, why government spending suppresses growth, and what factors could ultimately prevent an economic recession.

Posted on Monday, May 20, 2024 @ 7:51 AM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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 PREVIOUS POSTS
Asset Flows Monitor May 2024 Edition
Will the Stock Market Continue to Defy Expectations?
Market Minute - May 2024
Rethinking Diversification: Are Stocks and Bonds Enough?
Navigating a Narrow Market…Are There Opportunities Outside of the Magnificent 7?
Asset Flows Monitor April 2024 Edition
Market Minute - April 2024
How Can Technical Analysis Guide Portfolio Allocations?
Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors?
Market Minute - March 2024
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