YCharts’ Post

U.S. equity and leveraged funds attract billions while some broad market and sector ETFs see large outflows. Here are the Monthly ETF fund flows for July 29, 2024: https://lnkd.in/ggiV3jQ6

While they can be actively or passively managed by fund managers, most ETFs are passive investments pegged to the performance of a particular index. Mutual funds come in both active and indexed varieties, but most are actively managed. With a mutual fund, you buy and sell based on dollars, not market price or shares. And you can specify any dollar amount you want—down to the penny or as a nice round figure, like $3,000. With an ETF, you buy and sell based on market price—and you can only trade full shares. Mutual funds are available for different investment strategies, risk tolerance levels, and asset types. ETFs can be limiting as they are mostly passively managed indexed funds that invest in the same securities and mirror the chosen index #ETFinvesting #mutualfunds

🗣️ Calling all mutual fund owners: If you buy active mutual fund investments in taxable accounts, you should consider substituting those investments with active ETFs. As Bob Elliott highlights below, active ETFs are generally lower cost and more tax-efficient than their mutual fund peers.

The two most important fund industry statistics we can tell you are: Equity ETFs now account for 33% of mutual fund + ETF AUM, while Bond ETFs are nearing 25% - that’s up from 13% just 5-years ago. Actively managed Fixed Income mutual fund products have seen over -$800 Bn outflows since late 2021 – this is an important change and reflected via Fixed Income ETF offerings, such as below.

Harbor Capital Advisors has launched a long-short equity ETF, the Harbor Long-Short Equity ETF (LSEQ), listed on the NYSE Arca. The ETF gives investors equity exposure with a focus on reducing downside risk and offering diversification benefits. The fund, which can have up to 150% long net equity exposure, uses a macro regime analysis to decide on its long and short equity positions and adjusts according to market conditions. It is considered suitable for varied environments and might appeal to those concerned about equity risk. </div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gDBRv7Rt

The big benefit of an ETF #etfs over an index fund #indexfunds is its superior structure. An ETF can much closely mimic its benchmark index than an index fund because of the way an ETF is ‘created’. #saveandinvest As passive investing gains traction among retail investors, an index funds’ underperformance - in the past - has put the spotlight on an ETF’s superior structure. #financialgoals #portfoliomanagement #riskmanagement #retailinvestors But lack of liquidity can dampen an ETF #liquidity , which might result in the rise of its impact cost. #costeffective

Investors seeking ETF options for the rest of 2024 can consider the TMSL small/midcap ETF due to potential interest rate cuts. With a 50/50 split between small and mid-sized companies, an active approach, and promising returns, this ETF may offer dynamic growth opportunities and a blend of growth and value styles for the remainder of the year.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gKkpSZWg

What’s an ETF ? ETFs (exchange traded funds) are investment vehicles which offer diversification, low risk and liquidity to investors looking to build wealth long term. These funds pool investors money to buy stock in publicly traded companies. Mutual funds are similar but you can’t actively trade them on the exchange. Mutual funds can only be traded at the end of the trading day or sold back to the fund. Are you building a portfolio of ETFs to protect your wealth from inflation?

Should fund selectors expect change in 2024? Our Investments Director, Ryan Hughes, comments on the current incompatibility between Managed Portfolio Services (MPSs) and ETFs: “We run our MPS across other platforms but are limited in which platforms we use [because of our ETF usage]. The growth of ETFs has been exponential which is why it is a frustration.” Read more in ETF Stream: https://lnkd.in/eMPGuCV5 Discover more about our Managed Portfolio Service: https://lnkd.in/ebr6Y4W9

Check out the latest ETF issuer League Table by etf.com. Join the trend of #investinwomen to move Hypatia's WCEO ETF up the ladder. Your #smallcap allocation can have impact! Invest today!