Category Spotlight Equity: U.S. Mid Cap - Growth Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis. Highlights from January's U.S. Mid Cap Growth Category Report: U.S. Mid Cap Growth ETFs saw around $220 million in net inflows in January and have gathered $1.76 billion in net inflows over the past 3 months The iShares Russell Mid-Cap Growth ETF (IWP) saw $168 million in net outflows last month but has gathered over $736 million in net inflows in over the past 3 months All 23 ETFs in the category posted gains in January, average 1-month return was +4.78% and average 1-year return was +22.92% The Clough Select Equity ETF (CBSE) has been the best performer over the past year, rising over 40% The category has below average stock concentration but sizeable average sector exposures to Industrials (21.8% weight) and Technology (21.5% weight) To view the entire report please see the images below. To download this report follow this link: https://lnkd.in/eekcugqH To receive reports like these daily in your inbox, subscribe here: https://lnkd.in/ez29Dap Not familiar with us? Take a 30-minute demo and get a full platform access trial for 14 days. Sign up here: https://lnkd.in/eHzudWxm
ETF Action
Financial Services
Denver, Colorado 1,813 followers
Markets through the lens of ETFs™
About us
ETF Action is an independent technology and research firm focused on helping advisors build better portfolios, create engaging experiences with their clients, and navigate the vast ETF, mutual fund, and closed-end fund landscape.
- Website
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http://www.etfaction.com
External link for ETF Action
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Denver, Colorado
- Type
- Partnership
- Founded
- 2018
Locations
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Primary
Denver, Colorado 80212, US
Employees at ETF Action
Updates
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Weekly Flows Report Updated weekly, Weekly Flows Reports provides an in depth look at ETF flows across all asset classes over the past week. The FREE report will be released every Monday morning and can be access via the ETF Action homepage along with the Daily Data Pack, the Category Spotlight, and the Video Insights. Highlights from this week's Weekly Flows Report Cryptocurrency ETFs were the only asset class to see net outflows last week with $373 million, Commodity ETFs gathered $4.16 billion in net inflows for the week Commodity ETFs have seen net outflows for the past 3 consecutive months but have gathered over $5 billion in net inflows thus far in February Global ex-U.S. ETFs, Developed ex-U.S. Markets ETFs, and Emerging Markets ETFs each gathered around $1 billion in net inflows for the week U.S. Large Cap Growth ETFs saw nearly $6 billion in net inflows last week and U.S. Large Cap Blend ETFs saw over $4.5 billion in net inflows Financials ETFs led net inflows among U.S. sector ETFs last week with $483 million, Technology ETFs and Consumer Staples ETFs each saw around $500 million in net outflows Disruptive Tech ETFs once again saw solid net inflows last week at $479 million, the category has seen over $2 billion in net inflows in the past month, the highest among thematic categories Net inflows headed towards Government Bond ETFs and Multi-Sector Bond ETFs and were more focused on Low Duration Bond ETFs last week, the iShares 0-3Month Treasury Bond ETF (SGOV) gathered $1.12 billion in net inflows on the week The SPDR Gold Shares (GLD) gathered nearly $4 billion in net inflows last week, Energy ETFs saw $376 million in net outflows To view the entire report please see the images below. To download this report, navigate here: https://lnkd.in/eT2rq_SJ To receive our Morning Note (its free), subscribe here: https://lnkd.in/ez29Dap
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ETF Action Market Recap from Feb 13, 2025 Strong session for U.S. equity markets yesterday with the NASDAQ 100 (QQQ) rising 1.44%, the S&P 500 (SPY) climbing 1.06% to new 52-week highs, and the Dow Jones Industrial Average (DIA) gaining 82 bps President Donald Trump signed a presidential memorandum to examine reciprocal tariffs on foreign nations, but fell short of implementing any levies after teasing major trade policy changes this week The Producer Price Index (PPI) increased 0.4% in January, just above the +0.3% estimates, and the core PPI increased 0.3% for the month, also just above estimates Despite being slightly above expectations, the latest PPI report and Wednesday’s consumer price index data point to a softer PCE price index than traders feared Pure Value (RPV), Growth (SPYG), High Beta (SPHB), and Quality (SPHQ) all advanced more than 1% on the day and all other factors saw positive returns Developed ex-U.S. Markets (EFA) were up 1.21% as Switzerland (EWL) and South Korea (EWY) both jumped more than 2%, EFA entered overbought territory Emerging Markets (EEM, +64 bps) benefitted from solid returns from India (INDA, +1.18%), Malaysia (EWM, +1.12%), and Taiwan (EWT, +99 bps) To read our daily note please see the images below To download our note navigate to here: https://lnkd.in/eekcugqH To subscribe and receive this note daily, navigate here: https://lnkd.in/ez29Dap #etfs #marketupdate #financialadvisors
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Category Spotlight Equity: Thematic - Industrial Revolution Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis. Highlights from January's Industrial Revolution Category Report: Industrial Revolution ETFs gathered over $320 million in net inflows last month led by the iShares Future AI & Tech ETF (ARTY), which saw $124 million in net inflows 27 of the 29 ETFs in the category posted gains in January, average 1-month return was +3.35% and average 1-year return is +21.06% The ARK Autonomous Technology & Robotics ETF (ARKQ) added 6.15% last month and is up over 56% in the past year The category has significant average sector exposure to Technology (36.7% weight), Industrials (34.9% weight), and Consumer Discretionary (17.5% weight) The Fidelity Disruptive Automation ETF (FBOT) and the VanEck Robotics ETF (IBOT) have the highest quality ratings in the category To view the entire report please see the images below. Download this report: https://lnkd.in/ek5peXMa Create a FREE account and check us out: https://lnkd.in/ehhBKkSC Take a 30-minute demo and get a 14 day Trial of all our tools and data: https://lnkd.in/eHzudWxm
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ETF Action Market Recap: U.S. equity markets were little changed on Tuesday as investors awaited January's Consumer Price Index (CPI) results due out on Wednesday The Dow Jones Industrial Average (DIA) gained 30 bps, the S&P 500 (SPY) added 8 bps, and the NASDAQ 100 (QQQ) slid 24 bps Investors mulled cautious commentary from Federal Reserve Chairman Jerome Powell on interest rates during his first day of Congressional hearings The central bank leader called the economy “strong overall” with a “solid” labor market, and said inflation is easing but remains above the Fed’s 2% goal On the earnings front, Coca-Cola climbed nearly 5% after topping estimates while Fidelity National Information Services sank more than 11% following disappointing revenue figures Growth-oriented pockets of the markets lagged with High Beta (SPHB) and Pure Growth (RPG) each dropping more than 1%, Growth (SPYG) also fell 31 bps All other U.S. factors saw positive returns led by High Dividend Low Volatility (SPHD, +74 bps), High Dividend (SPYD, +59 bps), and Value (SPYV, +54 bps) Developed ex-U.S. Markets (EFA) increased 47 bps with Germany (EWG), the Netherlands (EWN), and France (EWQ) all advancing more than 1%, Hong Kong (EWH) retreated 98 bps Emerging Markets (EEM, -39 bps) were dragged lower by Indonesia (EIDO, -1.14%), China (MCHI, -92 bps), India (INDA, -87 bps), and South Africa (EZA, -85 bps) Download our Daily Note here: https://lnkd.in/eekcugqH Subscribe to our note here: https://lnkd.in/ez29Dap #etfs #financialadvisors
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Equity: U.S. Large Cap - Value Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis. Highlights from January's U.S. Large Cap Value Category Report: The Equity: U.S. Large Cap - Value category is comprised by 174 ETFs with over $776 billion in assets under management The category gathered more than $1 billion in net inflows last month with the Vanguard Value ETF (VTV) and the SPDR Portfolio S&P 500 High Dividend ETF (SPYD) each seeing over $1 billion in net inflows Notably, the iShares Russell 1000 Value ETF (IWD) saw $3.4 billion in net outflows on the month Just 1 ETF in the category saw losses in January, average 1-month return was +3.48% and average 1-year return was +16.37% The average 3-year alpha for the category is -1.93% relative to SPY and average volatility is 17.31% To view the entire report please see the images below To download this report navigate to: https://lnkd.in/ek5peXMa To receive reports like these daily subscribe: https://lnkd.in/ez29Dap Care to take a 30-minute demo? Sign up here: https://lnkd.in/eHzudWxm
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ETF Action's Market Recap: Feb 10, 2025 Following President Trump's comments on planning reciprocal tariffs on trading partners, U.S. equity markets closed lower on Friday capping off a mixed week last week The NASDAQ 100 (QQQ) fell 1.26%, the Dow Jones Industrial Average (DIA) slid 95 bps, and the S&P 500 (SPY) dropped 92 bps Last week, QQQ added 12 bps while DIA declined 51 bps and SPY dipped 17 bps January’s jobs report released on Friday showed the unemployment rate fell to 4% from 4.1% and that average hourly earnings last month were higher than expected Amazon dragged broader markets lower as it slipped more than 4% on Friday after weaker-than-expected forward revenue guidance This week, investors will be looking towards the Consumer Price Index (CPI) and Product Price Index (PPI) reports along with several speeches from Fed officials All U.S. factor strategies were in the red on Friday, Pure Value (RPV) decreased 2.13% on the week while Momentum (SPMO) gained 1.99% and Pure Growth (RPG) rose 1.83% Emerging Markets (EEM) inched lower by 9 bps on Friday and increased 1.12% last week, Developed ex-U.S. Markets (EFA) retreated 95 bps on Friday and climbed 47 bps for the week To view the entire report please see the images below. To download the report navigate here: https://lnkd.in/eekcugqH To subscribe to our Daily Note navigate here: https://lnkd.in/ez29Dap Would you like to become more familiar with what we do? Book a 30-minute demo: https://lnkd.in/eHzudWxm #etfs #financialadvisors
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Weekly Flows Report Updated weekly, Weekly Flows Reports provides an in depth look at ETF flows across all asset classes over the past week. The FREE report will be released every Monday morning and can be access via the ETF Action homepage along with the Daily Data Pack, the Category Spotlight, and the Video Insights. Highlights from this week's Weekly Flows Report The Equity: U.S. Large Cap - Blend and the Fixed Income: Taxable - Ultrashort categories each gathered over $3 billion in net inflows last week Developed ex-U.S. ETFs saw another $1.36 billion in net inflows on the week with the Vanguard FTSE Developed Markets ETF (VEA) gathering $663 million in net inflows U.S. Value ETFs saw $1.16 billion in net outflows for the week versus $1.89 billion in net inflows for U.S. Growth ETFs The iShares Russell 2000 ETF (IWM) and the SPDR Portfolio S&P 500 High Dividend ETF (SPYD) both saw over $1 billion in net outflows last week Technology ETFs saw over $1.8 billion in net outflows last week while Financials ETFs gathered $1.19 billion in net inflows Global themes saw muted flows last week, Disruptive Tech ETFs saw $134 million in net inflows bringing its year-to-date net inflows to $1.44 billion Low duration fixed income ETFs gathered $4.23 billion in net inflows while high duration fixed income ETFs saw $2.13 billion in net outflows last week Bitcoin ETFs and Ethereum ETFs each gathered around $500 million in net inflows last week, Bitcoin ETFs have seen nearly $5.5 billion in net inflows thus far in 2025 To view the entire report please see the images below To download this report navigate to here: https://lnkd.in/eT2rq_SJ To have this report sent to your inbox every Monday subscribe to our Daily Note: https://lnkd.in/ez29Dap #etfs #financialadvisors
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Category Spotlight Equity: Thematic - Health Innovation Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis. Highlights from December's Health Innovation Category Report: Health Innovation ETFs saw $20 million in net outflows in January; over the past year the category has seen nearly $300 million in net outflows The Tema Oncology ETF (CANC) brought in over $15 million in net inflows during January 25 of 27 ETFs in the category were higher last month, average 1-month return was 5.26% and average 1-year return was 4.19% On average, the health innovation category tilts towards small caps and a growth oriented style The Virtus LifeSci Biotech Products ETF (BBP) has the highest growth rating in the category To view the entire report please see the images below or download it from our site: https://lnkd.in/ek5peXMa Virtus Investment Partners #etfs #financialadvisors
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Thematic ETFs- Strong day yesterday for thematic ETFs in general Performance: 24 thematic groups increased, and 3 declined. The best performer was Amplify Seymour Cannabis ETF (CNBS), up 5.71%. The worst performers were Global X FinTech ETF (FINX), down -1.03%, and Amplify Digital Payments ETF (IPAY), down -0.82%. Flows: The Infrastructure thematic segment saw the most inflows over the past week, while the Precious Metals segment saw the most outflows. iShares U.S. Home Construction ETF (ITB) had the most net inflows with $415 million. VanEck Gold Miners ETF (GDX) had the most net outflows with ($244 million). Most Overbought: Global X Social Media ETF (SOCL) 76.72, ALPS O'Shares Global Internet Giants ETF (OGIG) 72.55, Invesco Leisure and Entertainment ETF (PEJ) 72.23, VanEck Gold Miners ETF (GDX) 71.72, Sprott Gold Miners ETF (SGDM) 71.42, iShares MSCI Global Gold Miners ETF (RING) 71.33, U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU) 71.12. To view the entire report please see the images below or download it from our website's homepage: www.etfaction.com Care to have this report delivered to you daily? Subscribe here: https://lnkd.in/ez29Dap Not familiar with us and have a half hour for a demo? Sign up here: https://lnkd.in/eHzudWxm