Daily Flow Report: Large Cap Value and Health Care Lead Despite Broader Market Outflows
Issuer League Tables Note on Flow Volatility: Daily flow outliers…
Equity Markets Tumble on Rate Concerns as Energy Posts Isolated Gains
Macro Overview Broad equity markets experienced a significant drawdown on…
ETF Market Pulse: Navigating a Muted, Red Session
Macro Summary The aggregate market volume for the March 26,…
Equities Bleed While Flows Favor the Short-End of the Curve
Issuer League Tables Note on Flow Volatility: Daily flow outliers…
Risk-On Revival: Small Caps, Emerging Markets, and Crypto Catch a Bid
Macro Overview Equity markets demonstrated broad-based resilience, with the S&P…
Navigating the Lull: Mid-Caps and Munis Defy the Trend
Macro Summary Total market volume reached $308.0B during today's session,…
Government and Ultrashort ETFs Dominate with $10 Billion in Weekly Inflows
Weekly Channel Summary The taxable fixed income ETF channel remains…
Municipal ETFs Defy Yield Volatility with $1.9B Weekly Inflow
Weekly Channel Summary The Municipal ETF channel currently manages approximately…
State Street’s MYCH Tops Flows Leaderboard in FI: Specialty Channel
Weekly Channel Summary The FI: Specialty ETF channel maintains a…
PL Moons, SMCI Craters: Inside the $828M Single Stock ETF Flow Frenzy
Weekly Channel Summary The Single Stock ETF space is an…
Riding the Buffer Wave: Tracking This Week’s $248M Influx
Macro Summary & Product Growth The Defined Outcome (Buffer) ETF…
The Weekly Leveraged Recap: Energy Soars While Precious Metals Plunge
Weekly Channel Summary The Leveraged & Inverse ETF channel currently…
Pictet Asset Management’s Featured Insight- AI: the next chapter
AI: the next chapter was originally posted by Pictet Asset Management in December 2025 The rise of AI has provoked much…
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…
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…