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 Global Thematic Playbook

5.24.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Disruptive Tech ETFs have seen $2.2 billion in net outflows over the past six months and $720 million in net ouflows over the past 3 months
  • The ARK Innovation ETF (ARKK) gathered another $111 million in net inflows over the past week while the ARK Genomic Revolution ETF (ARKG) saw $37 million in net outflows  
  • Disruptive Tech ETFs have climbed nearly 5% on average so far in May. Health Innovation ETFs and Multi-Theme ETFs are also up more than 3% on average in the period
  • The KraneShares SSE STAR Market 50 Index ETF (KSTR) and the KraneShares CICC China 5G & Semiconductor Index ETF (KFVG) have been the worst perfoming thematic ETFs over the last month, both falling more than 11%
  • The VanEck Digital Transformation ETF (DAPP) added another 10.26% in the last month and is up 109.36% year-to-date

 

 

 U.S. Factor Playbook

5.23.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Month-to-date, Momentum/ Growth ETFs have gained more than 1.30% on average while Dividend ETFs have dropped 2.00% on average
  • Dividend ETFs and Value ETFs have each seen more than $2 billion in net outflows over the past 3 months
  • The iShares MSCI USA Quality Factor ETF (QUAL) gathered another $308 million in net inflows in the last week. So far in 2023, QUAL has gathered more than $9.3 billion in net inflows
  • The AOT Growth and Innovation ETF (AOTG) has handily outpace other U.S. factor ETFs in the last month, climbing 10.66% 
  • S&P 500 Quality (SPHQ) is currently trading above its 50-day and 200-day moving averages while S&P 500 Low Volatility (SPLV), S&P 500 Value (SPYV) and S&P 500 Dividend (SPYD) are trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

5.22.2023

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Technology ETFs led in net inflows over the past week, gathering $669 million. Financials ETFs also gathered another $404 million in net inflows 
  • The Vanguard Information Technology ETF (VGT) saw $479 million in net inflows over the past week 
  • Materials ETFs and Utilities ETFs have underperformed in the last month, falling more than 4% on average
  • Over the past month, the MicroSectors FANG+ ETN (FNGS) has surged 12.34%. FNGS is up nearly 52% year-to-date
  • Communication Services (XLC), Consumer Dicretionay (XLY), Consumer Staples (XLP), Industrials (XLI), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

5.17.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Disruptive Tech ETFs, Evolving Consumer ETFs, Industrial Revolution ETFs, and Sustainability ETFs have seen net outflows across the 1-week, 3-month, 6-month, and 1-year periods
  • The ARK Genomic Revolution ETF (ARKG) and the ARK Innovation ETF (ARKK) each gathered more than $40 million in net inflows over the past week. Over the past year, ARKK  has seen $613 million in net outflows and ARKG has seen $446 million in net outflows
  • Health Innovation ETFs have outperformed other thematic segments in the last month rising 1.54% on average. FinTech ETFs are down 7.58% on average in the period
  • Five Blockchain ETFs have declined more than 10% over the last month (GFOFWGMICRPTBKCHDAPP)
  • Meanwhile, 2 Biotech ETFs have outperformed in the month: the ALPS Medical Breakthroughs ETF (SBIO, +14.72%) and the Virtus LifeSci Biotech Clinical Trials ETF (BBC, +11.69%)

 

 U.S. Factor Playbook

5.16.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Value ETFs have underperformed other U.S. factor strategies across the 1-month, 3-month, year-to-date, and 1-year periods
  • In the last week, Dividend ETFs saw $607 million in net outflows, Value ETFs saw $491 million in net outflows, and Size ETFs saw $331 million in net outflows
  • The iShares MSCI USA Quality Factor ETF (QUAL) gathered another $199 million in net inflows in the last week. So far in 2023, QUAL has gathered more than $9 billion in net inflows
  • The Invesco S&P Ultra Dividend Revenue ETF (RDIV) and the WBI Power Factor High Dividend ETF (WBIY) are both down more than 7% in the past month
  • S&P 500 Quality (SPHQ) and S&P 500 Low Volatility (SPLV)are currently trading above relative 50-day and 200-day moving averages while S&P 500 Value (SPYV) and S&P 500 Dividend (SPYD) are trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

5.15.2023

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Financials ETFs saw another $1.1 billion in net outflows in the last week and Energy ETFs also saw $519 million in net outflows
  • The Communication Services Select Sector SPDR Fund (XLC) and the Health Care Select Sector SPDR Fund (XLV) both gathered more than $200 million in net inflows
  • Energy ETFs have dropped 6.67% on average over the past month while Financials ETFs have declined 5.37% on average
  • The SPDR S&P Biotech ETF (XBI) continues to outperform other U.S. Sector & Industry ETFs, jumping 12.33% in the last month
  • Communication Services (XLC), Consumer Dicretionay (XLY), Consumer Staples (XLP), Health Care (XLV), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

5.10.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • All thematic segments, except for Multi-Theme ETFs, saw net outflows for the third consecutive week last week.  All segments have seen next outlfows across the 3-month, 6-month, and 1-year periods
  • Over the past week, the KraneShares CSI China Internet ETF (KWEB) saw another $177 million in net outflows. KWEB is also down 12.03% in the last month
  • FinTech ETFs have climbed 5.47% on average in the last month and Health Innovation ETFs rose 4.84% on average. FinTech ETFs have jumped 46.00% on average
  • The ALPS Medical Breakthroughs ETF (SBIO) has been the best performing thematic ETF over the last month, gaining 20.10%

 

 U.S. Factor Playbook

5.9.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Over the past three months, Value ETFs have trailed other U.S. factor strategies, falling 9.29% on average. Size ETFs are also down 5.47% on average in the period
  • Dividend ETFs saw $792 million in net outflows in the last week but have gathered $7.3 billion in net inflows over the last six months
  • The iShares MSCI USA Min Vol Factor ETF (USMV) saw the largest net outflows amongst U.S. factor ETFs in the last week with $533 million 
  • The Harbor Long-Term Growers ETF (WINN) has added 3.63% in the last month and climbed nearly 22% thus far in 2023
  • S&P 500 Quality (SPHQ) and S&P 500 Low Volatility (SPLV)are currently trading above relative 50-day and 200-day moving averages while S&P 500 Value (SPVU) and S&P 500 Dividend (SPYD) are trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

5.8.2023

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Financials ETFs saw $1.3 billion in net outflows over the past week and have seen $6.5 billion in net outflows over the past year
  • The Health Care Select Sector SPDR Fund (XLV) led in net inflows over the past week with $756 million
  • Energy ETFs are down more than 4.55% on average in the last month while Consumer Staples ETFs have gained 2.73% on average
  • The SPDR S&P Biotech ETF (XBI) has outpaced other U.S. Sector & Industry ETFs over the past month, climbing 13.27%
  • Communication Services (XLC), Consumer Dicretionay (XLY), Consumer Staples (XLP), Health Care (XLV), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

5.3.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • All thematic segments saw net outflows for the second consecutive week last week. Evolving Consumer ETFs saw $126 million in net outflows on the week
  • Over the past week, the KraneShares CSI China Internet ETF (KWEB) has seen $134 million in net outflows
  • Disruptive Tech ETFs have declined nearly 8% on average in the last month while Sustainabililty ETFs and Industrial Revolution ETFs have dropped nearly 6% on average in the period
  • The Direxion Moonshot Innovators ETF (MOON) and the First Trust Nasdaq Clean Edge Green Energy Index Fund (QCLN) have been the worst performing thematic ETFs in the last month, both plunging more than 16%

 

 U.S. Factor Playbook

5.2.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • U.S. factor strategies have been relatively flat over the past month, but remain up year-to-date. Quality ETFs are up over 6% on average thus far in 2023 while Momentum/ Growth ETFs and Size ETFs have risen more than 4% on average
  • Size ETFs and Momentum/ Growth ETFs saw sizeable net outflows over the past week while Quality ETFs gathered another $317 million in net inflows 
  • The Invesco S&P 500 Equal Weight ETF (RSP) saw the largest net outflows in the last week with $292 million 
  • Over the past month, the Invesco S&P 500 Low Volatility ETF (SPLV, +3.14%) and the Invesco S&P 500 Momentum ETF (SPMO, +3.01%) have outpaced other U.S. factor ETFs
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), and S&P 500 Momentum (SPMO) are currently trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

5.2.2023

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Technology ETFs saw $578 million in net outflows over the past week while Health Care ETFs saw $347 million in net outflows
  • Despite continued pressure on the industry, the SPDR S&P Regional Banking ETF (KRE) saw the largest net inflows in the last week wth $116 million
  • Health Care ETFs have gained 3.70% on average in the last month while Technology ETFs have declined nearly 5% on average. Year-to-date, Technology ETFs are up 12.69% on average versus Health Care ETFs which are up just 1.29% on average
  • The CreditSuisse S&P MLP Index ETN (MLPO) has been the worst performing U.S. Sector & Industry ETF in the last month, falling 10.46%
  • Communication Services (XLC), Consumer Staples (XLP), Energy (XLE), Health Care (XLV), Industrials (XLI), Materials (XLB), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

4.27.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • All thematic segments saw net outflows over the past week with Multi-Theme ETFs seeing $228 million in net outflows
  • The ARK Innovation ETF (ARKK) saw the largest net outflows over the past week with $245 million
  • FinTech ETFs have outpaced other thematic segments over the past month, climbing more than 6% on average. Health Innovation ETFs are also up more than 3.50% on average in the period
  • The three best performing thematic ETFs in the last month are all Blockchain ETFs. The VanEck Digital Transformation ETF (DAPP) has seen the best returns, rocketing 19.29%

 

 U.S. Factor Playbook

4.25.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Thus far in 2023, Quality ETFs and Momentum/ Growth ETFs have outperformed, rising 6.25% and 5.13%, respectively, on average. Size ETFs are also up more than 4% on average in 2023
  • Size ETFs gathered $243 million in net inflows over the past week while Value ETFs saw $388 million in net outflows
  • The Dimensional U.S. Core Equity 2 ETF (DFAC) saw the largest net inflows in the last week with $261 million. DFAC has gathered nearly $1.5 billion in net inflows in 2023
  • Over the past month, the iShares Focused Value Factor ETF (FOVL) has surged 7.69% followed by the Invesco S&P 500 Momentum ETF (SPMO), which has jumped 7.51%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), and S&P 500 Momentum (SPMO) are currently trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

4.24.2023

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • In the last week, Energy ETFs have seen $553 million in net outflows. Energy ETFs have seen over $4.6 billion in net outflows in the past 3 months and over $9.2 billion in net outflows in the past year
  • The Financial Select Sector SPDR Fund (XLF) gathered $705 million in net inflows last week and has seen $1.4 billion in net inflows thus far in 2023 
  • Month-to-date, Technology ETFs have declined more than 4% on average while Health Care ETFs have gained more than 4% on average
  • The First Trust NASDAQ ABA Community Bank Index Fund (QABA) has been the worst performing U.S. Sector & Industry ETF in the last month, falling 10.46%
  • Communication Services (XLC), Consumer Staples (XLP), Energy (XLE), Health Care (XLV), Industrials (XLI), Materials (XLB), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

4.19.2023

An overview of the Global Thematic ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Sustainability ETFs saw $49 million in net outflows and has seen $1.3 billion in net outflows over the past year
  • The ARK Innovation ETF (ARKK) gathered $127 million in net inflows
  • All thematic segments have seen positive returns over the past month. FinTech ETFs have climbed more than 17% on average while Sustainability ETFs, Industrial Revolution ETFs, and Health Innovation ETFs have all added more than 5% on average
  • The Roundhill Cannabis ETF (WEED) and the AdvisorShares Poseidon Dynamic Cannabis ETF (PSDN) are both down more than 17% in the last month
  • Of the Blockchain ETFs, have jumped more than 100% year-to-date. The Valkyrie Bitcoin Miners ETF (WGMI) is up nearly 167% thus far in 2023

 

 U.S. Factor Playbook

4.18.2023

An overview of the U.S. Factor ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Over the past month, all U.S. factor strategies have risen more than 4.75% on average. Value ETFs have outperformed, climbing 6.11% on average
  • Quality ETFs gathered another $823 million in net inflows in the last week and have seen nearly $9.7 billion in net inflows in the last 3 months
  • The iShares MSCI USA Quality Factor ETF (QUAL) saw another $763 million in net inflows over the past week and now has over $26.9 billion in overall assets under management
  • The WBI Power Factor High Dividend ETF (WBIY) and the iShares Focused Value Factor ETF (FOVL) have both jumped more than 9% over the last month
  • S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), and S&P 500 Momentum (SPMO) are currently trading above relative 50-day and 200-day moving averages

 

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