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 Global Thematic Playbook

11.29.2023

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

  • Despite solid recent performance, thematic ETFs continue to see limited net inflows
  • The Global X Robotics & Artificial Intelligence ETF (BOTZ) saw the largest net inflows in the past week with $36 million, the ARK Innovation ETF (ARKK) saw the largest net outflows with $124 million
  • Evolving Consumer ETFs have jumped more than 23.5% on average in the past month, Multi-Theme ETFs and Disruptive Tech ETFs up more than 15% on average
  • Just 5 thematic ETFs have seen negative returns in the last month: PSILREMXDMATKGRN, and LIT
  • The ARK Innovation ETF (ARKK) and the ARK Fintech Innovation ETF (ARKF) have been the top performers on the month, both rising more than 25%

 

 U.S. Factor Playbook

11.28.2023

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

  • Over the past month, Momentum/ Growth ETFs are up more than 11% on average, Size ETFs and Quality ETFs up more than 9% on average
  • All factors saw net inflows in the past week, Low Volatility ETFs gathered the largest net inflows with $356 million
  • The iShares MSCI USA Min Vol Factor ETF (USMV) gathered another $399 million in net inflows in the last week
  • All U.S. Factor ETFs have registered positive returns over the last month. The Sterling Capital Focus Equity ETF (LCG) has been the top performer, climbing 22.09%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Momentum (SPMO), and S&P 500 Value (SPYV) are all trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

11.21.2023

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

  • Technology ETFs gathered another $825 million iin net inflows in the last week. Technology ETFs have seen the largest net inflows amongst sector ETFs across the 3-month, 6-month, and 1-year periods
  • The Financial Select Sector SPDR Fund (XLF) gathered $781 million in net inflows over the last week while the Industrial Select Sector SPDR Fund (XLI) saw $405 million in net outflows
  • All sectors have seen gains on average thus far in November, Technology ETFs have climbed more than 12% on average and Energy ETFs have added 56 bps on average
  • The iShares U.S. Home Construction ETF (ITB) has outgained other U.S. sector & industry ETFs over the past month, advancing  13.62%. ITB is up nearly 44% year-to-date  

 

 U.S. Factor Playbook

11.21.2023

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

  • All factor strategies have gained more than 5% on average thus far in November, Momentum/ Growth ETFs up more than 9% on average
  • Size ETFs gathered $1.3 billion in net inflows in the past month and Low Volatility ETFs gathered $534 million in net inflows
  • The iShares MSCI USA Min Vol Factor ETF (USMV) gathered another $538 million in net inflows in the last week
  • All U.S. Factor ETFs have registered positive returns over the last month. The Sterling Capital Focus Equity ETF (LCG) has been the top performer, climbing 15.06%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Momentum (SPMO), and S&P 500 Value (SPYV) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

11.15.2023

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

  • Multi-Theme ETFs saw $228 million and Sustainability ETFs saw $165 million in net outflows over the past week
  • All segments have seen net outflows thus far in November after seeing net outflows in September and October
  • The First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index (GRID) and the ARK Innovation ETF (ARKK) each saw more than $100 million in net outflows in the last week
  • Amid recent net outflows, Disruptive Tech ETFs and Multi-Theme ETFs have risen more than 10% on average month-to-date
  • The First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT) has been the top performer across the last month, climbing 24.30%

 

 U.S. Factor Playbook

11.14.2023

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

  • Momentum/ Growth ETFs have outperformed thus far in November, climbing 5.45% on average. Quality ETFs also up 4.41% on average month-to-date
  • Size ETFs saw $840 million in net outflows in the past week but have gathered more than $10.5 billion in net inflows over the past 6 months
  • The iShares MSCI USA Min Vol Factor ETF (USMV) saw the largest net inflows on the week with $642 million
  • The Pacer Lunt Large Cap Alternator ETF (ALTL) has been the worst performing U.S. factor ETF in the past month, sliding 4.63%
  • S&P 500 Quality (SPHQ) and S&P 500 Momentum (SPMO) are trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

11.13.2023

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

  • Technology ETFs gathered more than $1.5 billion in net inflows in the last week, Health Care ETFs saw $625 million in net outflows
  • The Technology Select Sector SPDR Fund (XLK) saw the largest net inflows on the week with $1.04 billion
  • Technology ETFs have climbed nearly 8.5% on average thus far in November, Multi-Sector ETFs and Consumer Discretionary ETFs up more than 5% on average
  • The SPDR S&P Health Care Equipment (XHE) has declined almost 12% in the last month and is down 24.79% year-to-date
  • Communication Services (XLC), Consumer Discretionary (XLY), Financials (XLF), and Technology (XLK) are all trading above relative 50-day and 200-day moving averages

 

 

 U.S. Factor Playbook

11.8.2023

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

  • U.S. factor strategies have bounced back in November following weak performance in October, all factors up more than 3% on average month-to-date
  • Low Volatility ETFs, Size ETFs, and Dividend ETFs gathered more than $400 million in net inflows over the past week
  • The iShares MSCI USA Quality Factor ETF (QUAL) saw the largest net inflows on the week with $869 million
  • The Invesco Large Cap Growth ETF (PWB) outpaced other U.S. factor ETFs in the last month, rising 3.85%. Year-to-date, PWB is up more than 19%
  • S&P 500 Equal Weight (RSP), S&P 500 Value (SPYV), and S&P 500 Dividend (SPYD) are trading below relative 50-day moving averages

 

 Global Thematic Playbook

11.8.2023

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

  • After seeing net outflows in September and October, Sustainability ETFs and FinTech ETFs have seen net outflows thus far in November
  • The ARK Innovation ETF (ARKK) gathered $159 million in net inflows in the past week but has seen $702 million in net outflows year-to-date
  • FinTech ETFs have outperformed other segments in the past month climbing more than 7% on average
  • The First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT) has been the top performer on the month, rising 18.81%
  • 5 Cannabis ETFs (WEEDMSOSYOLOMJUSCNBS) and 2 Clean Energy ETFs (QCLNPBW) have dropped more than 10% in the last month

 Global Thematic Playbook

11.1.2023

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

  • All global thematic segments saw net outflows for the 2nd consecutive week last week, Sustainability ETFs saw $118 million in net outflows
  • The Global X Genomics & Biotechnology ETF (GNOM) saw the largest net outflows on the week with $75 million
  • Health Innovation ETFs dropped 10.61% on average in October while Sustainability ETFs and Industrial Revolution ETFs declined more than 9% on average
  • Over the past 3 months, FinTech ETFs, Health Innovation ETFs, Sustainability ETFs, and Industrial Revolution ETFs are down more than 20% on average
  • Just 9 thematic ETFs registered positive returns in October, all of which are Blockchain ETFs. Cannabis ETFs and Clean Energy ETFs saw the lowest returns on the month

 

 U.S. Factor Playbook

10.31.2023

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

  • After sinking more than 5% on average in September, Momentum/ Growth ETFs have declined 4.92% on average in October
  • Low Volatility ETFs and Quality ETFs gathered around $190 million in net inflows in the last week
  • The iShares MSCI USA Min Vol Factor ETF (USMV) saw $201 million in net inflows over the past week
  • The Pacer Lunt Large Cap Alternator ETF (ALTL) has dropped 8.94% over the last month and nearly 22% year-to-date
  • All factors are currently trading below relative 50-day and 200-day moving averages

 U.S. Sector & Industry Playbook

10.31.2023

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

  • Health Care ETFs were the only sector ETFs to see net inflows in the past week, gathering just $60 million. Financials ETFs saw over $1.1 billion in net outflows for the week
  • The Financial Select Sector SPDR Fund (XLF) saw $807 million in net outflows in the last week while the Energy Select Sector SPDR Fund (XLE) gatherd $429 million in net inflows
  • Health Care ETFs have declined more than 7% on average thus far in October after sinking nearly 6% on average in September
  • The SPDR S&P Semiconductor ETF (XSD) and the SPDR S&P Health Care Equipment ETF (XHE) have posted the worst returns in the past month, both slipping more than 14%

 

 Global Thematic Playbook

10.25.2023

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

  • All global thematic segments saw net outflows over the past week. Multi-Theme ETFs and Industrial Revolution ETFs have seen more than $600 million in net outflows over the past 3 months
  • The ARK Innovation ETF (ARKK) saw $90 million in net outflows in the past week and has seen $889 million in net outflows thus far in 2023
  • Sustainability ETFs have declined more than 9% on average in the past month and Health Innovation ETFs have slipped more than 8% on average
  • 5 Cannabis ETFs have dropped more than 18.50% in the last month while Blockchain ETFs have outperformed

 

 U.S. Factor Playbook

10.24.2023

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

  • Value ETFs, Dividend ETFs, and Size ETFs have all declined more than 4% on average over the last month
  • Low Volatility ETFs have seen the largest net outflows across the 1-week, 3-month, 6-month, and 1-year periods
  • The iShares MSCI USA Min Vol Factor ETF (USMV) saw $1.1 billion in net outflows in the last week
  • The AOT Growth and Innovation ETF (AOTG) is the only U.S. factor ETF in positive territory in the last month, up just 6 bps
  • S&P 500 Equal Weight (RSP), S&P 500 Low Volatility (SPLV), S&P 500 Value (SPYV), and S&P 500 Dividend (SPYD) are all trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

10.23.2023

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

  • Energy ETFs saw $1.8 billion in net outflows over the past week, Health Care ETFs and Financials ETFs also saw more than $500 million in net outflows
  • The iShares U.S. Technology ETF (IYW) gathered the largest net inflows in the last week with $562 million 
  • Real Estate ETFs have declined more than 9% on average in the past month while Utilities ETFs have dropped more than 8% on average
  • Amid surging mortgage rates and shrinking mortgage demand, the iShares Mortgage Real Estate ETF (REM) and the VanEck Mortgage REIT Income ETF (MORT) have both slipped more than 14% in the last month
  • Consumer Discretionary (XLY), Consumer Staples (XLP), Financials (XLF), Health Care (XLV), Industrials (XLI), Materials (XLB), Real Estate (XLRE), and Utiilities (XLU) are all trading below relative 50-day and 200-day moving averages

 

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