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 Global Thematic Playbook

1.25.2023

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

  • Over the last week, the ARK Innovation ETF (ARKK) gathered $228 million in net inflows while the FirstTrust Cloud Computing ETF (SKYY) saw $135 million in net outflows. In the last 3 months, ARKK has seen $271 million in net inflows and SKYY has seen $350 million in net outflows
  • Sustainability ETFs have climbed nearly 17%, on average, and Evolving Consumer ETFs have risen nearly 16%, on average, over the past 3 months
  • The Valkyrie Bitcoin Miners ETF (WGMI) has rocketed 97.87% and the VanEck Digital Assets Mining ETF (DAM) has gained 75.46% over the past month
  • Just 5 thematic ETFs have posted losses in the last month, 4 of which are Cannabis ETFs (MSOSWEEDMJUSPSDN)

 

 U.S. Factor Playbook

1.24.2023

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

  • Over the past 3 months, all U.S. factor strategies have posted solid gains. Size ETFs are up 12.31% on average, Value ETFs have risen 11.32% on average, and Divdend ETFs have climbed 10.66% on average in the period
  • The SPDR Dow Jones Industrial Average ETF Trust (DIA) saw $599 million in net outflows in the last week. In 2022, DIA gathered and declined 
  • Only 9 U.S. factor ETFs have posted losses over the past month. Meanwhile, the AOT Growth and Innovation ETF (AOTG) has outperformed, jumping 15.13%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), S&P 500 Value (SPVU), and S&P 500 Dividend (SPYD) are all currently trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

1.23.2023

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

  • Health Care ETFs saw $930 million in net inflows over the past week as the SPDR S&P Biotech ETF (XBI) gathered $477 million in net inflows and the Health Care Select Sector SPDR Fund (XLV) gathered $392 million in net inflows
  • Communication ETFs have risen 11%, on average, in the last month but are still down nearly 23%, on average, in the last year
  • Over the past month, the Invesco NASDAQ Internet ETF (PNQI) has surged 15.02% and has outpaced all other U.S. Sector & Industry ETFs
  • Energy (XLE), Financials (XLF), and Materials (XLB) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

1.19.2023

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

  • The KraneShares CSI China Internet ETF (KWEB) gathered another $131 million over the past week while the Global X Cybersecurity ETF (BUG) saw another $ 61 million in net outflows. Year-to-date, KWEB has seen $251 million in net inflows and BUG has seen $128 million in net outflows
  • Global themes have been strong thus far in 2023 with all segments rising more than 5%, on average. FinTech ETFs have surged nearly 30%, on average, in January
  • Each of the 10 best performing thematic ETFs in the last month are Blockchain ETFs. The Valkyrie Bitcoin Miners ETF (WGMI) has rocketed 62.13% in period while 6 oher Blockchain ETFs have climbed over 30% (DAMDAPPBITQIBLCGFOFBKCH)
  • The 7 worst performing thematic ETFs in the last month are all Cannabis ETFs (MSOSWEEDMJUSPSDNCNBS)

 

 U.S. Sector & Industry Playbook

1.17.2023

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

  • The Materials Select Sector SPDR Fund (XLB) gathered $339 million in net inflows over the past week while the Technology Select Sector SPDR Fund (XLK) saw $537 million in net outflows
  • All sectors are up thus far in January led by Materials ETFs, which have climbed nearly 10%, on average. Materials ETFs are up almost 20%, on average, over the past 3 months
  • The SPDR S&P Oil & Gas Equipment & Services ETF (XES) has been the best performing U.S. Sector & Industry ETF over the past month climbing 14.10%
  • Energy (XLE), Financials (XLF), Industrials (XLI), Materials (XLB), and Utilities (XLU) are all trading above relative 50-day and 200-day moving averages

 

 U.S. Factor Playbook

1.17.2023

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

  • Thus far in January, all U.S. factor strategies have risen more than 3%, on average. Size ETFs have gained 6.10%, on average, and Value ETFs have climbed 6.00%, on average in the period
  • Over the past week, the Invesco S&P 500 Equal Weight ETF (RSP) has gathered $469 million in net inflows. In 2022, RSP saw $ million in net inflows
  • The Invesco S&P Midcap 400 Pure Value ETF (RFV) has outpaced other U.S. factor ETFs so far in 2022, climbing 11.34%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), S&P 500 Value (SPVU), and S&P 500 Dividend (SPYD) are all currently trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

1.11.2023

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

  • Over the past week, the  KraneShares CSI China Internet ET (KWEB) saw the largest net inflows amongst thematic ETFs with $34 million. The Global X Cybersecurity ETF (BUG) saw the largest net outflows on the week with $68 million
  • There has been large divergence in performance amongst thematic segments in the last 3-month period. Sustainability ETFs have jumped nearly 12%, on average, while FinTech ETFs have dropped nearly 11%, on average
  • 7 of the 10 best performing thematic ETFs in the last month are Blockchain ETFs (WGMISATO, FDIGBKCHIBLCBITQDAPP) while 9 of the 10 worst performers are Cannabis ETFs (MSOSWEEDPSDNMJUSYOLOCNBSMJPOTXTHCX)
  • In 2022, the best performing thematic ETF was the  while the worst performer was the 

 

 U.S. Factor Playbook

1.10.2023

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

  • All U.S. factor strategies have seen solid returns over the past three months. Dividend ETFs have climbed mroe than 12%, on average, while Value ETFs and Size ETFs have gained more than 11%, on average
  • The Schwab US Dividend Equity ETF (SCHD)saw $388 million in net inflows over the past week and has gathered over $15.4 billion in net inflows over the past year
  • In the last month, the Invesco S&P 500 Pure Value ETF (RPV) has outpaced other U.S. factor ETFs, rising 4.48%. In the last year, RPV has dipped 41 bps but has outperformed the S&P 500 Pure Growth ETF (RPG) by over 22%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), S&P 500 Value (SPVU), and S&P 500 Dividend (SPYD) are all currently trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

1.9.2023

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

  • The Industrial Select Sector SPDR Fund (XLI) gathered $421 million in net inflows over the past week while the Energy Select Sector SPDR Fund (XLE) saw $294 million in net outflows
  • All sectors are up thus far in January led by Communication Services ETFs which has risen more than 5%, on average
  • The Credit Suisse S&P MLP Index ETN (MLPO) has been the best performing U.S. Sector & Industry ETF over the past month climbing 14.41%
  • Consumer Staples (XLP), Financials (XLF), Industrials (XLI), and Materials (XLB) are all trading above relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

1.4.2023

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

  • In 2022, the KraneShares CSI China Internet ETF (KWEB) saw the largest net inflows with followed by the ARK Innovation ETF (ARKK) with . The saw the largest net outflows in the year with 
  • Over the past year, all thematic segments have declined more than 23%, on average. FinTech ETFs have plunged nearly 63%, on average, and Evolving Consumer ETFs have fallen more than 43%, on average
  • In the last month, just 7 thematic ETFs have posted gains (KWEBKEJISOCLWNDYHLGEEMQQGRNR). The 8 worst performing thematic ETFs in the month are all Cannabis ETFs and all have dropped more than 32%
  • In 2022, the best performing thematic ETF was the  while the worst performer was the 

 

 U.S. Factor Playbook

1.3.2023

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

  • All U.S. factor strategies saw declines in December and in 2022 as a whole. In 2022, Momentum/ Growth ETFs dropped nearly 23%, on average, while Dividend ETFs sunk 6.32%, on average
  • Over the past week, the iShares Core High Dividend ETF (HDV) gathered $501 million in net inflows while the SPDR Portfolio S&P 500 High Dividend ETF (SPYD) saw $417 million in net outflows. In 2022, HDV saw $5.6 billion in net inflows while SPYD saw $2.7 billion in net inflows
  • All U.S. factor ETFs were down more than 1.50% over the past month. The Innovator IBD 50 ETF (FFTY) was the worst performer on the month, falling 12.08%. FFTY was the 2nd worst performing factor ETF in 2022, declining 51.09%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Value (SPYV), and S&P 500 Dividend (SPYD) are all currently trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

1.3.2023

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

  • Over the last week, the Energy Select Sector SPDR Fund (XLE) gathered $128 million in net inflows while the Financial Select Sector SPDR Fund (XLF) saw $521 million in net outflows. In 2022, XLE saw $1 billion in net outflows and XLF saw $7.3 billion in net outflows
  • All sectors saw declines in December 2022 with Consumer Discretionary ETFs declining more than 8%, on average
  • Just 5 U.S. Sector & Industry ETFs have posted positive returns over the past month led by the SPDR S&P Oil & Gas Equipment & Services ETF (XES), which added 1.48%. XES surged more than 62% in 2022
  • Communication Services (XLC), Consumer Discretionary (XLY), Materials (XLB), Real Estate (XLRE), and Technology (XLK) are all trading below relative 50-day and 200-day moving averages

 

 U.S. Factor Playbook

12.20.2022

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

  • After posting solid gains in October and November, all U.S. factor strategies are down more than 4.90%, on average, thus far in December
  • The Invesco S&P 500 Pure Value ETF (RPV) has gathered $1.2 billion in net inflows over the past week and seen $2.1 billion in net inflows thus far in 2022
  • Only 5 U.S. Factor ETFs have posted gains in the last month, all adding less than 1%. Meanwhile, the Innovator IBD 50 ETF (FFTY) continues to underperform and has now fallen more than 50% year-to-date
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Momentum (SPMO), S&P 500 Value (SPYV), and S&P 500 Dividend (SPYD) are all currently trading below relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

12.19.2022

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

  • The iShares U.S. Real Estate ETF (IYR) gathered $529 million in net inflows over the past week while the Vanguard Real Estate ETF (VNQ) saw $339 million in net outflows. Year-to-date, VNQ has seen $1.9 billion in net outflows and IYR has seen $1.6 billion in net outflows
  • All sectors are down thus far in December with Energy ETFs dropping more than 9%, on average, and Financials ETFs declining nearly 7%, on average
  • Over the past month, the Credit Suisse S&P MLP Index ETN (MLPO) has seen the worst performance amongst U.S. Sector & Industry ETFs, decreasing 21.68%
  • Communication Services (XLC), Consumer Discretionary (XLY), Financials (XLF), and Technology (XLK) are all trading below relative 50-day and 200-day moving averages

 

 Global Thematic Playbook

12.14.2022

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

  • The ARK Genomic Revolution ETF (ARKG) saw the largest net outflows amongst thematic ETFs over the last week with $44 million. Year-to-date, ARKG has seen $511 million in net outflows
  • Disruptive Tech ETFs have risen 1.48%, on average, thus far in December and have declined more than 34%, on average, year-to-date
  • The KraneShares CSI China Internet ETF (KWEB) has climbed 28.02% over the past month, handily outpacing other thematic ETFs
  • The 10 worst performing thematic ETFs on the month are all Blockchain ETFs (DAMRIGZWGMIBKCHBITQDAPPGFOF) and Cannabis ETFs (PSDN, WEED, MSOS

 

 U.S. Factor Playbook

12.13.2022

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

  • All U.S. factors are down, on average, thus far in December. Value ETFs have underperformed, declining more than 3%, on average, month-to-date
  • OVer the past week, the WisdomTree US Quality Dividend Growth Fund (DGRW) gathered $968 million in net inflows and the WisdomTree U.S. MidCap Dividend Fund (DON) saw $723 million in net inflows
  • The iShares Factors US Growth Style ETF (STLG, +7.75%) was the best performing U.S. factor ETF in the last month. Year-to-date, STLG is down nearly 23%
  • S&P 500 Equal Weight (RSP), S&P 500 Quality (SPHQ), S&P 500 Low Volatility (SPLV), S&P 500 Momentum (SPMO), and S&P 500 Value (SPYV) are currently trading above relative 50-day and 200-day moving averages

 

 U.S. Sector & Industry Playbook

12.12.2022

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

  • Energy ETFs saw $908 million in net outflows over the past week with the Energy Select Sector SPDR Fund (XLE) seeing $702 million net outflows
  • Energy ETFs have also declined more than 6%, on average, in the last month, lagging all other sectors. Technology ETFs have risen 8.72%, on average, in the month
  • The MicroSectors FANG+ ETN (FNGS) has surged 18.22% over the past month, but is still down nearly 35% year-to-date
  • Consumer Staples (XLP), Financials (XLF), Health Care (XLV), Industrials (XLI), and Materials (XLB) are the only sectors currently trading above relative 50-day and 200-day moving averages 

 

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