ETF Action: Research

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 Macro Brief: Baker Hughes Rig Count


The U.S. rig count rose by 9 last week, as oil prices continue to rise

  • U.S. rigs increased from 461 to 470
  • Total rig count in North America rose by 33 to 587
  • Rig count has been steadily rising since hitting a low last August 
  • Brent and WIT have both hit the highest amount in over a year 

 Macro Brief: Jobless Claims


Weekly initial jobless claims increase for the first time in six consecutive weeks 

  • 412K initial claims above consensus estimates (est 360K)
  • Continuing claims rise by 1K to 3.518 million
  • Advance adjusted insured unemployment rate remains unchanged at 2.5%
  • Pennsylvania and California primarily led the increase in claims

 Fixed Income Playbook


An overview of the Fixed Income ETF landscape - Performance, Flows, Rates, Spreads, and the Fed.

  • Multi-Sector Fixed Income ETFs bring in over $1.3 billion, Sovereign sees $66 million out
  • Corporate fixed income ETFs maintain largest slice of fixed income ETF assets at 36%
  • 10-year treasury yield jumps 9 basis points to 1.58% after Fed meeting
  • iShares Convertible Bond ETF (ICVT +5.25%) best category ETF performer over past month

 Global Thematic Playbook


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

  • Multi-theme segment attracts most net inflows over past week (+269 million)
  • Sustainability ETFs continue to gain in Thematic AUM makeup; now represents 17% of composite
  • Best performing thematic segment over past month? Disruptive tech (+9.14%)
  • AdvisorShares Pure US Cannabis ETF (MSOS -4.43%) worst performer over past month

 Macro Brief: Housing Starts


Housing starts slightly increase in May, but fall short of consensus estimates

  • Home starts increased to an annual rate of 1.572 million (est. 1.630 million)
  • Permits decreased M/M and below consensus estimates (1.681 million vs est 1.738 million)
  • Rise in starts reflective of low existing homes inventory, despite ongoing material shortages 
  • Housing starts increased in Midwest, South and West, but decreased in the Northeast

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