ETF Action: Research

ETF Playbooks

(*Available to Subscribers Only)

Weekly reviews of popular ETF market segments, including visualizations of major market moves, performance highlights, technical trends and more.


Markets covered include:



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ETF Playbooks Archives

 U.S. Sector & Industry Playbook

10.2.2023

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

  • Industrial ETFs and Health Care ETFs saw more than $500 million in net outflows while Energy ETFs gathered $549 million in net inflows
  • The Utilities Select Sector SPDR Fund (XLU) saw the largest net outflows on the week with $432 million
  • Energy ETFs inched higher by 24 bps on average in September, all other sectors posted losses
  • Real Estate ETFs fell more than 7% on average in the month while Technology ETFs, Consumer Discretionary ETFs, Industrial ETFs, and Multi-Sector ETFs declined more than 6% on average
  • The SPDR S&P Health Care Equipment ETF (XHE) was the worst perfoming U.S. sector ETF in September, sinking 10.43%

 

 U.S. Sector & Industry Playbook

9.19.2023

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

  • Energy ETFs led other sectors in net inflows in the past week with $384 million, Financial ETFs saw $681 million in net outflows
  • The Financial Select Sector SPDR Fund (XLF) saw $832 million in net outflows in the last week
  • Energy ETFs have led in performance over the past month, up 3.67% on average
  • Seven of 11 sectors are currently trading below their 50 day moving averages

 U.S. Size & Style Playbook

9.18.2023

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

  • All sizes & styles saw net inflows over the past week, large caps gathered $3.6 billion in net inflows
  • All size & style have seen losses thus far in September, small cap growth ETFs down more than 3% on average
  • The SPDR S&P 600 Small Cap Value ETF (SLYV) has declined 3.59% in the last month
  • Small Cap Blend (IJR) and Small Cap Value (IJS) are both trading below relative 50-day and 200-day moving averages

 

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