Study Finds 22% Rise in Demand for ETFs

Courtesy of the Wall Street Journal online edition One in Ten Investors Now Hold at Least 50 Percent of their Portfolios in ETFs MarketsMuse Editor: We caveat with: below study conducted by brokerage platform Charles Schwab & Co. , which offers its own ‘branded’ ETF products in cooperation with it issuer partners–and also maintains relationships […] Read More

3 October, 2013

De-Mystifying Fixed Income ETFs and ETF HF Trading

Courtesy of Drew Voros & Matt Hougan/IndexUniverse.com Phil Mackintosh, managing director and head of trading strategy for Credit Suisse, recently visited IndexUniverse’s San Francisco headquarters and sat down with IU’s Global Head of Content Matt Hougan and Editor-in-Chief Drew Voros to talk about fixed-income ETFs, high-frequency trading and other topics. IndexUniverse: There was quite a […] Read More

26 September, 2013

3 ETF Trades To Make Before The Congress Showdown

by Stoyan Bojinov on September 23, 2013 Fed taper talks and looming concerns over U.S. involvement in Syria managed to steal the headlines over the past few weeks as investors expressed their concerns over geopolitical tensions and upcoming monetary policy changes. The “herd” along with financial news media outlets are known for obsessing over “breaking […] Read More

23 September, 2013

ETFs Soaring as Investors Again Embrace European Stocks

Courtesy of Tom Lydon, ETF Trends Once considered a toxic destination for investors, Eurozone ETFs have come roaring back to life over the past few months due to improved economic data, falling bond yields and attractive valuations. Over the past 90 days, investors have been treated to a 7% pop from the Vanguard FTSE Europe […] Read More

18 September, 2013

Technology, Transparency and Choice Drive Buy Side’s Investment in…

                       The U.S. market for exchange-traded options took off during the past decade. The buy side is increasingly looking at options as instruments to hedge risk exposure and generate alpha, according to TABB Group’s recent report on the state of the U.S. options markets. In fact, […] Read More

20 August, 2013

The Follies of ETF “Flows”: Understanding the Trading Data

Courtesy of Dave Nadig In yesterday’s flows article, I talked about one of the biggest problems with ETF flows data; that is, a lot of times, that data is buggy. The second problem is thornier. Even if you believe the data, it’s important to understand how it can be misleading. The Second Problem: Misinterpretation Even […] Read More

15 August, 2013

ETF Rules to Trade By; A Timely and Timeless…

MarketsMuse Editor Note: We tripped over this info-taining clip courtesy of ETFGuide.com’s Ron Delegge Good viewing for elementary and advanced students of the ETF marketplace. [youtube=http://www.youtube.com/watch?v=U7TYLZzXR4c&w=280&h=165] Read More

14 August, 2013

Fed issues leveraged ETF warning

Courtesy of Chris Flood Trading activity by leveraged exchange traded funds during periods of high volatility could trigger a crash in the US stock market, according to a warning by the Federal Reserve. Leveraged ETFs (LETFs) use derivatives to provide a multiple of the daily returns of an index. When the stock market rises, leveraged […] Read More

14 August, 2013

iShares Launches “Contango-Free” Futures-Based ETF: $CMDT

Courtesy of Olly Ludwig/IndexUniverse iShares, the world’s largest purveyor of ETFs, on Friday is launching a futures-based commodities ETF designed to minimize contango and maximize backwardation—a follow-on to “GSG,” a first-generation fund it launched about five years ago that doesn’t target contango. The new fund’s benchmark currently includes 20 commodities. The iShares Dow Jones-UBS Roll […] Read More

8 August, 2013

Buyside Manager Adopts OMEX Systems’ Execution Platform; $850mil AUM…

New York, NY, Aug 7– OMEX Systems LLC, the provider of broker-neutral DMA and OEMS technology for firms active in the equities, options and futures markets, announced that a customized version of the vendor’s OEMS platform has been implemented by Durango, CO-based Swan Wealth Advisors, the $850mil AUM risk management firm specializing in proprietary, market […] Read More

7 August, 2013

WisdomTree: ETF Underlying Liquidity vs. Secondary Market Liquidity Explained…

Courtesy of Zach Hascoe/WisdomTree Investments We have heard it over and over: Exchange-traded funds (ETFs) are wrappers, and the true liquidity of an ETF is derived from its underlying constituents.1 While that statement is true, it does not completely explain different types of liquidity that can exist in an ETF. Different types of ETFs can […] Read More

22 July, 2013

ETFs Test Market-Making Skills

Courtesy of Steve Marlin/MarketsMedia With exchange-traded funds playing an increasingly important role in portfolio management, the ability to accurately price the instruments has placed a premium on market-making skills. “ETFs are a unique breed of financial instruments,” said Chris Hempstead, director of ETF execution services at WallachBeth. “Order execution requires the ability to navigate these […] Read More

19 July, 2013

For Value ETFs, the Bet Is on Financial Stocks:…

Courtesy of Barry Whyte/II Magazine Latest data show that most funds have weightings of more than 20 percent in financials. If the portfolios of value-oriented ETFs are anything to go by, the best value stocks out there at the moment are in the financial sector. The findings come from a detailed analysis of 18 value […] Read More

18 July, 2013

Managing Conflict Re: Broker-Provided Trading Systems

Courtesy of AdvancedTrading Contributor Phillipe Buhannic Editor Note: This article is endorsed by MarketsMuse sponsor OMEX Systems, Inc. Buy-side clients need to understand that when they trade on a broker-sponsored platform, they are paying for these systems, whether that payment comes in the form of commissions, licenses, or widened spread. Therefore, the most important thing […] Read More

17 July, 2013

ETF Investors Step Up Their Short Game in Junk…

Courtesy of Chris Dietrich, WSJ After last month’s bond market selloff, many investors are hunting for strategies that can still provide high yields but won’t get hurt by rising interest rates. Increasingly, they are turning to exchange-traded funds focused on short-term junk bonds, which promise those investors just what they are looking for. Pacific Investment […] Read More

15 July, 2013

ETF Volatility: The Real Story Behind The [Bloomberg] Story

Courtesy of Dave Nadig’s July 12 column This morning Bloomberg published a story titled “ETF Simplicity Betrayed by Volatility in Market Selloff.” In the article, the authors contend that they’ve run the numbers, and that ETFs are just flat-out more volatile than mutual funds. Here’s the lead: “Share prices for the 10 largest diversified emerging-market […] Read More

13 July, 2013

Stock ‘fear gauge’ flawed, Equity Trading Chief says

  Excerpts courtesy of Simon Jessup, Reuters   MarketsMuse Editor Note: Yes, the headline and the article are both elementary observations for many; yet there remain many others (including investment managers) who misunderstand the meaning of VIX     Investors seeking to predict the magnitude of share price moves at times of market flux may […] Read More

11 July, 2013

Trading Systems Vendor to ETF and Options Trading Firms…

New York, NY, July 10–OMEX Systems, LLC (“OMEX”), the provider of broker-neutral DMA and OEMS trading systems for broker-dealers and buy-side investment firms active in stocks, options and futures announced the addition of 2 more trading technology veterans to the firm’s New York office, bringing the 5-year old company’s total staff of sales, client support […] Read More

10 July, 2013