Exchange-traded funds

State Street Global Advisors Survey: Majority of Investors Don’t Fully Understand Investment Costs

Retrieved on: 
Tuesday, July 27, 2021
Other Consumer, Women, Finance, Consulting, Banking, MEN, Professional services, Family, Consumer, Other Professional Services, Finance, United States securities law, Money, Economy, Exchange-traded funds, State Street Global Advisors, Securities Investor Protection Corporation, Financial adviser, Adviser, Financial Industry Regulatory Authority, Municipal Securities Rulemaking Board, State Street Global Advisors Low-Cost Investing Survey, SPDR Exchange Traded Funds, State Street Global Advisors, STATE STREET GLOBAL ADVISORS LOW-COST INVESTING SURVEY, SPDR EXCHANGE TRADED FUNDS, STATE STREET GLOBAL ADVISORS

(State Street Global Advisors Low-Cost Investing Survey)

Key Points: 
  • (State Street Global Advisors Low-Cost Investing Survey)
    Confusion exists about how investors pay for both investment products and the guidance they receive from an advisor.
  • While the overall awareness of costs at the investment product level seems to be high, understanding of what the specific costs actually are is low.
  • For four decades, State Street Global Advisors has served the worlds governments, institutions and financial advisors.
  • Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation.

Xtrackers by DWS Marks a Decade of Innovation in the U.S. ETF Market

Retrieved on: 
Tuesday, July 27, 2021
Banking, Professional services, Finance, Exchange-traded funds, Finance, Financial markets, Money, MSCI EAFE, S&P 600, S&P 400, MSCI, Socially responsible investing, SPDR, Inverse exchange-traded fund

Xtrackers by DWS marks a decade of innovation and commitment to sustainable investing in the U.S. exchange-traded fund (ETF) market this month.

Key Points: 
  • Xtrackers by DWS marks a decade of innovation and commitment to sustainable investing in the U.S. exchange-traded fund (ETF) market this month.
  • It is 10 years since Xtrackers entered the US market with the launch of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF), which now has around USD 4 billion in assets under management.
  • Xtrackers by DWS has launched a number of industry firsts in the ETF space, including the U.S. markets first S&P 500 ESG ETF (SNPE).
  • DWS ESG Funds: Xtrackers S&P 500 ESG ETF (SNPE); Xtrackers S&P MidCap 400 ESG ETF (MIDE); Xtrackers S&P SmallCap 600 ESG ETF (SMLE); Xtrackers MSCI USA ESG Leaders Equity ETF (USSG); Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB).

Impact Shares Launches the Affordable Housing MBS ETF (NYSE: OWNS)

Retrieved on: 
Tuesday, July 27, 2021
Finance, Other Construction & Property, Professional services, Residential Building & Real Estate, Construction & Property, Exchange-traded funds, Financial markets, Finance, Money, Mortgage-backed security, SPDR

Impact Shares announces the launch of the Impact Shares Affordable Housing MBS ETF (NYSE: OWNS), an exchange-traded fund (ETF) that invests in agency mortgage-backed securities (MBS) backed by pools of mortgage loans made to minority families, low- and moderate-income (LMI) families, and/or families that live in persistent poverty areas.

Key Points: 
  • Impact Shares announces the launch of the Impact Shares Affordable Housing MBS ETF (NYSE: OWNS), an exchange-traded fund (ETF) that invests in agency mortgage-backed securities (MBS) backed by pools of mortgage loans made to minority families, low- and moderate-income (LMI) families, and/or families that live in persistent poverty areas.
  • Were excited to partner with Impact Shares to offer a unique investment opportunity using the flexible, transparent ETF wrapper.
  • The launch of OWNS coincides with the three-year anniversary of the Impact Shares NAACP Minority Empowerment ETF (NACP).
  • Impact Shares is an ETF issuer and investment manager that is creating a new and innovative platform for clients seeking maximum social impact with market returns.

Vanguard Announces Cash Distributions for the Vanguard ETFs

Retrieved on: 
Monday, July 26, 2021
Finance, Exchange-traded funds, Investment, Money, The Vanguard Group, Mutual fund, Horizons ETFs

To learn more about the TSX-listed Vanguard ETFs, please visit www.vanguard.ca

Key Points: 
  • To learn more about the TSX-listed Vanguard ETFs, please visit www.vanguard.ca
    Canadians own CAD $61 billion in Vanguard assets, including Canadian and U.S.-domiciled ETFs, Canadian institutional products and Canadian mutual funds.
  • Vanguard Investments Canada Inc. manages CAD $42 billion in assets (as of June 30, 2021) with 37 Canadian ETFs and four mutual funds currently available.
  • The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services.
  • Unlike firms that are publicly held or owned by a small group of individuals, The Vanguard Group, Inc. is owned by Vanguard's U.S.-domiciled funds and ETFs.

Innovator ETFs Announces New Upside Cap Ranges for August Series of S&P 500 Buffer ETFs

Retrieved on: 
Monday, July 26, 2021
Exchange-traded funds, Finance

The August series of Innovator S&P 500 Buffer ETFs ( BAUG ; PAUG ; UAUG ) currently have a remaining outcome period of one week.

Key Points: 
  • The August series of Innovator S&P 500 Buffer ETFs ( BAUG ; PAUG ; UAUG ) currently have a remaining outcome period of one week.
  • Innovators Equity Buffer ETFs have traditionally used index-based options while the Defined Outcome Bond ETFs and Stacker ETFs have been constructed using fund-based options.
  • Defined Outcome ETFs are the worlds first ETFs that seek to provide investors with known ranges of future investment outcomes prior to investing.
  • Innovators category-creating Defined Outcome ETF familyincludes Buffer ETFs, Stacker ETFs and Floor ETFs.

WisdomTree ETFs Declare Distributions

Retrieved on: 
Monday, July 26, 2021
Exchange-traded funds, Finance, WisdomTree Investments, Financial markets, Investment, Boost ETP

WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, WisdomTree), is an ETF and ETP sponsor and asset manager headquartered in New York.

Key Points: 
  • WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, WisdomTree), is an ETF and ETP sponsor and asset manager headquartered in New York.
  • WisdomTree is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
  • Due to the investment strategy of certain Funds they may make higher capital gain distributions than other ETFs.
  • Past distributions are not indicative of future distributions.

Brompton Funds Declare Distributions

Retrieved on: 
Friday, July 23, 2021
Exchange-traded product, Exchange-traded funds, Investment funds, Economy

Unitholders are reminded that the ETFs offer distribution reinvestment plans (DRIP) which provide unitholders with the ability to automatically reinvest distributions, commission free, and realize the benefits of compound growth.

Key Points: 
  • Unitholders are reminded that the ETFs offer distribution reinvestment plans (DRIP) which provide unitholders with the ability to automatically reinvest distributions, commission free, and realize the benefits of compound growth.
  • Founded in 2000, Brompton is an experienced investment fund manager with income focused investment solutions including exchange-traded funds (ETFs) and other TSX traded investment funds.
  • Exchange-traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
  • These forward-looking statements are made as of the date hereof and we assume no obligation to update or revise them to reflect new events or circumstances.

Brompton Funds Declare Distributions

Retrieved on: 
Friday, July 23, 2021
Finance, Money, Investment, Exchange-traded product, Exchange-traded funds, Investment funds, Investment management, Fund of funds, Inverse exchange-traded fund

Founded in 2000, Brompton is an experienced investment fund manager with income focused investment solutions including exchange-traded funds (ETFs) and other TSX traded investment funds.

Key Points: 
  • Founded in 2000, Brompton is an experienced investment fund manager with income focused investment solutions including exchange-traded funds (ETFs) and other TSX traded investment funds.
  • You will usually pay brokerage fees to your dealer if you purchase or sell units or shares of the investment funds on the Toronto Stock Exchange or other alternative Canadian trading system (an exchange).
  • Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
  • Forward-looking information may relate to matters disclosed in this document and to other matters identified in public filings relating to the funds, to the future outlook of the funds and anticipated events or results and may include statements regarding the future financial performance of the funds.

Aptus Capital Advisors Launches the International Drawdown-Managed Equity ETF (CBOE: IDME) as Aptus ETFs Crosses $1.3B in Assets

Retrieved on: 
Friday, July 23, 2021
Banking, Professional services, Finance, Exchange-traded funds, Finance, BetaShares, SPDR

Aptus Capital Advisors, LLC announces the launch of the International Drawdown-Managed Equity ETF (Cboe: IDME), an actively-managed exchange-traded fund (ETF) targeting non-U.S. stocks with a focus on managing drawdown risk through hedges.

Key Points: 
  • Aptus Capital Advisors, LLC announces the launch of the International Drawdown-Managed Equity ETF (Cboe: IDME), an actively-managed exchange-traded fund (ETF) targeting non-U.S. stocks with a focus on managing drawdown risk through hedges.
  • The launch of IDME adds to the firms growing suite of actively-managed ETF strategies, as the firm recently reached $1.3 billion in assets under management across its ETFs.
  • Launched in 2013, Aptus Capital Advisors supports advisors pursuing better client outcomes through hedged strategies, managed portfolios, and investment support.
  • Aptus Capital Advisors is an SEC registered investment advisor and serves as the Funds investment advisor.

WisdomTree Schedules Earnings Conference Call for Q2 on July 30, 2021 at 9:00 a.m. ET

Retrieved on: 
Thursday, July 22, 2021
Exchange-traded funds, WisdomTree Investments, Finance, Investment

A conference call to discuss the firm's results will be held at 9:00 a.m.

Key Points: 
  • A conference call to discuss the firm's results will be held at 9:00 a.m.
  • The call and accompanying presentation will be accessible as a webcast on the Investor Relations section of WisdomTree's website at http://ir.wisdomtree.com/ .
  • WisdomTree currently has approximately $74.0 billion in assets under management globally.
  • WisdomTree is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.