Index fund

Invesco Expands QQQ Innovation Suite to Include Two ESG ETF Offerings

Retrieved on: 
Wednesday, October 27, 2021
United Nations Global Compact, Technology, Intelligence, LinkedIn, QQQ, S&P, Goal, Research and development, Index fund, Partnership, Invesco QQQ Championship, NASDAQ, ESG, Trust, Investment, Risk, Life, Information technology, Software, AUM, NDAQ, Maintenance, Marketing, Growth, Multimedia, Sustainalytics, Corporation, Prospectus, Fund, Financial adviser, Renewable energy, Lithium, Security (finance), Financial services, Music

In constructing these ESG indexes, Nasdaq filters constituent companies through a robust set of ESG criteria utilizing Sustainalytics' market leading ESG data.

Key Points: 
  • In constructing these ESG indexes, Nasdaq filters constituent companies through a robust set of ESG criteria utilizing Sustainalytics' market leading ESG data.
  • The sponsor of the Invesco QQQ TrustSM, Series 1 (QQQ), a unit investment trust, is Invesco Capital Management LLC (Invesco).
  • The Invesco NASDAQ 100 ETF, Invesco NASDAQ Next Gen 100 ETF, Invesco NASDAQ 100 Index Fund, Invesco NASDAQ-100 Growth Leaders Portfolio, Invesco ESG NASDAQ 100 ETF and Invesco ESG NASDAQ Next Gen 100 ETF are not sponsored, endorsed, sold or promoted by the NASDAQ OMX Group, Inc. or its affiliates (NASDAQ OMX Group, Inc., with its affiliates, are referred to as the "Corporations").
  • The Corporations have no liability in connection with the administration, marketing or trading of Invesco NASDAQ 100 ETF, Invesco NASDAQ Next Gen 100 ETF, Invesco NASDAQ 100 Index Fund, Invesco NASDAQ-100 Growth Leaders Portfolio, Invesco ESG NASDAQ 100 ETF and Invesco ESG NASDAQ Next Gen 100 ETF.

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Wednesday, October 20, 2021
Professional Services, Finance, MAKE, FCAL, Respiratory disease, FTP, Vaccine, Disease, Recession, London Interbank Bid Rate, THE, AIB (NI), Index fund, Investment, Indian Sugar Mills Association, COVID-19, Prospectus, Risk, FSMB, Tax, Judgement, Loss, FTA, ETF, Face, Federal Deposit Insurance Corporation, Income, Adviser, United States Department of the Treasury, Real estate investment trust, LMBS, LIBOR, Corporation, MLP, Book, Nasdaq, Inc., Industry, FINRA, Government, Infection, Credit, Terrorism, Index, ERISA, United, Technology, Internal Revenue Code, Fraud, Internal Revenue Code section 409A, FMB, Funding, Time, Telephony, Internal Revenue Service, ETN, Revenue stream, Financial adviser, Bank, Life insurance, Security (finance), Public utility

FTA has collective assets under management or supervision of approximately $207 billion as of September 30, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.

Key Points: 
  • FTA has collective assets under management or supervision of approximately $207 billion as of September 30, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • A Fund's shares will change in value, and you could lose money by investing in a Fund.
  • However, unlike mutual funds, shares may only be redeemed directly from the Fund by authorized participants, in very large creation/redemption units.
  • In addition, a Fund's investment performance and risks may be related to the investment and performance of the underlying funds.

Humankind Investments ETF (HKND) Reaches $100 Million Milestone

Retrieved on: 
Wednesday, October 13, 2021
Banking, Professional Services, Environment, Finance, Index fund, View, ETF, HKND, Industry, Fund, NYSE Arca, Risk, ARCA, SEC, Coronavirus, Vanguard, Air pollution, LLC, SRI, Investment, NGO, CEO, Exchange, Prospectus, Information technology, Security (finance), Risk management, Management

Humankind Investments , a quantitatively driven asset manager specializing in socially responsible investments, announced today that its first exchange traded fund (ETF), the Humankind US Stock ETF (NYSE Arca: HKND), has reached approximately $100 million in assets under management.

Key Points: 
  • Humankind Investments , a quantitatively driven asset manager specializing in socially responsible investments, announced today that its first exchange traded fund (ETF), the Humankind US Stock ETF (NYSE Arca: HKND), has reached approximately $100 million in assets under management.
  • We are proud to have reached this $100m milestone within months of launch and amid the coronavirus pandemic, a testament to both growing investor interest in the sustainable ETF landscape and our unique index methodology, said James Katz, Founder and CEO of Humankind Investments.
  • The firms proprietary Humankind US Equity Index tracks the top 1,000 US companies that promote healthier, safer, more equitable and longer lives.
  • Humankind Investments, a quantitatively driven investment manager focused on socially responsible investments, was founded on the premise that it would be better for all of us if we widened our perspective and paid close attention to how our investments impacted humankind.

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Monday, August 23, 2021
Professional Services, Finance, MAKE, Federal Deposit Insurance Corporation, Investment, Nasdaq, Inc., Indian Sugar Mills Association, Index fund, United States Department of the Treasury, FINRA, ETF, Revenue stream, ERISA, Respiratory disease, Adviser, Risk, ETN, Index, FCAL, LIBOR, Internal Revenue Service, Loss, Internal Revenue Code, Time, Funding, Prospectus, Telephony, Vaccine, Technology, Corporation, Industry, Judgement, Terrorism, London Interbank Bid Rate, MLP, Government, United, Disease, Tax, Internal Revenue Code section 409A, Recession, FMB, THE, Income, FSMB, Face, Real estate investment trust, Fraud, Credit, AIB (NI), FTA, FTP, Book, COVID-19, Infection, Life insurance, Financial adviser, Bank, Security (finance), Public utility

FTA has collective assets under management or supervision of approximately $207 billion as of July 31, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.

Key Points: 
  • FTA has collective assets under management or supervision of approximately $207 billion as of July 31, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • Principal Risk Factors: A Fund's shares will change in value, and you could lose money by investing in a Fund.
  • However, unlike mutual funds, shares may only be redeemed directly from the Fund by authorized participants, in very large creation/redemption units.
  • In addition, a Fund's investment performance and risks may be related to the investment and performance of the underlying funds.

Victory Capital Launches Crypto Index Fund for U.S. Accredited Investors

Retrieved on: 
Wednesday, August 4, 2021
Consulting, Professional Services, Finance, Finance, Economy of New York City, Nasdaq, Index fund, Money, Investment

Victory Capital Holdings, Inc. (NASDAQ: VCTR) (Victory Capital or the Company) today announced that its wholly owned investment adviser, Victory Capital Management Inc., has launched the Victory Hashdex Nasdaq Crypto Index Fund LLC, a private fund that tracks the Nasdaq Crypto Index (NCI).

Key Points: 
  • Victory Capital Holdings, Inc. (NASDAQ: VCTR) (Victory Capital or the Company) today announced that its wholly owned investment adviser, Victory Capital Management Inc., has launched the Victory Hashdex Nasdaq Crypto Index Fund LLC, a private fund that tracks the Nasdaq Crypto Index (NCI).
  • The private fund, developed as part of Victory Capitals previously announced exclusive agreements with renowned index provider Nasdaq and global crypto-focused asset manager Hashdex Ltd. (Hashdex), provides U.S. accredited investors access to digital assets.
  • In conjunction with industry index leader Nasdaq and crypto asset manager Hashdex, were thrilled to offer investors access to the exciting and emerging crypto asset space, said Mannik Dhillon, CFA, CAIA, President of VictoryShares & Solutions.
  • Victory Capital Services, Inc., an affiliate of Victory Capital Management Inc., the Funds investment advisor, will act as placement agent to the Fund.

First Trust Dynamic Europe Equity Income Fund Declares its Monthly Common Share Distribution of $0.06 Per Share for August

Retrieved on: 
Tuesday, July 20, 2021
Banking, Professional services, Finance, Finance, Money, Economy, Financial ratios, Financial markets, Investment, Mathematical finance, Rate of return, Return of capital, Exchange-traded fund, Index fund

First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.06 per share payable on August 16, 2021, to shareholders of record as of August 3, 2021. The ex-dividend date is expected to be August 2, 2021. The monthly distribution information for the Fund appears below.

Key Points: 
  • First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Funds regularly scheduled monthly common share distribution in the amount of $0.06 per share payable on August 16, 2021, to shareholders of record as of August 3, 2021.
  • Under the Plan, the Fund intends to continue to pay a monthly distribution in the amount of $0.06 per share.
  • This distribution may consist of net investment income earned by the Fund, net short-term and long-term capital gains and/or tax deferred return of capital.
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.

LPL Financial Approves Bitwise 10 Crypto Index Fund on Its Platform

Retrieved on: 
Thursday, July 15, 2021
Professional services, Finance, Finance, Money, Brokerage firms, Index fund, LPL Financial, Cryptocurrency, OTC Markets Group

Bitwise Asset Management , the largest cryptocurrency index fund manager, announced today that the Bitwise 10 Crypto Index Fund (OTCQX: BITW) has been approved for both solicited and unsolicited trades on LPL Financials brokerage and advisory platforms.

Key Points: 
  • Bitwise Asset Management , the largest cryptocurrency index fund manager, announced today that the Bitwise 10 Crypto Index Fund (OTCQX: BITW) has been approved for both solicited and unsolicited trades on LPL Financials brokerage and advisory platforms.
  • The Bitwise 10 Crypto Index Fund offers advisors a way to access diversified exposure to the cryptocurrency asset class for their clients.
  • We built Bitwise specifically to serve financial advisors, with products, education, and boots-on-the-ground distribution support, added Hunter Horsley, Bitwises CEO.
  • To learn more about the Bitwise 10 Crypto Index Fund and Bitwise, please visit www.bitwiseinvestments.com or reach out to your local distribution team representative .

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2021

Retrieved on: 
Monday, July 12, 2021
Dividend, Shareholders, Taxation in Canada, Exchange-traded fund, Index fund

The ETF Series of Caldwell U.S. Dividend Advantage Fund trades on the TSX under the ticker symbol UDA.

Key Points: 
  • The ETF Series of Caldwell U.S. Dividend Advantage Fund trades on the TSX under the ticker symbol UDA.
  • Performance of the Fund prior to the conversion date would have differed had the Fund been subject to the same investment restrictions and practices of the current open-end mutual fund.
  • If distributions paid are greater than the performance of the fund, your original investment will shrink.
  • Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid.

Latham Group, Inc. Joins the US small-cap Russell 2000 ® Index

Retrieved on: 
Monday, July 12, 2021
Russell Indexes, Finance, London Stock Exchange, Money, Investment management, Index fund, Economy, FTSE Russell, Russell 2000 Index, Index, Active management, Russell Microcap Index

LATHAM, N.Y., July 12, 2021 (GLOBE NEWSWIRE) -- Latham Group, Inc. (Latham or the Company) today announced that the Company was added to the US small-cap Russell 2000 Index at the conclusion of the 2021 Russell Indexes annual reconstitution, effective after the U.S. market opened on June 28, 2021.

Key Points: 
  • LATHAM, N.Y., July 12, 2021 (GLOBE NEWSWIRE) -- Latham Group, Inc. (Latham or the Company) today announced that the Company was added to the US small-cap Russell 2000 Index at the conclusion of the 2021 Russell Indexes annual reconstitution, effective after the U.S. market opened on June 28, 2021.
  • Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies.
  • Russell indexes are part of FTSE Russell, a leading global index provider.
  • For more information on theRussell2000 indexand theRussellindexes reconstitution, go to the Russell Reconstitution section on the FTSE Russell website .

Canoe EIT Income Fund Announces July 2021 Distribution

Retrieved on: 
Wednesday, July 7, 2021
Finance, Money, Economy, Financial ratios, Investment, Return of capital, Financial markets, Rate of return, Net asset value, Index fund, Hedge fund

The Fund makes monthly distributions of an amount comprised in whole or in part of Return of Capital (ROC) of the net asset value per unit.

Key Points: 
  • The Fund makes monthly distributions of an amount comprised in whole or in part of Return of Capital (ROC) of the net asset value per unit.
  • A ROC reduces the amount of your original investment and may result in the return to you of the entire amount of your original investment.
  • ROC that is not reinvested will reduce the net asset value of the fund, which could reduce the funds ability to generate future income.
  • You should not draw any conclusions about the Funds investment performance from the amount of this distribution.