Congressman Kurt Schrader Ameren Corporation and SLB, which were made on Oct. 13 and Oct. 26, respectively. Furthermore, SLB has been declining ever since it hit its 52-week high of $56.04 per share, which would have resulted in positive returns of 7.8% if actualized. Schrader, a Democrat, has made over 450 trades in the past three years.
U.S.-listed fixed income ETFs had net inflows of $52 billion in the first quarter of 2023, equal to 65% share of the industry’s cash haul despite being just 20% of the assets. Even though the underlying investments are traded over the counter, fixed income ETFs are bought and sold on an exchange, resulting in a better experience for advisors and end clients. Leaders from Vanguard, which has been one of the beneficiaries of this demand, rang the closing bell of the New York Stock Exchange this week in celebration of its fixed income ETF success.
As of late March, $45 billion flowed into U.S.-listed bond ETFs, more than the $26 billion for stock-based ETFs. While we certainly expect equity ETF demand to pick up as the year progresses, strong adoption is encouraging as with $1.3 trillion in assets bond ETFs only represent 20% of the overall base. While bond ETFs are increasingly being used by financial advisors to get exposure to fixed income, it is not the most popular way.
Here is a look at ETFs that currently offer attractive short selling opportunities.
The ETFs included in this list are rated as sell candidates for two reasons. First, each of these funds is deemed to be in a downtrend based on the fact that its 50-day moving average is below its 200-day moving average, which are popular indicators for gauging long-term and medium-term trends, respectively.
Second, each of these ETFs is also trading above its 20-day moving average, thereby offering a near-term ‘sell on the pop’ opportunity given the longer-term downtrend at hand. Note that this prospects list also features a liquidity screen by excluding ETFs with average trading volumes below the one million shares mark. As always, investors of all experience levels are advised to use stop-loss orders and practice disciplined profit-taking techniques.
To get access to all ETF Database premium content, sign up for a free 14-day trial to ETF Database Pro.
On the most recent episode of ETF Prime, VettaFi’s Todd Rosenbluth, head of research, discussed the three big research trends happening currently on the VettaFi platform. Tuttle Capital’s and CIO, Matt Tuttle, shed light on the firm’s two Cramer ETFs, and Matt Hougan, CIO at Bitwise, closed out talking bitcoin placement in portfolios and their newest ETF launched.
This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs can play within a portfolio. Yes, there has been uncertainty as to whether the Federal Reserve will further raise interest rates in the coming days as it balances the risk of higher rates on the banking system and the broader economy with persistent inflation and job growth. However, a closer look at the leading stock and bond ETF’s total returns are telling and might make you rethink your asset allocation.
Vanguard crossed the $2 trillion mark in U.S.-listed ETF assets under management this week, aided by $23 billion of net inflows to start the year and positive year-to-date total returns for nearly all of its ETFs. But passing this key milestone is due to advisors and end clients buying and holding Vanguard ETFs for the long term. Vanguard is the second-largest ETF provider behind BlackRock, which manages $2.3 trillion.
Free commission offer applies to online purchases select ETFs in a Fidelity brokerage account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates.
Fidelity receives compensation from the funds advisor or its affiliates in connection with a licensing agreement to utilize Fidelityâs active ETF methodology which may create incentives for FBS to encourage the purchase of certain ETFs.
News, commentary and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.
Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.
Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Commentary
ETF Investors Favor Bonds and the Basics in April
BY Ryan Jackson, Morningstar - 05/01/2023In 2023, Strong Demand for Vanguard Core Bond ETFs
ETF Database - 04/19/2023U.S.-listed fixed income ETFs had net inflows of $52 billion in the first quarter of 2023, equal to 65% share of the industry’s cash haul despite being just 20% of the assets. Even though the underlying investments are traded over the counter, fixed income ETFs are bought and sold on an exchange, resulting in a better experience for advisors and end clients. Leaders from Vanguard, which has been one of the beneficiaries of this demand, rang the closing bell of the New York Stock Exchange this week in celebration of its fixed income ETF success.
March Punctuates Uneven First Quarter for ETF Flows
BY Ryan Jackson, Morningstar - 04/03/2023Advisors Using Multiple Approaches for Fixed Income
ETF Database - 03/30/2023As of late March, $45 billion flowed into U.S.-listed bond ETFs, more than the $26 billion for stock-based ETFs. While we certainly expect equity ETF demand to pick up as the year progresses, strong adoption is encouraging as with $1.3 trillion in assets bond ETFs only represent 20% of the overall base. While bond ETFs are increasingly being used by financial advisors to get exposure to fixed income, it is not the most popular way.
Sell on the Pop Prospects: March 22 Edition
ETF Database - 03/22/2023Here is a look at ETFs that currently offer attractive short selling opportunities. The ETFs included in this list are rated as sell candidates for two reasons. First, each of these funds is deemed to be in a downtrend based on the fact that its 50-day moving average is below its 200-day moving average, which are popular indicators for gauging long-term and medium-term trends, respectively. Second, each of these ETFs is also trading above its 20-day moving average, thereby offering a near-term ‘sell on the pop’ opportunity given the longer-term downtrend at hand. Note that this prospects list also features a liquidity screen by excluding ETFs with average trading volumes below the one million shares mark. As always, investors of all experience levels are advised to use stop-loss orders and practice disciplined profit-taking techniques. To get access to all ETF Database premium content, sign up for a free 14-day trial to ETF Database Pro.
ETF Prime: Rosenbluth Talks Current Research Trends
ETF Database - 03/21/2023On the most recent episode of ETF Prime, VettaFi’s Todd Rosenbluth, head of research, discussed the three big research trends happening currently on the VettaFi platform. Tuttle Capital’s and CIO, Matt Tuttle, shed light on the firm’s two Cramer ETFs, and Matt Hougan, CIO at Bitwise, closed out talking bitcoin placement in portfolios and their newest ETF launched.
Bond ETFs Provide Diversification Benefits Once Again
ETF Database - 03/20/2023This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs can play within a portfolio. Yes, there has been uncertainty as to whether the Federal Reserve will further raise interest rates in the coming days as it balances the risk of higher rates on the banking system and the broader economy with persistent inflation and job growth. However, a closer look at the leading stock and bond ETF’s total returns are telling and might make you rethink your asset allocation.
Vanguard Passes $2 Trillion in U.S. ETF Assets
ETF Database - 03/07/2023Vanguard crossed the $2 trillion mark in U.S.-listed ETF assets under management this week, aided by $23 billion of net inflows to start the year and positive year-to-date total returns for nearly all of its ETFs. But passing this key milestone is due to advisors and end clients buying and holding Vanguard ETFs for the long term. Vanguard is the second-largest ETF provider behind BlackRock, which manages $2.3 trillion.