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The Argentina ETF $ARGT has been the best performing out of 46 country ETFs since 11/17/23 prior to President Milei's election victory as well as year-to-date in 2024
Source: Bespoke
As highlighted by Eric Balchunas
The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas
DAY ONE in the books for ETH ETFs who did $1b in total volume, which is 23% of what the spot bitcoin ETFs on their first Day and $ETHA did 25% of $IBIT's volume.
The gap between $ETHE and The Newborn Eight is a healthy +$625m (a sizable chunk of which *should* convert to inflow Source: Eric Balchunas
ETF YTD net flows ranking... iShares Bitcoin spot ETF $IBIT has passed Invesco Nasdaq 100 $QQQ into YTD net flows.
And could pass Vanguard's Total Stock Market ETF very soon too. Compare the net sizes of these ETF's vs. net inflows. Demand for Bitcoin via ETF has been relentless. Unprecedented really. Source: SpencerHakimian, Bloomberg
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