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17 May 2024

The biggest success of ETF launches in history?

iShares Spot Bitcoin ETF $IBIT ended up with 414 reported holders in its first 13F season, which is mind boggling, blows away record. Even having 20 holders as a newborn is highly rare. Here's a look at how the BTC ETFs compare to other ETFs launched in Jan (aka the Class of 2024) in this metric. Source: Eric Balchunas, Bloomberg Intelligence Who must file Form 13F? (sec.org) A: Institutional investment managers that use the United States mail (or other means or instrumentality of interstate commerce) in the course of their business and that exercise investment discretion over $100 million or more in Section 13(f) securities must file Form 13F

10 May 2024

Retail investors have bought over $5 billion of leveraged equity ETFs in the last 12 months, the most since 2022.

This marks a $3 billion increase on a 1-month rolling sum basis in just a few months. Since the October 2023 low, retail investors have been piling into leveraged ETFs. However, a similar pattern was seen in 2021 and early 2022 after which retail experienced significant losses. The average retail investor portfolio drawdown from the 2022 peak was 35% and took 1.5 years to recover. Retail risk appetite is near record highs. Source: FT, The Kobeissi Letter

10 May 2024

Believe it or not, utilities $XLU is now the best performing SP500 ETFsince the start of the year (+13.4%).

Technology $XLV is in the second half of the ranking (+5.4%). So what's going on? Utilities has been on a run as we are reaching the 2nd derivative of the AI trade. Investment bankers are pushing new AI baskets and many of them include some Utilities stocks. Source: Mike Zaccardi

7 May 2024

Uranium ETFs now at $5b in assets

Source: Eric Balchunas, Bloomberg

3 May 2024

A brutal reversal for ESG focus ETFs

Source: Bloomberg

3 May 2024

Bitcoin $BTC ETFs saw a net outflow of $558 million on Wednesday, the largest outflow since inception

Source: JP Morgan, Bloomberg

26 Apr 2024

While $IBIT's daily inflow streak is over at 71 days, it is not done setting records.

Here's a look at ETFs all time by assets after first 72 days on market. Source: Eric Balchunas, Bloomberg

26 Apr 2024

BlackRock's Bitcoin $BTC ETF just saw its 71-day inflow streak come to an end.

Source: Barchart, Bloomberg

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