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My favorite ETF reads over the past week, along with my ETF tweet and chart of the week!

 

Russia: How Broken Markets Work With ETFs by Dave Nadig

“Investors are using ETFs like RSX as a different, broad market sentiment auction while, again, the actual underlying securities aren’t trading.”

 

Globalization in reverse for the fund industry: Are parts of the world now ‘uninvestable?’ by Bob Pisani

“Will international investors look at other markets and wonder if they also may not respect property rights?”

 

Birthplace of ETFs Is Feasting on Them, With No End in Sight by Layan Odeh

“Toronto upholds its mantle as an industry laboratory.”

 

Schwab goes off script with crypto ETF filing by Jeff Benjamin

“It is further evidence that crypto has gone mainstream.”

 

Commodities ETFs Have Shined to Start 2022 by Todd Rosenbluth

“Demand for commodities-focused ETFs has returned in 2022 after such funds were largely out of favor in 2021.”

 

Active ETFs Still Haven’t Cracked the “Pot of Gold” by Aaron Levitt

“The days of ETFs – specifically active ETFs – in retirement plans could be coming sooner than later.”

 

Industry Lessons from ETF Launches by Cinthia Murphy

“There’s also a lot of new entrepreneurial blood in the ETF industry.”

 

Paradigm Shifts: Commodification to Personalization by Jamie Catherwood

“The Custom Index leverages new technology and developments like commission-free trading to unbundle pre-packaged funds (ETFs) into a truly personalized, inexpensive, tax efficient vehicle.”

 

ETF Tweet of the Week:  The VanEck Russia ETF (RSX) traded at a massive premium to its net asset value (NAV) this week, the reasons for which are well-documented in this Bloomberg piece. The wide spread between RSX’s trading price and NAV is humorously captured in this tweet…

 

ETF Chart of the Week:  This week also featured an excellent long-form read on Cathie Wood and ARK Invest.  While geopolitical issues have taken center stage, ARK continues struggling performance-wise, with the flagship ARK Innovation ETF (ARKK) now down 36% year-to-date and 61% since its February 2021 peak.  ARK’s total assets under management have declined from a peak of $61 billion to around $23 billion.

Source:  Financial Times’ Harriet Agnew

 

Last Week’s ETF Buzz