ETF Database » Actively-Managed ETFs

January Roundup: Launches, Filings, and Closures

Daniela Pylypczak — Mon, 06 Feb 2012 11:00:47 +0000

The coming of the new year hasn’t slowed down the rapid pace of the ETF industry, with January showing high levels of activity on the product development front. The first month of the year witnessed the debut of a number of first-to-market products as well as several long-anticipated funds from both large and small issuers [for updates on all new ETFs, sign up for the free ETFdb newsletter]: New ETFs New exchange-traded products that began trading in January include: Direxion introduced three new volatility ETFs that offer dynamic exposure to U.S. and Latin American equity markets by shifting allocations between stocks and cash based on market volatility. The Direxion S&P 500 RC Volatility Response Shares (VSPY) consists of exposure to T-bills and large cap U.S. stocks. The second U.S. ETF, VSPR, offers exposure to small, mid, and large cap stocks which make up the S&P Composite 1500 Dynamic Rebalancing Risk Control Index. The [...]

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ETFs For The Capital Preservationist

Michael Johnston — Wed, 01 Feb 2012 14:00:36 +0000

When the Federal Reserve announced recently that it plans to keep key interest rates at nearly zero until 2014, it hardly came as a surprise. With the economic recovery still in a very fragile state and inflationary pressures remaining tame, record low interest rates are expected to hang around for quite a while. While stock markets largely cheered the latest announcement, you could almost hear the exasperation of those who rely on generating meaningful current returns from their portfolios. The extension of the low rate environment means extending the challenges for yield hungry investors, such as those who rely on their portfolio to generate cash flows to cover living expenses [see also Six Juicy High Yield Bond ETFs For 2012]. Against this backdrop, more and more advisors have engaged actively in searching out securities that offer meaningful current returns for their clients. Not surprisingly, that objective generally leads to the [...]

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Bond ETFs For Every Objective

Michael Johnston — Wed, 01 Feb 2012 12:00:53 +0000

As the lineup of exchange-traded products has expanded dramatically in recent years, financial advisors have found themselves with more tools at their disposal than ever before. The extreme granularity of many of the equity products out there allows for cheap, low maintenance targeting of specific corners of the investable universe, while the development of some increasingly complex products has opened up strategies that were previously inaccessible. But perhaps the most impressive innovation in recent years has come on the bond side of the market, where the arsenal has expanded considerably over the past two years. Whatever your objective for the fixed income side of client portfolios, odds are there is an ETF that can be used to help you out. Below, we highlight ten common objectives when it comes to managing a bond portfolio–as well as the ETFs that can be used to achieve those goals [for more ETF insights, sign [...]

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AdvisorShares Rolls Out Global Opportunities ETF (ACCU)

Michael Johnston — Thu, 26 Jan 2012 14:33:22 +0000

AdvisorShares added to its rapidly-growing lineup of active ETFs today with the debut of the Accuvest Global Opportunities ETF (ACCU), which utilizes country-specific ETFs with the goal of generating excess returns relative to benchmarks such as the MSCI All Country World Index. Accuvest, the portfolio manager of the new ETF, utilizes a proprietary country ranking model that considers nearly 40 different factors to rank countries from least attractive to most attractive. The new ETF will consist of the five or six country ETFs representing the most attractive markets on a monthly basis [see also Global Titans ETFdb Portfolio]. ACCU is the first ETF to implement that type of “country rotation” strategy. “In an environment where disciplined investors and advisors are searching extensively for alpha, we believe the turmoil in global markets is providing opportunity at a country level,” said David Garff, CIMA, co-Portfolio Manager of ACU. “Our benchmark agnostic approach of using the [...]

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PowerShares Plans Active ETFs, First Trust Files Files For Nine AlphaDex Funds

Stoyan Bojinov — Fri, 20 Jan 2012 11:00:15 +0000

With ETF product development off to a robust start in 2012, issuers are continuing to fill the pipeline with new ideas. Industry veteran PowerShares filed with the SEC to bring to market tw0 active ETFs while First Trust has laid the groundwork to beef up its AlphaDEX lineup. Relative newcomer FlexShares made plans for a small cap fund intended for investors who are looking to round out their international exposure. Illinois-based PowerShares has made plans to roll out two intriguing actively managed funds: PowerShares Equity Allocation Portfolio: This ETF seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns [see also Low Volatility ETFdb Portfolio]. The fund will seek to achieve its investment objective by using quantitative, rules-based strategy that may invest in a combination of equities, volatility “VIX” related instruments, and money market instruments [see [...]

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AdvisorShares Rolls Out SectorSAM ETF (SSAM)

Michael Johnston — Thu, 12 Jan 2012 20:35:15 +0000

AdvisorShares, one of the largest issuers of actively-managed ETFs, has forged a partnership to bring an active sector rotation ETF to market. The new Rockledge SectorSAM ETF (SSAM), which began trading Thursday, will seek to generate stable and consistent returns in all market conditions, developing a dollar neutral portfolio comprised of sector ETFs. The new ETF will utilize the Sector Scoring and Allocation Methodology (“SSAM”), a technique based on a proprietary quantitative analysis model that forecasts the projected returns to various sectors of the U.S. economy. The ETF will establish long positions in sector ETFs that are expected to outperform the S&P 500 and short positions in those that are expected to underperform that benchmark. The result is a dollar neutral portfolio that will effectively capture the delta between the long and short positions–meaning that SSAM has the potential to deliver positive returns regardless of whether the S&P 500 is rallying [...]

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Quant-Based ETFs In Focus

Michael Johnston — Fri, 30 Dec 2011 13:00:24 +0000

ETFs initially became popular with advisors and individual investors as tools for harnessing beta, allowing low cost ownership of broad equity markets through a vehicle that provided transparency, intraday liquidity, and potential tax efficiency to boot. The “first generation” of exchange-traded products were exclusively plain vanilla funds that targeted well known stock and bond benchmarks, such as the S&P 500 or Barclays Capital Aggregate Bond Index. To the great delight of the pioneers of the ETF space, the last several years have seen ETF asset surge and adoption rates among all degrees of investors rise steadily; assets now top $1 trillion, and ETFs often account for about a third of total trading activity. But to the great dismay of some of those pioneers, recent years have also seen ETFs become increasingly sophisticated and increasingly targeted; many of the new products debuting focus on narrow asset sub-classes of implement advanced screening [...]

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iShares Plans Actively-Managed “Strategic Beta” ETFs

Stoyan Bojinov — Fri, 30 Dec 2011 12:00:56 +0000

Light trading volumes and sparse activity on the product development front are to be expected in the final week of what has shaped out to be one of the most volatile years in financial history. Industry giant iShares has laid down the groundwork for three actively-managed equity ETFs targeting popular broad market sectors [see Active ETFs: Frequently Asked Questions]. With over 230 products on the market, iShares has filed with the SEC to bring to market three new active ETFs to add to their already impressive lineup. The proposals profiled below may appeal to investors who are seeking out ways to juice their portfolios’ returns amidst the uncertain economic backdrop: iShares Strategic Beta U.S. Small Cap Fund: This actively managed ETF will seek to achieve long-term capital appreciation by maintaining strategic exposure to U.S. small cap stocks with targeted investment characteristics [see SEC Filing]. This fund will use a proprietary [...]

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Seven ETFs To Be Excited For In 2012

Stoyan Bojinov — Thu, 29 Dec 2011 14:00:28 +0000

Innovation has been a dominant theme in the ETF industry and this year, 2011, has shaped out to be perhaps the most exciting one yet. Growth is the other key ingredient for success and the exchange-traded universe has seen an abundance of new product launches; veteran issuers and newcomers alike have expanded their product lineups with dozens upon dozens of first-to-market products, while also making plans for more exciting offerings in the near future [see ETF Launch Center]. With over 1,400 funds to choose from at the moment, investors are surely looking forward to the expansion of the “toolkit” as the ETF structure has demonstrated its effectiveness in allowing for easy, and transparent, access to a multitude of asset classes that were previously out-of-reach for many. In light of this, we have picked out seven intriguing filings that are currently on deck and could hit the market sometime in 2012 [...]

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Complete List of New 2011 ETFs

Jared Cummans — Tue, 27 Dec 2011 14:26:58 +0000

With 2011 nearly in the books, the ETF industry has set yet another record for product development and innovation. More than 300 exchange-traded products debuted this year, beginning in early January with the launch of the first VIX ETFs from ProShares and continuing through late December when RBS added another Trendpilot ETN to its lineup. In between, dozens of first-to-market products debuted, opening up new asset classes and investment strategies to investors. For those looking to take a look at all of the new additions to the ETF lineup, below is a complete list of all new ETPs that began trading in 2011, sorted by asset class: Equity ETFs Bond ETFs Commodity ETFs Alternative ETFs Currency ETFs Multi-Asset ETFs Preferred Stock ETFs Real Estate ETFs Equity ETFs Equity ETF launches dominated the space on the year, as investors now have hundreds of new options to choose from: Name Ticker ETFdb [...]

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ETF Database » Actively-Managed ETFs

January Roundup: Launches, Filings, and Closures

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ETFs For The Capital Preservationist

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Bond ETFs For Every Objective

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AdvisorShares Rolls Out Global Opportunities ETF (ACCU)

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PowerShares Plans Active ETFs, First Trust Files Files For Nine AlphaDex Funds

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AdvisorShares Rolls Out SectorSAM ETF (SSAM)

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Quant-Based ETFs In Focus

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iShares Plans Actively-Managed “Strategic Beta” ETFs

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Seven ETFs To Be Excited For In 2012

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Complete List of New 2011 ETFs

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