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Last year saw more than 100 new ETF launches, ranging from the relatively “plain vanilla” to funds offering more targeted and unique exposure. One of the more interesting product launches came late in the year, when Geary Advisors introduced the first state-specific ETF, the Oklahoma Exchange-Traded Fund (OOK). [click to continue…]
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Last year saw more than 100 new product launches, ranging from plain vanilla equity and bond funds to ETFs offering exposure to exotic new investment strategies and asset classes previously available only to a limited slice of the investing community. The innovation that has made ETFs a popular alternative to mutual funds seems ready to continue through2010. Based on discussions with industry executives and others covering the industry, it seems like a safe bet that 2010 will shatter existing records for new ETF launches.
But there has also been some concern over saturation in the ETF industry, as well more than 100 funds currently have less than $10 million in assets. Hype around the launch of new products doesn’t always translate into sustained investor demand. While many investors and advisors are looking forward to some of the exciting products in the pipeline for 2010, we take a look back, checking in on ten of the most interesting ETFs launched in 2009 (we should note the the numbers don’t reflect a ranking of any sort). [click to continue…]
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The rapid rise of the ETF industry has caused the expanded the investment arsenal of millions significantly, bringing asset classes previously reserved for only the largest and most sophisticated investors within reach. This development is perhaps best demonstrated by the surge in popularity of exchange-traded commodity products. According to data from the National Stock Exchange, [...]
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Keith Geary is the chairman, president, and CEO of The Geary Companies, an Oklahoma-based financial services firm. Geary Advisors recently launched the Texas Large Companies Exchange-Traded Fund (TXF) and Oklahoma ETF (OOK), the first state-specific equity ETFs available to U.S. investors. He recently took time out of his busy schedule to talk about his firm’s [...]
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About two months ago, Geary Advisors made headlines by launching the Oklahoma ETF (OOK), the first state-specific exchange-traded product available to U.S. investors. OOK is linked to the SPADE Oklahoma Index, a modified market capitalization-weighted benchmark that seeks to measure the performance of publicly-traded companies whose corporate headquarters are located in the state of Oklahoma. [...]
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The reasons for the rise of the ETF industry are numerous: intraday liquidity, (potentially) superior tax efficiency, and enhanced transparency relative to traditional actively-managed mutual funds have all contributed to the billions of dollars of inflows that these funds have seen in recent years. But the real attraction for most ETF investors is the reduced [...]
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In a year that has delivered solid returns for most commodities investors, natural gas has been the glaring exception. For most of 2009, weak fundamentals and return-eroding contango have hammered the United States Natural Gas Fund (UNG), sending the ETF down more than 60%. But the year that most investors in natural gas would like [...]
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Last month, Geary Advisors made its entrance into the ETF industry with the launch of the Oklahoma Exchange-Traded Fund (OOK), the first state-specific ETF available to U.S. investors. While the unique investment strategy of this ETF may have caught investors’ eyes initially, the truly interesting part of OOK is its risk and return profile. With [...]
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The ETF industry picked up steam in November, with several highly-anticipated funds coming to market and multiple issuers disclosing new details on innovative products that could be launched in 2010. The biggest news for the month was the entrance of Charles Schwab into the industry with the launch of four ETFs in early November. Debuting [...]
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Oklahoma City-based Geary Advisors, LLC announced today that they are in the process of reducing the fund fees for their two state-specific ETFs, including the TXF Large Companies Exchange-Traded Fund (TXF) and the Oklahoma Exchange-Traded Fund (OOK). When these ETFs were initially launched (OOK in late October and TXF in early November), both charged fees [...]
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OOK Advisors announced the launch of its second exchange-traded fund on Wednesday as the TXF Large Companies Exchange-Traded Fund (TXF) began trading on the NYSE Arca Exchange. The new fund will track the SPADE Texas Index, a benchmark designed to measure the performance of the largest companies headquartered in the state. The index is up [...]
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October was another busy month for the ETF industry, with the launch of several new funds, including a handful that will compete directly with well-established ETFs and some that seek to address potential regulatory issues facing traditional commodity products. Highlights from the month included:
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