Genpact

First Trust TCW Opportunistic Fixed Income ETF

FIXD is an actively managed, broad-based, and broad-maturity bond fund that aims for a weighted average duration within 1 year of the Bloomberg US Aggregate Index. The fund may hold derivatives.

Capital Group Core Plus Income ETF

Panagram AAA CLO ETF

Panagram Bbb-B Clo Etf

John Hancock Mortgage-Backed Securities ETF

Pimco Senior Loan Active Exchange-Traded Fund

RiverFront Strategic Income Fund

Touchstone Securitized Income ETF

Touchstone Ultra Short Income ETF

A changing interest rate narrative prompted many advisors and investors to reevaluate their bond exposures this month. Asset managers stepped in to offer their perspectives on the changing market dynamics and where the risks and opportunities lie in the 2024 Fixed Income Symposium hosted by VettaFi.

Recapping the 2024 Fixed Income Symposium

GS ETF Trust Shs Access High Yield Corp Bond Fund

iShares iBoxx High Yield Corporate Bond ETF

American Century Multisector Income ETF

Vanguard Intermediate-Term Corporate Bond ETF

Vanguard Long-Term Corporate Bond ETF

In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs. The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) pulled in $2.3 billion, while the Vanguard Long-Term Corporate Bond ETF (VCLT) added $1.5 billion.

How Much Credit Risk Should You Take On?

Avantis International Small Cap Value ETF

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Core Equity 2 ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US Equity ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

Janus Henderson AAA CLO ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

Engine NO 1 Transform Climate ETF

Engine No 1 Transform Supply Chain ETF

Engine No. 1 Transform 500 ETF

TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route.

Welcome TCW to the ETF Market

FIXD is an actively managed ETF that seeks to outperform the Bloomberg US Aggregate Bond Index. It charges higher fees than the passive industry standard iShares Core U.S. Aggregate Bond ETF, but has managed to achieve its goal of outperforming AGG by over 120 bps. It is an investment grade bond fund, overweight Treasuries and Agency MBS bonds, thus rates represent the largest risk factor here.

FIXD: Active Fund Outperforming The U.S. Aggregate Bond Index

First Trust Limited Duration Investment Grade Corporate ETF

JPMorgan Ultra-Short Income ETF

This trend is poised to continue this year.

Actively Managed ETFs Claim Outsized Portion of 2023 Inflows

iShares Core U.S. Aggregate Bond ETF

Alerian MLP ETF

PIMCO Active Bond ETF

Quadratic Interest Rate Volatility and Inflation ETF

SPDR S&P 500 ETF Trust

iShares TIPS Bond ETF

Vanguard Short-Term Inflation-Protected Securities ETF

How some advisors are currently positioning clients' fixed income portfolios.

Using ETFs To Solve For Fixed Income

Ares Dynamic Credit Allocation Fund

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Hartford Municipal Opportunities ETF

VanEck High Yield Muni ETF

First Trust Tactical High Yield ETF

SPDR Nuveen S&P High Yield Municipal Bond ETF

JPMorgan High Yield Research Enhanced ETF

Invesco KBW Premium Yield Equity REIT ETF

PIMCO Enhanced Short Maturity Active ETF

Virtus Newfleet Multi-Sector Bond ETF

Virtus InfraCap U.S. Preferred Stock ETF

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Global X NASDAQ 100 Covered Call ETF

Virtus Seix Senior Loan ETF

Global X SuperDividend REIT ETF

 SPDR Blackstone Senior Loan ETF

Vanguard Short-Term Corporate Bond ETF

Vanguard Mortgage-Backed Securities ETF

Vanguard Real Estate ETF

Global X S&P 500 Covered Call ETF

In counter-cyclical investing, we want to buy CEFs when discounts are wide and sell them when discounts are tight. The problem we run into is that when we swap, we give up the upside of the NAVs should the bull market continue. We also give up higher income streams.

Swap Options For Reducing Discount Risk And Not Sacrificing A Ton Of Yield

Fidelity Magellan ETF

Blackrock World EX US Carbon Transition Readiness ETF

Blackrock US Carbon Transition Readiness ETF

Franklin Exponential Data ETF

A strong first half saw more than 200 ETF launches.

Breaking Down 1H 2021 ETF Launches

Vanguard Total International Bond ETF

SPDR Bloomberg Short Term International Treasury Bond ETF

VanEck Investment Grade Floating Rate ETF

Invesco Total Return Bond ETF

PIMCO Enhanced Low Duration Active ETF

Invesco Variable Rate Investment Grade ETF

I am certainly not in the business of predicting interest rate movement.

Fixed Income Returns During Rising Rates

First Trust Capital Strength ETF

First Trust Low Duration Opportunities ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

In this post-coronavirus environment, the exchange traded fund industry, like many other market segments, has had to adapt to a new stay-at-home mindset. Take, for example, First Trust, which is known for their strength of hundreds of wholesalers and internal consultants, has changed the way it has done business to meet financial advisors whom can’t [.

How First Trust Is Touching Advisors Today

SPDR Bloomberg International Treasury Bond ETF

Clmb Drs Fxd In Shs

Templeton Global Income Fund

iShares International Treasury Bond ETF

Don't Shun Global Bonds

RPAR Risk Parity ETF

Siren DIVCON Dividend Defender ETF

Aptus Defined Risk ETF

Invesco S&P 500 Downside Hedge ETF

Amplify Blackswan Growth & Treasury Core ETF

In this article, I highlight six ETFs with low drawdowns and year-to-date returns of 9-15%.

Defensive ETFs And Risk Parity ETF (RPAR)

News for First Trust TCW Opportunistic Fixed Income ETF ETF (FIXD)