Ryan Jackson
266 posts

Ryan Jackson
@TheETFObserver
Analyst at Morningstar Research Services, LLC. Important disclosure info: https://t.co/35BYHxZlDQ
Chicago, IL Katılım Mayıs 2020
229 Takip Edilen559 Takipçiler


Growth in managed futures ETFs--
Jan 2022: 5 ETFs, $329 mil AUM
Feb 2025: 9 ETFs, $2.87 bil AUM
$DBMF represents about half those assets, followed by $CTA then $KMLM
Ben Johnson, CFA@MstarBenJohnson
BlackRock just launched its first* active liquid alts ETF, $ISMF, which is a managed futures strategy managed by its BlackRock Systematic team. *I'm not sure why $ALT, which closed in May 2013, doesn't count as the first.
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Ryan Jackson retweetledi

Our follow-up article on the SSGA Apollo Private Credit ETF is live. It started out as a review of the SEC's letter, but turned into something more substantial. We unpack nuances and new concerns, but also highlight how it might work out just fine.
morningstar.com/funds/will-sec…
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About 42% of active funds survived and beat their average passive peer in 2024.
@MstarArmour is back with a fresh, new-look Active/Passive Barometer:
morningstar.com/funds/active-f…

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Ryan Jackson retweetledi

Great summary of February ETF flows here from @TheETFObserver
morningstar.com/funds/investor…
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Ryan Jackson retweetledi

The markets are doing what they always do: engaging in a relentless process of price discovery. Sometimes that process seems straightforward, when the incoming knowledge seems obvious and easily discounted (as it seemed to be last November). But at other times the news flow can be chunkier and more difficult to absorb, as the market tries to find its bearings while the ground is continuously shifting beneath our feet. The past few weeks have felt more like the latter. The result? The markets are churning without making much progress.
linkedin.com/pulse/chaos-or…
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Ryan Jackson retweetledi
Ryan Jackson retweetledi

ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.
theetfeducator.com/2025/02/22/etf…
Articles by @SteveJohnson000, @VildanaHajric, @TheETFObserver, @MurphyCinthia, @andrebeganski, @Steven_Ehrlich, @DaveNadig, & more
PotW: @EricBalchunas
CotW: @kgreifeld
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@DividendGrowth Champion, aristocrat, now KING…
The people need a full DGI taxonomy for dividend diehards
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The proliferation of single-stock ETFs is covered well in new @BusinessInsider article
Tech meme-ish stocks still the main muses for these ETFs; most recent launches are tied to $AMD $ORCL $CVNA $HOOD

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Ryan Jackson retweetledi

US ETFs added $90 billion net flows in January. Active ETFs contributed nearly half that (!!) as they race toward $1 trillion in net assets.
@TheETFObserver with these ETF trends and more:
spr.ly/6014IExDe
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Ryan Jackson retweetledi

ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.
theetfeducator.com/2025/01/25/etf…
Articles by @justinaknope, @AniketCFRA, @TheETFObserver, @kgreifeld, @jasonzweigwsj, @SteveJohnson000, @BenjiWriter, @RT_Watson, & more
PotW @JSeyff
CotW @EricBalchunas
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@DeadCaitBounce Walk down La Salle in rush hour and the eye test 100% supports this
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brb letting this go to my head real quick
Nicholas Fabiano, MD@NTFabiano
Fast walkers have higher IQ and larger brains than slow walkers. 🧵1/9
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Diversification is not only about disaster protection, but miracle exposure--a cool idea that @morganhousel first called to my attention
I dive into the concept through an ETF lens here:
morningstar.com/funds/will-you…

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Ryan Jackson retweetledi

ETFs notched their first year of trillion-dollar inflows in 2024. Here are 10 notes on how that unfolded under the surface...
morningstar.com/funds/etf-flow…

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Ryan Jackson retweetledi

My colleagues @MstarArmour, @TheETFObserver, and Hyunmin Kim just published our semi-annual “Active/Passive Barometer” report. Lots of good data and charts on active and passive fund performance trends, as usual. 👍 spr.ly/6019UNmDZ




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