ETFs and Fund Flow Analysis by Eric Balchunas
REX launches Peptide ETF to target weight loss drug trend, Eric Balchunas notes
REX launched the Peptide ETF under ticker PEPT, which is aiming to capture the weight loss drug trend. Eric Balchunas, who is a senior ETF analyst at Bloomberg Intelligence, reported the ...
Eric Balchunas: Defiance CEO shares personal impact of Yamo Pharma phase 2 autism drug
Matt Bielski, CEO of Defiance and issuer of ASD, described Yamo Pharma's L1-79 as 'life-changing' for his 4-year-old son Lev, who is profoundly autistic. Bielski made these remarks about the ...
Bloomberg plans 11th annual ETFs in Depth event featuring top industry panel, Eric Balchunas notes
Bloomberg will host its 11th annual ETFs in Depth event on November 19 in New York City at the Conrad hotel, instead of its usual office location due to increased space needs. The agenda includes ...
Eric Balchunas: Corgi aims to become Wal-Mart of ETFs with expansion plans
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Corgi is pursuing a strategy to become the Wal-Mart of ETFs. Balchunas notes that Corgi recently recruited Jeff Weniger ...
ETFs occupy middle ground between TradFi and DeFi, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, announced the arrival of new books he co-authored with James Seyffart. The guide aims to provide an accessible overview of the ...
Eric Balchunas: Brazil ETF EWZ sees record $700 million inflow on political shift
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Brazil ETF EWZ attracted a record $700 million inflow yesterday. This marks the largest one-day flow in the ETF’s ...
USFR ETF sees record $800 million in inflows, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that USFR, a floating rate ETF, attracted $800 million in inflows on Friday, marking the largest single-day flow in its ...
Eric Balchunas: Investors keep adding money to TLT despite further declines
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, observes that money keeps flowing into TLT even as its value declines. He compares the allure of TLT's falling price to the appeal of ...
Morgan Stanley shuts Calvert Diversity Equity and Inclusion ETF, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Morgan Stanley is closing the Calvert Diversity, Equity and Inclusion ETF (CDEI), another ESG-focused fund to be ...
Eric Balchunas: IRS notice on 351 conversions impacts small but growing ETF segment
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, discusses a tax expert’s interpretation of the IRS’ 351 conversion notice published yesterday. The guidance is said to be ...
IRS issues notice for certain ETFs, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that the IRS has issued a notice aimed at 351 exchange ETFs. He suggests the action appears focused on cracking down on ETF ...
Eric Balchunas: AI agents could impact bank and brokerage profits by shifting cash to higher-yield funds
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, questions whether AI agents could negatively affect bank and brokerage profits by reallocating customer cash from low-yield accounts ...
Northern Trust to convert $33 billion in assets to ETFs, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Northern Trust is set to execute a mutual fund to ETF conversion involving $33 billion, making it the largest such move ...
Eric Balchunas: Active bond mutual funds face vulnerability as interest rates rise
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, draws attention to the risks facing active bond mutual funds amid rising interest rates. Balchunas notes that these funds, which ...
Fixed income ETFs drop to 16 percent of total assets, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, observes a significant shift in asset allocation within ETFs. Equities now account for 80 percent of ETF assets, with fixed income ...
Eric Balchunas: Bitcoin ETFs see over $1 billion in inflows, biggest day since October
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Bitcoin ETFs experienced more than $1 billion in flows, marking the largest single-day influx since last October. ...
Crypto media criticism intensified by partisan divisions, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, commented on recent challenges facing the crypto industry, particularly around ethical concerns related to personalized coins. ...
Eric Balchunas: Big Mac price over 50 years illustrates currency debasement and inflation
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, discusses the importance of understanding currency debasement, the move away from the gold standard, and the concept of inflation as a ...
Rate hikes seen as harmful to financial assets and economy, Eric Balchunas argues
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, questions the case for additional rate hikes, citing the rapid growth in U.S. government interest payments, which he describes as ...
Eric Balchunas: Comparing Bogle’s index fund launch to a backyard movie screening
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, compares the early launch of Bogle’s index fund without distribution fees in the 1970s to showing a movie only in a backyard, ...
Vanguard U.S. fund share falls from record high, Eric Balchunas notes
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, reports that Vanguard's market share of U.S. fund assets has started to decline after five decades of steady increases and topping out ...
