ETFs and Fund Flow Analysis by Eric Balchunas
Eric Balchunas: Defiance files for multiple PowerMaxx ETFs focused on long dated call options
Defiance has filed for approximately two to three dozen PowerMaxx exchange-traded funds that would purchase long dated call options on stocks in an effort to boost returns over targeted outcomes. ...
Leveraged long ETFs saw record $12 billion inflows, Eric Balchunas notes
Leveraged long ETFs recorded more than $12 billion in inflows over the past two weeks. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, noted that this influx followed a pattern in ...
Eric Balchunas: Korean finfluencer Nini a major presence in Asia ETF industry
Nini, a popular financial influencer in Korea with 1.4 million subscribers, has become a key figure in the ETF industry in Asia and collaborates with major institutions including BlackRock. Eric ...
ETFs provide cheaper, safer trading than crypto exchanges, Eric Balchunas writes
Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, described exchange-traded funds (ETFs) as the new crypto exchanges, highlighting their much lower trading fees and additional ...
Eric Balchunas: Bank of Japan holds 80% of ETFs as market evolves in Tokyo
The Bank of Japan continues to hold 80% of exchange-traded funds (ETFs) in the Tokyo market, where ETF products are expanding beyond traditional offerings. Eric Balchunas, a senior ETF analyst ...
Brazil ETF in Japan drops 15 percent on volume surge, Eric Balchunas notes
A Brazil-focused ETF domiciled in Japan declined by 15 percent today on above average trading volume. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, commented that the ETF's drop ...
Eric Balchunas: China buys $2.5 billion per day in equity ETFs, 10 times typical flow
China's government has been purchasing $2.5 billion worth of equity ETFs each day since July, far exceeding the country's typical daily ETF flow of $218 million. Eric Balchunas, a Senior ETF ...
Germany introduces monthly pension savings for children, Eric Balchunas notes
Germany will introduce Kids Accounts that provide children aged 6 to 18 with a monthly state payment of 10 euros into individual, funded, privately managed pension savings accounts. Eric ...
Eric Balchunas: Stock donations to children with investment accounts offer broad societal benefits
Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, described stock donations to children with investment accounts as a way to address multiple societal problems effectively. In his ...
ETFs include private companies alongside public firms, Eric Balchunas notes
Some exchange-traded funds (ETFs) are adding private companies to their holdings, according to Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence. In his presentation at Dirtcon, ...
Eric Balchunas: William Blair launches first ETFs with int'l and emerging markets strategies
William Blair has launched its first exchange-traded funds, offering international and emerging markets strategies. Eric Balchunas, a Senior ETF Analyst at Bloomberg Intelligence, stated that ...
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 ...
