ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profileg
ETF Hearsay by Henry Jim

@ETFhearsay

𝐇𝐄𝐀𝐑𝐒𝐀𝐘=𝗛enry's 𝗘TF, 𝗔lert, 𝗥esearch, & 𝗦trategic 𝗔nalysis s𝗬stem
ETF Analyst @BBGIntelligence • xSPDR • xiShares • Opinions are my own @Bloomberg

ID:1316687946813186048

linkhttps://www.linkedin.com/in/henryjim/ calendar_today15-10-2020 10:30:51

5,2K Tweets

7,1K Followers

1,2K Following

ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Grayscale updates their index ETF

Grayscale Privacy ETF
$PRVC
Tracks the Indxx Privacy Index

sec.gov/Archives/edgar…

Grayscale

BitcoinETF Guru
Bitcoin.com News
Bitcoin
BitcoinMagazine
Bloomberg Crypto

Grayscale updates their index ETF Grayscale Privacy ETF $PRVC Tracks the Indxx Privacy Index sec.gov/Archives/edgar… @Grayscale #BTC #ETH @bitcoinetf @BTCTN @Bitcoin @BitcoinMagazine @crypto
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Syntax proposes merging 1 ETF into another pending shareholder vote:

Stratified LargeCap Hedged ETF - $SHUS
Syntax Stratified U.S. Total Market Hedged ETF - $SHUS

Filing
sec.gov/Archives/edgar…

syntaxadvisors.com

Syntax proposes merging 1 ETF into another pending shareholder vote: Stratified LargeCap Hedged ETF - $SHUS Syntax Stratified U.S. Total Market Hedged ETF - $SHUS Filing sec.gov/Archives/edgar… syntaxadvisors.com
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Syntax proposes merging 5 ETFs into 1 pending shareholder vote:

Stratified LargeCap Index ETF - $SSPY

Acquiring:
Syntax Stratified LargeCap ETF - $SSPY
Syntax Stratified MidCap ETF - $SMDY
Syntax Stratified SmallCap ETF - $SSLY
Syntax Stratified U.S. Total Market ETF - $SYUS…

Syntax proposes merging 5 ETFs into 1 pending shareholder vote: Stratified LargeCap Index ETF - $SSPY Acquiring: Syntax Stratified LargeCap ETF - $SSPY Syntax Stratified MidCap ETF - $SMDY Syntax Stratified SmallCap ETF - $SSLY Syntax Stratified U.S. Total Market ETF - $SYUS…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Morgan Stanley to change indices on 4 ETFs for regulatory reasons, effective May 1, 2024:

$CVIE
Calvert International Responsible Index ETF
Old: Calvert International Responsible Index
New: MSCI World ex USA Index

$CVLC
Calvert US Large-Cap Core Responsible Index ETF
Old:…

Morgan Stanley to change indices on 4 ETFs for regulatory reasons, effective May 1, 2024: $CVIE Calvert International Responsible Index ETF Old: Calvert International Responsible Index New: MSCI World ex USA Index $CVLC Calvert US Large-Cap Core Responsible Index ETF Old:…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Active ETF (conversion from mutual fund) had to change benchmarks for regulatory reasons to represent overall applicable market?

Eaton Vance Total Return Bond ETF
$EVSM | 0.19%

Effective May 1, 2024

Old benchmark was blend of 2 benchmarks:
ICE BofA 1-3 Year US Municipal…

Active ETF (conversion from mutual fund) had to change benchmarks for regulatory reasons to represent overall applicable market? Eaton Vance Total Return Bond ETF $EVSM | 0.19% Effective May 1, 2024 Old benchmark was blend of 2 benchmarks: ICE BofA 1-3 Year US Municipal…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 day ago

Active ETF had to change benchmarks for regulatory reasons to represent overall applicable market?

Eaton Vance Total Return Bond ETF
$EVTR | 0.32%

Effective May 1, 2024

Old benchmark:
Bloomberg U.S. Aggregate Index

New benchmark:
Bloomberg U.S. Universal Index

Benchmark…

Active ETF had to change benchmarks for regulatory reasons to represent overall applicable market? Eaton Vance Total Return Bond ETF $EVTR | 0.32% Effective May 1, 2024 Old benchmark: Bloomberg U.S. Aggregate Index New benchmark: Bloomberg U.S. Universal Index Benchmark…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

2 days ago

New ETF filed

First Trust Bloomberg Core Earnings Leaders Index ETF
ticker tba | fees: 0.60%
effective date: July 15, 2024

Tracks the Bloomberg New Constructs Core Earnings Leaders Index:
100 stocks that have high earnings quality as defined by index provider.

Preliminary…

New ETF filed First Trust Bloomberg Core Earnings Leaders Index ETF ticker tba | fees: 0.60% effective date: July 15, 2024 Tracks the Bloomberg New Constructs Core Earnings Leaders Index: 100 stocks that have high earnings quality as defined by index provider. Preliminary…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

2 days ago

New inverse ETF with eyebrow-raising ticker listing tomorrow May 2

YieldMax Short TSLA Option Income Strategy ETF
$CRSH | 0.99%

Synthetic covered put strategy.

Summary prospectus:
sec.gov/Archives/edgar…

YieldMax ETFs ZEGA Financial

New inverse ETF with eyebrow-raising ticker listing tomorrow May 2 YieldMax Short TSLA Option Income Strategy ETF $CRSH | 0.99% Synthetic covered put strategy. Summary prospectus: sec.gov/Archives/edgar… @YieldMaxETFs @ZEGAFinancial
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

2 days ago

New covered call 'income' ETF listed today

Westwood Salient Enhanced Energy Income ETF
$WEEI | 0.85%

Westwood Management Corp. of Dallas, Texas
westwoodgroup.com
westwoodetfs.com

Effective prospectus:
sec.gov/ix?doc=/Archiv…

Westwood

New covered call 'income' ETF listed today Westwood Salient Enhanced Energy Income ETF $WEEI | 0.85% Westwood Management Corp. of Dallas, Texas westwoodgroup.com westwoodetfs.com Effective prospectus: sec.gov/ix?doc=/Archiv… @westwood_group
account_circle
Bryan Armour(@MstarArmour) 's Twitter Profile Photo
Bryan Armour
@MstarArmour

3 days ago

New active ETF filings flexing one of the vehicle’s best qualities: low fees.

account_circle
Eric Balchunas(@EricBalchunas) 's Twitter Profile Photo
Eric Balchunas
@EricBalchunas

3 days ago

Federated w a bunch of sub-40bp active ETFs. Institutional Class pricing for all. Big step for them. Low cost active has bright future.

account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

3 days ago

New actively-managed ETFs filed

Federated Hermes MDT Large Cap Core ETF | 0.29%
Federated Hermes MDT Large Cap Growth ETF | 0.39%
Federated Hermes MDT Large Cap Value ETF | 0.32%
Federated Hermes MDT Small Cap Core ETF | 0.36%

tickers tba
effective date July 15, 2024…

New actively-managed ETFs filed Federated Hermes MDT Large Cap Core ETF | 0.29% Federated Hermes MDT Large Cap Growth ETF | 0.39% Federated Hermes MDT Large Cap Value ETF | 0.32% Federated Hermes MDT Small Cap Core ETF | 0.36% tickers tba effective date July 15, 2024…
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

3 days ago

New actively-managed ETF filed

Neuberger Berman Core Equity ETF
$NBCR | fees tba
effective date: July 11, 2024

Proprietary stock picking strategy from Russell 1000® Index companies.

Preliminary prospectus:
sec.gov/Archives/edgar…

Neuberger Berman

New actively-managed ETF filed Neuberger Berman Core Equity ETF $NBCR | fees tba effective date: July 11, 2024 Proprietary stock picking strategy from Russell 1000® Index companies. Preliminary prospectus: sec.gov/Archives/edgar… @neubergerberman
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

3 days ago

New active ETF Filed

Macquarie Focused Emerging Markets Equity ETF
ticker/fees tba
effective date: Jul 10, 2024

Proprietary stock picking strategy in eponymous markets.

Preliminary prospectus:
sec.gov/Archives/edgar…

Macquarie Group

New active ETF Filed Macquarie Focused Emerging Markets Equity ETF ticker/fees tba effective date: Jul 10, 2024 Proprietary stock picking strategy in eponymous markets. Preliminary prospectus: sec.gov/Archives/edgar… @Macquarie
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

3 days ago

Upcoming ETF listings

AllianzIM U.S. Equity Buffer15 Uncapped May ETF | $MAYU
AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF | $SIXZ
Anydrus Advantage ETF | $NDOW
Calamos S&P 500 Structured Alt Protection ETF - May | $CPSM
Defiance Gold Enhanced Options Income ETF | $GLDY…

Upcoming ETF listings AllianzIM U.S. Equity Buffer15 Uncapped May ETF | $MAYU AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF | $SIXZ Anydrus Advantage ETF | $NDOW Calamos S&P 500 Structured Alt Protection ETF - May | $CPSM Defiance Gold Enhanced Options Income ETF | $GLDY…
account_circle
Emily Graffeo(@emily_graffeo) 's Twitter Profile Photo
Emily Graffeo
@emily_graffeo

4 days ago

My latest ETF story about a new fund with 100% downside protection is featured here:

account_circle
Eric Balchunas(@EricBalchunas) 's Twitter Profile Photo
Eric Balchunas
@EricBalchunas

4 days ago

.Katie Greifeld⁩ w a great chart during her ETF IQ wall walk showing CLO ETF flows. Didn’t realize just how popular they had gotten.

.@kgreifeld⁩ w a great chart during her ETF IQ wall walk showing CLO ETF flows. Didn’t realize just how popular they had gotten.
account_circle
James Seyffart(@JSeyff) 's Twitter Profile Photo
James Seyffart
@JSeyff

2 months ago

Big news! We just launched a new function that allows Bloomberg Terminal users to analyze the US asset management industry in a fully customized fashion. I've personally been working towards doing this for 8 years and today's the day. Here's a sample of US fund market share since 2006

Big news! We just launched a new function that allows @TheTerminal users to analyze the US asset management industry in a fully customized fashion. I've personally been working towards doing this for 8 years and today's the day. Here's a sample of US fund market share since 2006
account_circle
ETF Hearsay by Henry Jim(@ETFhearsay) 's Twitter Profile Photo
ETF Hearsay by Henry Jim
@ETFhearsay

1 week ago

The fastest delisting of an ETF ever: 49 days

Opportunistic Trader ETF
$WZRD | 0.99%

Listed: Mar 20, 2024
Delisting: May 8, 2024
AuM: $24 million

It took longer for the ETF to launch, 119 days from filing to listing.

Website:
opportunistictraderetf.com
opportunistictrader.com/authors/larry-….…

The fastest delisting of an ETF ever: 49 days Opportunistic Trader ETF $WZRD | 0.99% Listed: Mar 20, 2024 Delisting: May 8, 2024 AuM: $24 million It took longer for the ETF to launch, 119 days from filing to listing. Website: opportunistictraderetf.com opportunistictrader.com/authors/larry-….…
account_circle
James Seyffart(@JSeyff) 's Twitter Profile Photo
James Seyffart
@JSeyff

1 week ago

A potential fee war could break out in Hong Kong over these & ETFs. Harvest coming in hot with a full fee waiver and the lowest fee at 0.3% after waiver. Tables are from my colleagues Rebecca Sin & Sebastien Cabral!

A potential fee war could break out in Hong Kong over these #Bitcoin & #Ethereum ETFs. Harvest coming in hot with a full fee waiver and the lowest fee at 0.3% after waiver. Tables are from my colleagues @RebeccaSin_SK & @thetrinianalyst!
account_circle