Hi folks, been a while since doing an update like this but decided to get this off the ground again. It won't be as frequent as the weekly "Exchange Traded Fridays" I was doing before, however, I will do some news updates each time I update the ETFtracker application data (once a month with the ASX updates coming out after the 10th of each month). First up, let's take a look at the data in ETFtracker here (https://www.etftracker.com.au/the-app) . We only track ASX data as CBOE don't provide the recent monthly data (at least not for free anyway). What we can see is that total FUM comes up to $145bn on the ASX (and over $150bn if CBOE is taken into account per news below). This has been steadily climbing over the past few months and we saw an increase (over previous month) of average returns (now up to 1.2%) and number of ETFs traded (up to 592k). Performance wise we can see ETFs like IDEA (+17%), CRYP (+14%), GGUS (12%) and URNM (+11%) as the top performers. Worst performers (at least for the month are below) We can use the app to dive into more details and see time series trends for particular groups or individual ETFs. ESG has been popular so let's take a look at that. To get there we click on Performance on the menu then select 1-month returns We can then click on the sub-menu to get to Thematics and then click on an individual bar to see what ESG looks like. There were about 35 funds as of June 2023 that were ESG related and we can see monthly and cumulative performances here. Over to Net Inflows (which we get to from the Size menu) and we can dive into how that grew over the first 6 months of 2023. Clicking on the filters menu on the right and selecting just 2023 from the dates available We then get this for Net Inflows and can see $4.7bn came into the ASX in 2023 More to explore in the app here https://www.etftracker.com.au/the-app Additionally, let's take a look at some of the news going on in Aussie ETFs over the last 30 days. Australian ETF industry crosses $150bn milestone - The ETF industry in Australia has surpassed $150 billion in funds under management, bolstered by net inflows of $4.8 billion. Read more Global X launches commodities ETF on ASX - ETF provider Global X has launched the Bloomberg Commodity ETF (Synthetic) (BCOM) on the ASX, enabling Australians to gain exposure to the commodities market. Read more BlackRock's Bitcoin ETF Application Takes Surveillance to the Next Level - Finance giant BlackRock has filed to create a spot bitcoin ETF in the U.S., a move that could potentially change the crypto market. Read more What's up with the iShares S&P Asia 50 ETF (ASX:IAA)? - The iShares IAA ETF provides exposure to the performance of 50 large, established Asian companies listed on the stock exchanges of China, Hong Kong, South Korea, and Taiwan. Read more BlackRock and BetaShares slash fees in Australian ETF price war - BlackRock and BetaShares have reduced their fees, making some of the most sought-after investment funds – exchange-traded funds (ETFs) – even more attractive to investors. Read more Stay tuned next month for another data and news update. Cheers Mark

With 2022 data in from the ASX recently, we were able to dig into the various exchange metrics provided by them and ETF issuers to see how the year played out. You can see more details in the blog article on that here (https://www.etftracker.com.au/post/aussie-etfs-2022-year-in-review). In this article, we’re diving into Net Inflows (how much money went into or out of ETFs) and we have data going back to 2017 here. Diving into this though we can take a look at more recently what type of ETFs (active/passive) and categories were either seeing growth or seeing investors move funds out. All of the following is available at ETFtracker (see here https://tinyurl.com/etftracker or here https://www.etftracker.com.au/) First up, let’s focus on the last 2 years an we can see in the chart at the bottom of the screenshot below that inflows were less in 2022 than they were in 2021. The top left chart is net inflows over last 2 years where VAS and HYGG are the top of the leaderboard and on the top right it’s performance versus net inflows. We can use ETFtracker to filter between active and passive and what we see is that passive ETFs (e.g. those that track a benchmark) had positive inflows But active ETFs had net outflows over the course of 2022 It’s ironic though because active ETFs are those which are enabled to navigate changing market circumstances. We can also see that the category of ETFs that had the outflows in 2022 were the global equity related ones. Diving into categories, we can see that Australian Equity related ETFs had some net outflows mid-2022 Global Equity (non-Asia, emerging market) had a few months of outflows Same with Asia and a big outflow for emerging market equity ETFs in mid 2022 as well There was a trend higher for Fixed Income ETFs (global and Australian domestic shown here) Try it out on the ETFtracker app and even see within these categories whether Active or Passive ETFs did better.

With the latest December 2022 data out from the ASX, we get to take a look at the overall year that was for Aussie ETFs, and it wasn’t so great. Filtering out the CBOE exchange from our overall snapshot page we see that FUM went sideways as it ended up at $130bn (from $134bn in December 2021). We also saw 16% growth in the number of funds with 276 ETFs on the ASX as at December 2022 versus the 237 we saw at the end of 2021. This includes new issuers like JP Morgan coming into the mix this year. Performance Let’s take a look at some other stats in more detail starting out with Performance (Total Returns — which includes price performance and reinvestment of dividend returns). It was not a great year if you were long on the markets (aka betting it would go up) as the best ETFs were the short/negative betting ones like SNAS and BBUS. Resource/Commodity focused ETFs did do well including FUEL, QRE, OZR, MVR, OOO. On the flipside, the worst performing was the blockchain related CRYP, followed by LNAS (Long Nasdaq ETF), GGUS (another geared long US play) along with MKAX (Montaka Global Extension Fund), HYGG (Hyperion Global Growth and IDEA (Perpetual Global Innovation). Tech and thematic type ETF investors would not be happy with returns this year (but this has played out well for them in prior periods). These results are the opposite of 2021 where the leveraged shorts of BBUS, BBOZ and SNAS were the worst performers, and best were the leveraged longs of LNAS, GGUS. OOO stayed strong across both years (+63% in 2021 and +19% in 2022). Back to 2022 performance, the ASX has their sector classifications and we can see that Australian Sector ETFs were the top performing (on average) whilst most others were in the negative. We also build our own classifications at ETFtracker and the themes we saw as follows. Inverse market, commodity/resource related led the way whilst blockchain, payments and technology plays were the worst performing. Inflows and FUM Over to inflow and looking at 2021 to 2022, it’s clear there was a drop-off for 2022 in terms of new money coming in monthly. That said, with each month at least being positive inflows overall, we should have seen a continued rise in FUM, but returns (above) were key in driving that down. The biggest inflows came from VAS at $2.6bn for the period and RCAP at $1.5bn then VGS and A200 at under a billion. Category wise it was Global (Strategy) Equities, Australian Equities, Australian Fixed Income and Global Property that had the most funds flowing into them for 2022. This was FUM in 2021, rising steadily. Here we have 2022, and it’s much more up-and-down, even falling to as low as $121bn twice. In December, the most amount of FUM still belongs to VAS (Vanguard Australia Index) and is followed by MGOC (Magellan’s Global Equities Fund). Transactions Moving over to transactions and we’ll highlight trading to start off with. The number of trades that happened in a month peaked back in March of 2020 as the Covid-19 pandemic hit and a wave of funds came in from investors making moves (buys and sells) as the ASX 200 dropped (around +30% (from end of Feb to end of March 2020). That said, there were more ASX ETFs traded in 2022 than 2021 as we can see below. This is driven by the fact we have more ETFs this year but also highlights how much more activity there are amongst issuers, brokers, and investors overall. Other factors Taking a look at some other data and we find that overall distribution yield (aka dividend yield) was much higher in 2022 than previous periods. This is as expected when trying to keep investors in the market when price returns haven’t been as great. The average MER (management expense ratio) continues to rise but when we break this down, it’s lower for Passive tracking ETFs versus those which are actively managed (though interestingly, active is the lowest its been since May 2021) You can access this data yourself with the ETFtracker app on desktop/laptop here: https://tinyurl.com/etftracker And you can also check out the website of ETFtracker for more insights on how the app works and other things you can do: https://www.etftracker.com.au/

Hi everyone, hope you've had a great break over this last few weeks. It's been some time since we had our last chat but luckily the markets haven't had too much craziness (unless you've been in bitcoin related ETFs like CRYP or DIGA). Notice that I mentioned exposed? That's because neither we nor our friends in the US have a spot Bitcoin/crypto ETF (e.g. an ETF that tracks the actual Bitcoin/Ethereum or other coins directly), rather we have indirect exposure here via ETFs holding companies involved in the crypto space or which hold crypto directly. In the US, they've got the futures based crypto ETFs. Anyway, before we digress further, the update today is to highlight that we've published on the ETFtracker Twitter page (did you know we're on Twitter?) a few "how to" guides. These are focused on how to use the ETF Snapshots feature as well as the Holdings Comparisons. Thee hafve been done in the style of a Tweet thread so that each instruction/message is short, sharp and sweet (making it easy to follow along). Here's the first one on snapshots https://twitter.com/ETFtrackerAU/status/1482161811608997890 and the next one on holdings comparisons - https://twitter.com/ETFtrackerAU/status/1481228606089367554 Make sure to follow us on Twitter here https://twitter.com/ETFtrackerAU and stay tuned for further ETF analysis and other updates.

Welcome to Issue 22 of Exchange Traded Fridays for the week ending 17th December 2021. This is our final newsletter for the year and we'll pick things up again in January 2022. Thanks to everyone who has been here since the start and if you're new, welcome to the ETF community. In this week's news we were able to give our final update of the year on ausbiz (see here) with new data out from the ASX showing that FUM on their exchange grew to $129.9 billion in November. Coupled with Chi-X results from October this means we're at $132.2 billion and should get a full picture of November in the next week or so. Apart from that we saw a lot of market wrap ups for the end of the year as well as looking ahead to what themes are likely to play out well into 2022. We'll see you more in the new year but in the meantime, happy holidays, happy investing and make sure you always look under the hood! What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local Livewire Markets - 5 thrilling themes to follow in 2022 (and the ETFs to play them) - In this article, Ally Selby goes through some ETF themes for the new year with 5 ETF insider including BetaShares' Justin Arzadon, VanEck Australia's Arian Neiron, ETF Securities' Kanish Chugh, State Street Global Advisors' Jonathan Shead and Vanguard's Ian Boater. They highlight CRYP, QUAL, SEMI, VETH and QMIX as well as some key reasons why these are great funds to look at for your portfolio. ETF Securities - Weekly Report - w/e 10th December - Per ETF Securities report - "BetaShares Geared US Equity Fund - Ccy Hedged (GGUS) was the week’s overall top performing fund, up 9.8%. ETFS Ultra Long Nasdaq 100 Hedge Fund (LNAS) was also up 9.6% as most major markets bounced back on subsided Omicron concerns. Cosmos Global Digital Miners ETF (DIGA) was the poorest performer down 9.6%, while ETFS Ultra Short Nasdaq 100 Hedge Fund (SNAS) was down 8.8%. " Focusing on net inflows last week, ETF Securities data saw the following: Articles - Global Bloomberg - Worst Run of Withdrawals in Almost a Decade Hits South Korea ETF - Flows out of South Korea and its $4.7 billion iShares MSCI South Korea ETF (ticker EWY). It's an 11th straight week of outflows right before the election next year seeing outflows of over $950 million from the fund since the beginning of October. Invesopedia - ETFs Post a Record $1 Trillion of Inflows in 2021 - ETFs have recorded global net inflows of over $1 trillion year to date through November 2021 and Vanguard, BlackRock and State Street accounted for over 75% of this. The article goes through a few driving factors for this so check it out. CMC Markets - Is the Direxion Moonshot Innovators ETF heading for the stars? - Direxion, an ETF Issuer, is launching its Moonshot Innovators ETF (ticker MOON) in the US which focuses on 50 companies it considers innovativ and which comes from the S&P Kensho Moonshots index (KMOON). There are details of the sectors it invests into in this article and it's no surprise that 34% of holdings are IT realted. Financial Times - Investment advisers surpass retail as biggest holders of US-listed ETFs - new article showign that nearly two-fifths of ETFs are owned by investment advisers as retail ownership (previously the biggest group) dropped below 40% according to data from Citi. A big part of this was the US Federal Reserve decision to buy fixed income ETFs to stabilise the market. Given the rapid growth of retail investing though, ETFGI fonder Deborah Fuhr remains positive that retail investor size as part of ETFs will continue to grow. Videos ausbiz - Picking the next potential megatrend - 14th December 2021 - In this video the crew chat with Cameron Gleason from BetaShares and their 2 new thematic ETFs focusing on electric vehicles and digital and mobile payments with DRIV and IPAY. The underlying holdings and the reasons for these specific focus areas are dicsussed in the video. 5mins ausbiz - Four ideas for trend thinkers in 2022 - 13th December 2021 - In this video, James Whelan from VFS Group highlights some global thematic ETFs invetors looking for trends could be interested in. This includes the iShares Global 100 ETF (IHOO), another is the FOOD ETF (taking advantage of record food prices), META and BYTE (2 ETFs from Roundhill for exposure to tech) and a Hong Kong listed ETF to take advantage of Chinese stocks de-listing from the US. 10mins ausbiz - Day 13 | Kanish picks the 'oil of the future' - 13th December 2021 - Keeping up with the ausbiz advent calendar is this video from Kanish Chugh at ETF Securities talking about the SEMI ETF which he likens to being the "oil of the future". 2mins ausbiz - Chi-X | Cboe Investment Series| ETF Securities | FTEC - 13th December 2021 - per the show notes "This episode features the ETF Securities Fintech & Blockchain ETF which is available for trading on Chi-X. Hear from ETF Securities Head of Product, Evan Metcalf and Chi-X’s Director – Investment Products, Oran D'Arcy. Presenter – Kylie Merritt | Managing Director, ausbiz." 6mins Additionally we include some videos that came out late last week beginning with the video we got to be a part of: ausbiz - Australian ETF market smashes through the $132 billion mark - 10th December 2021 - per the show notes "The ETF market continues to surge higher, with funds under management now reaching a record $132.2 billion. Mark Monfort from New Era Analytics told ausbiz that that was made up of $129.9 billion and the October FUM number from Chi-X." 9mins ausbiz - An ETF to track mRNA technology in the era of COVID - 10th December 2021 - per the show notes "Keen for a new investment opportunity, James Whelan from VFS Group is looking to ETFs, which have seen massive capital inflows in the past year. Today, a new ETF listed in the States, brought to the market by Direxion, which looks to capitalise on the growth of mRNA technology that has been used to combat COVID." 7mins Podcasts ETF Trends - What's next for ETFs and the Markets? - per the show notes "Dave Nadig discusses the state of ETFs and the financial markets. Shana Sissel also offers perspective on the current market environment and explains how she’s using ETFs. Bob Minter highlights their suite of commodity and precious metal ETFs." 1hr6mins ETF Edge - This year's top themes & 2022's "Shiny New Object" - per the show notes "CNBC's Bob Pisani spoke with Jay Jacobs, Head of Research and Strategy at Global X ETFs – along with Alex Shephard, founding partner at ETF Action. They discussed the lay of the land for ETFs this year – what the most pivotal themes and trends driving the action were – and what investors can expect as they prepare to ring in a new year for the markets. Plus, while the so-called hot “thematic” trends like ESG and crypto may appear to be all the rage, the flows may be telling a different story. In the ‘Markets 102’ portion of the podcast, Bob continue the conversation with Jay Jacobs from Global X Funds." 27mins Social Post of the week Perpetual - GIVE ETF Listing - Not a Tweet but rather something from a business social media platform with Perpetual's GIVE ETF launching on Monday 13th December. You can read more about GIVE here https://www.perpetual.com.au/funds/perpetual-global-innovation-share-fund-asx-idea and view the original LinkedIn post here: https://www.linkedin.com/feed/update/urn:li:activity:6876077659303092224/ Chart of the Week In this week's chart we look at HACK which was voted by the Equity Mates community as the top ETF amongst the 20k followers on the Equity Mates Discussion Group on Facebook. We can see why when we look at these metrics - positive performance and growing inflows and trades and a lowering bid ask spread. Great stuff from BetaShares. Further ETF Education Getting Started with ETFs series - this is a 6 part series we created highlighting places where investors who are new to ETFs can learn more. We highlight some great materials to read, watch or listen from online and dive under the hood with ETFs over the course of the series including our way of analysing them with ETFtracker. Check it out in the link above but also here's the menu from part 1 which shows what's in the series. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum and ETF Investing Australia If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum Over the last few weeks we've also been getting more involved in the Facebook group/forum space and whilst we're often seen commenting on Equity Mates discussion group and others we're also helping to run a newly formed and fast growing one called ETF Investing Australia. Set up a few months ago by Chad Maurer, this group is specifically focused on Australian ETFs so if you're interested in joining a group like this to learn more about ETFs, follow the link here: https://www.facebook.com/groups/3010730665825769 ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 21 of Exchange Traded Fridays for the week ending 10th December 2021. This edition and the next few till year end will just be the newsletter format as we take a break from the podcasts. In this week's news we saw new ETF data from the ASX for November 2021 showing that ETFs are now at over $130 billion (when we include Chi-X data for October 2021). The full update for that is out next week as we will be on ausbiz later today (Friday 10th December). Additionally, we saw 3 new ETFs announced from BetaShares focusing on thematics of electric vehicles, buy now pay later and e-Sports. Check this out and more in the newsletter below. What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local VanEck - Pivoting for the Omicron storm, or storm in a teacup - A look at the anticipated timeline for the Omicron Covid-19 variant and what that means for investors. Quality focus is expected to come out on top if global economic recovery falters. More in the article. BetaShares - Announcing New ETFs - BetaShares announced 3 new thematic ETFs they are bringing to the ASX including electrical vehicles, digital payments and video gaming (a rival to ESPO from VanEck perhaps). The link takes you to a page which describes what each is about and example of what is in each in terms of holdings (e.g. GAME is below). BetaShares - Portfolio Builder - BetaShares announced the creation of a new tool to help investors select ETFs for their portfolios. Check it out. ETF Securities - Weekly Report - w/e 3rd December - Per ETF Securities report - "iShares MSCI South Korea Capped ETF (IKO) was the week’s overall top performing fund, up 5.5%. ETFS Ultra Short Nasdaq 100 Hedge Fund (SNAS) was also up 5% as most major markets continued their risk off sentiment. " Articles - Global AlJazeera - New exchange traded fund taps booming appetite for NTFs - In this article, Defiance ETFs is launching a Defiance Digital Revolution ETF (ticker NFTZ) which will track a blockchain and non-fungible token index. It's listed as one of the first ETFs to tap the market for NFTs with a mangement fee of 0.65% and top holdings in Silvergate Capital Corp, Cloudflare, Bitfarms, Marathon Digital, Coinbase, Hut 8 Mining and more. Videos Investing in a Crypto Index Strategy | The Compound & Friends #24 - Per the show notes "On this week's episode of The Compound & Friends, Michael Batnick, Jeremy Schwartz, and Downtown Josh Brown introduce the all-new RWM WisdomTree Crypto Index!". Later in the show they talk about what Jeremy and colleagues have beend discussing with big heads of wealth management at big banks and the topics are mostly on regulation. Josh mentions then that he does not see how this can be a top in the crypto markets when the main players are still only concerned with the potential negatives. 42mins ausbiz - From BMW to Porsche: how ETFs are harnessing the electric vehicles trend - 8th December 2021 - Kanish Chugh on the show with Nadine and Scutty to talk thematics, specifically, electric vehicles (EVs). With BMW and Volkswagen playing the theme as well as Tesla, apart from single stocks, another way to play the theme is ACDC. 5mins ausbiz - 2022 will be the year of further Crypto clarification for investors - 7th December 2021 - per the show notes "Another 200,000 Australians have joined the ranks of cryptocurrency investors this year, with more than 800,000 individuals transacting in cryptocurrency, according to the Australian Tax Office. Mitchell Travers from Aus Merchant told ausbiz that these numbers showed that it was no longer just millennials getting involved." 6mins ausbiz - Financial continue to drive investors on Selfwealth - 7th December 2021 - per the show notes "For the second month in a row, the ASX 200 posted a monthly decline, easing 0.9% across November. But it didn't stop investors from finding plenty of opportunity on Selfwealth." Additionally, Cath Whittake (Selfwealth CEO) mentions that trading was up for the platform and that banks did well (Westpac seeing more buyers) even though technology sectors fell. 8mins ausbiz - Everything ETF: metaverse investing - 6th December 2021 - per the show notes "VanEck has an easy way for investors get metaverse exposure: buy gaming companies. Its philosophy is also straight forward. “We want to buy the entire ecosystem, “says VanEck’s Jamie Hannah." 5mins Podcasts CNBC's ETF Edge - The Fed's Impact & 2022 Outlook - per the show notes "CNBC's Bob Pisani spoke with Gerard O'Reilly, CO-CEO and Chief Investment Officer of Dimensional Fund Advisors and Nate Geraci, President of the ETF Store. They discussed where markets are headed in 2022 with the looming threat of a faster taper and protentional rate hikes coming down the pike. Plus, why more mutual funds are embracing the ETF model now than ever, and whether hot thematic trends like ESG, Crypto and the Metaverse are built to last." 33mins ETF Prime - Crypto ETFs, 2022 Predictions, & Freedom Weighting - per the show notes "ETF Trend's Lara Crigger discusses the proliferation of crypto-related ETFs, along with Grayscale’s latest argument for a spot bitcoin ETF. Todd Rosenbluth offers his top ETF stories of 2021 and looks ahead to 2022. Perth Tolle spotlights the Freedom 100 Emerging Markets ETF (FRDM)." 1hour Tweet of the week Mike Akins of ETF Action highlighting that 81 ETFs classified as thematic were trading 20% below their 52 week averages - to see more check out the tweet: https://twitter.com/etfAction/status/1467866287489830913 Chart of the Week With the latest update from the ASX coming out on Wednesday, we were able to update our ETFtracker app which now shows that the total market is worth over $132 billion in terms of FUM. Access the app and these new insights from the menu above or go directly here. Further ETF Education Canadian ETF Market NEO - Something different this week is this educational resource from Canada, It's a NEO/Franklin Templeton sponsored ETF screener and resource centre and whilst it focuses on Canadian ETFs there are some cross overs with what could be useful if you're learning about ETFs in general. Certainly worth a look. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum and ETF Investing Australia If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum Over the last few weeks we've also been getting more involved in the Facebook group/forum space and whilst we're often seen commenting on Equity Mates discussion group and others we're also helping to run a newly formed and fast growing one called ETF Investing Australia. Set up a few months ago by Chad Maurer, this group is specifically focused on Australian ETFs so if you're interested in joining a group like this to learn more about ETFs, follow the link here: https://www.facebook.com/groups/3010730665825769 ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 20 of Exchange Traded Fridays for the week ending 3rd December 2021. Can you believe we are nearly done with 2021? What a journey it has been! Starting back in mid-July this year and leading all the way to now. It had initially just been something to do in order to share interesting news and grew to include a podcast to read through the news (recorded each Thursday night) and all shared at the same time. Read, watch, listen. Given that it is the Christmas holiday period soon, we are going to put a hold to the podcast and videos of these newsletters until the new year. We'll still produce the weekly newsletter though so keep an eye out on that but it has been a pleasure to serve these up for our small but growing audience. Thank you! Back to the news and this week in between inflation and Omicron Covid-19 variant concerns we saw a new ESG ETF thanks to Perpetual announcing their GIVE fund and they're soon to be launching an innovation fund too (ticker IDEA). We also the correlation between listed and unlisted private equity which gives strength to the GPEQ ETF from VanEck. We also saw the announcement of a new pair of crypto ETFs (Bitcoin and Ethereum) announced by ETF Securities to launch on Chi-X. What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local AFR - Graham Tuckwell ‘quietly hopeful’ of winning crypto ETF race - ETF Securities were the first to launch a gold based ETF and may well make a name for themselves with the first bitcoin ETF listing. They are looking to do so on the Chi-X exchange rather than ASX to get out to market quickly. First spot Bitcoin and Ethereum ETFs in Australia will certainly make some waves so make sure to check it out and register your interest. AFR - Perpetual joins ETF ranks with ethical fund - There's a new ESG fund in town with the announcement that Perpetual Asset Management would launch hits Perpetual Ethical SRI Fund trading as ticker GIVE (got to love a good ticker name). It will be their first ETF and will be followed by their Global Innovation Share Fund which will trade under ticker IDEA. VanEck - The correlation between listed private equity and unlisted private equity - In this article from VanEck they seek to answer the questions that have arisen about their new private equity ETF. The question was on whether the underlying index is any good as it tracks listed private equity rather than unlisted and the article shows the strong correlation between the LPX50 index and the index tracking all private equity companies listed and unlisted. Another advantage of this kind of exposure in an ETF wrapper is that unlike private equity, ETFs do not have long lockup periods. AFR - How ETFs can underpin an equities portfolio - In this article from contributor Giselle Roux, the choice between active vs passive strategies for constructing an equity based are reviewed along with their pros and cons. Due to the underperformance of the former, investors have been flocking to the latter and the price action can be seen as more of a vote of popularity for the underlying stocks in that ETF rather than be based on fundamentals. CoinTelegraph - US Bitcoin ETF favors Australian approval, but Aussies need to go further Article highlighting the potential influx of capital that could come Australia's way if it is able to launch a proper spot Bitcoin ETF before the US. It shows how the BITO bitcoin futures ETF was so popular in the stats even though it is not the spot price and how well CRYP and DIGA are doing for crypto company exposure in Australia (but still not spot crypto price). If we were to get a new asset class with these ETFs it could see an injection of new capital into markets here and the broader economy. ETF Securities - Weekly Report - w/e 19th November - Per ETF Securities report - "ETFS Ultra Short Nasdaq 100 Hedge Fund (SNAS) was the week’s overall top-performing fund, up 7.5%. VanEck Vectors China New Economy ETF (CNEW) was the top-performing unleveraged fund, followed by US dollar funds as investors sought after the dollar. The poorest performers were ETFS Physical Palladium and BetaShares Crude Oil Index ETF - Ccy Hedged (OOO), down 12% and 10.4% respectively." Articles - Global CryptoPotato - Invesco Launches Bitcoin Spot ETP With German Stock Market Operator - The Deutsche Bourse announced that Invesco would launch a spot bitcoin ETF on their Xetra digital stock exchange. It has an expense ratio of 0.99% and will go by the ticker BTIC. This is in contrast to the US where the SEC has approved a futures not spot Bitcoin ETF and in Australia, ASIC has approved a spot Bitcoin ETF but none have yet listed on the exchanges. Financial Times - $32bn Grayscale Bitcoin Trust feels the heat from cheaper ETFs - In this article we see that the large GBTC (Grayscale Bitcoin Trust) is trading at 15% below its NAV (value of its underlying assets) and this has come since bitcoin ETFs launched in Canada earlier in the year. 47 funds hold GBTC in their separately managed accounts and model portfolios as of September this year but the competing products to GBTC appear to pose a problem. GBTC had tracked the price of bitcoin quite well up until earlier this year when the supply and demand for the fund changed. Since GBTC is closed-ended, there are no market makers (like in ETF world) bringing the price more into line with the underlying asset. If GBTC can get their ETF conversion this might change but for now the charts look like this. Bloomberg - Race for Metaverse ETF Launch Has Canada Calling a Tie for First - Canada's first metaverse ETF looks like a 2 horse race with the Evolve Metaverse ETF (MESH) and the Horizons Global Metaverse ETF (MTAV) both expected to trade on the TSX (Toronto Stock Exchange). The demand could be strong given the $806 million poured into the Roundhill Ball Metaverse ETF since mid-2021 (and seeing more flows post Facebook's name change to Meta). Videos ausbiz - Hydrogen: hype or heading for energy market domination - 1st December 2021 - per the show notes "Hydrogen-related firms have experienced explosive share price growth over the past year, benefitting from a clear shift in environment attention from the private sector. ETF Securities’ Gemma Weeks says that combined with substantial government grants and subsidies, falling costs of production, improved technology and plenty of publicity due to Fortescue Metals’ Future Industries’ move into the space, it’s little wonder why there’s so much investor excitement around the space." 5mins ausbiz - Nervous? Here are some ways to protect your portfolio into 2022 - 30th November 2021 - In this video featuring David Lane from Ord Minnett, he highlights derivatives and ETFs that investors can use to protect against volatility. He also talks about asset allocation and the benefits of financial advice in situations like what we're seeing now. 8mins ausbiz - Are China exposed ETFs a long term buy? - 30th November 2021 - In this video, Alistair Mills from BetaShares discusses movements in Chinese equities that are part of their various Asia focused ETFs . He points to Alibaba's 11/11 Singles Day and how much larger it is compared to Black Friday and Cyber Monday. Also, Alibaba (BABA) and JD.com (JD) set new sales records across their platforms this year with US$139B in sales, despite market concerns around increased regulation on advertising. 6mins ausbiz - Finding a new thing to buy that isn't connected to COVID - 29th November 2021 - per the show notes - "Omicron has been the topic for investors since Friday as markets reacted to news of a new variant. James Whelan from VFS group said it wasn't the first variant that has occurred since COVID began but that didn't stop markets from panicking. However, he's not looking at COVID plays. James is far more interested in where the world is going and that's to the online metaverse." They talk about an ETF to cover this too, META. 7mins ausbiz - No Australian companies are in this world first fund's make up - 26th November 2021 - Whilst not an ETF, this chat is of interest as it is about the world's first actively managed impact fund (Global Impact Initiative or GII) focusing on gender diversity. In this chat, Nadine speaks with GII's CEO, Giles Gunesekeera on a range of topics from the collaborations in the fund (Nobel Prize Winner Malala Yousafzai, Grameen, and World Vision) to there being no Australian company in its holdings, at least for now. 7mins Next, we have a couple of videos which missed the cut last week so we show it here: ausbiz - The market's newest exclusive club: hybrids - 25th November 2021 - in this video, Brad Dunn of eInvest talks to Nadine Blayney about the DHOF (Daintree Hybrid Opportunities Fund) and how there has been growing interest in hybrids as well as the TMD (target market determination) and its effects on financial product providers. 5mins Podcasts ETF Battles: Which Growth Stock ETF is Best? - It's ARKK vs GTEK! In this episode of ETF Battles you'll watch an audience requested skirmish between two growth stock ETFs - the ARK Innovation ETF (ARKK) vs. the Goldman Sachs Future Tech Leaders ETF (GTEK). Which ETF is the better play? 23mins Trillions - ETFs Go Into the Metaverse - per the show notes "The day that Mark Zuckerberg announced he was changing the name of Facebook to Meta Platforms, the Roundhill Ball Metaverse ETF ($META) found a new trajectory. Since then, the ETF—which holds companies such as Nvidia, Roblox, Unity, Microsoft, and, well, Meta—has seen assets grow 6-fold and volume jump 50-fold. Much like $HACK, which also benefited from being the right idea at the right time, META is fast on its way to becoming a billion-dollar ETF—mostly because of a big news event." 48mins CNBC - ETF Edge - The Next-Gen Investor - per the show notes "CNBC's Bob Pisani spoke with Anthony Denier, CEO of Webull, Andrew McOrmond, Managing Director at Wallachbeth Capital and Harry Whitton, Head of ETF Sales Trading at Old Mission Capital. They discussed the fallout from the market sell-off, will the emergence of a new Covid-19 variant add even more fuel to an already pro-growth, anti-cyclical trade in November? Plus, the popular trading app Webull - a rival to Robinhood - weighs in on sentiment as more young investors get into the ETF game." 28mins Tweet of the week From Cointelegraph we see this announcement that Invesco is creating a spot BTC ETF and listing it on the DeutscheBoerse - full tweet and comments here: https://twitter.com/Cointelegraph/status/1465580107414880263 Chart of the Week With DIGA, the Cosmos Global Digital Miners ETF providing not just cryptocurrency exposure but also great returns in October a(over 20%), it's worth looking at the performance of the underlying holdings in that ETF. Thanks to Google Finance and the holdings details from Cosmos, we can compare the top 5 holdings to see how they've faired over the last 6 months. Hut 8 Mining and Marathon Digital did the best out of these 5 and you can see how they compare in the chart of the week below. Further ETF Education We jump to State Street Global Advisers SPDR ETFs and their ETF Education page (available here) to look at the various articles they have available for those starting off in ETFs. If you're just getting started, this is worth a look. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum and ETF Investing Australia If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum Over the last few weeks we've also been getting more involved in the Facebook group/forum space and whilst we're often seen commenting on Equity Mates discussion group and others we're also helping to run a newly formed and fast growing one called ETF Investing Australia. Set up a few months ago by Chad Maurer, this group is specifically focused on Australian ETFs so if you're interested in joining a group like this to learn more about ETFs, follow the link here: https://www.facebook.com/groups/3010730665825769 ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 19 of Exchange Traded Fridays for the week ending 26th November 2021. In this week's local news we see the rise of active ETFs, getting an understanding of what to look for when you dig into ETFs as well as the weekly updated from ETF Securities. Globally, there was news on short ARK ETFs and what's happening with the work from home trend and a piece on tokenisation. In this week's education we highlight an old but great piece from Bloomberg on the history of ETFs from origin to their place in the markets today. WATCH - You can watch this episode on YouTube here: https://www.youtube.com/watch?v=ZPWlw3DfemQ&ab_channel=ETFtracker LISTEN - Also available on Spotify: https://open.spotify.com/episode/61knqd0sKTEjBJ8HhN06sL and our podcast player on the website menu above. What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local FNArena - SMSFundamentals: Active Managers Switch To ETFs - In this article we see that actively managed ETFs have seen an increase of 26% over the last 12 months according to research by John Dyall at Rainmaker Group. It highlights how actively managed international equity products have grown from just being $3.7 billion in September 2020 to $20.5 billion (over 16% of the total market). These local insights as well as international ones are all in the article. Livewire Markets - Know what's in your ETF - In this article, Max Pacella from Mason Stevens digs under the hood with some analogies to add to the list that we already work with when it comes to ETFs. He highlights how it is good to know what you own and how what's on the label may not be what's inside the ETF as well as what to look out for when it comes to leveraged ETFs. ETF Securities - Weekly Report - w/e 19th November - Per ETF Securities section on inflows: "Total reported flows into domestically domiciled ETFs were $296m, while outflows totalled $135m. The largest inflows for the week were into global value fund VLUE, crypto-equity fund CRYP and global quality fund QUAL. Battery tech fund ACDC and hydrogen fund HGEN also saw strong flows for the week. The week's largest outflows were from cash fund AAA." Articles - Global ETF Trends - Tokenize Everything - We've featured Dave Nadig and his ETF Trends channel before in terms of posts or podcasts he has done but we recently discovered that he's also got a crypto focused part of this ETF website. Having a look at this latest article and we see something interesting with regards to how ETFs work and a new crypto concept called Token Sets which are like baskets of cryptocurrencies you can purchase just like ETFs. There's a lot more to learn in terms of things like what is a DAO and how this can move towards proper asset management so check out this article and more in the series. Financial Times - ‘Work from home’ ETFs diverge as investors bet on reopening - In this article from the FT we see that 2 ETFs focused on work from home (WFH, and IWFH) have seen vastly different performances this year. WFH has gone up 58% whilst IWFH is only up 4% since debut. As expected, the difference is in their holdings. For example, IWFH has Netflix, Peloton and Spotify whilst WFH does not and those companies have not performed well. This shows the importance of looking under the hood for the ETF holdings and not just buying based on ETF name alone. Bloomberg - Anti ARK ETF Shines as Spiking Yiellds Drag Down Expensive Tech - Highlighting the positive move in anti-ARK sentiment this week with the launch of the Tuttle Capital Short Innovation ETF (SARK) which has been well-timed in its launch. ARK Invest's ARKK had been a solid performer in 2020 with +150% gains but have not done well since then. Videos ETF Securities - What's Next for Robotics and AI - In this interview, Gemma Weeks from ETF Securities has a chat with Jeremie Capron from the index provider behind their ROBO ETF. If you're interested in learning more about the underlying index, the portfolio of companies in the index and more about the team behind this index then this is definitely worth a look. 19mins ausbiz - Is Europe the ugly duckling of the investing world? - 24th November 2021 - Per the show notes "While there is a lot of interest in Europe, Asia and the tech trade in the US when it comes to investing, what about Europe? Ganesh Balendran from ETF Securities has dubbed the region the next investment destination in 2022 and should be top of mind for investor portfolios." 6mins ausbiz - Talking the tech trade into 2022 - 23rd November 2021 - In this episoe, Blair Modica from BetaShares chats about technology and thematic ETFs and how the growth/explosion in them has been seen here as well as overseas with various metaverse and bitcoin type ETFs and the crypto/bitcoin ETFs here. 5mins ausbiz - Asset managers embrace the cypto world - 22nd November 2021 - In this episode, Scutty and Annette chat with Irfan Ahmed of State Street and the differences between traditional and crypto ETFs. They highlight direct and indirect exposure is available for the crypto space and the innovation in thinking that is coming from bitcoin ETF talks here in Australia. ausbiz - A listed way to invest in unlisted markets - 22nd November 2021 - per the show notes "Attention anyone who is looking to invest in private equity but doesn’t know where to start? VanEck may have something worth considering for the portfolio. For the first time in Australia, it is going to launch a Global Listed Private Equity ETF, providing access fund managers who specialise in private markets along with direct investments. John Caulfield from VanEck says the ETF will track the LPX50, an index that includes 50 listed private equity companies who invest in venture, growth and buy-out opportunities." 6mins ausbiz - Embracing gold and the metaverse - 19th November 2021 - per the show notes "It's the end of the week and that prompts James Whelan from VFS Group to ensure his portfolio maintains its diversity. To that end he's adding gold as the precious metal price climbs on the back of rising inflation concerns. Rather than buy the physical assets or individual gold stocks, James is looking at the Global Gold miners ETF (MNRS) that he says has slowly been coming back from the dead." 7mins ausbiz - Scott Phillips on ETFs, finfluencers and why he bought Fortescue Metals - 19th November 2021 - In this video, Scott from the Motley Fool talks about how investors need to look under the hood with ETFs and to treat them as you would do with a normal stock investment. Look under the hood. This and more talk on finfluencers and what to look out for with them in this video. 11mins ausbiz - Everything ETF: $10T global AUM and counting - 18th November 2021 - per the show notes "State Street Global Advisors' Australian head of investment strategy and research gets us across ETF flows, trends and challenges as we head towards the end of the year. Raf talks fixed income exposure, property plays and where the greatest growth will happen in 2022." Podcasts First Look ETF - Exploring New ETFs investing in Bitcoin, Frontier Markets and ESG Themes - 18th November 2021 - In this episode of First Look ETF (sponsored by the NYSE), host Stephanie Stanton explores new ETFs that invest in frontier markets (FMQQ), bitcoin (BITO) and thematic ESG strategies (CLNR, EQUL, HART, OCEN). Her guests include Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE, Kevin T. Carter, Founder & Chief Investment Officer of the EMQQ and FMQQ ETFs, Simeon Hyman, CFA, Head of Investment Strategy at ProShares and Wendy Wong, Head of Sustainable Investment Partnerships, New York Life Investments. 21mins CNBC - ETF Edge - Scwab's New ETF & Bitcoin ETF Pitfalls - per the show notes "CNBC's Leslie Picker spoke with Tom Lydon, CEO of ETF Trends, David Botset, Head of Equity Product and Strategy at Schwab Asset Management, and Dave Abner, Head of Business Development at Gemini. They discussed the cyclical trade as the reopening story loses steam … how do investors set up ahead of the holiday season? Plus, two of the ETF community’s favorite themes – ESG and crypto – and why one guest actually thinks a pureplay bitcoin ETF could be just around the corner" 17mins Tweet of the week In this week's tweet highlight we show asiaMarkets.com and thier list of the top 10 new ETFs based on assets under management so far. Whilst BITO (Bitcoin Futures ETF) had a strong start, it's behing the NUGO (Nuveen Growth Opportunities ETF) which had a bit more of a headstart. See the tweet here for the full list - https://twitter.com/asia_markets/status/1462733780397879301 Chart of the Week For the ARK or anti-ARK investors out there comes this chart from Mike Akins of ETF Action. In a tweet he highlighted the performance of SARK (the anti-ARK ETF) since it launched. Tweet here: https://twitter.com/etfAction/status/1463522654321885188 Further ETF Education The ETF Story - Bloomberg Taking things a step back to the full story of how ETFs got started is this series from Bloomberg. It's a 6 part series that we referred to in one of our earliest articles for this website late last year and we revisit it so that viewers can get this great content too. From the initial plans to the approvals needed (and how long that took) the journey of ETFs has been an amazing one so check this out. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum and ETF Investing Australia If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum Over the last few weeks we've also been getting morer involved in the Facebook group/forum space and whilst we're often seen commenting on Equity Mates discussion group and others we're also helping to run a newly formed and fast growing one called ETF Investing Australia. Set up a few months ago by Chad Maurer, this group is specifically focused on Australian ETFs so if you're interested in joining a group like this to learn more about ETFs, follow the link here: https://www.facebook.com/groups/3010730665825769 ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 18 of Exchange Traded Fridays for the week ending 19th November 2021. In this week's local news we see a couple of AFR articles on ETF thematics and crypto as well as deep dive from on the new CRYP ETF. Globally we look at the SEC rejection of a spot bitcoin ETF, pending indice changes and liquidity is also in the spotlight. All that and more below. What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local AFR - Five ETFs tracking investment megatrends - In this article from Tony Featherstone, he breaks down a few of the thematic based ETFs that are out there such as CRYP, FTEC, SEMI, HGEN and CLNE. These cover things like blockchain, fintech, semiconductors, hydrogen and clean energy plays so worth checking out. AFR - Crypto and thematic ETFs come with risks - Another article from Tony this time going through the risks that come with thematic (and crypto) ETFs. It mentions that head of BetaShares, Alex Vynokur reckons that thematic ETFs can get to $100 billion in FUM (from the $3.5 billion in those funds as of August 2021). This level of growth is being seen overseas too and it seems like thematic is starting to become as synonymous as single stock picking too. There is risk of underperformance though or being late to a trend that's passed its peak. Some great insights here as well from Kanish Chugh at ETF Securities, Chris Brycki from Stockspot, Andrew Macken from Montaka Global Investments, Roger Montgomery from Montgomery Investment Management and Arian Neiron of VanEck Australia. The Firenance Guy - Crypto/Blockchain | BetaShares ASX CRYP (ASX:CRYP) ETF Analysis - A great analysis piece done by the well known blogger in the FIRE community on the BetaShares CRYP ETF. He goes through the objectives, holdings, considerations and advantages/disadvantages in this blog so if you're interested in learning more about this ETF, it's worth a read. SmallCaps - ETFs allow small investors to keep up with the wealthy - In this article it shows how even smaller investors can get access to assset classes that were primarily the domain of the wealthy but thanks to ETF innovation and more and more themes coming to market, everyday investors can now feel the positive impact. One of these highilghted is privated equity and with the VanEck Global Listed Private Equity ETF (ASX: GPEQ) listing it will be another feather in the cap of what ETFs can bring everyday investors. ETF Securities - Weekly Report - w/e 12th November - Per ETF Securities: "Newly listed crypto-related equity funds DIGA and CRYP topped the performance table last week, rising 14.6% and 8.4% respectively. These were followed by gaming fund ESPO and gold mining funds GDX and MNRS. Biotech fund CURE, robotics fund RBTZ and domestic property funds MVA, SLF and VAP were all amongst the week’s poorest performers." Articles - Global FX Empire - US SEC rejects the VanEck Spot Bitcoin ETF - In this article we see that the SEC rejected the attempt by VanEck to create a spot bitcoin ETF for US investors. The main concern has been around the potential for market manipulation in these markets whilst in Canada a number of bitcoin and ethereum based ETFs are already out in the open market. CMC Markets - NERD ETF Poised for a rebound - In this article it breaks down the Chinese regulatory crackdown and its impact on NERD, the Roundhill Bitkraft eSports and Digital Entertainment ETF which tracks companies involved in gaming, hardware streaming networks and gaming leagues. There was worry that video gaming would be subdued as economies open up but this has been buoyed by the lifestyle changes that appear to be staying for many post-Covid lockdowns. CoinDesk - VanEck to Launch Bitcoin Futures ETF ‘XBTF’ Next Week After SEC Rejects Spot Offering - Whilst rejected from a spot bitcoin ETF, VanEck is launching their version of a bitcoin futures ETF. Ticker symbol will be XBTF and it will trade on the CBOE. ETF Stream - Liquidity issues under microscope as ETFs start to move underlying markets - Despite global popularity of thematic ETFs meaning that shares of companies in these niche areas of the market get bought up, when (not if) the trend reverses, the flows could have major negative effects on those company stocks. This article goes through this from a European perspective but it is certainly a global issue. Financial Times - Major sector ETFs face risk of large tech companies being reclassified - with S&P Dow Jones and MSCI Indices launching a consultation that could see a potential revamp of their GICS (Global Industry Classification Standards) system, this means that some indices (especially those with banking stocks) could see falls in their weightings due to these shifts. Additionally, some ETFs will become more cyclical where they weren't before and it's worth keeping an eye on whether these changes take place. Videos Equity Mates - 5 mistakes to avoid when investing in ETFs - In this episode, Alec and Bryce from Equity Mates chat with John Caulfield from VanEck talks about some areas that ETF investors need to understand when looking at this sort of investment. This includes things like fees, looking under the hood, cognitive biases, emotional investing and using limit orders. 38mins ausbiz - Investors are keen, but limited opportunities for hydrogen just now - 16th November 2021 - Per the show notes "Hydrogen has been around for a long time, but it is a fossil fuel here and now. So what makes hydrogen the buzzword now? Ord Minett's David Lane runs through the transition from 'grey' hydrogen to - eventually - being much cleaner thanks to blue and green technology." 7mins ausbiz - Using active ETFs to play multiple thematics at once - 16th November 2021 - per the show notes "If you’re looking to play more than one thematic at a time, fund manager Eight Bays could what you’re looking for. According to Eight Bay’s director George Clapham, the fund can invest in as many as 15 US-based active ETFs at any one time, using the expertise of those running them to help generate portfolio alpha." 8mins CNBC - ETF Edge - November 15, 2021 - In this episode of ETF Edge, Bob Pisani chats with Anna Paglia of Invesco, James Davolos of Horizon Kinetics and Dave Nadig of ETF Trends. They go through the bitcoin ETF rejections by the SEC with VanEck's offering being rejected and Invesco also pulling potential filings. The team also go through inflation and how to protect your portfolio against inflation as well as ESG and how demand for these environmental plays and technology plays often crossover with ESG ETFs. 23mins Podcasts The Australian Finance Podcast - Finfluencers and Social Investing with Dr. Natalie Hendry - Per the show notes from the team at Rask Australia "In this thought-provoking and reflective episode of The Australian Finance Podcast, Kate Campbell chats to Dr Natalie Hendry, a researcher at RMIT about her findings on how we learn about our personal finances through social platforms." A link to Dr Hendry's research is also shown here - Navigating uncertainty: Australian young adult investors and digital finance cultures. Bloomberg Trillions - The Rise of the Anti-Woke ETF - 12 November 2021 - Per the show notes "A new batch of ETFs seeks to appeal to right-leaning investors who want an alternative to "woke" Corporate America and ESG activism. While political-themed ETFs aren't a new idea, they've never really managed to attract meaningful assets. With Americans more polarized than ever before, could this be the moment that these ETFs actually find an audience?" 37mins Tweet of the week Congratulations to BetaShares on reaching $2 billion in assets/funds under management with their leading ESG ETF (and the biggest on the ASX) in ETHI. https://twitter.com/BetaShares/status/1460831568289619974 Chart of the Week In this week's chart of the week we highlight the Holdings Comparison area of the ETFtracker app where the user has filtered for Australian Equities in the Small/Mid-Cap category. Where we have ETF holdings for them (6 below) we can see how similar some of them are as well as what the concentration is in their top 10 holdings. MVE is the highest with 30% of its ETF weight distributed in just its top 10 but the industry average across 180+ ETFs we track is 45% so there is definitely less concentration here for investors in the small/mid-cap space. Further ETF Education ETFtracker's ETF Dictionary - This is our own education piece here with our own ETF Dictionary which is very much a data focused one that contains various terms used in our apps. These come from the ASX/Chi-X as well as other areas but it's worth a look if you want to understand what is in the app. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum and ETF Investing Australia If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum Over the last few weeks we've also been getting morer involved in the Facebook group/forum space and whilst we're often seen commenting on Equity Mates discussion group and others we're also helping to run a newly formed and fast growing one called ETF Investing Australia. Set up a few months ago by Chad Maurer, this group is specifically focused on Australian ETFs so if you're interested in joining a group like this to learn more about ETFs, follow the link here: https://www.facebook.com/groups/3010730665825769 ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 17 of Exchange Traded Fridays for the week ending 12th November 2021. In this week's news we had our market update on ausbiz as well as a blog for the Australian Shareholders Association. On ausbiz, this was for the October 2021 data review thanks to new data from the ASX and we also spoke about our dive under the hood of crypto/blockchain based ETFs (DIGA, CRYP and FTEC). For the ASA, it was a follow up blog to a video we did last week with their CEO, Rachel Waterhouse and we also saw the announcement of registrations of interest in VanEck's local bitcoin ETF filing so look out for that. In the education section we feature the Passive Investing Australia site which has some amazing content for those getting started in this space. Finally, we wrapped up season 1 of our Interviews with Experts series and showcased the innovation in ETFs that VanEck brings in an interview with Damon Gosen. Check that out below (or go directly to it here: LINK). What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local ASA (Australian Shareholders Association) - Exchange Traded Funds - Following up from our video last week with Rachel Waterhouse (CEO of the ASA) talking about under the hood of ETFs, we also wrote a blog for the ASA on these topics too. We find that a great way to get to know an ETF better and what is going on in the markets is via data and we're lucky in Australia to have access to monthly market stats from the exchanges that we can combine with other information to gather interesting insights into the market or particular ETFs. Livewire Markets - Fully-fledged crypto ETFs just months away, as CRYP and DIGA test local waters - In this article, Glenn Freeman of Livewire Markets goes under the hood of the recently listed Bitcoin/Crypto ETFs CRYP (BetaShares) and DIGA (Cosmos Asset Management/Mawson Infrastructure) as their picks and shovels approach to creating this sort of exposure for investors has proven quite popular. It goes through the rules that holdings need to go through to get listed in Cosmos' ETF and the need to educate the market that both providers are pushing towards. Investopedia - Australia approves long awaited spot Bitcoin ETF - Another article in the bitcoin ETF series of stories that are all over the news and this is the Investopedia take on it. It goes through the ASIC best-practice guidelines for Bitcoin ETF issuers and how Australia's stance can be used by other jurisdictions as a model for this sort of thing where bitcoin futures ETFs seem to be more the norm. AFR - Millennial self-managed super sign-ups surge - In this article from Aleks Vickovich, we see that data from AUSIEX shows that millenials account for 10% of SMSFs on their network of 63k accounts. Gen Z numbers grew by 250% over November 2019 to March 2021 and with platforms like Stake making it easier to do. The cost appears to be lower to do this than the suggested data from ASIC as well. Broad market ETFs VTS, IVV and NDQ are among the most popular seen being used by Stake users. VanEck Bitcoin ETF registration - It's begun. In this post on LinkedIn the team at VanEck have opened up registrations of interest for bitcoin ETFs which are just awaiting exchange approval. If you're interested, check it out. ETF Securities - Weekly Report - w/e 5th November - Per ETF Securities: "US equities ticked consistently higher last week reaching more fresh highs. Oil declined and resources came off again. ETFS Semiconductor ETF (SEMI) was the best performer for the week up 9.6%, while iShares Core S&P SmallCap ETF (IJR) was up 7.9%. The worst performers were short products and the worst-performing equity ETF was VanEck Vectors Global Clean Energy ETF (CLNE) down 2.8%." Articles - Global Bloomberg - Grayscale ETF Plans Take Shape With ‘Future of Finance’ Filing - For those who don't know, Grayscale run the biggest bitcoin trust product in the world and have been rumoured to be looking at turning it into a bitcoin ETF (SEC approval pending of course). But, despite any plans in that sense, they have also filed another ETF and they've also hired a global head of ETFs too which signals their bigger plans to take on this space. GBTC held 3.4% of the worlds bitcoin supply in mid-October so they are sizable and look to add to that size with an intended ETF GFOF which track crypto linked equities. Yahoo Finance - 5 ETFs Sizzling to Start November - In this article they go through SPY, IVV, VOO, VTI and XLF which are highlighted as five funds that dominated the top U.S. equity creation list last week and can continue to be investors’ darlings given the recent rallies and upbeat corporate earnings in the US. Financial Times - Physical carbon credit ETF wins praise despite some misgivings - With the laucnh of a carbon credit ETF, there have been some to praise it but others that worry of the unintended consequences here. It is the first ETF to invest directly and exclusively in EU allowances (or EUAs), otherwise known as pollution permits but the unintended consequences could be that it forces energy prices to rise. A need to think holistically is important according to analysts in this article. Videos The ETFtracker Show - Interview with Experts - Episode 12 - The final episode and number 12 in this 1st season of The ETFtracker Show’s Interview with Experts series. In today’s episode we chat with Damon Gosen of VanEck Australia. We learnt about some of the innovative ETFs coming from their team and keep an eye out as they've got plans for launching a bitcoin ETF given the latest ASIC approvals. 32mins The Compound and Friends - The Relentless Bid - 6th November 2021 - one of the best podcasts we listen to over here and you will have seen almost each week is The Compound and whilst its US based, they get some great guests. Yesterday, they had an ETF special with one of the best ETF analysts from Bloomberg on there in Eric Balchunas. in this episode they go through commission free trading, direct indexing, the bitcoin ETF, and more. 46mins ausbiz - Monochrome Asset Management on the Bitcoin ETF race - In this video (available on LinkedIn), Monochrome Asset Management CEO Jeff Yew talks about their bitcoin fund and the flow of money from different groups of users. Importantly, they discuss their proactive approach to a bitcoin/crypto ETF and are one of the front runners for this play in Australia. Their experience in managing digital assets will certainly help. 8mins ausbiz - An easy way to spread the risks of investing in the crypto space - 10th November 2021 - Per the show notes: "Here's a blockchain bonus for your portfolio! Is there a rivalry forming between crypto and gold when it comes to the best inflation hedge? For ETF Securities’ Kanish Chugh, the answer is a resounding no. Looking at the data on flows he has access to, he sees no evidence that flows once destined for gold are now going to crypto funds." 6mins ausbiz - Look under the hood of crypto ETFs - 9th November 2021 - In this episode we highlighted the latest goings on in the ETF markets with ASX data for October 2021 coming which showed best performers being HGEN (+20%) and CLNE (+12%) being the best performers as well net inflows continuing to see growth at +$2.4bn in the month. In the second half we dived into the holdings of the 3 latest crypto/blockchain ETFs to see what they're all about and whether there are similarities across FTEC, DIGA and CRYP. 6mins. ausbiz - Can the crypto ETF launch hype sustain itself - 9th November 2021 - Per the show notes "Launching is one thing, momentum is another and keeping the momentum up is its own kettle of fish. So can Betashares and its new crypto innovators ETF do all three? Cameron Gleeson from Betashares argues - yes." 5mins ausbiz - How to invest in the Metaverse - 5th November 2021 - James Whelan from VFS Group goes through not just the Facebook name change and move to the metaverse but what else this virtual world is meant to be. He mentions the US listed META ETF which invests in all things metaverse and how this could work. 5mins Podcasts CNBC's ETF Edge - Gold vs. Bitcoin & Gold ETFs - 8th November 2021 - In this week's episode it's all about Gold vs Bitcoin ETFs and how the 2 are often equated as a hedge against the goings on in the market, but the difference being in volatility and utility. Additionally, they get into holding gold on its own as a collectable and the pathway that gold had to go through to become an acceptable ETF back in 2004 and the similarities with what cryptocurrency ETFs are going through now. 31mins ETF Working Lunch - Getting the story right - 8th November 2021 - Per the show notes "Every ETF comes with a story, but how do you best tell it to the marketplace? Julia Stoll, associate VP of media relations and business development at MacMillan Communications, shares her experience as a communicator on how to deliver the right message to the right people." 20mins. The ETFtracker Show - Interview with Experts - Episode 12 - same as the video above but if you want to listen to it you can listen in here. 32mins Morningstar - Investing Compass - Breaking the internet: Bitcoin ETFs - In this episode, Shani and Mark from Morningstar explore the bitcoin and bitcoin ETF phenomenon. It's been all over the news but before diving in its always important to do your homework. Luckily, there are great podcasts like this that can help us deep dive into these topics so check it out. 22mins Tweet of the week This one is from us and if you don't already follow @ETFtrackerAU on twitter then you should. We flagged on Monday the latest data out from the ASX for October 2021. See - https://twitter.com/ETFtrackerAU/status/1457524498937233409 Chart of the Week This image comes from our Bloomberg article on Grayscale showing that GBTC's trust price trades at a discount to the bitcoin it holds. It's accessible here: https://www.bloomberg.com/news/articles/2021-11-08/grayscale-etf-plans-take-shape-with-future-of-finance-filing?srnd=etfs Further ETF Education Passive Investing Australia - this is an often quoted site amongst the various Facebook/Reddit and other social media groups out there. Lots of great content for those getting started in ETFs and a tonne of questions and misconceptions explained and answered. There's been a lot of care taken to put this together so it's worth a read. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Welcome to Issue 16 of Exchange Traded Fridays for the week ending 5th November 2021. In this week's news there's more on the bitcoin/crypto ETF craze as ASIC gave the green light for what they would consider as allowable and now the baton is passed to the exchanges to provide their rules around listing. Just like in the USA with its bitcoin futures ETF, the race is on here to get to list the first Australian listed bitcoin-type ETF. Who will it be? Also, we got to chat with the ASA (Australian Shareholders Association) about ETFs for their upcoming ETF/LIC Virtual Investor Forum (register here: https://www.australianshareholders.com.au/virtual-investment-forum and use code VIF20 for a $20 discount to all ETFtracker subscribers). Check out our video below: What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local AFR - Bitcoin ETF gets ASIC nod but alt-coins left out - Huge news with the folks at ASIC releasing their industry response to their consultation paper on crypto assets for ETPs (exchange traded products). Whilst they gave the green light to have bitcoin backed ETFs, there is going to be strong scrutiny on these launches so alt-coins will likely not make the cut. Business Insider - ASIC Greenlights Bitcoin ETF - more on the announcement of ASIC greenlighting the trading of bitcoin/ethereum related ETFs and how CRYP, the blockchain ETF from BetaShares is set to launch next Thursday (and how DIGA from Cosmos Asset Management launched last week). Still early days here but if there's enough of these types of cryptocurrency or blockchain related ETFs in the Australian market, they'll probably need there own category on the official ASX/Chi-X lists (or we'll add one at least in our dataset). Interesting times ahead! AFR - CBA to add crypto to its banking app - In a continuation of the wave of momentum behind crypto assets we see that CBA are allowing CommSec users to access cryptocurrencies. We'll see whether this pushes up interest in bitcoin ETFs or not. Livewire Markets - 12 stocks and 6 ETFs for the next part of this cycle - In this article from Nathan Lim from Morgan Stanley, he goes through various stock as well as ETF picks and whilst we focus on ETFs, it's always interesting to see stocks too. The ETFs he flags include QUAL/QHAL, BNKS, VVLU, FUEL and IWQU (London listed). This covers a range of areas including financials, factors, resources and others in the article. Check it out! Morningstar - Decoding an ETFs DNA - In this article, the crew at Morningstar go through what is a very important thing to understand when it comes to ETFs and that is how they are constructed. It's not often thought of by investors but is just as important to understand as market making and this article goes through what it calls the cycle of index construction as well as highlighting the traits of the best indexes. ETF Securities - Weekly Report - w/e 29th October - Per ETF Securities: "Alternative energy sources advanced strongly last week ahead of the COP26 Summit starting this week. The best performer over the week was ETFS Hydrogen ETF (HGEN) up 10.2% and VanEck Vectors Global Clean Energy ETF (CLNE) up 8.7%. The worst performers for the week were ETFS Physical Platinum (ETPMPT) down 5.3% and iShares China Large-Cap ETF (IZZ) down 4.7%." Articles - Global Financial Times - BlackRock cuts fees on $14bn in ETF fees - in this article, BlackRock has reduced fees on its various iShares ETFs by up to 15 basis points which is $14bn in fees. This will hopefully drive more inflows for them across the various ETFs they reduced fees for including the iShares MSCI USA Equally Weighted ETF, the iShares GNMA Bond ETF and more. Financial Times - Smart beta fails to match returns of bullish tech equities - out of the 3 main factors that are often used to construct 'smart beta' ETFs, value and growth/momentum have done poorly but quality, on the other hand, has done well. Other factors like min vol (e.g. low volatility) have also had issues. This article looks at why these factors have underperformed such as cyclicality, market anomalies and the changing nature of industries themselves. Seeking Alpha - Fount Investments launches ETFs covering the metaverse and subscription economies - Given all the news around Facebook's change of name to Meta and the continued movements in the world of DeFi and Web3.0 (what is web 3.0) it is of little surprise that we'll start seeing ETF products that also cover this. In this article the Fount Metaverse (MTVR) and Subscription economy (SUBS) ETFs are discussed. Videos ASA - In conversation with Mark Monfort, ETFtracker - In this video we get to chat with Rachel Waterhouse, CEO of the Australian Shareholders Association about the world of ETFs and how we can use data to dig under the hood. We talk about how holdings data can give us insights into ETF portfolios and how there are other metrics that can be used to paint a picture of the ETF markets. 10mins ausbiz - Positioning for an inflationary environment ahead - 2nd November 2021 - per the show notes "Betashares’ Adam O’Connor says there’s been a shift in positioning among ETF investors recently, noting a clear lift in demand for markets and sectors that will benefit in a reflationary environment. “It’s all about inflation,” he says. Adam says ETFS linked to banks, food and small caps have performed particularly well." 6mins ausbiz - Breakfast is getting pricier and here's how you can benefit - 1st November 2021 - Per the show notes "Breakfast is the most important meal of the day and so that's why the Financial Times Breakfast Index is a compelling read at James Whelan's breakfast table." 8mins ausbiz - Tesla takes the cake - 1st November 2021 - in this video, John Winters from Superhero goes through the most traded stocks and ETFs on their platform with BITO in the ETF space doing well (the bitcoin futures ETF from ProShares) as well as NDQ (the Nasdaq 100 ETF). 4mins The Compound - Play Dumb, Get Rich | What are your thoughts? 2nd November 2021 - in this episode, Michael Batnick and Josh Brown go through news of the week from inflation protection to the large amounts of capital pouring into startups. In terms of markets, October results in the US were the best for that month seen in 6 years. Additionally, they go through ETF flow data and look at whether flows can impact prices and the answer appears to be yes. 44mins Podcasts ETF Edge by CNBC - The Active Passive Divide - In this episode, Bob Pisani and guests discuss the age-old battle between active management and passive strategies - armed with fresh data from Morningstar’s latest report. Overall, passive is still the big winner despite a very topsy-turvy couple of years. 35mins ETF Prime - Evolution of ESG Investing - Per the show notes "Lara Crigger highlights 2021’s ESG ETF success stories and explains how the definition of ESG is evolving. Laura Segafredo and Sarah Greenberg discuss ESG considerations in investor portfolios, with a particular focus on climate change. Will Hershey offers a unique perspective on ETF ticker symbols and the importance of social media in the ETF business." 1hr6mins Tweet of the week From Eric Balchunas of Bloomberg this chart shows the inflows into ETFs with the word inflation in their name. Is inflation the new craze? https://twitter.com/EricBalchunas/status/1455166956236156934 Chart of the Week If you don't follow Mike Akins from ETF Action you should thanks to charts like this where he shows what best performers were across the US ETF landscape - tweet here: https://twitter.com/etfAction/status/1454494098728042504 He also breaks down within ETFs what has performed well and not so well. Further ETF Education iShares ETF Education Centre is in the mix this week so check it out where you can learn ETF basics and more - https://www.blackrock.com/au/individual/ishares/etf-education-centre Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179

Note: if you want to watch this instead check it out on YouTube here: https://www.youtube.com/watch?v=VKy3hNXRkss&ab_channel=ETFtracker or listen on Spotify here: https://open.spotify.com/episode/4ba923KWdF2PLEt6nAuhgM or our Podcats on the site (see menu link above) Welcome to Issue 15 of Exchange Traded Fridays for the week ending 29th October 2021. In this week's news we see a strong focus on the bitcoin futures ETF with the 2nd one listing from Valkyrie (after BITO being the initial listing last week) in the US and another blockchain listing in Australia called DIGA from Cosmos as well as a new ETF listing from eInvest/Perennial with DHOF out next week. There was also news on ETF investors buying the dip in September and we dive into some data on HACK and MOAT. Additionally, this week we did a revisit to market making by bringing back our Week 5 guest, Kevin Feerick of Nine Mile Financial to go through primary and secondary ETF markets. You can view that here or in the videos section. What's in this newsletter? Local ETF Articles Global ETF Articles ETF Videos ETF Podcasts Tweet of the week Chart of the week ETF Education ETFtracker App Links ETFtracker Forum Listen or Watch Articles - Local AFR - Specialist ETFs can spice up your index fund portfolio - In this article, Tim Mackay shows that ETFs are not just the boring, index-tracking, passive investment vehicles that are synonymous with the industry. Rather, there are plenty of thematic ones out there (not just the newly listed bitcoin/blockchain related ones). If you thought ETFs were just about the boring, then this article will help bust that myth. Sydney Morning Herald - Australian firms line up to launch ‘inevitable’ local Bitcoin ETFs - with the launch of a bitcoin futures ETF in the US, talk is high for when a local version of bitcoin (not blockchain) exposure will come. They speak with Alex Vynokur from BetaShares and Heath Behncke from Holon to get the investment manager opinion on this. Regulation is going to be required. Motley Fool - 2 excellent ETFs for ASX investors - in this article it's all about HACK and MOAT with the Motley Fool team looking at some of the holdings in these 2 ETFs. Watch the episode as we go through these ETFs via ETFtrackers tools (or listen in on our podcast page above, or via Spotify). AFR - Bitcoin miners fund floats amid crypto ETF race - In this article it's about a new ETF listing that's also blockchain related from Cosmos (the Cosmos Global Digital Miners Access ETF). In this article they talk to CEO Dan Annan (formerly of BetaShares which is also listing a blockchain ETF soon). This is the 3rd announced but 2nd listed as FTEC listed already (from ETF Securities) and CRYP from BetaShares was announced but not yet launched. ETF Securities - Weekly Report - w/e 22nd October - Per ETF Securities: "Global equity markets edged higher last week. Oil continued its strong streak and Silver performed well. The best performer over the week was ETFS Physical Silver (ETPMAG) up 3.7% and VanEck Vectors Video Gaming and eSports ETF (ESPO) was up 3%. The worst performers over the week were ETFS Physical Palladium (ETPMPD) down 5.8% and BetaShares S&P/ASX 200 Resources Sector ETF (QRE) down 2.7%." More details in the PDF. Articles - Global Bloomberg - Bitcoin’s True Believers Scorn ETFs While Welcoming Validation - In this article we see that true crypto enthusiasts are not flocking to buy the shares of the bitcoin linked ETF from ProShares which launched to much fanfare last week. Data from Vanda Research shows that retail traders didn't do as much of the record trading volume that was seen in the ETF (which reached over $1 billion in FUM in its first week). CryptoSlate - Bitcoin Futures ETF is so popular that it’s breaching futures limits set by TradFi - In this article on the BITO Bitcoin Futures ETF it's all about the contract limit for the month of October for this futures product. It's got a limit of 5k and 1.7k was left as at the time of this article which could see a need for an increase in limit size prior to the planned increase in November CoinDesk - Valkyrie’s ETF Debut Soured by Falling Bitcoin Market - Talk about timing, Valkyrie's own version of a bitcoin futures ETF was not as great as rival ProShares as the price of bitcoin fell to $60k from the all-time highs of $67k it reached earlier in the week. Bloomberg - Tiny ‘Pop Culture Disruption’ ETF Is Winner Thanks to Trump SPAC - This article talks about the Simplify Volt Pop Culture Disruption ETF which rose to highs of 47% on Friday as its biggest holding Digital World Acquisition Corp is merging with former US President Donald Trump's new media company. Whilst many thought the world of SPACS (special purpose acquisition company) was dead, it's been reignited with this latest news. Is this just a once off though is the real question. Videos ausbiz - Why this new hybrid ETF is worth a closer look - 28th October 2021 - In this episode the team talk to Brad Dunn at Perennial/eInvest and their new Daintree Hybrid Opportunities Fund (DHOF) which is a quoted managed fund with an active strategy and market making in this which ensures the fund is trading at close to NAV, avoiding issues that can be seen in seeing trading differences to NAV in other unlisted funds. Launches on November 3 so check out this video. 5mins ausbiz - Where the investors are buying the ETF-sized dip - 26th October 2021 - per the show notes "ETF investors have been buying the market dips in September with last month seeing the highest inflows on record - again. Among the key trends, Blair Modica from Betashares tells us the mix of flows was more mixed than this time last year." 4mins ausbiz - As EV demand surges, get on board the lithium bandwagon - 26th October 2021 - per the show notes "As the Hertz/Tesla deal hits the headlines, pushing TSLA market cap through the trillion dollar barrier, David Lane from Ord Minnett runs the ruler over the global Electronic Vehicle (EV) market, its impact on lithium and how investors can participate." 5mins The ETFtracker Show - Week 11 - Primary and Secondary ETF Markets - In this episode we go to a viewer question on primary and secondary markets and how they work in the ETF space. This is a follow up to week 5 of our interviews which covered market making. 7mins The Compound - Hyperinflation, "It's Happening" | Animal Spirits 228 - per the show notes "On episode 228 of Animal Spirits, Michael Batnick and Ben Carlson discuss worrying too much about the markets, Jack Dorsey's hyperinflation call, inequality in the stock market, trying to explain crypto to "civilians," Squid Game, Dune, and much more." 45mins Podcasts CNBC's ETF Edge - The Bitcoin ETF Craze - per the show notes "CNBC's Bob Pisani spoke with Steven McClurg, CIO at Valkyrie Funds and Tom Lydon, CEO of ETF Trends. They discussed the world of crypto as more and more companies are jumping on the bitcoin futures ETF bandwagon, So far, the new trend has really taken off, so how can investors get in the game, and how might they look to bitcoin as a way to hedge against inflation? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends". 27mins The Compound - Want-trepreneur - 22nd October 2021 - per the show notes "On this week's episode of The Compound & Friends, , , and discuss private and public markets, trend following, having an edge, Robinhood, pandemic influenced businesses, envy and insecurity, the next wave of investors, and much more!" 1hr25mins Tweet of the week From the desk of Eric Balchunas of Bloomberg on October 26 - per Eric's tweet "It’s perplexing to me that so many of my colleagues don’t use Twitter, even ones who cover these cos. You just don’t get this kinda in the moment sht on LinkedIn." He's right, you don't get this kind of talk between companies like this in a single conversation... count it, ARK Invest, Twitter/Square, Tesla, Microstrategy. https://twitter.com/EricBalchunas/status/1452804272115134468/photo/1 Chart of the Week This week's chart of the week is from ETFtracker and it is the most recent 1-month total returns for Australian Equity related ETFs. This is a list of 55 ETFs including tickers you would likely know like VAS, A200, ATEC, IMPQ, IOZ and more. The addition of each of these months gives just under 12% returns to September 2021. There were 50 ETFs in this category in 2020 and the cumulative average up to September was less than 5% and in 2019 there were 48 with a cumulative average of over 18%. Interesting to see how 2021 compares isn't it? Further ETF Education Equity Mates - Get Started Investing - Episode 1 - per the show notes "ETFs For Beginners with BetaShares is a series to help you understand everything you need to know about ETFs when you're starting your investing journey. Over 3 episodes we unpack all the kay elements from the basics, through to the administration after you buy. In this episode we sit down with Ele De Vere from BetaShares, to walk through the basics." Check out Episode 2 and 3 as well. Access the ETFtracker App Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts ausbiz If you're interested in financial news you should check out ausbiz (sign up HERE) which has so much FREE financial and business content that comes out every day and has made it easier to follow your favourite topics and market experts. We get to feature on there and you can check out our page (and give us a follow) here: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179