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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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ETF Trends

In network coverage since September 25, 2026 · 16+ stories
Network coverage
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Paper finds active ETF positioning before earnings calls predicts a friendlier call tone

The result rests on daily holdings disclosure that mutual funds do not provide, and on flow-adjusted weight changes measured over the 15 trading days before a call.
issuers · Oct 2ETF Trends names only two dedicated U.S. buyback ETFs after Nvidia's $150B plan
passive · Oct 1ALPS small-cap quality ETF fell 1.29% in Q3 as the Russell 2000 slid 6.43%
the_tape · Oct 1ETF Trends recommends advisors swap NLR for NUKZ to harvest nuclear ETF losses
the_tape · Oct 1Direxion's Netflix bull and inverse ETFs target 2x and 1x daily moves
the_tape · Oct 1Meta and Mercury announce deals as nuclear generation sets a record
active · Sep 30August PCE comes in below forecasts, sharpening Guggenheim's active CLO ETF pitch
the_tape · Sep 30Nuclear generation sets 2,702 TWh record as ETF Trends argues NUKZ buildout case
passive · Sep 30Micron earnings loom over iShares VLUE's 23.5% Micron position
active · Sep 29Three of GTEK's top Taiwan holdings are up 170% to 210% this year
launches · Sep 29Invesco launches QQI, extending its QQQ suite beyond U.S. equities
passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
passive · Sep 28RAFI pitches fundamental indexing as a third option to cap weight and equal weight
passive · Sep 28VettaFi's September rebalance cycle reshapes factor and thematic index ETFs
active · Sep 25The earnings calendar is marketing. The mandate is the product.
the_tape · Sep 25The $459 billion parking trade is a bet on not deciding
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