MarketPulse

active management

13 articles
The Motley FoolThe Motley Fool··Andy Gould

NBZ Investment Advisors Doubles Down on Global Equities With $3.8M FEGE Purchase

NBZ Investment Advisors increased its position in First Eagle Global Equity ETF by 45% with a $3.8M purchase, signaling institutional confidence in the fund's exceptional 32% annual return.
FEGEactive managementinstitutional investment
The Motley FoolThe Motley Fool··Andy Gould

Avantax Invests $128M in JPMorgan Equity ETF, Bucking S&P 500 Trend

Avantax invests $128M in JPMorgan's actively managed JPEF fund, making it the firm's sixth-largest holding despite S&P 500 underperformance.
JPEFactive managementportfolio allocation
The Motley FoolThe Motley Fool··Robert Izquierdo

Climber Capital's $3.8M Bet on FTGC Signals Renewed Commodity ETF Interest

Swiss wealth manager Climber Capital acquired $3.76M stake in First Trust's commodity ETF, which has delivered 46.2% annual returns and 14.8% dividend yield.
FTGCactive managementdividend yield
The Motley FoolThe Motley Fool··Jake Lerch

Goldstein Advisors Builds $55.6M Stake in Active International ETF

Wealth manager Goldstein Advisors establishes significant $55.6M position in iShares International Country Rotation Active ETF, signaling institutional appetite for managed international equity exposure.
COROactive managementSEC filing
The Motley FoolThe Motley Fool··Robert Izquierdo

RBA's $320M Bet on CLOA Signals Institutional Confidence in CLO ETF Space

Richard Bernstein Advisors acquired 6.2M shares of iShares CLO ETF, signaling bullish outlook on income-focused, low-volatility fixed-income strategy.
CLOAactive managementdividend yield
The Motley FoolThe Motley Fool··Jonathan Ponciano

Defense ETF Attracting Institutional Capital as Geopolitical Tensions Drive Sector Interest

True Vision MN invested $2.88M in defense ETF IDEF in Q1 2026, signaling growing institutional appetite for defense and industrials exposure amid global tensions.
LMTRTXNOCIDEFactive managementinstitutional investment
The Motley FoolThe Motley Fool··Pamela Kock

Arvest Boosts Commodity Exposure With $3.1M FTGC ETF Investment

Arvest Investments acquired $3.1M in FTGC ETF shares, now representing 1.47% of AUM. The commodity fund delivered 12.82% outperformance versus S&P 500 with 15.37% dividend yield.
FTGCactive managementinstitutional investment
The Motley FoolThe Motley Fool··Dave Kovaleski

Wall Street's Bearish Call on T. Rowe Price Misses the Income Story

Despite 33% sell ratings, T. Rowe Price offers attractive 5.64% yield, 40-year dividend streak, and strong $2B free cash flow amid market weakness.
TROWmarket volatilityactive management
The Motley FoolThe Motley Fool··David Dierking

Why CHAT ETF Is Drawing Investors Betting Big on AI's $2.4T Future

Roundhill Generative AI & Technology ETF (CHAT) delivers 111% returns through concentrated pure-play AI exposure as sector scales toward $2.4 trillion by 2032.
CHATAIQIGPTcapital expendituresactive management
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

SHJ Wealth Advisors Bets Big on Defense With $10M Position in IDEF ETF

SHJ Wealth Advisors opens $10.19M position in iShares Defense Industrials Active ETF (IDEF), signaling confidence in defense sector outperformance.
RKLBPLTRBWXTIDEFactive managementinstitutional investment
BenzingaBenzinga··Stjepan Kalinic

ETF Market Hits $19 Trillion Milestone as Active Strategies Drive New Growth Era

Global ETF market surpasses $19 trillion as institutional investors overwhelmingly embrace active strategies over passive, though financial literacy gaps limit retail adoption.
SPYVOODXYZactive managementinstitutional investors
The Motley FoolThe Motley Fool··Sara Appino

Ironwood Investment Counsel Makes $22.6M Commitment to Akre Focus ETF

Ironwood Investment Counsel commits $22.6M to Akre Focus ETF, marking its fourth-largest holding at 3.15% of assets under management.
MSFTGOOGGOOGLAKREAAPLconcentrated growth strategyAkre Focus ETF
The Motley FoolThe Motley Fool··John Ballard

USAdvisors Divests $3.8M Position in Active Bond ETF, Shifts to Index Strategies

USAdvisors divested $3.8M from active bond ETF, shifting toward lower-cost index strategies amid changing market conditions and fee pressures.
QQQFIXDSCHVSCHGAVUVactive managementportfolio rebalancing