But back on planet earth, the team here has put together the best-researched portfolio covering the space you’re likely to find. I’ve written (probably too much) about the Metaverse, Web3.0, NFTs, and crypto this year because I genuinely believe tokenized asset management is inevitable, and we should all pay attention. It’s understandable if everyone has a bit of crypto exhaustion after the last 12 months, but this launch from RoundHill and partner Matthew Ball was incredibly well-timed and well constructed. June – Roundhill Ball Metaverse ETF ( META ) But for taxable accounts? This year’s flows are pretty definitive for the traditional mutual fund structure: Convert if you can, or get out of the way. I expect a bunch more conversions in the coming year, although the considerable caveat remains: ETFs are still a poor fit in most retirement plans, and thus I don’t see Mutual Funds disappearing anytime soon. All told, Dimensional went from being a non-player just a few years ago to a $35 billion powerhouse.Ĭonversions are here, they’re only going to accelerate, and they are rapidly changing the nature of the ETF market. Not only can every investor now get access to the much-storied Dimensional almost-indexing approach to managing money by moving to an ETF wrapper, the median fund dropped its expense ratio a whopping 10 basis points. Dimensional has been part of a wave of mutual conversions we’ve seen this year, but these four funds are perhaps the most interesting. Okay, a bit of cheating - DFUS and its three brethren funds are not new. Plus, with a name like “Horizon Kinetics,” you’re either breaking new investment ground or launching an attack on Cyberspace in a William Gibson novel, so what’s not to love? Inflation was an important story, and INFL anchored the narrative all year long.
Broad-based commodities products like Invesco’s Optimum Yield ETF ( PDBC) pulled in $8 billion. That is by far the biggest year on record. INFL is hardly the only fund that captured investors’ inflation-fear dreams: TIPS products as a class have pulled in almost $40 billion in new assets in 2021 so far. All told, the fund has pulled over $800 million in 11 months into a portfolio of global equities picked for their sensitivity to inflation.
Roundhill ball meta etf windows#
Talk about timing! INFL launched in the second week of this year and went on two significant asset-gathering romps, one in the spring and one in October, both windows where the media narratives followed the short-term data and made a lot of noise about inflation. January – Horizon Kinetics Inflation Beneficiaries ETF ( INFL B-) So here, in launch-date order, are my top six for the year: I just think they’re doing something unique and cool. That doesn’t mean I’d put my money in ‘em or that they’re only going to go up. But here are the six funds that I think are the most interesting. This year, much of the product that came to market is fantastic: low cost, liquid exposure to everything from space to Asian bonds. This brings the total to over 2,700 different flavors of ETFs, with over $7 trillion in assets and more than $800 billion in new money just this year. All told, 461 new ETFs came to market in the 12 months prior to this article, while just over 100 closed, leading to the biggest open/close ratio I can recall in the past decade or so.
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