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| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -4.20% | -0.74% | +10.13% | +35.79% | +100.17% | |
| Flows | +$10.96B | +$35.22B | +$65.02B | +$94.61B | +$123.09B | - |
New ETF issuers are bringing active approaches to the timeless concept of economic moats, offering investors another way to target businesses with durable competitive advantages.
Data period: July 14 - 21, 2026
Performance lists exclude leveraged and inverse ETFs
| Inception | ||
|---|---|---|
QFF | Qualivian Focus Fund ETF | 7/14/2026 |
DISK | Tema Memory ETF | 6/29/2026 |
TRUN | VanEck Energy TruSector ETF | 7/8/2026 |
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Uncategorized Equities ETFsNew ETF issuers are bringing active approaches to the timeless concept of economic moats, offering investors another way to target businesses with durable competitive advantages.
Europe’s scorching heatwave has spawned not only memes, but also substantial interest in stocks involved in the heating, ventilation, and air conditioning (HVAC) industry.
Thematic ETFs targeting the AI buildout have become increasingly concentrated, with optics and photonics exposure being the latest hot trend.
I think these unorthodox and contrarian ETF picks could hold up better against AI disruption.
After reading a viral Citrini Research Substack on AI disruption, I went down an ETF rabbit hole to identify industry funds that could face the biggest risks.
Software ETFs have seen increased inflows and volatility thanks to investor fears about AI disruption.
Both ETFs deliver exposure to silver mining equities, but with different levels of risk.
Same ETF issuer and industry, vastly different underlying holdings and risk profiles.
A built-in currency hedge means these new ADRs may face less headwinds during periods of U.S. dollar strength.
Here's how investors can position their portfolio to take advantage of a renaissance in domestic manufacturing.
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From AI infrastructure to active strategies, the ETF landscape is shifting. Share your perspective in the 7th Annual Global ETF Survey and get exclusive early access to the final report.
