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Today, Exchange Traded Concepts (ETC) is rolling out an ETF focused on biblical values with a smart-beta twist.

ETF Trends
James Investment Research, a money manager known for its 40-year history of principles-driven investment management, has entered the ETF arena, launching its first ETF based on its time-tested multi-factor selection methodology with biblically responsible investing. On Wednesday, James Investment Research rolled out the James Biblically Responsible Investment ETF (Cboe: JBRI), which comes with a 0.65%…

12月20日、James Investment Research は James Biblically Responsible Investment ETF (Cboe: JBRI) をローンチしました。コストは0.65%。

eVALUEator Biblically Responsible Index に連動し、米国株1000銘柄から、聖書の教えに合わない、中絶、家族の価値を壊すエンターテインメント、ポルノ、LGBT、アルコール、人権侵害、テロ、タバコ、ギャンブル関連の企業を除き、バリュエーション、利益性、モメンタムで評価の高い100銘柄に均等加重で投資します。

James Investment Research introduces biblically responsible ETF (ETF Strategy)

Today Innovator ETFs is rolling out its second fund. The Innovator IBD ETF Leaders ETF (LDRS) will invest primarily in other ETFs and offer a tactical-asset-allocation type of exposure.

ETF Trends
Innovator Capital Management rolled out a fund-of-funds styled exchange traded fund that helps investors target market momentum through a relative-strength based smart beta indexing methodology. On Thursday, Innovator Capital Management launched the Innovator IBD ETF Leaders ETF (LDRS), which has a 1.16% expense ratio, according to a prospectus sheet. The management fee of the ETF…

12月21日、Innovator Capital Management は Innovator IBD ETF Leaders ETF (LDRS) をローンチしました。コストは1.16%。

リレティブストレングスとモメンタムで市場平均超えを狙う ETF of ETFs です。

投資対象となる ETF は、サイズを問わず新興国と先進国の株式 ETF ですが、ETN とコモディティ ETF、レバレッジ型 ETF (ただし ProShares Short S&P 500 ETF (SH) は除く) には投資しません。

12月21日時点のポートフォリオは次のとおり (ファクトシートから引用)

WisdomTree has launched two ETFs today that cover two very different spaces.

ETF Trends
WisdomTree launched two more exchange traded funds Thursday, one to help investors target China's larger companies across the full range of various Chinese share types and another fund-of-fund type strategy focused on income generation. On Thursday, WisdomTree rolled out the WisdomTree ICBCCS S&P China 500 Fund (NYSEArca: WCHN) and WisdomTree Balanced Income Fund (NYSEArca: WBAL),…

12月21日、WisdomTree は2本の ETF をローンチしました。

WisdomTree Balanced Income Fund (NYSEArca: WBAL)

株式60%、債券40%の比率で主に自社 ETF に投資するバランスファンド型 ETF of ETFs です。コストは0.35%。



1. WisdomTree High Dividend Fund DHS US US 20.05 %
2. WisdomTree Barclays Yield Enhanced US Aggregate Bond Fund AGGY US 19.87 %
3. WisdomTree International High Dividend Fund DTH 12.69 %
4. WisdomTree US LargeCap Dividend Fund DLN US US 10.09 %
5. WisdomTree Dyn Cur Hdg Intl Eq Fund DDWM US 10.00 %
6. WisdomTree Emerg Mkt Div Fund DVEM US 7.39 %
7. WisdomTree Fundamental US Corp Bond Fund WFIG US 5.48 %
8. WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD US 5.47 %
9. WisdomTree Emerging Markets Local Debt Fund ELD US 3.61 %
10. iShares MBS ETF MBB US 2.68 %
11. iShares 20+ Year Treasury Bond ETF TLT US 2.67 %

WisdomTree ICBCCS S&P China 500 Fund (NYSEArca: WCHN)

S&P China 500 Index に連動し、中国本土と中国外の中国株500銘柄に時価総額加重で投資します。コストは0.55%。

The firm behind the Nashville Area ETF (NASH) has been acquired by New York-based Worth Group, which runs the media brand Worth. The new combined entity will be known as AuthEx going forward.

地元企業に投資するご当地 ETF を運用する LocalShares が、ニューヨークの Worth Group に買収されました。

今後、LocalShares の戦略を活かすとのことですが、2013年にローンチされた Nashville Area ETF (NASH) の資産残高は800万ドルに過ぎません。


関連記事: LocalShares、ナッシュビルご当地 ETF をローンチ

Direxion and GraniteShares have joined the growing roster of issuers looking to launch bitcoin ETFs after futures for the cryptocurrency began trading last week.

GraniteShares Bitcoin ETF と GraniteShares Short Bitcoin ETF が申請されました。

パッシブ運用で、ビットコインの先物をロングまたはショートする ETF です。



Direxion and GraniteShares have joined the growing roster of issuers looking to launch bitcoin ETFs after futures for the cryptocurrency began trading last week.

Direxion Bitcoin ETF が申請されました。






ETF Trends
GraniteShares, a new kind of ETF company, acquired a U.S. high-income focused ETF strategy that invests in securities structured as pass-through entities. On Monday, GraniteShares took over the HIPS US High Income ETF (NYSEArca: HIPS) and lowered the management fee on the ETF to 0.70% from 1.47%. The GraniteShares HIPS US High Income ETF will…

12月18日、GraniteShares は Master Income ETF (HIPS US) を買収し、名前を HIPS US High Income ETF (NYSEArca: HIPS) に変更しました。


HIPS は TFMS HIPS 300 Index に連動し、MLP、REIT、CEF などのパススルー法人 (所得税を払わない法人) に投資します。

関連記事: GraniteShares、HIPS を買収

BNP Paribas Asset Management has cross-listed four ETFs on SIX Swiss Exchange. Three provide smart beta exposure to European and US-listed equities, and the other to a diversified portfolio of real…

BNP Paribas、3本のスマートベータ ETF を1本の不動産 ETF をスイスの SIX でローンチしました。

このうち本のスマートベータ ETF は、9月に Xetra と Euronext Paris でローンチされています。

BNP Paribas Easy Equity Dividend Europe UCITS ETF (EDEU SW)

BNP Paribas High Dividend Europe Equity Index に連動し、高配当が持続しそうな欧州株に投資します。

BNP Paribas Easy Equity Dividend US UCITS ETF (DIUS SW)

BNP Paribas High Dividend Yield US Equity Long Index に連動し、高配当が持続しそうな米国株に投資します。

BNP Paribas Easy Equity Value US UCITS ETF (EVUS SW)

BNP Paribas Equity Value US Index に連動し、ファンダメンタルが割安な米国株に投資します。



FTSE EPRA/NAREIT Eurozone Capped Index に連動し、ユーロ圏の上場不動産セクターに時価総額加重で投資します。


This year, financial markets experienced a calm that was perhaps never seen before. Volatility readings for equities were at or near record lows throughout 2017, something nobody predicted heading into the year after Trump’s presidential victory.

レバレッジ型を除く (ETF の後の数値は上昇率 (%))

ARKW ARK Web x.0 ETF 96.73
ARKK ARK Innovation ETF 94.96
CXSE WisdomTree China ex-State-Owned Enterprises Fund 77.02
KWEB KraneShares CSI China Internet ETF 69.16
REMX VanEck Vectors Rare Earth/Strategic Metals ETF 69.01
CQQQ Guggenheim China Technology ETF 68.90
EMQQ Emerging Markets Internet & Ecommerce ETF 66.75
LIT Global X Lithium & Battery Tech ETF 63.70
CHIQ Global X China Consumer ETF 60.80
PGJ PowerShares Golden Dragon China Portfolio 59.83
SCIN Columbia India Small Cap ETF 58.86
ARKQ ARK Industrial Innovation ETF 58.77
GAMR ETFMG Video Game Tech ETF 58.46
SCIF VanEck Vectors India Small-Cap Index ETF 57.94
SOCL Global X Social Media ETF 57.91
SMIN iShares MSCI India Small Cap ETF 57.89
BOTZ Global X Robotics & Artificial Intelligence ETF 57.00
ITB iShares U.S. Home Construction ETF 56.25
EWGS iShares MSCI Germany Small Cap ETF 55.24
ARGT Global X MSCI Argentina ETF 53.63


NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares 250.15
VMIN REX VolMAXX Short VIX Weekly Futures Strategy ETF 198.94
XIV VelocityShares Daily Inverse VIX Short-Term ETN 188.36
SVXY ProShares Short VIX Short-Term Futures ETF 182.41
CWEB Direxion Daily CSI China Internet Index Bull 2X Shares 162.95
SOXL Direxion Daily Semiconductor Bull 3x Shares 156.18
KORU Direxion Daily MSCI South Korea Bull 3X Shares 147.58
DGAZ VelocityShares 3X Inverse Natural Gas ETN 144.88
TECL Direxion Daily Technology Bull 3x Shares 134.00
TQQQ ProShares UltraPro QQQ 127.12
LABU Direxion Daily S&P Biotech Bull 3X Shares 121.45
XIVH VelocityShares VIX Short Volatility Hedged ETN 119.39
EDC Direxion Daily MSCI Emerging Markets Bull 3x Shares 119.00
INDL Direxion Daily MSCI India Bull 3x Shares 118.08
YINN Direxion Daily FTSE China Bull 3X Shares 113.33
KOLD ProShares UltraShort Bloomberg Natural Gas 105.21
UDOW ProShares UltraPro Dow30 99.43
ARKW ARK Web x.0 ETF 96.73
ARKK ARK Innovation ETF 94.96
EMLB iPath Long Enhanced MSCI Emerging Markets Index ETN 93.53

Today Hartford has rolled out its 11th ETF, which offers actively managed exposure to the municipal bond space.

12月13日、SL Advisors は American Energy Independence ETF (USAI) をローンチしました。コストは0.75%。