Ryan Jackson

Analyst at Morningstar Research Services, LLC.

Important disclosure info:

[Ryan Jackson @TheETFObserver]

Behind the scenes look at @MstarBenJohnson @BobPisani and co. LIVE from @exchangeETF #Viva

[Ryan Jackson @TheETFObserver]

Nice chart putting recent ex-US stock outperformance in context from @DavidCareyMStar

[Ryan Jackson @TheETFObserver]

Growth in managed futures ETFs--

Jan 2022: 5 ETFs, $329 mil AUM
Feb 2025: 9 ETFs, $2.87 bil AUM

$DBMF represents about half those assets, followed by $CTA then $KMLM

[Ben Johnson, CFA @MstarBenJohnson]

BlackRock just launched its first* active liquid alts ETF, $ISMF, which is a managed futures strategy managed by its BlackRock Systematic team.

*I'm not sure why $ALT, which closed in May 2013, doesn't count as the first.

[Brian Moriarty @bpmoriarty]

Our follow-up article on the SSGA Apollo Private Credit ETF is live. It started out as a review of the SEC's letter, but turned into something more substantial. We unpack nuances and new concerns, but also highlight how it might work out just fine.

https://t.co/ns3ygm7LJr

[Ryan Jackson @TheETFObserver]

About 42% of active funds survived and beat their average passive peer in 2024.

@MstarArmour is back with a fresh, new-look Active/Passive Barometer:

https://t.co/lDsmdG1hge

[Ben Johnson, CFA @MstarBenJohnson]

Great summary of February ETF flows here from @TheETFObserver
https://t.co/eZnFwQ4lpm

[Ryan Jackson @TheETFObserver]

IYKYK

[Jurrien Timmer @TimmerFidelity]

The markets are doing what they always do: engaging in a relentless process of price discovery. Sometimes that process seems straightforward, when the incoming knowledge seems obvious and easily discounted (as it seemed to be last November). But at other times the news flow can be chunkier and more difficult to absorb, as the market tries to find its bearings while the ground is continuously shifting beneath our feet. The past few weeks have felt more like the latter. The result? The markets are churning without making much progress.

https://t.co/8BEuwqW3f0

[Brian Moriarty @bpmoriarty]

The SEC seemingly accepted SSGA/Apollo's private credit etf. Ticker PRIV, 0.70% fee. Private credit may range between 10% and 35% of assets, but can be lower or HIGHER. No 15% cap on illiquids. We were on this possibility from beginning but still very surprised it was approved.

[NovaDius Wealth Management @NovaDiusWealth]

ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.

https://t.co/Gu8D4BOH9C

Articles by @SteveJohnson000, @VildanaHajric, @TheETFObserver, @MurphyCinthia, @andrebeganski, @Steven_Ehrlich, @DaveNadig, & more

PotW: @EricBalchunas

CotW: @kgreifeld

[Ryan Jackson @TheETFObserver]

@DividendGrowth Champion, aristocrat, now KING…

The people need a full DGI taxonomy for dividend diehards

[Ryan Jackson @TheETFObserver]

The proliferation of single-stock ETFs is covered well in new @BusinessInsider article

Tech meme-ish stocks still the main muses for these ETFs; most recent launches are tied to $AMD $ORCL $CVNA $HOOD

[Bryan Armour @MstarArmour]

US ETFs added $90 billion net flows in January. Active ETFs contributed nearly half that (!!) as they race toward $1 trillion in net assets.

@TheETFObserver with these ETF trends and more:
https://t.co/81FcPswYff

[NovaDius Wealth Management @NovaDiusWealth]

ETF Store's @NateGeraci compiles some of the best ETF articles from this past week.

https://t.co/EOscpoLtBM

Articles by @justinaknope, @AniketCFRA, @TheETFObserver, @kgreifeld, @jasonzweigwsj, @SteveJohnson000, @BenjiWriter, @RT_Watson, & more

PotW @JSeyff

CotW @EricBalchunas

[Ryan Jackson @TheETFObserver]

@DeadCaitBounce Walk down La Salle in rush hour and the eye test 100% supports this

[Ryan Jackson @TheETFObserver]

Diversification is not only about disaster protection, but miracle exposure--a cool idea that @morganhousel first called to my attention

I dive into the concept through an ETF lens here:

https://t.co/WZ1G6RoT2U

[Ben Johnson, CFA @MstarBenJohnson]

Here we go...

[Ryan Jackson @TheETFObserver]

ETFs notched their first year of trillion-dollar inflows in 2024. Here are 10 notes on how that unfolded under the surface...

https://t.co/TXkR0WyiUh

[Jeffrey Ptak @syouth1]

My colleagues @MstarArmour, @TheETFObserver, and Hyunmin Kim just published our semi-annual “Active/Passive Barometer” report. Lots of good data and charts on active and passive fund performance trends, as usual. 👍 https://t.co/TRVSa9UXJD

[Ryan Jackson @TheETFObserver]

Fun dose or irony in today's Rekenthaler Report:

Oil stocks slumped and clean energy stocks rallied during the Trump administration -- trends that reversed during the Biden administration