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2019年发行的十大新奇ETF,美国投资市场热点就在其中

Among the top ten novelty ETFs issued in 2019, the hot spots in the US investment market

伍治坚证据主义 ·  Jul 22, 2019 15:53  · 发现

Author: Wu Zhijian

Original title-- Top 10: the Top Ten novel ETF released in 2019

In the first half of 2019, a total of 113 new ETF were issued in the US market. These ETF, which raise funds ranging from millions to hundreds of millions of dollars, cover different countries, investment strategies, styles and themes. Here, I'd like to introduce 10 new and interesting ETF:

1)$LISTED FUND TRUST INNOVATION A TRADE WAR ETF (TWAR.US) $

TWAR, launched in June 2019, is a typical theme fund. Its starting point is the trade war that has been widely reported by the media in the past two years. Some investors may wonder, if the trade war intensifies, how should I invest? What kind of stocks should be chosen to reduce losses or increase returns?

The fund manager who manages TWAR has come up with a plan to buy shares in companies that may benefit from a trade war. For example, some companies, when the trade war escalates, may be more patronized by their own governments, so their share prices will not fall too much, or even stronger. Or some other companies that are more technologically advanced have a strong patent moat and are therefore more resistant to trade wars.

Globally, TWAR selected 120 stocks. These stocks include: Microsoft Corp, Nintendo, Qualcomm Inc, ADM, Sony Group Corp and so on.Strictly speaking, the share prices of these companies are also likely to fall as the trade war escalates. But the hope of TWAR fund managers is that, relatively speaking, the share prices of these companies have fallen less than others, so investors can lose less.

The main drawbacks of TWAR are its small size, only $2.7 million (as of 2019.7.19, the same below), and high rates. Its annual rate is 0.81%. As a stock-picking ETF, this fee is higher than that of many public funds. In the end, whether the stocks selected by TWAR can resist falling when the trade war escalates, and bring better returns or less losses to investors, let us wait and see.

2)$GLOBAL X FDS CLOUD COMPUTING ETF (CLOU.US) $

The main purpose of CLOU's investment is to invest in leading companies in the cloud computing industry around the world.

Most of the companies invested by the ETF are in the United States, including Anaplan, Coupa, Shopify Inc, Dropbox and other companies engaged in cloud computing.The current size of the ETF is $490 million and the fee is 0.68 per cent. Readers who are interested in the cloud computing industry can follow this ETF.

3)$TIDAL ETF TRUST SOFI GIG ECONOMY ETF (GIGE.US) $

The starting point of GIGE is to invest in stocks of companies that can benefit from Gig Economy. Translated by Gig Economy, it means gig economy.Refers to an economy in which more and more people are engaged in part-time jobs and more and more companies increasingly rely on part-time people to complete their business.

For example, DiDi Global Inc. Travel in China and Uber in the United States are typical "gig economy" companies. Because many of the ride-hailing drivers on the platform are part-time drivers. For the platform, they do not need to bear their four gold and insurance, but they can take a share of their labor. Many IT companies can reduce labor costs and increase profits in this way.

The company shares purchased by GIGE include Twitter, Uber, Square, INC., Ebay of the United States, Baidu, Inc. and Tencent of China.As can be seen from the members of the index, the ETF is highly overlapped with the technology stock index, and the return mainly depends on the performance of the technology sector.

The disadvantage of the ETF is similar to the above TWAR, that is, the scale is small ($6 million) and the rate is not cheap (0.59%). As there are many technology companies among the members of ETF, the final return on investment is highly related to the technology sector. Of course, if readers are optimistic about the trend of gig economy, or think that these companies will continue to benefit from gig economy, then you can follow this ETF.

4)$GOLDMAN SACHS ETF TRUST MOTIF DATA DRIVEN WORLD ETF USD (GDAT.US) $

GDAT's investment goal is to buy shares in companies that focus on the data processing industry. This process includes: recording, transfer, storage, processing, confidentiality and analysis of data. These technologies are commonly used in the following areas of the Internet industry: data infrastructure, big data, Internet security, and artificial intelligence.

GDAT fund managers rank Internet companies in the above areas based on some internally selected indicators, and select the top 120 stocks in the world to be included in the ETF. These companies include Microsoft Corp, Alphabet Inc-CL C, Intel Corp, Apple Inc, IBM and so on.

GDAT has a size of $10m and a fee of 0.5 per cent. Judging from the composition of the index, the ETF should be highly correlated with the technology stock index. The returns and risks for investors may not be much different from those of the NASDAQ.

5)$GOLDMAN SACHS ETF TRUST MOTIF DATA FIN REIMAGINED ETF USD (GFIN.US) $

GFIN's investment goal is to launch shares of companies with new technologies and new business models in the asset management and financial industries. These companies are mainly distributed in three areas: financial digitization, new asset management and blockchain finance. Globally, the fund managers of GFIN have selected the stocks of the most representative companies in these three aspects to be included in the investment scope of ETF.

The company shares purchased by GFIN include: Visa Inc, Master Card, PayPal Holdings Inc, Square, INC., Amex, etc.From the perspective of investment portfolio, it is mainly financial companies and technology companies. It has a size of $10 million and a rate of 0.5%. Readers interested in the changing trend of financial technology can follow the ETF.

6)$FIDELITY COVINGTON TRUST TARGETED EMERGING MARKETS FACTOR ETF (FDEM.US) $

Factor investment and smart beta is one of the most popular investment concepts in recent years. In my historical articles, I have also written several introductory articles on this topic. Factor-based ETF is very common in the United States and Europe. But relatively speaking, there are relatively few markets in developing countries. The goal of FDEM is to provide investors with more options for factor investment funds in developing countries.

The factors used in FDEM stock selection, including value, quality, momentum, low volatility and so on, are aimed at selecting stocks with higher quality and higher price prospects in developing countries on the basis of these factors.Zhongcang's stocks include: BABA, Samsung, Taiwan Semiconductor Manufacturing Co Ltd, Guangdong Investment, China Biology, China Construction Bank Corporation and so on. From the perspective of investment objectives, the industry distribution and national market of the ETF are relatively scattered.

The size of the FDEM is about $10 million, with a fee of 0.45%. For readers interested in factor investment, you can follow this ETF.

7)$Direxion Shares ETF Trust (RWDE.US) $

RWDE is one of a series of ETF launched by Direxion in 2019. They all have a common feature, that is, ETF cast, in fact, a pair of markets, buy bullish, short bearish.

Take RWDE as an example, the ETF's investment strategy is to add leverage (+ X1.5) to buy stocks in developed markets, and reduce leverage to short (- X0.5) stocks in developing markets.In this way, when stocks in developed markets rise relative to those in developing markets, the net value of the ETF will rise. On the contrary, the net value of the ETF will decrease. Therefore, the purchase of this ETF mainly reflects investors' judgment on the direction of the stock markets of both developed and developing countries. If you are optimistic about developed countries and pessimistic about developing countries, you can consider buying this ETF.

The size of the RWDE is about $15 million and the rate is 0.52%. In contrast to RWDE, there is RWED, the ETF that buys shares in developing countries and sells shares in developed countries. If investors are bullish or bearish on developed countries, they can choose the corresponding ETF to invest.

8)$LISTED FUND TRUST ROUNDHILL BITKRAFT ESPORTS & DIG ENT ETF (NERD.US) $

The investment target of NERD is mainly e-sports Company. The shares of the company held by ETF include: blizzard, Sega, Ubisoft Games, HUYA Inc. and so on.The ETF is relatively small, at $5 million, but the fee is not high, at 0.25%. For readers interested in the e-sports industry, you can follow this ETF.

9)$AMPLIFY ETF TR CROWDBUREAU PEER TO PEER LNDNG CRWD FDNG (LEND.US) $

LEND's investment target is the stocks of companies engaged in P2P. The ETF's heavy stocks include: Lendingtree, Qudian Inc and LexinFintech Holdings Ltd..The ETF is small, at just over $3 million. The rate is not low, reaching 0.65%.Readers who are interested in P2P can follow the ETF.

10)$PROCURE ETF TRUST II SPACE ETF (UFO.US) $

UFO's investment targets are to engage in space exploration, satellite rockets and shares of military space technology companies. The stocks invested by the ETF include: Intelsat, Orbcomm, Sirius, DISH, etc.Are research and development of satellite technology, wireless transmission, space exploration and other companies. The size of the ETF reached $10 million, but the fee was relatively high, at 0.75%. For those who are optimistic about space technology, you can follow this ETF.

The purpose of sharing these ETF with you is not to encourage you to buy. Instead, I want to tell you where the focus of the current investment industry is. These hot spots may also be the areas and issues that many investors usually pay attention to.Some of the design logic behind ETF can be used for reference to develop or optimize our own investment strategies.Of course, in the first half of 2019, more than 100 ETF were issued in the US market alone. I just listed 10 of the more interesting and novel ETF here. If you really want to invest in these new ETF, you need to do more homework.

Edit / Iris

The translation is provided by third-party software.


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