Weekly ETF Industry News Recap | May 18 - May 22, 2026

ETF Weekly Update (May 18 - May 22): New launches, fund moves, and filings shape a dynamic week across U.S., Europe, and Canada.

United States ETF Industry News

ETF Launches - Equities

Humilis Debuts Active Large-Cap ETF Focused on Quality Growth Stocks

Humilis Investment Strategies launched the Humilis US Focused Opportunities ETF (HIS), an actively managed ETF focused primarily on large-cap U.S. equities. The strategy combines top-down macroeconomic analysis with bottom-up fundamental research to identify companies with strong earnings growth potential, durable cash flow, improving profitability, and resilient balance sheets. While diversified across industries, the non-diversified fund may take concentrated sector positions and typically caps individual holdings at 10% of assets.

Tuttle Launches ‘HALO’ ETF Targeting Asset-Heavy Infrastructure Firms

Tuttle Capital launched the Heavy Asset Low Obsolescence ETF (HALX), a passive strategy tracking the Tuttle Capital Heavy Asset Low Obsolescence Index, maintained and calculated by VettaFi. The ETF targets 30–50 U.S.-listed companies with high tangible asset intensity, durable cash flows, and long-lived infrastructure or industrial operations. The rules-based “HALO Score” framework favors firms tied to utilities, transportation, energy systems, manufacturing, waste management, and other essential physical-world industries while screening against asset-light and software-driven business models. The equal-weighted strategy is designed to capture companies benefiting from ongoing infrastructure investment and capital-intensive economic activity.

Sophus Capital Launches Active Emerging Markets ETF

Sophus Capital launched the Sophus Capital Emerging Markets ETF (EMEM), an actively managed strategy targeting high-growth emerging market companies trading at attractive valuations. The fund combines quantitative screening with bottom-up fundamental research to identify firms with improving earnings trends, positive revisions, and strong competitive positioning. Its proprietary EM Alpha Model ranks more than 4,000 emerging market stocks, while portfolio managers actively manage country, sector, and regional exposures to help reduce volatility often associated with emerging markets investing.

Sophus Capital Launches Active Emerging Markets Small-Cap ETF

Sophus Capital has launched the Sophus Capital Emerging Markets Small Cap ETF (EMSC), an actively managed strategy targeting small-cap companies across emerging markets. The fund combines proprietary quantitative screening with bottom-up fundamental research to identify firms with improving earnings growth, attractive valuations, and positive earnings revision trends. Its EM Alpha Model ranks more than 5,000 companies, helping analysts focus on high-conviction opportunities. The portfolio also incorporates risk controls to manage country, sector, and regional exposure amid emerging-market volatility.

iShares Files Flexible Long-Short Global Equity ETF

The iShares Flexible Equity Active ETF (BFLX) will combine global equity investing with long-short positioning, derivatives, currencies, and commodity exposure. The actively-managed strategy maintains a net long equity stance while using options, swaps, futures, and currency contracts to pursue returns and manage risk across changing market environments. The fund can invest globally across all market caps, including REITs and convertible securities, and may gain commodity exposure through a Cayman subsidiary. BlackRock will rely on quantitative models and tactical asset allocation, giving the ETF a multi-asset hedge fund-style structure within an ETF wrapper.

Principal Launches Active ETF Focused on Securitized Credit Markets

Principal Asset Management has launched the Principal Securitized Debt ETF (WDE), an actively managed ETF investing across mortgage-backed securities, asset-backed securities, CLOs, and other securitized credit products. The fund will allocate at least 80% of assets to securitized investments, with most holdings expected to be investment grade. WDE targets a duration profile tied to a blended benchmark of MBS, ABS, and CMBS indexes and may use derivatives for hedging and tactical positioning. The strategy combines macro analysis with bottom-up security selection across securitized debt sectors.

Principal Launches Long-Duration Treasury STRIPS ETF

Principal Asset Management has launched the Principal Long Duration ETF (DWWN), an actively managed ETF focused primarily on U.S. Treasury STRIPS. The fund targets long-duration exposure by investing in zero-coupon Treasury securities created from separated principal and interest payments of U.S. Treasuries. DWWN aims to maintain a duration close to the Bloomberg US STRIPS 20+ Year Index, which currently carries a duration above 24 years. The ETF may also use futures and swaps for hedging, tactical positioning, and duration management.

Principal Launches Active TIPS ETF With Flexible Duration Strategy

Principal Asset Management has launched the Principal Inflation Protection ETF (RIZE), an actively managed ETF focused on Treasury Inflation-Protected Securities (TIPS). The fund will invest at least 80% of assets in inflation-linked U.S. Treasuries designed to help preserve purchasing power as consumer prices rise. Unlike traditional TIPS index products, RIZE targets a flexible duration profile between zero and five years and may use futures and swaps to manage interest-rate exposure tactically. The ETF is benchmarked against the Bloomberg US Treasury TIPS 0-5 Years Index.

PGIM Launches Low-Cost Active U.S. Core Equity ETF

PGIM has launched the PGIM Jennison U.S. Core Equity ETF (PJUS), an actively managed ETF offering diversified exposure to U.S. equities through a benchmark-aware strategy. Managed by Jennison, the fund uses bottom-up fundamental research and disciplined risk controls to build a roughly 100-stock portfolio. PJUS carries a 0.19% net expense ratio and marks another expansion of PGIM’s growing active ETF platform, which now includes more than 60 actively managed ETFs across equity and fixed income markets.

Goldman Sachs Launches Data-Driven International Equity ETF

Goldman Sachs has launched the Goldman Sachs Data Enhanced International Equity ETF (GIEQ), an actively managed strategy focused on non-U.S. equities across developed and emerging markets. The ETF uses a quantitative investment process combined with qualitative oversight to identify opportunities tied to valuation mispricings, business quality, market sentiment, and macro trends. GIEQ primarily targets large- and mid-cap international stocks while maintaining flexibility to invest in small caps, depositary receipts, REITs, and ETFs. The fund benchmarks its performance against the MSCI EAFE Index.

Defiance Launches 2x Leveraged AST SpaceMobile ETF

Defiance ETFs has launched the Defiance Daily Target 2X Long ASTS ETF (ASTY), a single-stock leveraged ETF designed to deliver 200% of the daily performance of AST SpaceMobile shares. The fund targets active traders seeking amplified exposure to the satellite communications company, which is developing a space-based cellular broadband network capable of connecting standard smartphones directly to satellites. ASTY expands Defiance’s growing lineup of leveraged ETFs focused on high-growth technology and telecommunications themes.

REX Launches Leveraged ETFs for AST SpaceMobile and Lumentum

REX Shares and Tuttle Capital Management have launched the T-REX 2X Long ASTS Daily Target ETF and the T-REX 2X Long LITE Daily Target ETF, offering 2x daily leveraged exposure to AST SpaceMobile and Lumentum Holdings. The new ETFs target two major technology themes: satellite-based mobile connectivity and optical infrastructure supporting AI and cloud data centers. REX said the launches expand its growing lineup of single-stock leveraged ETFs, which now includes more than 40 products tied to high-volatility technology and growth companies.

GraniteShares Launches Autocallable ETFs Tied to Palantir and Robinhood

GraniteShares launched two new autocallable ETFs, the GraniteShares Autocallable PLTR ETF (PLA) and GraniteShares Autocallable HOOD ETF (AHD). The funds use structured income strategies linked to the volatility and price performance of Palantir and Robinhood, targeting monthly distributions through autocallable-style mechanics. The launches expand GraniteShares’ growing lineup of autocallable ETFs tied to high-volatility retail and AI-related stocks, following earlier products linked to Nvidia, Tesla, Strategy, and Coinbase.

ETF Launches - Fixed Income

Principal Launches Short-Duration CLO ETF Focused on Senior Tranches

Principal Asset Management has launched the Principal CLO ETF (UUPP), an actively managed fund focused primarily on senior collateralized loan obligation tranches. The ETF will invest at least 80% of assets in CLOs, targeting investment-grade senior debt backed by diversified pools of corporate loans. UUPP will maintain a portfolio duration below one year and may also invest in floating-rate securities, securitized assets, and derivatives for hedging and duration management. The strategy combines top-down macro analysis with bottom-up credit research to navigate interest rate and credit market conditions.

ETF Updates & Changes

Global X to Convert KRMA Into Capital Allocation Leaders ETF

Global X announced major changes to the Global X Conscious Companies ETF (KRMA), including a new name, ticker, index, and strategy effective around July 21, 2026. The fund will become the Global X Morningstar Capital Allocation Leaders ETF (CPTL), tracking companies rated highly by Morningstar for balance sheet strength, investment efficiency, and shareholder capital allocation practices. The overhaul also lowers the management fee to 0.35% and removes the fund’s prior ESG-focused “conscious companies” approach.

KraneShares Rebrands AI ETF to Highlight Public-Private Focus

KraneShares will rename the KraneShares Artificial Intelligence and Technology ETF to the KraneShares Public-Private AI & Technology ETF effective June 1, 2026. The change signals an expanded emphasis on both publicly traded and private-market exposure within the artificial intelligence and technology sectors while maintaining the fund’s broader thematic AI focus.

KraneShares Renames Vietnam ETF, Expands Index Exposure

KraneShares will rename the KraneShares Dragon Capital Vietnam Growth Index ETF to the KraneShares Dragon Capital Growth of Vietnam Index ETF effective June 1, 2026. The fund is also revising its investment strategy to track an index covering Ho Chi Minh City-listed stocks and Vietnam-focused “Diamond ETFs” designed to provide access to companies constrained by foreign ownership limits. The updated approach expands exposure to Vietnam equities available to U.S. investors, including ETFs affiliated with sub-adviser Dragon Capital.

Simplify Renames MAXI Bitcoin ETF, Drops “PLUS Income” Branding

Simplify Exchange Traded Funds renamed the Simplify Bitcoin Strategy PLUS Income ETF (MAXI) to the Simplify Bitcoin Strategy ETF effective May 22, 2026. The change removes the “PLUS Income” branding from the fund’s name while retaining the MAXI ticker. No other strategy changes were disclosed in the filing.

ETF Liquidations

Leverage Shares to Liquidate Five Capped Leveraged Single-Stock ETFs

Themes ETFs announced plans to liquidate five Leverage Shares 2X Capped Accelerated Monthly ETFs: COIO, MSOO, NVDO, PLOO, and TSLO, tied respectively to Coinbase, MicroStrategy, Nvidia, Palantir, and Tesla. Trading in the funds will cease after June 16, 2026, with final liquidations expected around June 25. The closures highlight continued turnover in the leveraged ETF market as issuers adjust offerings tied to high-volatility growth and AI-related stocks.

Tradr to Liquidate Four Leveraged and Inverse ETFs in June

Tradr will liquidate the Tradr 1X Short Innovation 100 Monthly ETF, Tradr 2X Short CLSK Daily ETF, Tradr 2X Long HL Daily ETF, and Tradr 2X Long SRPT Daily ETF following board approval of liquidation plans. The funds will stop creating and redeeming shares and cease trading on June 11, 2026, with liquidation expected around June 18. Ahead of closure, the portfolios may shift into cash and highly liquid assets, potentially reducing exposure to their stated strategies before shareholders receive final cash distributions.

REX to Liquidate Seven Growth & Income ETFs in June

REX Shares will close and liquidate the REX COIN Growth & Income ETF, REX CRWV Growth & Income ETF, REX HOOD Growth & Income ETF, REX LLY Growth & Income ETF, REX MSTR Growth & Income ETF, REX PLTR Growth & Income ETF, and REX Growth & Income Universe ETF. Trading in the funds will halt after market close on June 9, 2026, with liquidation scheduled for June 16. The ETFs will also stop accepting new creation orders on June 9, and shareholders will receive cash proceeds based on each fund’s net asset value at liquidation.

GraniteShares to Shut Down Three Leveraged ETFs

GraniteShares announced plans to liquidate three leveraged ETFs: the 2x Long BULL Daily ETF (BULX), 2x Long ETOR Daily ETF (ETRL), and 2x Short MSTR Daily ETF (MSDD). Trading is expected to cease on June 18, 2026, with liquidation distributions scheduled around June 22. The closures were attributed to limited assets and weak growth prospects, with the funds expected to reduce exposure and raise cash as they wind down operations prior to termination.

Guinness Atkinson to Liquidate Three ETFs by July 2026

Guinness Atkinson Funds announced plans to liquidate and close three ETFs: the Sustainable Energy ETF (SOLR), International Dividend Builder ETF (GAID), and US Dividend Builder ETF (GAUD). Trading on NYSE Arca is expected to end June 30, 2026, with final liquidation targeted by July 7. The closures were driven by limited asset growth and market conditions. As liquidation approaches, the funds will increasingly hold cash and unwind portfolios, potentially affecting performance and triggering taxable events for shareholders.

ETF Filings

AllianceBernstein Targets U.S. Large Caps With Hybrid ETF Strategy

The AB US Research Advanced ETF will blend fundamental stock research with quantitative factor modeling. The actively-managed fund will invest at least 80% of assets in U.S. equities, primarily large-cap companies, while allowing limited exposure to non-U.S. and smaller-cap stocks. Portfolio construction combines overweight positions from AB’s value, core, and growth strategies with proprietary factor signals tied to quality, value, and momentum. An optimization process will manage diversification, sector exposure, and risk relative to the S&P 500 Index.

Roundhill Files ETF Focused on Photonics and Optical Tech

The Roundhill Photonics & Optics ETF (LYTE) will target companies tied to photonics and optical technologies powering AI data centers, defense systems, medical imaging, and quantum computing. The actively-managed fund will invest at least 80% of assets in firms deriving significant revenue from technologies such as silicon photonics, optical interconnects, lasers, fiber optics, and photonic AI acceleration. The strategy may include U.S. and international stocks, ADRs, China A-shares, and derivatives, with concentrated exposure to the information technology sector.

Roundhill Files Neocloud ETF Focused on AI Infrastructure Buildout

The Roundhill Neocloud ETF (NCLD) will targeting “Neocloud Companies” tied to the rapid expansion of AI computing infrastructure. The actively-managed strategy will invest in firms involved in GPU-as-a-service platforms, AI-focused data centers, cooling systems, power infrastructure, high-speed networking, and companies shifting from crypto mining to AI and high-performance computing operations. The fund may use derivatives for exposure and will concentrate heavily in the industrials and technology sectors.

Roundhill Files Active Quantum Computing ETF

The Roundhill Quantum Computing ETF (QQ) will target companies tied to quantum computing, quantum software, enabling infrastructure and post-quantum security. The fund will invest at least 80% of assets in quantum-related equities or derivatives, including U.S. and non-U.S. firms across market caps. Portfolio selection will emphasize companies with meaningful quantum revenue exposure and leadership in areas such as QPUs, QCaaS, cryogenics, photonics and quantum-safe networking.

Roundhill Files ETF Tied to AI Computing Power Futures

The Roundhill Compute ETF (GPUX) is designed to provide exposure to “Computational Power” through futures, swaps, and other derivatives linked to computing capacity used in AI, cloud computing, and high-performance data processing. The actively-managed fund will invest at least 80% of assets in instruments tied to compute markets and may use a Cayman subsidiary to access derivatives efficiently. Collateral holdings will include Treasuries and money market instruments. The filing highlights growing investor interest in AI infrastructure as an investable asset class beyond traditional semiconductor equities.

Main Management Files Tactical Sector Rotation ETF With Options Overlay

The Main Active Rotation ETF will use a fund-of-funds structure to rotate across sector ETFs and individual equities based on valuation and macroeconomic trends. The strategy will dynamically overweight or underweight sectors using analysis of inflation, economic growth, and market fundamentals, while also employing covered call and secured put option strategies to generate income and potentially reduce portfolio volatility. The fund may invest globally across sectors, market caps, and currencies.

Defiance Files ETF Tracking Alphabet-Backed Venture Companies

The Defiance Google Ventures ETF will invest in publicly traded companies backed by Alphabet through GV, CapitalG, and Gradient Ventures. The actively-managed strategy will target up to 15 firms tied to cloud computing, semiconductors, networking, photonics, and AI infrastructure, with holdings weighted based on the size of Alphabet’s disclosed investments. The fund may also invest in newly public companies previously backed by Alphabet and is expected to concentrate heavily in semiconductors and the broader technology sector.

Defiance Files ETF Tracking Nvidia-Backed Technology Companies

The Defiance Nvidia Ventures ETF will focus on publicly traded companies that have received direct equity investments from Nvidia. The actively-managed strategy will target up to 15 firms across cloud computing, semiconductors, networking, photonics, and AI infrastructure, with holdings weighted based on the size of Nvidia’s disclosed investments. The fund may also gain exposure to newly public companies backed by Nvidia and is expected to concentrate heavily in the semiconductor and broader technology sectors.

Defiance Files China Semiconductor Top 10 ETF

The Defiance China Semiconductor Top 10 ETF will track the Solactive China Semiconductor Top 10 Index, a rules-based index of 10 leading semiconductor companies listed in China through the Hong Kong Stock Exchange or Stock Connect programs. The index selects firms from the global semiconductor universe based on liquidity and free-float market capitalization, with all constituents equally weighted at each quarterly rebalance. The fund will primarily replicate the index but may also use representative sampling or total return swaps. The portfolio is expected to remain concentrated in semiconductor-related industries and classified as non-diversified.

Defiance Files Concentrated Korea Semiconductor ETF

The Defiance Korea Semiconductor Top 10 ETF will track the Solactive Korea Semiconductor Top 10 Index, offering focused exposure to South Korea’s semiconductor industry. The rules-based index selects 10 Korean-listed companies involved in memory chips, foundry services, semiconductor equipment, packaging and testing technologies. Constituents are weighted by free-float market capitalization with a 30% cap on any single holding. The fund will primarily use a full replication strategy but may also use representative sampling or total return swaps, and is expected to remain heavily concentrated in semiconductor-related industries.

Defiance Files ETF Targeting Korea’s AI Chip Leaders

The Defiance Korea AI Semiconductor Top 10 ETF will track the Solactive Korea AI Semiconductor Top 10 Index, which targets South Korean companies tied to AI semiconductor infrastructure. The rules-based index selects 10 firms involved in memory chips, semiconductor equipment, advanced packaging and testing technologies, with constituents weighted by free-float market cap and capped at 20%. The fund will primarily replicate the index, though it may use representative sampling or total return swaps. The portfolio is expected to be heavily concentrated in semiconductor-related industries.

Defiance Files ETF Targeting Small Modular Reactor Supply Chain

The Defiance US Top 10 Small Modular Reactor ETF will track the BITA US Top 10 Small Modular Reactor Select Index, focused on companies tied to the emerging SMR nuclear industry. The fund will target firms involved in reactor development, HALEU nuclear fuel production, SMR engineering, and specialized component manufacturing. The concentrated index may hold as few as one to ten stocks and includes companies listed on U.S. exchanges with significant revenue exposure to advanced nuclear technologies and infrastructure.

Defiance Files Treasury ETF Aimed at Stablecoin Reserve Demand

The Defiance Genius Money Market ETF is designed to serve as an eligible reserve asset vehicle for stablecoin issuers under the proposed GENIUS Act framework. The actively-managed fund will invest exclusively in short-term U.S. Treasuries, Treasury-backed repos, cash, and government money market funds, while maintaining strict liquidity and maturity limits under Rule 2a-7. Structured as a government money market fund, the ETF targets low-risk cash management and stablecoin reserve use cases amid growing regulatory focus on digital asset backing requirements.

Defiance Files Active ETF Focused on AI Memory Chip Leaders

The Defiance Pure Play Memory ETF will target “pure play” memory semiconductor companies tied to AI infrastructure and high-performance computing. The actively-managed strategy is built around the BITA AI Memory Select Index and focuses on firms involved in HBM, DRAM, NAND flash, LPDDR memory, memory controllers, and advanced packaging technologies. The portfolio currently includes 11 globally listed companies with significant exposure to Taiwan’s semiconductor industry. While benchmark-aware, the fund may actively adjust holdings and use swaps to gain exposure to AI memory stocks.

Defiance Files ETF Targeting U.S. Plumbing and Electrical Firms

The Defiance Plumbing & Electrical ETF will track the Solactive United States Plumbing & Electrical Index, which focuses on U.S. companies tied to plumbing, HVAC, electrical systems, and building infrastructure services. The index includes up to 30 stocks spanning distributors, specialty contractors, climate-control manufacturers, and fluid-control equipment providers. Constituents are weighted by free-float market capitalization with a 5% cap per holding. The ETF is expected to have concentrated exposure to industrial and infrastructure-related businesses tied to construction, maintenance, and building systems demand.

Defiance Files ETF Focused on Memory and Photonics Stocks

The Defiance Memory & Photonics ETF will track the Solactive Memory and Photonics Index, targeting global companies tied to memory semiconductors, data storage, networking chips, and optoelectronics. The index selects up to 20 equally weighted companies from U.S. and Asian exchanges, with notable exposure to Taiwan and Cayman Islands-domiciled firms. The strategy emphasizes businesses involved in flash memory, volatile memory, storage hardware, and photonics technologies. The ETF is expected to concentrate heavily in optoelectronics and data storage industries and will rebalance quarterly.

Defiance Targets AI Chip Packaging and Testing Supply Chain

The Defiance AI Packaging & Testing ETF will track the BITA AI Advanced Packaging and Testing Index, focusing on companies supporting next-generation AI semiconductor manufacturing. The fund targets firms involved in advanced chip packaging, wafer-level processing, silicon photonics, burn-in testing, factory automation, and high-bandwidth memory assembly. The globally diversified index currently holds 17 companies with notable exposure to China, Japan, and Taiwan, and is concentrated in the semiconductor industry. The ETF will rebalance quarterly and may use representative sampling and securities lending.

Defiance Files ETF Targeting AI Inference Chip Leaders

The Defiance Inference AI Chip ETF will track the BITA AI Inference Chip Select Index, focusing on companies developing hardware optimized for AI inference workloads. The index includes firms tied to GPUs, AI ASICs, neuromorphic chips, FPGA accelerators, and AI-focused CPUs, with global exposure spanning the U.S., China, and other major tech markets. The portfolio currently holds 15 companies and is heavily concentrated in semiconductor stocks. The ETF will follow a quarterly rebalancing process and may use representative sampling and securities lending to track the index efficiently.

Hartford Files Active High Yield Bond ETF Focused on Junk Debt

The Hartford High Yield ETF (HINC) will invest primarily in non-investment grade corporate debt. Actively-managed by Wellington Management, the strategy combines top-down macro analysis with bottom-up credit research to identify mispriced securities and generate income and total return. The fund may invest globally, including up to 30% in foreign issuers, and can use derivatives, bank loans, convertible securities, and preferred stocks as part of its flexible credit-focused approach.

Hartford Files Active International Value ETF Linked to MSCI EAFE Value Index

The Hartford Alpha Capture International Value ETF (ACIV) designed to outperform the MSCI EAFE Value Index. The actively-managed fund will invest at least 65% of assets in foreign equities and maintain an 80% allocation to value companies, primarily across developed international markets. Managed by Wellington Management, the strategy combines multiple value-focused investment teams with quantitative portfolio construction tools, targeting high-conviction large- and mid-cap stocks across countries, sectors, and currencies.

Hartford Files Active International Equity ETF Targeting MSCI EAFE

The Hartford Alpha Capture International Equity ETF (ACIN) will focus on outperforming the MSCI EAFE Index. The actively-managed strategy will invest at least 65% of assets in foreign equities and maintain an 80% minimum allocation to stocks, primarily across developed international markets. Managed by Wellington Management, the fund combines ideas from multiple fundamental equity teams with quantitative portfolio tools, emphasizing high-conviction large- and mid-cap global stocks while retaining flexibility across sectors, countries, and currencies.

Amplify and Samsung File Six Active Concentrated Theme ETFs

Amplify has filed for a suite of actively managed ETFs sub-advised by Samsung Asset Management, targeting nuclear energy, defense tech, quantum computing, robotics, semiconductors and space. Each fund will invest at least 80% of assets in related companies or derivatives, generally using Bloomberg concentrated 10-stock thematic indexes as reference points without formally tracking them. The strategies may use swaps for market access and will be non-diversified.

Amplify Files Asia Memory Chip ETF Focused on DRAM and HBM

The Amplify Top 10 Asia Memory ETF will target Asian memory semiconductor companies across South Korea, Japan, and Taiwan. The fund will track the Akros Asia Memory Semiconductor Index, which focuses on firms tied to DRAM, NAND, NOR flash, and high-bandwidth memory (HBM) technologies, including chipmakers, equipment suppliers, materials providers, and packaging specialists. The concentrated strategy may use swaps and derivatives to gain exposure efficiently while emphasizing companies deeply tied to the AI-driven memory chip supply chain.

Harbor Files ETF Targeting SpaceXAI-Linked AI Companies

The SpaceXAI Lab ETF (XAIW) will focus on companies tied to the growth of the SpaceXAI artificial intelligence ecosystem. The actively-managed strategy uses proprietary analysis of filings, earnings calls, media reports, and market data to identify firms with economic exposure to SpaceXAI-related technologies. The concentrated portfolio will emphasize AI infrastructure, semiconductors, cloud computing, cybersecurity, enterprise software, and related technology providers, including select IPO and private-market related securities.

Harbor Files ETF Focused on OpenAI Ecosystem Companies

The OpenAI Lab ETF (OAIW) will target companies tied to the growth of OpenAI and its artificial intelligence ecosystem. The strategy uses proprietary analysis of filings, earnings calls, media reports, and market data to identify firms with meaningful economic exposure to OpenAI-related technologies. The concentrated portfolio will focus on AI infrastructure, semiconductors, cloud computing, cybersecurity, enterprise software, and related technology providers, including select IPO and private-market related securities.

Harbor Files ETF Tracking Companies in Meta’s AI Ecosystem

The Meta AI Lab ETF (MTAW) will focus on companies expected to benefit from Meta’s expanding artificial intelligence ecosystem. The actively-managed strategy uses proprietary analysis of filings, earnings calls, news, and market data to identify firms with strong economic ties to Meta-related technologies. The concentrated portfolio will emphasize AI infrastructure, semiconductors, cloud computing, cybersecurity, enterprise software, and related technology providers, including select IPO and private-market related securities.

Harbor Files ETF Focused on Google DeepMind AI Ecosystem

The Google DeepMind AI Lab ETF (DEPW) will target companies tied to the growth of Google DeepMind and its AI ecosystem. The actively-managed strategy uses proprietary analysis of filings, earnings calls, media reports, and market data to identify firms with meaningful economic exposure to DeepMind-related technologies. The concentrated portfolio will focus on AI infrastructure, semiconductors, cloud computing, cybersecurity, and enterprise software companies, including select IPO and private-market related securities.

Harbor Files ETF Targeting Companies Tied to Anthropic AI

The Anthropic AI Lab ETF (ANTW) will focus on companies positioned to benefit from Anthropic’s artificial intelligence ecosystem. The strategy uses a proprietary scoring system analyzing filings, earnings calls, media reports, and market data to identify firms with economic ties to Anthropic-related technologies. The concentrated portfolio will primarily target AI infrastructure, semiconductors, cloud computing, cybersecurity, and enterprise software companies, including select IPO and private-market related securities.

Harbor Targets Small-Cap Value With Quant ETF Filing

The Harbor AlphaEdge Small Cap Value ETF (AESL) is built on a quantitative investment framework. The fund will invest at least 80% of assets in small-cap companies within the Russell 2000 Index range and identify value stocks through proprietary valuation analysis. Its systematic process evaluates companies across Capital Deployment, Momentum, Quality, Risk and Valuation to generate “alpha scores” that drive portfolio construction. The strategy dynamically adjusts to shifting market conditions and is expected to hold 75–200 primarily common-stock positions.

Harbor Files Adaptive Quant Small-Cap Growth ETF

The Harbor AlphaEdge Small Cap Growth ETF (AESG) will focus on small-cap growth stocks using a quantitative, regime-aware strategy. The fund will invest at least 80% of assets in small-cap companies within the Russell 2000 Index range and identify growth firms through proprietary growth-related metrics. Its systematic process evaluates companies across Capital Deployment, Momentum, Quality, Risk and Valuation to generate “alpha scores” used in portfolio construction. The ETF is expected to hold 75–200 primarily common-stock positions while dynamically adjusting exposures to changing market conditions.

Harbor Files Quant-Driven Small-Cap Equity ETF

The Harbor AlphaEdge Small Cap Core ETF (AESB) will use a quantitative, adaptive investment strategy. The actively-managed fund will invest at least 80% of assets in small-cap companies within the Russell 2000 Index range and use proprietary models to assess firms across Capital Deployment, Momentum, Quality, Risk and Valuation. The strategy generates “alpha scores” to guide stock selection while adjusting exposures based on market conditions such as inflation, liquidity and sentiment. The portfolio is expected to hold 75–200 primarily common-stock positions.

Harbor Files Quant-Driven Mid-Cap Equity ETF

The Harbor AlphaEdge Mid Cap Core ETF (AEMC) will use a systematic, quantitative investment process. The actively-managed fund will invest at least 80% of assets in mid-cap equities within the Russell Midcap Index range and typically hold 75–150 stocks. Its proprietary model evaluates companies across Capital Deployment, Momentum, Quality, Risk and Valuation to generate “alpha scores” that guide security selection. The strategy also adapts to changing market regimes, adjusting exposures based on factors such as inflation, liquidity and sentiment while applying portfolio risk constraints through an optimization process.

Harbor Files Adaptive Quant Mid-Cap Value ETF

The Harbor AlphaEdge Mid Cap Value ETF (AEMC) will target mid-cap value stocks through a quantitative investment process. The fund will invest at least 80% of assets in mid-cap companies within the Russell Midcap Index range and identify value opportunities using proprietary valuation analysis. Its systematic model evaluates firms across Capital Deployment, Momentum, Quality, Risk and Valuation to generate “alpha scores” for portfolio construction. The strategy dynamically adjusts to changing market conditions and is expected to hold 75–150 primarily common-stock positions.

Harbor Targets Mid-Cap Growth With Adaptive Quant ETF

The Harbor AlphaEdge Mid Cap Growth ETF (AEMG) will focus on mid-cap growth stocks using a quantitative, regime-aware strategy. The actively-managed fund will invest at least 80% of assets in mid-cap companies within the Russell Midcap Index range and use proprietary models to evaluate firms across Capital Deployment, Momentum, Quality, Risk and Valuation. Portfolio construction is driven by “alpha scores” and optimized to maintain a growth orientation while managing risk. The ETF is expected to hold 75–150 primarily common-stock positions.

Harbor Capital Targets Ultra-Short Treasury ETF Launch

The Harbor Short Term Treasury ETF (HBIL) will focus primarily on U.S. Treasury bills with maturities of one year or less. The actively-managed fund will normally keep a dollar-weighted average maturity near 90 days, positioning it as a low-duration cash-management strategy. Up to 20% of assets may be allocated to liquidity and income-enhancing tools such as repos, floating-rate notes, money market funds, and short-term government securities. The ETF will not operate as a money market fund and will not maintain a stable $1 NAV.

iShares Files Short-Duration Municipal Bond Fund

The iShares Short Duration Muni Active ETF will focus on federally tax-exempt income with lower interest rate sensitivity. The strategy will primarily invest in investment-grade municipal bonds, notes, and variable rate demand obligations while maintaining an expected portfolio duration of four years or less. The fund may also use derivatives tied to municipal market exposure, positioning the strategy as a more defensive option for investors seeking tax-exempt income in a potentially volatile rate environment.

iShares Files Flexible National Municipal Bond Fund

The iShares National Municipal Active ETF will invest primarily in tax-exempt municipal securities across a wide range of credit qualities. The actively-managed strategy is expected to focus mainly on investment-grade bonds with maturities of five years or longer but retains flexibility to allocate significantly to high-yield municipal debt. The fund may also use derivatives, tender option bond structures, and leverage to enhance returns and manage risk while maintaining exposure to federally tax-exempt income.

MarketDesk Plans Global Momentum ETF Focused on Strong Trends

The MarketDesk International Momentum ETF will target international stocks with strong price momentum and solid financial quality metrics. The strategy uses a quantitative process to screen large- and mid-cap developed and emerging market equities for liquidity, balance-sheet strength, and sustained six-month upward price trends. The portfolio will typically hold 50–100 securities and rebalance monthly, leading to high turnover. The non-diversified fund may take concentrated positions in top-ranked momentum names worldwide.

Tuttle Files ETF Focused on ‘Magnificent 10’ Mega-Cap Stocks

The Tuttle Capital Magnificent 10 ETF centered on ten mega-cap U.S. growth companies collectively labeled the “Magnificent 10.” The actively-managed fund will primarily hold equal-weighted positions in firms including NVIDIA, Microsoft, Apple, Amazon, Meta, Tesla, Broadcom, AMD, and Palantir, with flexibility to adjust the lineup over time. The non-diversified strategy will be heavily concentrated in technology and communication services, reflecting the dominant market influence of AI and innovation-driven companies.

Horizon Files Defensive Equity Income ETF With Covered Call Strategy

The Horizon High Income ETF will pair a portfolio of primarily dividend-paying U.S. large-cap stocks with a covered call options strategy. The actively-managed fund will target companies with strong profitability, stable earnings, low volatility, and attractive valuations, while generating additional income through selling call options on indexes such as the S&P 500. Designed with a modest defensive tilt, the strategy aims to outperform in flat or declining markets but may lag during strong equity rallies.

Horizon Files Inflation-Focused ETF With Commodity Options Overlay

The Horizon Expansion Leaders ETF will combine U.S. large-cap equities with a commodity-linked options strategy. The actively-managed fund will target companies positioned to benefit from inflationary and economic growth trends, with potential sector tilts toward energy, materials, industrials, real estate, and financials. To complement the equity portfolio, the ETF will use options on commodities, commodity-linked ETFs, and indexes to gain exposure to areas such as gold and energy without directly holding commodities or futures.

T. Rowe Price Files Diversified Small-Cap Equity Fund

The T. Rowe Price Small-Cap ETF (TSEE) is a new small-cap equity fund investing primarily in companies with market capitalizations below the upper range of major small-cap indexes, currently around $30 billion. The actively managed strategy combines growth and value investing, using metrics such as price-to-earnings, cash flow, dividend yield, and restructuring potential to identify opportunities. While focused mainly on U.S. stocks, the fund may also invest internationally and could maintain sizable exposure to sectors such as industrials and business services.

T. Rowe Price Files Investment-Grade Securitized Debt Fund

The T. Rowe Price Securitized Income ETF (TSCZ) is a new actively-managed securitized fixed income fund focused on investment-grade ABS, RMBS, CMBS, and CLOs. The strategy will primarily target U.S. securities while maintaining flexibility to invest in developed international markets. The fund will use fundamental credit analysis and active duration management, alongside derivatives and TBA mortgage trading, to enhance returns and manage risks tied to interest rates, credit spreads, inflation, and currencies.

T. Rowe Price Files Active Mid-Cap Equity Strategy

The T. Rowe Price Mid-Cap Equity Research ETF (TMID) is a new actively managed mid-cap equity fund designed to mirror the sector and industry structure of the Russell Midcap Index while seeking excess returns through stock selection. The strategy will primarily invest in common stocks of companies generally valued between roughly $1.8 billion and $98 billion. Portfolio managers and sector analysts will use fundamental research to overweight favored stocks and underweight weaker names, with the flexibility to maintain concentrated exposure in certain sectors.

T. Rowe Price Files Flexible Emerging Markets Bond Fund

The T. Rowe Price Dynamic Emerging Markets Bond ETF (TDEM) is a new actively-managed nondiversified emerging markets bond fund investing primarily in sovereign and corporate debt across Latin America, Asia, Europe, Africa, and the Middle East. The strategy can invest across all credit qualities, including distressed and defaulted debt, with no maturity or duration limits. The fund will use fundamental research, sector allocation, currency positioning, and derivatives to manage risk and pursue opportunities across interest rates, currencies, and credit markets.

T. Rowe Price Files Multi-Sector Income-Focused Bond Fund

The T. Rowe Price Capital Appreciation Fixed Income ETF (TFIX) is a new actively managed fixed income fund investing across high-yield corporate bonds, leveraged loans, investment-grade credit, and government debt. The strategy generally aims for balanced exposure across the four sectors but can shift allocations based on market opportunities and risk-adjusted return potential. The fund will use bottom-up credit analysis, emphasize income generation, and maintain an expected duration of two to six years while investing primarily in U.S. dollar-denominated securities.

Cohen & Steers Files Multi-Asset Real Assets ETF

The Cohen & Steers Real Assets Active ETF will focus on generating long-term total returns and inflation protection through diversified exposure to real assets. The actively-managed fund will allocate across real estate, commodities, natural resources, infrastructure and precious metals, with flexible target ranges and indirect exposure to some asset classes through ETFs and derivatives. The strategy combines top-down asset allocation with bottom-up security selection and may also use derivatives, PIPEs and IPO investments. The portfolio is designed to adapt to changing inflation and market conditions while maintaining broad real asset exposure.

GraniteShares Files Weekly Income ETF Tied to Leveraged SpaceX Funds

The GraniteShares YieldBOOST SPCX ETF is designed to generate weekly income by selling put options on 2x leveraged SpaceX ETFs. The actively-managed strategy seeks enhanced option premiums from leveraged products tied to SpaceX exposure, using put-write and put-spread strategies through options and swaps. While the fund aims to deliver frequent distributions, investors remain exposed to potentially amplified downside losses if the underlying leveraged ETFs decline. The filing highlights significant derivatives use, capped upside potential, and possible return-of-capital distributions.

GraniteShares Files DRAM-Linked Autocallable Income ETF

The GraniteShares Autocallable DRAM ETF is designed to generate monthly income through autocallable derivatives tied to the Roundhill Memory ETF (DRAM). The actively-managed strategy uses swaps and options linked to semiconductor memory stocks, aiming to capture coupon payments while offering limited downside protection unless DRAM falls below preset barriers. The fund’s exposure centers on AI and data-center memory leaders such as SK Hynix, Samsung, and Micron, but investors face capped upside, reinvestment risk, and potential full downside losses in severe declines.

GraniteShares Targets AI Infrastructure With New Leveraged ETFs

GraniteShares filed for four single-stock leveraged ETFs tied to Crusoe Energy Systems and Kioxia Holdings. The lineup includes 2x long and -2x short daily funds designed to amplify moves in the underlying stocks and ADRs. Crusoe is known for AI-focused energy and data center infrastructure, while Kioxia is a major memory semiconductor producer. The filings expand GraniteShares’ growing roster of tactical leveraged products targeting high-volatility AI and semiconductor-related themes.

GraniteShares Files SpaceX Autocallable Income ETF

The GraniteShares Autocallable SPCX ETF will seek monthly income through exposure to autocallable derivatives linked to SpaceX stock. The actively-managed strategy uses swaps and options tied to structured products that pay contingent coupons if SpaceX shares remain above predefined barriers, while offering limited downside protection unless the stock falls sharply below maturity thresholds. The fund will not hold SpaceX directly and caps upside participation in exchange for income generation. The filing highlights significant derivatives exposure, aerospace sector concentration, and risks tied to missed coupon payments and principal losses.

Tradr Files 15 Leveraged Funds Tied to AI, Chip Stocks and ETFs

Tradr filed for a suite of 2x leveraged daily ETFs tied to semiconductor, AI infrastructure, photonics, aerospace, and industrial technology companies, including GlobalFoundries, Aehr Test Systems, Onto Innovation, IPG Photonics, and Lightwave Logic. The lineup also includes a leveraged fund linked to the Dan Ives Wedbush AI Revolution ETF (IVES), extending the issuer’s reach beyond single-stock products. Each ETF is designed to deliver 200% of the daily performance of its underlying stock or ETF.

Direxion Files 16 Leveraged ETFs Targeting AI, Chips, and Energy

Direxion filed for 16 new leveraged ETFs offering 2x daily bullish and bearish exposure to individual stocks and a semiconductor memory ETF. The lineup includes products tied to Arista Networks, Lam Research, Newmont, Western Digital, Sandisk, CoreWeave, and GE Vernova, alongside new leveraged funds linked to the Roundhill DRAM ETF. The filing further expands the growing market for high-volatility trading products focused on AI infrastructure, semiconductors, energy, and mining themes.

Leverage Shares Files 30 New 2X Single-Stock ETFs Globally

Leverage Shares filed for 30 new leveraged ETFs offering 2x daily exposure to a wide mix of international and U.S. technology, semiconductor, industrial, and energy-transition stocks. The lineup includes products tied to Tencent, Samsung, SoftBank, Tokyo Electron, Advantest, Lasertec, Schneider Electric, and Infineon, alongside U.S.-listed names in AI infrastructure, networking, solar, memory chips, and lidar. The filing significantly expands the issuer’s global single-stock leveraged ETF platform amid continued investor demand for high-volatility thematic trading products.

REX Shares Files New 2X Leveraged ETFs on AI and Industrial Stocks

REX Shares filed for eight new T-REX leveraged ETFs designed to deliver 2x daily exposure to a range of individual stocks tied to AI infrastructure, semiconductors, industrial technology, and energy equipment. The proposed lineup includes leveraged products linked to Ambiq Micro, GlobalFoundries, Infosys, and energy-related names such as ProPetro and BWX Technologies. The filing expands the fast-growing market for high-risk single-stock leveraged ETFs targeting momentum-driven sectors and thematic trades.

REX Shares Files 2X ETFs for OpenAI, Quantinuum, and Kioxia

REX Shares filed for new leveraged ETFs designed to deliver 200% daily exposure to OpenAI, Quantinuum, and Kioxia. The funds would use swaps, call options, FLEX options, and potentially direct stock holdings to obtain leveraged exposure to companies tied to artificial intelligence, quantum computing, and semiconductor memory markets. The filings underscore growing demand for speculative single-stock ETF products linked to high-profile private and recently public technology companies.

REX Files Suite of AI Compute Power Futures ETFs

REX has filed for actively managed ETFs tied to an AI Compute Power Index measuring average hourly rental rates for NVIDIA H100 GPUs. The proposed funds would seek long, inverse -1x and leveraged 2x daily exposure through futures, swaps, options, other funds and a Cayman subsidiary, with Treasury and high-quality debt used as collateral. The filings highlight high volatility, roll-cost risks and the possibility of rapid losses, including to zero.

ProShares Files 2X Leveraged ETFs for Kioxia and Roze IPOs

ProShares filed for new Ultra ETFs designed to deliver 2x daily exposure to Kioxia Holdings and Roze, two companies expected to enter public markets through upcoming IPOs. The proposed funds would use swaps and other derivatives to provide leveraged exposure to Kioxia’s NAND flash memory business and Roze’s AI infrastructure and robotics operations. The filings highlight continued demand for leveraged products tied to emerging AI and semiconductor-focused public listings.

Defiance Files 2X Leveraged ETF Focused on Memory Chip Stocks

The Defiance Pure Memory Daily 2x Strategy ETF will seek 2x daily exposure to a concentrated basket of “Pure Memory Companies,” including firms tied to DRAM, NAND, HBM, and next-generation memory technologies. The strategy may hold just one to five stocks and will primarily use swaps and options to amplify returns. The fund targets companies benefiting from AI-driven demand for advanced memory semiconductors and may include related equipment or interface providers when pure-play opportunities are limited. As a daily leveraged ETF, performance over longer holding periods may diverge significantly from 2x the underlying portfolio.

ETF Milestones

Tema’s Space Innovators ETF Tops $1 Billion in Just 37 Days

Tema ETFs announced that the Tema Space Innovators ETF (NASA) has surpassed $1 billion in assets under management only 37 trading days after launch, making it the second-fastest thematic ETF and one of the five fastest active equity ETFs to reach the milestone. The actively managed fund, launched in March 2026, has also become the largest space-focused ETF at $1.27 billion in assets. Tema said investor demand has been driven in part by the ETF’s exposure to the space economy, including pre-IPO access to SpaceX.

State Street’s US ETF Business Surpasses $2 Trillion Milestone

State Street Investment Management announced that its US ETF franchise has exceeded $2tn in assets under management, marking a major milestone for one of the industry’s largest ETF providers. The achievement reflects decades of growth across core index, sector, and SPDR ETF offerings as investors continue shifting toward low-cost and scalable portfolio solutions. The firm credited long-term client trust, product innovation, and broad institutional and advisor adoption for the expansion of its ETF platform.

State Street’s SCOM ETF Crosses $100M in First Month

State Street’s SPDR Commodity UCITS ETF (SCOM) surpassed $100m in assets under management within its first month of trading, reflecting rapid investor adoption of the diversified commodities strategy. The ETF has grown more than 250% since launch, underscoring renewed demand for commodity exposure as investors seek inflation hedges and portfolio diversification. The strong early inflows add to State Street’s expanding global ETF footprint following several recent asset milestones across its SPDR lineup.

Corgi’s EUV ETF Tops $150M AUM Weeks After Launch

Corgi’s actively managed Lithography & Semiconductor Photonics ETF (EUV) surpassed $150m in assets less than two weeks after launching on May 6, highlighting strong investor demand for AI infrastructure themes beyond chipmakers themselves. The ETF targets companies tied to extreme ultraviolet lithography, photonics, optical networking, and semiconductor manufacturing technologies. Top holdings include TSMC, ASML, Lam Research, Applied Materials, and Corning. EUV holds roughly 40 stocks and charges a 0.35% expense ratio.

Europe ETF Industry News

ETF Launches - Equities

Fundstrat Brings $4.8B Granny Shots Strategy to Europe

Fundstrat Capital and HANetf have launched the Fundstrat Granny Shots US Large Cap UCITS ETF (GRNY) on the London Stock Exchange, Borsa Italiana and Deutsche Börse Xetra. The actively managed ETF gives European investors access to Fundstrat’s thematic U.S. large-cap strategy, which selects stocks tied to multiple long-term investment themes through a rules-based research process. The launch follows strong demand for the U.S.-listed Granny Shots franchise, which now manages more than $4.8 billion across its ETF lineup.

ETF Launches - Fixed Income

BlackRock Expands iBonds ETF Lineup With 2036 and 2037 Funds

BlackRock has launched the iShares iBonds Dec 2036 Term € Corp UCITS ETF, iShares iBonds Dec 2036 Term $ Corp UCITS ETF, iShares iBonds Dec 2037 Term € Corp UCITS ETF, and iShares iBonds Dec 2037 Term $ Corp UCITS ETF in Europe. The funds provide exposure to investment-grade corporate bonds maturing in the same calendar year and currently yield between 4.09% and 5.50%. BlackRock said growing demand for stable income and fixed-income planning tools has helped Europe’s income investing market surpass $2 trillion.

Planned Launches

SEI Expands Into Europe With Factor-Based ETF Platform

SEI is preparing to enter Europe’s ETF market after registering an Irish ETF platform and filing eight factor-based equity ETFs managed by its Quantitative Investment Management team. The move extends the firm’s existing ETF business beyond the US, where it already runs nine ETFs with roughly $5.9bn in assets. SEI oversees or administers about $1.9trn globally and has strong distribution across financial advisors and institutions. The planned UCITS ETF lineup signals continued growth in demand for systematic and factor-driven strategies in Europe.

ETF Ecosystem

Amundi Partners With SpareBank 1 to Expand Nordic Retail Reach

Amundi partnered with Norway’s SpareBank 1 to provide portfolio construction, fund selection, and digital advisory services through the bank’s mobile app. The collaboration will use Amundi Technology’s ALTO platform to deliver integrated investment tools to the bank’s 470,000 savings customers. The deal supports Amundi’s broader strategy of expanding ETF and retail investment distribution through digital channels, following similar partnerships with neobrokers and online investment platforms across Europe.

Canada ETF Industry News

ETF Launches - Equities

Fidelity Expands Equity ETF Lineup Across Emerging, Global, and Canadian Markets

Fidelity launched the Fidelity Emerging Markets Opportunities Fund and ETF Series (FEMO), the Fidelity Global Concentrated Value Fund and ETF Series (FGCV), and the Fidelity All-Canadian Equity ETF Fund. FEMO is designed to capture opportunities across emerging markets despite geopolitical uncertainty, while FGCV offers a concentrated portfolio of value-oriented global investments managed by Dan Dupont. Fidelity also expanded its Canadian equity lineup with a mutual fund version of its existing FCCA ETF strategy.

ETF Launches - Fixed Income

Desjardins Expands ETF Lineup With U.S. Corporate Bond Fund

Desjardins Investments launched the Desjardins US Investment Grade Corporate Bond Index ETF (DUIG), which began trading on the Toronto Stock Exchange on May 19. The ETF seeks to track the Solactive Quarterly Select USD Investment Grade Corporate CAD Hedged TR Index and primarily invests in U.S. dollar-denominated investment-grade corporate bonds. Managed by Desjardins Global Asset Management, DUIG carries a 0.15% management fee and expands the firm’s lineup of low-cost index-based ETFs.

Fidelity Targets Inflation and Volatility With Alternative Bond ETF (FFAB)

Fidelity launched the Fidelity Alternative Bond Fund and ETF Series (FFAB), focused on alternative fixed income strategies as investors navigate evolving interest rate conditions and inflation concerns. The strategy uses long/short approaches designed to generate returns and potentially reduce volatility.

ETF Launches - Other

Fidelity Combines Liquid Alternative Strategies in Multi-Asset ETF (FMAB)

Fidelity launched the Fidelity Multi-Alt Balanced Fund and ETF Series (FMAB), a multi-asset alternative strategy designed to complement traditional equity and fixed income portfolios. The fund provides access to a range of Fidelity’s liquid alternative capabilities within a single solution.

ETF Filings

Hamilton ETFs Files Bitcoin DayMAX ETF Using 0DTE Options Strategy

Hamilton ETFs filed a preliminary prospectus for the Hamilton Enhanced Bitcoin DayMAX ETF (BDAY), a new Canadian ETF combining Bitcoin exposure with an actively managed ultra-short-term options strategy. The fund aims to generate monthly tax-efficient income through covered calls and other 0DTE-style option trades while using leverage capped at roughly 25% of NAV. BDAY would expand Hamilton’s growing DayMAX ETF lineup focused on income generation and volatility management.

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.