Exchange-traded funds

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Retrieved on: 
Wednesday, July 7, 2021
Exchange-traded funds, Finance, State Street Global Advisors, BlackRock, Investment, BLK, Investment management, Financial markets

LOS ANGELES, July 7, 2021 /PRNewswire/ -- Altruist , an all-in-one custodial solution for modern financial advisors, today announced new models on its Model Marketplacefrom BlackRock, Inc. (NYSE: BLK); Redwood Investment Management (Redwood); and State Street Global Advisors (SSGA), the asset management business of State Street Corporation (NYSE: STT).

Key Points: 
  • LOS ANGELES, July 7, 2021 /PRNewswire/ -- Altruist , an all-in-one custodial solution for modern financial advisors, today announced new models on its Model Marketplacefrom BlackRock, Inc. (NYSE: BLK); Redwood Investment Management (Redwood); and State Street Global Advisors (SSGA), the asset management business of State Street Corporation (NYSE: STT).
  • Altruist's Model Marketplace launched earlier this year with Vanguard, Dimensional Fund Advisors, and the Altruist Simplicity Series (a free set of models for advisors designed to reduce risk and maximize return potential).
  • Altruist fully integrates brokerage services and essential practice management software (including the Model Marketplace) into a single platform.
  • That's why the continued growth of our Model Marketplace is excitingwe're offering more choice and flexibility to advisors, including sustainability models.

Roundhill MVP ETF Renamed to Roundhill Pro Sports, Media & Apparel ETF

Retrieved on: 
Wednesday, July 7, 2021
Exchange-traded funds, Finance

NEW YORK, July 7, 2021 /PRNewswire/ -- Effective July 7th, 2021, the Roundhill MVP ETF has changed its name to the Roundhill Pro, Sports, Media & Apparel ETF.

Key Points: 
  • NEW YORK, July 7, 2021 /PRNewswire/ -- Effective July 7th, 2021, the Roundhill MVP ETF has changed its name to the Roundhill Pro, Sports, Media & Apparel ETF.
  • The name change is consistent with the fund's underlying strategy, which remains to invest in companies in the professional sports ecosystem.
  • Roundhill Investments is a registered investment adviser focused on developing innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors.
  • For a prospectus or summary prospectus with this and other information about Roundhill ETFs please visit the website at https://www.roundhillinvestments.com/etf/mvp .

ETF Managers Group (ETFMG®) Extends Cannabis and Leveraged ETF Lineup with MJXL

Retrieved on: 
Wednesday, July 7, 2021
Banking, Professional services, Finance, Finance, Exchange-traded funds, Money, Investment, Investor, Horizons ETFs

The Fund is ETFMGs third cannabis investment offering, joining MJ, the first U.S. listed and worlds largest cannabis ETF, and MJUS, providing access to top names in U.S. cannabis, including multi-state operators (MSOs).

Key Points: 
  • The Fund is ETFMGs third cannabis investment offering, joining MJ, the first U.S. listed and worlds largest cannabis ETF, and MJUS, providing access to top names in U.S. cannabis, including multi-state operators (MSOs).
  • Were proud to be adding yet another cannabis and leveraged ETF to our fund lineup, says Sam Masucci, CEO and Founder of ETFMG.
  • MJXL is a direct answer to increased investor demand for amplified exposure to global cannabis.
  • ETF Managers Group LLC and ETFMG Financial LLC are wholly owned subsidiaries of Exchange Traded Managers Group LLC (collectively, ETFMG).

Guggenheim Energy & Income Fund Announces Final Results of Tender Offer

Retrieved on: 
Tuesday, July 6, 2021
Exchange-traded funds, Finance, Investment, Guggenheim Partners, Guggenheim family, Guggenheim Foundation

NEW YORK, July 06, 2021 (GLOBE NEWSWIRE) -- Guggenheim Energy & Income Fund (XGEIX or the Fund) announced today the final results for its tender offer for up to 1,336 common shares (Shares) of the Fund (approximately 2.5% of the outstanding Shares) at a price equal to the Funds net asset value per Share on the day on which the tender offer expires (the Tender Offer).

Key Points: 
  • NEW YORK, July 06, 2021 (GLOBE NEWSWIRE) -- Guggenheim Energy & Income Fund (XGEIX or the Fund) announced today the final results for its tender offer for up to 1,336 common shares (Shares) of the Fund (approximately 2.5% of the outstanding Shares) at a price equal to the Funds net asset value per Share on the day on which the tender offer expires (the Tender Offer).
  • Questions regarding the Tender Offer may be directed to Georgeson LLC, the information agent for the tender offer, at (888) 565-5190.
  • Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.
  • This information does not represent an offer to sell securities of the Fund and it is not soliciting an offer to buy securities of the Fund.

SunStar Conference Explores Trends in ETF & Mutual Fund Strategies to Grow AUM

Retrieved on: 
Tuesday, July 6, 2021
Exchange-traded funds

Topics include the surge in ETF offerings, what the media wants from managers, effective promotion strategies for ETFs and mutual funds, and what advisors need from fund offerers.

Key Points: 
  • Topics include the surge in ETF offerings, what the media wants from managers, effective promotion strategies for ETFs and mutual funds, and what advisors need from fund offerers.
  • "I'm very excited about this year's group of speakers," said Kathryn Morrison, president and CEO of SunStar Strategic.
  • If fund company participants want to engage in deeper conversations on these topics, SunStar will facilitate meetings with the speakers.
  • SunStar Strategic proactively generates media exposure and brand awareness for their ETF and mutual fund clients in the financial national online and traditional media.

FDCTech to Launch Simplified and Gamified Condor Stocks & ETFs App for Stocks, ETFs, and other high-growth financial securities

Retrieved on: 
Tuesday, July 6, 2021
App store, Exchange-traded funds, Finance, Brokerage firms

Irvine, CA, July 06, 2021 (GLOBE NEWSWIRE) -- FDCTech, Inc. ("FDC" or the "Company," OTCQB: FDCT ), a fully integrated financial technology company with a full suite of digital financial services solutions, today announced that it expects to launch the Condor Stocks & ETFs App ("Condor App") for Stocks, ETFs, Commodities, Crypto, and other high-growth financial securities.

Key Points: 
  • Irvine, CA, July 06, 2021 (GLOBE NEWSWIRE) -- FDCTech, Inc. ("FDC" or the "Company," OTCQB: FDCT ), a fully integrated financial technology company with a full suite of digital financial services solutions, today announced that it expects to launch the Condor Stocks & ETFs App ("Condor App") for Stocks, ETFs, Commodities, Crypto, and other high-growth financial securities.
  • The Company expects to launch the app by the end of the fourth quarter for fiscal 2021.
  • The Condor App will be available to download at Google Play and the App Store.
  • We expect the Condor Stocks and ETFs App with a full release at the end of the fourth quarter of fiscal 2021.

Guggenheim Investments Announces July 2021 Closed-End Fund Distributions

Retrieved on: 
Thursday, July 1, 2021
Exchange-traded funds, Finance, Guggenheim Partners, Guggenheim family, Legal entities, Limited liability company, Guggenheim Baseball Management

Distributions may be paid from sources of income other than ordinary income, such as short-term capital gains, long-term capital gains or return of capital.

Key Points: 
  • Distributions may be paid from sources of income other than ordinary income, such as short-term capital gains, long-term capital gains or return of capital.
  • Unless otherwise noted, the distributions above are not anticipated to include a return of capital.
  • Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, LLC (Guggenheim), with more than $245 billion* in assets under management across fixed income, equity, and alternative strategies.
  • Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

Angel Oak Dynamic Financial Strategies Income Term Trust Declares July 2021 Distribution

Retrieved on: 
Thursday, July 1, 2021
Banking, Professional services, Finance, Finance, Investment funds, Investment, Exchange-traded funds, Institutional investors, State Street Global Advisors

Angel Oak Dynamic Financial Strategies Income Term Trust (the Fund), a closed-end fund traded on the New York Stock Exchange under the symbol DYFN, today declared a distribution of $0.1228 per share for the month of July 2021.

Key Points: 
  • Angel Oak Dynamic Financial Strategies Income Term Trust (the Fund), a closed-end fund traded on the New York Stock Exchange under the symbol DYFN, today declared a distribution of $0.1228 per share for the month of July 2021.
  • The record date for the distribution is July 16, 2021, and the payable date is July 30, 2021.
  • The Fund seeks to pay a distribution at a rate that reflects net investment income actually earned.
  • 2021 Angel Oak Capital Advisors, which is the investment adviser to the Angel Oak Dynamic Financial Strategies Income Term Trust.

Angel Oak Financial Strategies Income Term Trust Declares July 2021 Distribution

Retrieved on: 
Thursday, July 1, 2021
Banking, Professional services, Finance, Finance, Investment funds, Investment, Exchange-traded funds, Institutional investors, State Street Global Advisors

Angel Oak Financial Strategies Income Term Trust (the Fund), a closed-end fund traded on the New York Stock Exchange under the symbol FINS, today declared a distribution of $0.1085 per share for the month of July 2021.

Key Points: 
  • Angel Oak Financial Strategies Income Term Trust (the Fund), a closed-end fund traded on the New York Stock Exchange under the symbol FINS, today declared a distribution of $0.1085 per share for the month of July 2021.
  • The record date for the distribution is July 16, 2021, and the payable date is July 30, 2021.
  • The Fund seeks to pay a distribution at a rate that reflects net investment income actually earned.
  • 2021 Angel Oak Capital Advisors, which is the investment adviser to the Angel Oak Financial Strategies Income Term Trust.

Innovator Lists New Accelerated ETFs™, Announces Upside Caps for July Series of Defined Outcome ETFs™

Retrieved on: 
Thursday, July 1, 2021
Exchange-traded funds

Instead, the Accelerated ETFs seek to provide asymmetrical returns over either a typically annual or quarterly outcome period that are magnified on the upside only, to a cap.

Key Points: 
  • Instead, the Accelerated ETFs seek to provide asymmetrical returns over either a typically annual or quarterly outcome period that are magnified on the upside only, to a cap.
  • Innovators Equity Buffer ETFs have traditionally used index-based options while the Defined Outcome Bond ETFs and Stacker ETFs have been constructed using fund-based options.
  • Defined Outcome ETFs are the worlds first ETFs that seek to provide investors with known ranges of future investment outcomes prior to investing.
  • Innovators category-creating Defined Outcome ETF familyincludes Buffer ETFs, Floor ETFs, Stacker ETFs and Accelerated ETFs.