you are currently viewing:Ultimus Fund Solutions Supports KKM Financial in Launch of New Exchange Traded FundApril 1, 2025-Firm completes transition of mutual fund to research-based exchange-traded fund to diversify its offerings The successful conversion marks another opportunity for Ultimus to showcase its ability to provide tailored solutions to support clients navigating the complexities of evolving fund structures. KKM Financial, a premier boutique investment solutions firm based in Chicago, IL, launched The Essential 40 ETF, the latest addition to its suite of research-driven financial products. This new fund will utilize the benefits of the Northern Lights Fund Trust II series trust. Source: Ultimus Fund Solutions, LLC |
February 6, 2025--Innovator Capital Management, LLC (Innovator), pioneer and provider of the first and largest lineup of Defined Outcome ETFs, today announced the launch of the Innovator Uncapped Bitcoin 20 Floor ETF- Quarterly (QBF), the first ETF offering uncapped, risk-managed bitcoin exposure.
February 6, 2025--YieldMaxTM announced the launch today of its first YieldMaxTM 0DTE Covered Call Strategy ETF:
YieldMaxTM S&P 500 0DTE Covered Call Strategy ETF (Nasdaq: SDTY)
SDTY Overview
SDTY is an actively managed ETF that utilizes a synthetic covered call strategy designed to generate weekly income while also providing exposure to the price return of the S&P 500 ("the Index").
February 5, 2025--John Koudounis, President and CEO of Calamos, today announced the successful launch and attractive cap rates of two new ETFs offering upside growth potential of bitcoin with 90% (CBXJ) and 80% (CBTJ) protection levels over a one year outcome period.
February 5, 2025-Investors piled $90 billion into US ETFs last month.
January Key Takeaways
Global stock and bond gains powered the Morningstar Global 60/40 Index to a 2.17% January return.
US exchange-traded funds collected roughly $90 billion in January, a solid haul for a traditionally quieter month.
Active ETFs pulled in a record $43 billion, dusting the previous monthly record $34 billion.
February 3, 2025--Once again, Vanguard is lowering the cost of investing. Effective February 1, 2025, the firm reduced fees on 168 share classes across 87 funds. The fee reductions are expected to save investors more than $350 million this year alone.1
February 3, 2025--Trump Media's plan to launch investment products including exchange traded funds focused on the "patriot economy" could put it head to head with Strive, the asset manager founded by Vivek Ramaswamy.
February 3, 2025-CBOE Global Markets (CBOE) is set to redefine the U.S. equities landscape by announcing plans to extend trading to a 24-hour, five-days-a-week format on its Cboe EDGX Equities Exchange.
This bold initiative is aimed at meeting the surging global demand for continuous access to U.S. stocks, reflecting an era where transparency, liquidity, and efficient price discovery are paramount for both retail and institutional investors.
February 3, 2025- Tidal Financial Group and Octane Investments announces the closure and liquidation of the Octane All-Cap Value Energy ETF (NASDAQ: OCTA), effective February 19, 2025. This decision, made after careful evaluation, aligns with the best interests of the fund and its shareholders.
January 30, 2025- Middlefield Limited (the "Manager"), the manager of Middlefield Sustainable Global Dividend ETF and Middlefield Sustainable Infrastructure Dividend ETF (collectively, the "Funds"), is pleased to announce that at the Special Meetings held on January 30, 2025, unitholders voted unanimously in favour of the proposed changes to the Funds
January 30, 2025- Purpose Investments Inc. ("Purpose"), the leader behind the world’s first Bitcoin ETF and Ether ETFs, is pleased to announce that it is further solidifying its preeminence in the digital asset space with the filing of a preliminary prospectus with Canadian securities regulators for the proposed launch of the Purpose Ripple ETF.