ETF Innovators

Pacer’s COWG ETF offers a fresh take on growth investing, breaking free from the overconcentration of traditional growth portfolios. By emphasizing free cash flow and free cash flow margin, the fund provides a diversified alternative to mega-cap-heavy benchmarks. In an interview with The Wealth Advisor, Sean O’Hara of Pacer ETFs explains how COWG addresses advisors’ concerns about risk, delivers unique holdings, and redefines growth allocations for today’s market.

As financial markets evolve, the need for innovative fixed-income solutions becomes increasingly critical. BondBloxx emerges as a leader with its XCCC ETF, strategically targeting triple-C-rated bonds in a resilient high-yield market. Joanna Gallegos, Co-Founder and COO of BondBloxx, shares insights on how this exchange-traded fund (ETF) provides attractive yields and diversification while maintaining competitive pricing. By empowering financial advisors to rethink traditional fixed-income strategies, BondBloxx’s offerings help optimize portfolio construction and meet clients’ income needs, ultimately transforming the landscape of fixed-income investing.

Cullen Capital Management introduces its DIVP ETF, combining disciplined value investing with enhanced income strategies. Designed for financial advisors and investors seeking steady income, DIVP utilizes covered call options to target a 7% total yield—an attractive alternative to traditional bonds. The strategy focuses on dividend growth, undervalued opportunities, and active management. By blending equity exposure with dividend growth, DIVP offers a compelling solution for those seeking both income and long-term growth in today’s market.

In a market where simple buy-and-hold strategies dominate, Hull Tactical Asset Allocation’s HTUS ETF offers a calculated alternative. Leveraging a robust combination of daily signals and transparent options strategies, HTUS aims to consistently outperform while maintaining manageable volatility. This exchange-traded fund (ETF) isn’t just about beating the market; it’s about delivering a refined approach to U.S. equity exposure that financial advisors can trust as a core investment tool.

In an era dominated by passive investing strategies, Touchstone Investments takes a different path with its “distinctively active” approach to ETF management. Drawing on three decades of active management experience, the firm challenges conventional wisdom about passive superiority through concentrated portfolios, institutional-caliber sub-advisors, and dynamic management across asset classes. Learn how this distinctive methodology aims to capture alpha while managing risk in today’s evolving markets.

Valuation metrics offer investors a simple way to assess a company’s worth by looking at its sales, earnings and cash flow. These metrics compare the company’s value to the market’s assessment of the company to determine if an investment is attractive. Let’s take a look at the most commonly used valuations and explore why we believe free cash flow yield is the most valuable of them all.

Beneath this market strength lies the cornerstone of today’s confidence: an economy that continues to expand at or above trend, with no imminent signs of recession clouding the horizon.