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Yahoo
13-06-2025
- Business
- Yahoo
VOO Attracts $14.3B as Assets Flow Out of IVV
The Vanguard S&P 500 ETF (VOO) pulled in $14.3 billion on Thursday, boosting assets under management to nearly $685 billion, according to data provided by FactSet. The massive inflows came as the S&P 500 rose 0.4% after Oracle Corp. (ORCL) surged 13% on strong earnings and AI-driven cloud growth projections, lifting the entire tech sector. The SPDR S&P 500 ETF Trust (SPY) attracted $992.2 million, while the SPDR Portfolio S&P 500 ETF (SPLG) gained $735.7 million. The Invesco QQQ Trust (QQQ) collected $585.6 million, and the SPDR Gold Shares (GLD) pulled in $398.9 million. The iShares Core S&P 500 ETF (IVV) saw massive outflows of $15.6 billion. The Financial Select Sector SPDR Fund (XLF) lost $494.5 million, while the Vanguard FTSE Pacific ETF (VPL) experienced outflows of just under $353 million. U.S. equity ETFs collected $1.6 billion in net inflows, while U.S. fixed-income ETFs gained $741.4 million. Commodities ETFs attracted $456.8 million, and international fixed-income ETFs pulled in $413.8 million. Overall, ETFs gained $3.6 billion for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VOO Vanguard S&P 500 ETF 14,308.98 684,988.72 2.09% SPY SPDR S&P 500 ETF Trust 992.21 619,278.67 0.16% SPLG SPDR Portfolio S&P 500 ETF 735.66 70,609.37 1.04% QQQ Invesco QQQ Trust Series I 585.58 339,957.43 0.17% GLD SPDR Gold Shares 398.88 100,394.45 0.40% EEMA iShares MSCI Emerging Markets Asia ETF 349.45 991.45 35.25% ARKK ARK Innovation ETF 231.76 6,514.59 3.56% VCIT Vanguard Intermediate-Term Corporate Bond ETF 204.23 53,759.46 0.38% BND Vanguard Total Bond Market ETF 174.38 128,958.64 0.14% ETHA iShares Ethereum Trust ETF 163.64 4,544.54 3.60% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF -15,590.21 575,266.50 -2.71% XLF Financial Select Sector SPDR Fund -494.45 49,077.98 -1.01% VPL Vanguard FTSE Pacific ETF -352.97 7,673.29 -4.60% PTIR GraniteShares 2x Long PLTR Daily ETF -334.17 501.26 -66.67% XLV Health Care Select Sector SPDR Fund -223.96 34,688.14 -0.65% XLI Industrial Select Sector SPDR Fund -223.52 21,115.47 -1.06% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -187.65 43,881.01 -0.43% XBI SPDR S&P BIOTECH ETF -179.35 4,760.22 -3.77% SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF -151.88 151.88 -100.00% SOXL Direxion Daily Semiconductor Bull 3x Shares -143.99 12,627.45 -1.14% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -6.38 10,016.15 -0.06% Asset Allocation 16.88 25,214.34 0.07% Commodities ETFs 456.77 216,970.53 0.21% Currency 391.67 149,406.00 0.26% International Equity 370.23 1,833,578.01 0.02% International Fixed Income 413.81 295,457.81 0.14% Inverse 58.14 14,421.98 0.40% Leveraged -406.16 125,814.83 -0.32% US Equity 1,548.04 6,929,340.32 0.02% US Fixed Income 741.41 1,669,228.37 0.04% Total: 3,584.40 11,269,448.34 0.03% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-06-2025
- Business
- Yahoo
QQQ Attracts $2.4B in Assets as S 500 Hits 6,000
The Invesco QQQ Trust (QQQ) pulled in $2.4 billion on Friday, boosting its assets under management to over $338 billion, according to data provided by FactSet. The inflows came as the S&P 500 surged 1% to touch 6,000 for the first time since February after nonfarm payrolls rose 139,000 in May, beating the 125,000 forecast. The SPDR Portfolio S&P 500 ETF (SPLG) attracted $707.9 million, while the iShares Core S&P 500 ETF (IVV) gained $506.4 million. The Communication Services Select Sector SPDR Fund (XLC) collected $199.7 million, and the iShares MSCI South Korea ETF (EWY) pulled in $194.4 million. The SPDR S&P 500 ETF Trust (SPY) saw outflows of $2.6 billion despite the market rally. The iShares Russell 2000 ETF (IWM) lost $719.3 million, while the iShares 20+ Year Treasury Bond ETF (TLT) experienced outflows of $639.5 million. U.S. fixed-income ETFs collected $93.7 million in net inflows, while international fixed-income ETFs gained $643.8 million. International equity ETFs attracted $567.2 million, and commodities ETFs pulled in $93.4 million. Overall, ETFs gained $867.6 million for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I 2,413.30 338,098.45 0.71% SPLG SPDR Portfolio S&P 500 ETF 707.92 68,556.62 1.03% IVV iShares Core S&P 500 ETF 506.43 585,200.21 0.09% XLC Communication Services Select Sector SPDR Fund 199.71 22,546.69 0.89% SGOV iShares 0-3 Month Treasury Bond ETF 195.79 48,340.78 0.41% AGG iShares Core U.S. Aggregate Bond ETF 195.57 125,516.57 0.16% EWY iShares MSCI South Korea ETF 194.35 3,725.06 5.22% SOXS Direxion Daily Semiconductor Bear 3x Shares 192.30 1,239.05 15.52% QQQM Invesco NASDAQ 100 ETF 185.77 49,210.71 0.38% BWZ SPDR Bloomberg Short Term International Treasury Bond ETF 149.28 497.62 30.00% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -2,549.65 603,603.42 -0.42% IWM iShares Russell 2000 ETF -719.29 61,129.39 -1.18% TLT iShares 20+ Year Treasury Bond ETF -639.47 49,213.59 -1.30% RSP Invesco S&P 500 Equal Weight ETF -419.90 70,979.92 -0.59% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -419.44 29,790.99 -1.41% TQQQ ProShares UltraPro QQQ -292.10 24,424.96 -1.20% XLF Financial Select Sector SPDR Fund -278.62 48,781.08 -0.57% SMH VanEck Semiconductor ETF -226.14 23,402.96 -0.97% SOXL Direxion Daily Semiconductor Bull 3x Shares -209.89 11,811.12 -1.78% JEPQ JPMorgan NASDAQ Equity Premium Income ETF -174.06 26,169.77 -0.67% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -1.74 10,017.55 -0.02% Asset Allocation -10.63 24,953.68 -0.04% Commodities ETFs 93.38 217,648.75 0.04% Currency -235.21 138,757.69 -0.17% International Equity 567.15 1,811,464.90 0.03% International Fixed Income 643.79 293,245.40 0.22% Inverse 254.60 15,135.29 1.68% Leveraged -590.19 118,340.82 -0.50% US Equity 52.73 6,824,072.08 0.00% US Fixed Income 93.71 1,666,330.59 0.01% Total: 867.60 11,119,966.76 0.01% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Business Insider
15-05-2025
- Business
- Business Insider
How to invest a lump sum of money at any age
Investing a windfall requires considering age, risk tolerance, and financial goals. Younger investors can afford more risk, while older investors should focus on stability. Consult a financial planner to tailor investment strategies to individual circumstances. It's the age-old question when you suddenly come into a bit of money: What should you do with it? Temptations lurk. That bucket-list trip to St. Bart's. The Mercedes C-Class convertible you've always wanted. A seahorse-shaped potato chip currently going for $105,000 on eBay. Oh, that's just me? While the pull of instant gratification is strong, perhaps you've come to the more responsible decision to invest the money. Even then, it's difficult to know where to put your new lump sum. The answer will differ for everyone, depending on when they'll need the money and what their risk tolerance is. But we thought a general guide may be useful for people of all ages who've just received a chunk of money like a bonus, an inheritance, or a tax return. With the help of Chris Chen, a certified financial planner and the founder of Insight Financial Strategists, we've come up with a plan that investors can think about taking with a new windfall, no matter how old they are. While it's impossible to personalize a plan for each individual, the assumption in this case is that the cash will be put aside for retirement. Disclaimer: this is not specialized financial advice, and each investor should consider their own circumstances and consult a financial professional before making decisions. Check out your suggested path below. 20-29 Open a brokerage account. Not a 401(k) or a Roth IRA — those should be set up with an employer and contributed to regularly. Setting up a separate account with a brokerage firm like Vanguard or Ally will prevent you from having to pay penalties if you need the money before retirement age. Once that's done, allocate 80% of the money to stocks and 20% to bonds. The classic portfolio construction is 60% stocks and 40% bonds, but your longer investing timeline means you can withstand the volatility of the stock market. A 20% allocation to bonds will still provide some downside protection. Within stocks, put most of your money into an index fund like the SPDR Portfolio S&P 500 ETF (SPLG). To diversify, allocate around 5-10% to international stocks through a fund like the Schwab International Equity ETF (SCHF). 30-39 Perhaps you already have a stock portfolio. It's not a bad idea to simply throw a new lump sum into existing positions, or into a broad index fund that will grow over a decadeslong period. It could also be a good opportunity to assess how your portfolio is structured, and think about how you can perhaps rebalance with some international exposure it so you're properly diversified. You may also want to diversify into another asset class: real estate. If it's enough money for a down payment, you could lose the lump sum to buy a home. Mortgage rates admittedly aren't great at the moment, but you can always refinance if rates drop in the future. People increasingly have their first kid in their 30s. If that's the case for you, maybe open a 529 plan for college savings. If you're not a parent yet but plan on being one sometime down the line, you can open up a 529 plan for yourself, as the funds can be used for anyone in your family. 40-49 You're starting to get closer to retirement age, but assuming a retirement age of 65, you still probably have enough time to keep your equity exposure aggressive. Put 80% of the money into an S&P 500 index fund and 20% into bonds through a fund like the iShares Core US Aggregate Bond ETF (AGG). If you're lucky enough to feel like you're pretty well covered on your own retirement needs, you might consider opening up a Roth IRA for your kids, if you have them. 50-59 Retirement is on the horizon, so you should start taking a more cautious and active approach to money management. At this point, it's a good idea to hire a Certified Financial Planner to develop a plan that's unique to your needs. A generally good idea heading into retirement is to start building up a three-year "safe bucket," which is enough living expenses to cover three years. You'll have this money in low-risk, shorter-term bonds. Any leftover money can go into stock-market index funds. Stocks are risky and volatile investments that can be subject to significant downside in a short period of time. That's why it's good to have an investing timeline of at least a few years, or even better, more than a decade. 60+ It's the same advice for those in their 50s: start building up enough funds to cover three years of living expenses. These funds will be invested in safe-haven short-term bonds. Extra money can go into a stock-market index fund, though it may be a good idea to allocate part of your stock portfolio to more defensive areas of the market since your investing timeline starts to shorten. Once you retire, you'll start to sell your bond positions year by year to fund your spending. As you sell the bonds, you'll need to sell an equivalent amount in stock positions to keep your "safe bucket" three years deep. The calculus on how much money you'll need to pull out of your portfolio does start to change a bit once you're able to start claiming Social Security as early as 62.
Yahoo
07-04-2025
- Business
- Yahoo
DIA Draws In $844 Million Despite Dow's Historic Plunge
The SPDR Dow Jones Industrial Average ETF Trust (DIA) pulled in $844.2 million Friday, increasing its total assets to $37.7 billion, according to daily fund flows data. The inflows came despite the Dow suffering its second consecutive 1,500+ point drop as markets reeled from China's announced retaliatory tariffs. The leveraged ProShares UltraPro QQQ (TQQQ) attracted $783 million as volatility spiked. The SPDR Portfolio S&P 500 ETF (SPLG) gained $548.1 million, while the safe-haven SPDR Gold Shares (GLD) pulled in $431.6 million, as investors sought protection amid the market rout that sent the S&P 500 into a two-day decline. The Invesco QQQ Trust (QQQ) saw the largest outflows at $976.5 million as tech stocks plummeted, with the Nasdaq 100 entering bear market territory—down more than 22% from its February high. The iShares 20+ Year Treasury Bond ETF (TLT) experienced outflows of $666.9 million. Leveraged ETFs led asset class inflows with $1.1 billion, while U.S. equity ETFs gained $1.5 billion despite the broader market carnage. In total, ETFs added $4.8 billion in new assets. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change DIA SPDR Dow Jones Industrial Average ETF Trust 844.23 37,670.53 2.24% TQQQ ProShares UltraPro QQQ 783.02 21,255.43 3.68% SPLG SPDR Portfolio S&P 500 ETF 548.12 59,858.14 0.92% GLD SPDR Gold Shares 431.55 93,876.51 0.46% IVV iShares Core S&P 500 ETF 397.29 588,474.76 0.07% SGOV iShares 0-3 Month Treasury Bond ETF 331.16 40,311.67 0.82% VOO Vanguard S&P 500 ETF 282.49 598,646.95 0.05% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 260.90 30,275.51 0.86% VT Vanguard Total World Stock ETF 212.68 42,192.15 0.50% HYG iShares iBoxx $ High Yield Corporate Bond ETF 204.38 15,886.62 1.29% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I -976.54 298,821.88 -0.33% TLT iShares 20+ Year Treasury Bond ETF -666.93 51,243.73 -1.30% IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF -373.15 21,465.34 -1.74% VTV Vanguard Value ETF -250.26 134,338.52 -0.19% MDY SPDR S&P Midcap 400 ETF Trust -217.90 22,343.40 -0.98% XLF Financial Select Sector SPDR Fund -200.75 52,166.89 -0.38% IVW iShares S&P 500 Growth ETF -198.12 52,063.72 -0.38% KBE SPDR S&P Bank ETF -133.85 1,855.32 -7.21% UVXY ProShares Ultra VIX Short-Term Futures ETF -119.14 170.70 -69.80% SMH VanEck Semiconductor ETF -117.75 19,170.39 -0.61% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 10.92 9,922.87 0.11% Asset Allocation -22.12 23,007.14 -0.10% Commodities ETFs 449.50 199,541.15 0.23% Currency 204.49 103,127.93 0.20% International Equity 376.17 1,615,420.83 0.02% International Fixed Income 204.50 280,853.86 0.07% Inverse 73.92 15,110.84 0.49% Leveraged 1,092.89 94,723.07 1.15% US Equity 1,454.74 6,270,328.16 0.02% US Fixed Income 983.89 1,645,677.23 0.06% Total: 4,828.91 10,257,713.08 0.05% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
FV Attracts Big Bucks as Market Drops on Inflation Concerns
The First Trust Dorsey Wright Focus 5 ETF (FV) pulled in $701.9 million Friday, expanding its assets by 16.2% to $4.3 billion, according to daily fund flows data. The SPDR Portfolio S&P 500 ETF (SPLG) attracted $1.6 billion, while the iShares 7-10 Year Treasury Bond ETF (IEF) gained $377.6 million as investors sought fixed-income exposure amid the Dow's 715-point plunge on inflation concerns. The Direxion Daily Semiconductor Bull 3x Shares (SOXL) collected $249.5 million despite broader technology weakness. On the outflows side, the Vanguard S&P 500 ETF (VOO) experienced outflows of $1.2 billion while remaining the largest ETF with $602.3 billion in assets. The iShares Russell 2000 ETF (IWM) saw outflows of $760.6 million as small-caps struggled, while the VanEck Semiconductor ETF (SMH) lost $221.9 million as the market faced pressure from President Donald Trump's auto tariff announcements. U.S. equity ETFs led overall inflows with $3.16 billion, while leveraged products added $546.1 million. The ETF industry collected a total of $5.6 billion in net inflows. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 1,686.16 591,270.65 0.29% SPLG SPDR Portfolio S&P 500 ETF 1,554.00 60,589.25 2.56% FV First Trust Dorsey Wright Focus 5 ETF 701.85 4,324.76 16.23% VGK Vanguard FTSE Europe ETF 391.42 22,014.57 1.78% IEF iShares 7-10 Year Treasury Bond ETF 377.60 34,371.48 1.10% SGOV iShares 0-3 Month Treasury Bond ETF 256.58 39,150.75 0.66% SOXL Direxion Daily Semiconductor Bull 3x Shares 249.52 7,883.37 3.17% GLDM SPDR Gold MiniShares Trust 244.72 12,758.52 1.92% SPHY SPDR Portfolio High Yield Bond ETF 244.43 8,747.93 2.79% DFAC Dimensional U.S. Core Equity 2 ETF 228.44 32,084.83 0.71% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VOO Vanguard S&P 500 ETF -1,232.03 602,330.87 -0.20% IWM iShares Russell 2000 ETF -760.56 66,147.87 -1.15% SMH VanEck Semiconductor ETF -221.92 20,182.17 -1.10% AGG iShares Core U.S. Aggregate Bond ETF -196.53 124,464.60 -0.16% JAAA Janus Detroit Street Trust Janus Henderson AAA CLO ETF -192.24 21,217.45 -0.91% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -169.62 41,087.60 -0.41% ARKK ARK Innovation ETF -165.25 5,450.81 -3.03% DIA SPDR Dow Jones Industrial Average ETF Trust -148.55 36,836.54 -0.40% XLV Health Care Select Sector SPDR Fund -144.72 38,006.27 -0.38% VV Vanguard Large-Cap ETF -144.46 39,724.72 -0.36% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -38.02 9,747.36 -0.39% Asset Allocation 10.73 23,457.98 0.05% Commodities ETFs 225.28 196,950.67 0.11% Currency 112.17 110,097.98 0.10% International Equity 837.24 1,662,937.42 0.05% International Fixed Income -94.82 280,229.43 -0.03% Inverse 11.03 13,411.94 0.08% Leveraged 546.07 107,821.07 0.51% US Equity 3,156.03 6,516,277.50 0.05% US Fixed Income 874.15 1,627,883.90 0.05% Total: 5,639.85 10,548,815.25 0.05% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
