VettaFi ETF Trends

Editor’s note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods. If you don’t have the resources, time or inclination to constantly monitor and manage your positions, leveraged and inverse ETFs are not for you.

On August 17, 2026, Uber Technologies and Zipline announced a strategic partnership to bring autonomous drone delivery to Uber Eats customers across the United States, with Uber also making a strategic investment in Zipline.

Albert wrote in this week about a problem that can sometimes plague your investments. His email started, “Sometimes I like something that is too complicated for me to handle the taxes.” I didn’t have to read any further to guess he was talking about the tax treatment of one of my favorite stocks—Enterprise Products Partners (EPD). The oil pipeline company is structured as a master limited partnership (MLP) which means you will receive a K-1 instead of a 1099 for tax reporting.

Mortgage-backed securities (MBS) are seeing greater interest and just got a vote of confidence from the largest sovereign wealth fund. The Norges Bank Investment Management (NBIM), which oversees Norway’s $2.3 trillion sovereign wealth fund, proposed cutting its government bond allocation and rotating into mortgage-backed securities (MBS). This shift to MBS will result in the NBIM trimming its holdings in mostly U.S. Treasury debt.

Stablecoin infrastructure has quietly become one of the most important corners of the crypto market. Few founders have a bigger stake in that shift than Guy Young. Key Takeaways: USDe rocketed from zero to nearly $15 billion in assets within 18 months. Supply has since settled at $5.5 billion to $6 billion, still No. 2 behind Sky’s USDS. Ethena added real-world assets and institutional lending to diversify USDe’s reserves.

The current higher-for-longer interest rate regime requires a delicate balance between capturing meaningful yield and protecting core capital from market volatility. That said, for investors looking to de-risk their portfolios without retreating to low-yield cash-equivalent investments, the Fidelity Low Duration Bond Factor ETF (FLDR) offers a compelling strategic solution. The fund is on track to accumulate over $2 billion in assets under management this year.

Recent developments across the nuclear energy fuel chain are creating a favorable backdrop for reactor deployment programs. This serves as a constructive update for Range Nuclear Renaissance Index ETF (NUKZ) investors. Key Takeaways U.S. uranium concentrate production reached its highest levels since 2017, more than tripling 2024 production volumes. Actinide (private) became the first startup to enrich natural uranium directly into HALEU, bypassing existing fuel chain barriers.

With some help from the sell-side, Robinhood Markets (HOOD) is on fire of late, with analysts highlighting multiple catalysts that could propel the fintech stock. The fact that the stock has multiple tailwinds is proving to be a boon for the Direxion Daily HOOD Bull 2X ETF (HODU) while providing traders with reason to stay on top of this single-stock ETF, which attempts to deliver 200% of the daily performance of Robinhood shares.

For years, investors buying international stocks have battled two problems: American markets outperforming and a dollar that kept climbing. New moves by the U.S. Treasury suggest the second problem may not stick around forever. Key Takeaways: Treasury has intervened twice in three weeks to ease pressure on the yen and long-term yields. A softer dollar could remove a headwind that has weighed on overseas returns for a decade. Thornburg’s TXUE and TXUG offer active exposure to that potential shift.

As advisors and experienced fixed income investors know, bond prices and yields move inversely to one another, meaning that when yields are high, prices have slipped. This may have some investors worried about buying bonds when yields are elevated, and it’s certainly a valid concern in today’s Treasury market. However, some experts view high yields on municipal bonds as sources of allure.