分析：韩国政界人士正借2倍杠杆ETF抨击政府
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Eric Balchunas: SPYM rates are 2 basis points; VOO is not listed in the relevant list.
Odaily Odaily reports that Bloomberg ETF analyst Eric Balchunas wrote on the X platform that he was somewhat surprised that VOO was not on the list, adding that "SPYM & Chill" doesn't have the same effect, but they will try their best. SPYM has a 2 basis point rate, and even governments are concerned about costs.
Bloomberg analysts: June ETF market saw a "frenzied" performance, with inflows nearing record levels.
According to Odaily Odaily, Eric Balchunas, a senior ETF analyst at Bloomberg, wrote that the ETF market experienced a "June SANITY" level performance in June, with many indicators approaching or breaking historical records. Data shows that 214 new ETF products were launched in June, averaging about 10 per day, significantly breaking historical records. Furthermore, the total trading volume of ETFs in June reached $7 trillion, the second highest level on record. In addition, net inflows into ETFs reached $191 billion in June, the second highest monthly level on record, averaging about $9 billion per day, covering approximately 2,700 different funds. Eric Balchunas concluded that this series of data reflects a comprehensive surge in the ETF market in terms of capital inflows, new product launches, and trading activity.
Barron's 400 ETF saw $600 million in inflows, bringing its total size to $800 million.
According to Odaily Odaily, Bloomberg ETF analyst Eric Balchunas wrote on the X platform that Barron's 400 ETF (BFOR) has seen a large inflow of funds. This fund, established 13 years ago with only $200 million in assets, has suddenly received $600 million in inflows. The fund has outperformed the market so far this year, possibly attracting a particular model, though this is uncertain. This demonstrates that ETF size can expand to four times its original size without affecting the premium rate.
Bloomberg analysts: Multiple SpaceX ETFs traded over $100 million; it may take 1-2 weeks to see the market landscape clearly.
According to Odaily Odaily, Eric Balchunas, a senior ETF analyst at Bloomberg, wrote on the X platform that trading surrounding the SpaceX leveraged ETF continues to heat up, with cumulative trading volume exceeding $3 billion, a significant increase from approximately $1 billion the previous day, indicating a "comprehensive influx of funds" into the market. He described the current market as "total feeding frenzy," and stated that previous doubts about whether the market had sufficient trading demand to support multiple leveraged ETFs with the same underlying asset have been refuted by market data. Eric Balchunas added that almost all similar ETFs have now reached or exceeded $100 million in size, indicating that market demand far exceeds expectations. SPCH, in particular, saw a single-day trading volume of approximately $1.3 billion, setting a new record for the highest trading volume on the second day of an ETF listing, even surpassing IBIT's previous level of approximately $500 million during the same period. While LeverageShares led in trading volume, SPCF (ProShares) performed even better in terms of net inflows, recording approximately $184 million, while the second-highest performing ETF only saw approximately $45 million. All ETFs recorded positive inflows, with an overall net inflow of approximately $308 million. However, it will still take one to two weeks to clearly see the final concentration of funds.
Bloomberg ETF analyst: US stocks are "too big to fail," and the Federal Reserve may purchase stock ETFs to rescue the market.
PANews reported on July 7th that Eric Balchunas, senior ETF analyst at Bloomberg, released research stating that the US stock market is gradually becoming a de facto "retirement fund" for Americans. With approximately 55% of Americans holding stocks and the "Trump Accounts" program expected to add about 28 million new investors, the link between the stock market and household wealth, pensions, and social stability is becoming increasingly close. He believes that in the next major bear market, the Federal Reserve is highly likely to purchase stock ETFs for the first time to stabilize the market, similar to its purchase of corporate bond ETFs in 2020, and the actions of the central banks of Japan and China. Balchunas believes that future political pressure will make a prolonged bear market increasingly intolerable, and the continued inflow of funds into ETFs on dips and investors' widespread expectation of government intervention also reflect this trend.
Bloomberg analysts: June ETF market saw record-breaking data, with both inflows and new product launches exceeding expectations.
PANews reported on July 5th that Eric Balchunas, a senior ETF analyst at Bloomberg, analyzed that the ETF market experienced a "June SANITY" level performance in June, with many indicators approaching or breaking historical records. Data shows that net inflows into ETFs reached $191 billion that month, the second-highest monthly level on record, averaging approximately $9 billion per day, covering about 2,700 different funds. At the same time, the number of new ETF products launched in June reached 214, approximately 10 per day, significantly breaking historical records. Furthermore, the total trading volume of ETFs in June reached $7 trillion, the second-highest level on record. Eric Balchunas concluded that this series of data reflects a comprehensive explosion in the ETF market in terms of inflows, new product launches, and trading activity.