Page 63 - Cap Equity News Today

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2022 investor letter. A copy of the same can be downloaded here.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (NYSEARCA:BBMC – Get Rating) shares were down 0.5% during trading on Thursday . The stock traded as low as $71.50 and last traded at $71.50. Approximately 7,218 shares traded hands during trading, a decline of 87% from the average daily volume of 55,984 shares. The stock had previously […]

Key Client Fiduciary Advisors LLC trimmed its holdings in shares of Franklin U.S. Small Cap Multifactor Index ETF (BATS:FLQS – Get Rating) by 4.3% in the fourth quarter, Holdings Channel reports. The firm owned 12,470 shares of the company’s stock after selling 555 shares during the period. Key Client Fiduciary Advisors LLC’s holdings in Franklin […]

JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEARCA:BBSC – Get Rating)’s share price gapped down before the market opened on Thursday . The stock had previously closed at $53.43, but opened at $52.27. JPMorgan BetaBuilders U.S. Small Cap Equity ETF shares last traded at $52.27, with a volume of 491 shares changing hands. JPMorgan BetaBuilders […]

Texas has added HSBC to its list of companies that boycott the oil and gas industry, which could ban Texas government entities from investing in Europe’s largest bank and its funds and other products

Multi-factor small-cap ETFs can make sense for advisors wanting a more discerning, fundamental approach.

VettaFi's Todd Rosenbluth, Dave Nadig, and Lara Crigger discuss the U.S.'s oldest ETF, the SPDR S&P 500 ETF Trust (SPY), entering its 30s.

Raymond James Financial Services Advisors Inc. boosted its holdings in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Get Rating) by 3.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 209,417 shares of the company’s stock after […]

With China reopening and peak US interest rates now in sight, emerging market equities offer attractive entry points heading into 2023.

Thanks to fee compression in the ETF space, ESG ETFs are progressively sporting more tolerable, if not low expense ratios