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☆ Tax-trimming strategies tailored for the ETF investor
▼ + stars: | 2022-12-07 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

For ETF investors bearing the brunt of a down market in 2022, tax-loss harvesting might offer a silver-lining opportunity to redeem some of this year's setbacks. The strategy allows investors to sell securities at a loss in order to offset those losses against capital gains taxes on other securities. Tierney, senior portfolio strategist at Schwab Asset Management Solutions, told Bob Pisani on CNBC's "ETF Edge" on Monday. "You have this opportunity before the end of the year to sell that fund, realize the loss, [and] stay invested by buying an aggregate bond ETF," he said. Tierney said he is also perceiving levels of increased interest in the strategy among ETF investors, pointing to telltale signs among advisors and clients at Schwab.

☆ Under-the-radar trend shows tech investors remain loyal despite major losses this year
▼ + stars: | 2022-10-30 | by ( Noah Sheidlower | ) www.cnbc.com time to read: +1 min

It appears most ETF investors aren't cashing out of technology despite this year's painful losses. Invesco's Anna Paglia lists a reason: Investors are more loyal to the idea of growth than to the market's near-term swings. Yet many big volume ETFs including the Proshares Ultrapro QQQ , which tracks the Nasdaq 100 , are also holding on to investors. The short and leveraged QQQs in the ETF space have been "stalwarts for volume" ever since launching, according to Nadig. They're doing that because they're making a call in tech," the firm's financial futurist said.

☆ Senior loan ETFs are seeing strong inflows as investors search for yield
▼ + stars: | 2022-10-26 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

Investors looking for yield are turning to exchange-traded funds that track senior bank loans, says a fund manager. One example is the Invesco Senior Loan ETF (BKLN) which follows the market-weighted performance of the 100 largest senior bank loans and has a yield of upward of 3.8%. Senior bank loans are debt securities issued by banks to corporations and they have what's called variable interest rates meaning they adjust periodically with the market. In the last year, the BKLN ETF has gone from steady outflows to strong inflows as investors' inflationary concerns have grown, Anna Paglia, global head of ETFs and indexed strategies at Invesco, told CNBC's "ETF Edge" on Monday. "Now it seems like clients are really looking at that yield story and this fund is the perfect vehicle for that," added Paglia, who oversees the BKLN ETF.

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