Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 8 pieces on etf strategy.
Titles marked with an arrow open on the publisher's site. How we choose.
ETF strategy
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Financial Advisors Receptive to Outsourced Models, Lean Into Diversification (opens escalent.co)
Escalent's 2026 survey of advisors finds 54% use model portfolios from asset managers, with frequent use rising fastest among advisors under 45. Average ETF allocations fell to 27.5% from 32.6% a year earlier while separately managed account use rose, and allocations to alternatives are expected to grow by 2028.
Topic: ETF strategyescalent.co
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Summer road trip: Resilient fundamentals remain in the driver's seat for ETF flows (opens ssga.com)
State Street reviews US ETF flows for July 2026, when ETFs gathered $189 billion and year-to-date inflows reached $1.2 trillion. Investors kept a clear risk-on posture, with more than 70% of inflows going to equities, a record $25 billion into sector funds and record demand for leveraged long exposure.
Topic: ETF strategyssga.com
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ETF inflows set records in first half (opens ssga.com)
A midyear review of US ETF flows, which passed $1 trillion in the first half of 2026 for the first time, with total ETF assets at $15.8 trillion. Low-cost core funds took 49% of inflows and active ETFs 39%, bond ETFs drew $300 billion, and flows were concentrated, with many smaller funds seeing outflows.
Topic: ETF strategyssga.com
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New ETF Launches Far Exceed Closures (opens cerulli.com)
Cerulli tracks ETF product development and finds launches still far outpace closures, with nearly 5,000 ETF strategies by the end of 2025. Active strategies made up 84% of 2025 launches, most issuers plan more in 2026, and more than 85% of closures since 2021 were funds under $50 million that never drew advisor demand.
Topic: ETF strategycerulli.com
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2026 Investment Company Fact Book (opens icifactbook.org)
ICI's annual statistical reference on US funds, with a full chapter on ETFs. It reports ETF assets of $13.4 trillion at the end of 2025, record net issuance of $1.5 trillion during the year, 1,099 launches, and fee-based advisers holding 49% of client household assets in ETFs in 2024, up from 17% in 2014.
Topic: ETF strategyicifactbook.org
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Trends in the Expenses and Fees of Funds, 2025 (opens ici.org)
ICI's annual review of what investors pay to own mutual funds and ETFs, weighted by assets. In 2025 index equity ETFs averaged 0.14% and index bond ETFs fell to 0.09%, while long-run declines in mutual fund costs continued as money kept moving to no-load share classes and index funds.
Topic: ETF strategyici.org
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The Newest Wave of ETFs Is Leading to Mini Bubbles (opens morningstar.com)
Morningstar examines the record 1,117 ETF launches of 2025 and finds many chase popular themes after big runs. Most were actively managed, nearly half held fewer than 10 stocks, and they charged more than established funds, which the author argues makes diversification and low cost the better guides.
Topic: ETF strategymorningstar.com
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Four key trends in the 2025 active-passive debate (opens ssga.com)
State Street reviews 2025 flows and performance for active and index strategies. Active ETFs took a record $580 billion while active mutual funds lost $640 billion, and active management fared best in bonds, where 47% of active fixed income managers beat their benchmarks against 32% in equities.
Topic: ETF strategyssga.com
From AdvisorIQ
We have not published any articles of our own yet. When we do, they will be listed here, newest first, with the author and date on every piece.
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