Strong Start For ETFs In 2026, What's Next For The Fed | ETF IQ 4/27/2026

Summary

The episode covers strong ETF inflows in April 2026, with a focus on income strategies, buffer ETFs, and the success of the TBIL Treasury bill ETF. Guests discuss product development, market making selectivity, and the stalled launch of a politically-themed GRFT ETF. Later segments cover fixed-income ETF innovation, Fed rate expectations, and Vanguard's new proxy voting partnership with Amazon Alexa.

• Equity ETFs saw over $100 billion inflows in April, rebounding from March's Iran war outflows.
• Goldman Sachs emphasizes sustained demand for income and option-writing strategies, citing demographic shifts.
• RBC Capital Markets notes both retail and institutional ETF demand, and that a good idea alone is insufficient for ETF success.
• The Government Grift ETF (GRFT) remains unlisted despite filings, with stocks tied to the White House performing well.
• F/M Investments' TBIL ETF, tracking 90-day T-bills, has grown to $7 billion in assets due to its precise exposure and high demand.
• Alex Morris sees potential for more thematic fixed-income ETFs as investors seek cleaner bond exposure.
• Vanguard launches a proxy voting partnership with Amazon Alexa to make investor engagement easier.
• Market makers are becoming more selective due to increased product complexity and finite resources.