Most enhanced income ETFs start with broad market indexes and systematically sell covered calls. Cullen’s DIVP flips that script—beginning with disciplined value stock selection, then selectively writing options on 25–40% of holdings each month. The result? A strategy that combines the natural income advantages of value stocks with tactical options premiums while maintaining upside participation and seeking better tax efficiency than traditional covered call funds.
The 100-year-old firm that pioneered mutual funds is now making waves in the ETF space. MFS Investment Management launched its first five actively managed ETFs in December 2024, followed by its sixth fund—the MFS® Active Mid Cap ETF (MMID)—in September 2025. With approximately $750 million in assets and more funds on the way, MFS is bringing decades of research experience to modern investment vehicles. From value to mid cap to international strategies, discover how this storied asset manager is reimagining active management for today's advisors while staying true to its fundamental, long-term investment philosophy.
Hull Tactical’s HTUS ETF combines rigorous quantitative analysis with adaptive market timing to capture alpha while managing volatility. The fund exploits options pricing inefficiencies, abandons narrative-driven investing for data-based decisions, and maintains flexible systematic execution. Led by experienced financial engineers, HTUS delivers tactical S&P 500 exposure through disciplined behavioral finance principles and proven quantitative models.
Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.
Hull Tactical’s HTUS ETF leverages ~40 market indicators in a systematic timing model that adjusts exposure from 0% to 200% based on quantitative signals. The strategy aims for 1–2% alpha while removing emotional decision-making from investing. When indicators conflict, the fund simply holds long positions. HTUS doesn’t short markets but reduces leverage and holds cash when signals weaken, offering downside flexibility without inverse exposure complexity.
Cryptocurrency has evolved from speculative gamble to strategic portfolio component. Grayscale Head of Research Zach Pandl explains how digital assets now offer measurable diversification benefits comparable to traditional alternatives like private equity. With Bitcoin’s volatility matching large-cap tech stocks and new ETF accessibility, advisors can seamlessly integrate crypto exposure while hedging against macroeconomic risks and fiat currency devaluation.
Research Affiliates launched RAUS, a reimagined cap-weighted ETF that tackles a hidden flaw in traditional indexes like the S&P 500. While appearing nearly identical, with 95% overlap, RAUS uses fundamental metrics to select companies instead of pure price momentum—avoiding the costly “buy high, sell low” cycle that plagues standard benchmarks. The result: a familiar structure with potentially better outcomes through disciplined index maintenance.
