Manulife John Hancock Investments is leveraging its dual-brand identity to showcase global scale and deep private markets expertise. The firm has expanded its ETF platform over a decade, now offering differentiated active strategies across fixed income, equity, and specialized assets like senior loans. President and CEO Kristie Feinberg highlights how active ETFs meet evolving advisor demand while preparing for demographic shifts including longevity and the great wealth transfer.
Many portfolios ignore securitized credit—one of the largest bond segments. The John Hancock Mortgage-Backed Securities ETF (JHMB) changes that, offering attractive yield and professional access to agency MBS and securitized assets. With yields matching corporate bonds’ and floating-rate opportunities emerging, this $155M strategy (as of September 10, 2025) from Manulife John Hancock Investments represents a compelling entry point into an underrepresented market.
While investors pile into the same seven tech giants, the Pacer TRFK ETF takes a different approach—capturing the entire data ecosystem that powers AI. From chips to security software, this focused strategy has delivered compelling returns by identifying the “picks and shovels” of the AI revolution rather than speculating on which applications will win.
As advisors seek tax-efficient income solutions amid shifting rate environments, the Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) emerges as a compelling option. This actively managed fund focuses on qualified dividend income across preferred securities, institutional bonds, and European contingent convertibles, potentially offering investors half the tax burden of traditional bond income while maintaining investment-grade credit quality and accessing complex securities typically reserved for institutions.
While most fixed-income strategies face declining yields as rates fall, the Principal Spectrum PREF ETF demonstrates how preferred securities with reset features can deliver rising income. Growing from $25 million to $1.2 billion, the strategy’s exclusive focus on institutional preferreds with floating or fixed-to-reset coupons has increased its average coupon from 4.9% to 5.5%. With 60% of holdings facing resets by 2027, this active strategy offers advisors a rare solution for potential income growth regardless of rate direction.
MFS Investment Management launched its first suite of five actively managed ETFs in December 2024, extending proven mutual fund strategies into the fast-growing active ETF market. The transparent funds span U.S. equities, international equities, and fixed income, managed by the same seasoned professionals overseeing MFS’s existing vehicles. With simple tickers like MFSV for value and MFSG for growth, advisors can access familiar strategies in a new structure that aims to offer daily liquidity and tax efficiency.
WisdomTree has grown from $30 billion to nearly $85 billion in U.S. assets by focusing on advisor-driven solutions rather than just launching products. The firm’s patient innovation approach includes floating-rate funds that became billion-dollar winners, gold strategies ranking #1 in Morningstar categories, and pioneering tokenization technology. Head of Distribution Joe Grogan explains how WisdomTree delivers comprehensive solutions that prioritize after-fee performance over low fees alone.
