Hot Reads: Record Gap Between ETF, Mutual Fund Flows

Plus, Grayscale's CEO on what happens if its bitcoin ETF bid fails.

Reviewed by: Zoya Mirza
Edited by: Zoya Mirza

Compiled by Staff


Record $1.5 Trillion Gap Surfaces Between Mutual Fund and ETF Flows (Bloomberg) 

The divide between the two investment vehicles this year reached an all-time high, up from $950 billion in 2021.   


If Grayscale’s Bitcoin ETF Venture Fails, Firm May Explore Other Options (Wall Street Journal) 

CEO Michael Sonnenshein said investors may be given a tender offer for up to 20% of outstanding shares of the Grayscale Bitcoin Trust if ETF conversion fails. 


What AI Can Do For Investment Portfolios (CFA Institute) 

Artificial intelligence-based strategies are increasingly being applied in investing and portfolio management strategies. 


The Best and Worst New ETFs of 2022: Morningstar (Morningstar) 

Morningstar evaluates the performance of 391 ETFs that were launched in 2022. 


First Trust’s TDIV Lagging Behind Competing Funds (Seeking Alpha) 

While the ETF’s yield is decent, it underperforms compared to peer dividend funds like Charles Schwab’s SCHD. 


Oppenheimer Downgrades Tesla Stock, Citing 'Increasing Negative Sentiment' Toward Twitter (Yahoo Finance) 

Elon Musk’s Twitter plans have made Wall Street skeptical of Tesla’s future, says Oppenheimer analyst. 

Zoya Mirza is a markets reporter at Her work has appeared in USA Today, Voice of America, and United Press International, among others. Mirza is a graduate of Northwestern University’s Medill School of Journalism. Her past experiences include editorial work in book publishing and conducting political analysis for NGOs and think tanks. Mirza is a passionate bibliophile and collects vintage postcards from every bookstore she visits in a new city.