Short Interest in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) Expands By 51.7%
Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant increase in short interest during the month of February. As of February 27th, there was short interest totaling 20,399 shares, an increase of 51.7% from the February 12th total of 13,447 shares. Based on an average daily trading volume, of 170,244 shares,
Nick Elward Discusses Active ETFs, Value Opportunities at Exchange
VettaFi's ongoing Exchange conference has brought advisors and financial experts together to discuss some of the best strategies to navigate the market.
OAKM: Quality And Value Heavy Large-Cap ETF, Worth Monitoring
OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.
Explore the Valuation Gaps in the S&P 500
Even with the end of the year fast approaching, investors still have time to fine-tune their equity portfolios for 2025. Many equity investors would likely agree that sticking to mega-cap tech names in the Magnificent Seven paid off well this year.
Institutional Investors Bet on Active ETFs for 2025
2024 was certainly a great year for active management, but 2025 could be an even stronger year for active ETFs. The recently released 2025 Natixis Institutional Outlook Survey examined what institutional investors are expecting for next year's market.
Explore the Advantages of Large-Cap Value ETFs
Large-cap equities remained a persistently valuable theme in 2024, and their strength may very well persist heading into 2025. As such, investors may wish to build up some additional large-cap exposure in their portfolio.
Oakmark's New ETF Offers Large-Cap Expertise
On Tuesday, the Oakmark U.S. Large Cap ETF (OAKM) launched on the New York Stock Exchange. The fund aims to offer long-term capital appreciation to its investors.
