<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=4496002&amp;fmt=gif">

New Listings – This Week the ETF Industry Found God, Discovered the Calendar, and Reinvented the Picks-and-Shovels

The latest batch of new listings includes a bond fund screened for Catholic values, four nearly identical funds distinguished only by the month printed on the label, and an AI product that has finally noticed the money is in the plumbing. 

The Arimathea Catholic Core Bond ETF

I admire a product that commits to a theme, and this one commits all the way to the empty tomb. Arimathea, for those who skipped Sunday school, is the town that gave us Joseph of Arimathea, the man who donated the burial plot. Naming a fixed-income product after the man who provided somewhere to rest is either a stroke of marketing genius or a quiet admission about where corporate bonds spend most of their time.

The substance is more serious than the name suggests. It is an investment-grade bond fund that screens issuers against Catholic values guidelines, drawing on the frameworks the bishops use for socially responsible investing. Treasuries, agency paper, corporates, mortgage-backed securities, all filtered for doctrinal comfort. It is a genuine attempt to let a particular investor own core fixed income without owning anything that keeps them up at night. I respect that. The duration risk, sadly, remains entirely secular.


The Pacer Swan SOS Moderate ETFs, all four of them

This is where the batch starts to feel like a riddle. Listed together we have the Moderate December, the Moderate June, the Moderate March, and the Moderate September. Same issuer, same strategy, same risk appetite, four different months.

There is real logic underneath. These are defined-outcome funds: they cap your upside and buffer your downside over a one-year window built from options on the S&P 500, and the caps and buffers reset on a quarterly schedule. Stagger the entry points across the calendar and you smooth out the risk of starting on exactly the wrong day. Spread the timing, spread the regret. It is a sensible piece of engineering.

It just looks magnificent in a listings file, where the only visible difference between four products is the name of a month. Somewhere a salesperson is explaining, for the fourth time today, that no, they are not the same fund, and watching the client's eyes do the thing eyes do.


The WisdomTree AI Infrastructure ETF

Every AI fund until now has essentially been a slightly reshuffled bet on the same handful of chip names. This one, newly listed in London, has done something cleverer. It goes after the infrastructure: the companies that supply the memory, the optical components, the power and cooling kit that the whole boom physically runs on.

This is the picks-and-shovels move, and it is the oldest trade in the book for a reason. During a gold rush, the reliable money was in selling shovels. WisdomTree has looked at the AI gold rush, noted that everyone already owns the prospectors, and decided to sell the shovels, the buckets, the cooling fans, and the electricity. The index was built with a research outfit that does little else but study semiconductors and data-centre plumbing, which is a refreshingly unglamorous foundation for a product in a category that usually runs on vibes.


Bernie Thurston

Bernie loves data. Fortunately for him, London’s finance industry has been indulgent, providing him lots of benchmark data to play with and enjoy. Bernie’s journey began at Sky, where he designed the first interactive television and helped build a technical-based charity (ctt.org). He then hopped over to finance, and soon found himself at a start-up working on dividends and derivatives. Then, by nature of the fact that finance and technology have rapidly conjoined, he found himself working with Credit Suisse to build an index aggregation and distribution platform. Markit then acquired the start-up and Bernie battled his way up the greasy pole becoming the Managing Director of Markit’s equities division, with responsibility for index, ETF and Dividends. But the siren song of startups called once more. And Bernie was headhunted to rescue a failing index business. Over five years, he helped reverse the fortunes of DeltaOne Solutions, turning into a fighting force. So successful was the turn around that Markit came along and acquired this company as well. But Bernie still loved start-ups. To that end, he founded Ultumus, an ETF and benchmark data company. Ultumus aims to provide the best data in the most timely and consumable manner possible. With clients on both buy and sell side, when something happens in the index or ETF industry, Ultumus is the first to know.

Comments

Related posts

Search New Technology requirements for the ETF industry
New listings – The ETF industry has found a way to leverage a company that was private until roughly lunchtime Search