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Junk Bond Fund Get Bigger, Internet And Gas Shrink - ETF Winners And Losers: Mid-Cap Fund Flows

Published 18/09/2023, 23:29
© Reuters.  Junk Bond Fund Get Bigger, Internet And Gas Shrink -  ETF Winners And Losers: Mid-Cap Fund Flows
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Benzinga - by Johnny Rice, Benzinga Staff Writer.

We performed a screening of mid-cap ETFs - defined as having Assets Under Management (AUM) between $2 billion and $10 billion - to determine what funds had the largest change in net assets on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

Winners

SPDR Bloomberg High Yield Bond ETF (NYSEARCA: JNK)

JNK added 604.80 million in AUM on the week.

The SPDR Bloomberg High Yield Bond ETF offers exposure to so-called corporate junk bonds. These are middle-rated bonds with a minimum of one year to maturity.

JNK has $7.05 billion in AUM and an expense ratio of 0.4%. The fund has holdings in 32 companies, with the 10 largest comprising 60.30% of the fund.

YTD, JNK has lost $749.68 billion in AUM.

First Trust NASDAQ-100 Technology Sector Index Fund (NYSEARCA: QTEC)

QTEC added $325.3 million in AUM on the week.

The First Trust NASDAQ-100 Technology Sector Index Fund is heavily tech focused but offers something slightly different than many tech ETFs as it is equal weighted, so it is less dominated by FAANG.

QTEC has $2.99 billion in AUM and an expense ratio of 0.57%. The fund has holdings in 39 companies, with the 10 largest comprising 27.15% of the fund.

YTD, QTEC has added $1.03 billion in AUM.

Losers

First Trust Dow Jones Internet Index Fund (NYSEARCA: FDN)

FDN lost $204.74 million in AUM on the week.

The First Trust Dow Jones Internet Index Fund is a unique fund that offers exposure to companies that derive at least half of their revenue from the internet. This means that although many of its holdings are tech companies, it is more diversified than most tech focused etfs.

FDN has $6.02 billion in AUM and an expense ratio of 0.52%. The fund has holdings in 43 companies, with the 10 largest comprising 51.62% of the fund.

The fund’s largest holdings are Amazon.com, Inc. (NASDAQ: AMZN) and Meta Platforms Inc. Class A (NASDAQ: META) making up 9.70% and 7.43% of the fund, respectively.

YTD, FDN has added $1.09 billion in AUM.

SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA: XOP)

XOP lost $175.73 million in AUM over the trailing week.

The SPDR S&P Oil & Gas Exploration & Production ETF offers exposure to the exploration and production sub sector of the domestic oil market. Like many of State Street’s products, it is equal weighted, making it a balanced option.

The fund has $3.82 billion in AUM and an expense ratio of 0.35%. XOP has holdings in 60 companies, with the 10 largest comprising 25.96 % of the fund.

The fund’s largest holdings are SM Energy Company (NYSE: SM) and Marathon Petroleum Corporation (NYSE: MPC) making up 2.74% and 2.73% of the fund, respectively.

XOP has lost $1.09 billion in AUM YTD.

Featured Photo by Matt Hardy on Unsplash

© 2023 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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