The Certified ETF Advisor (CETF®): an ETF designation from the only independent ETF certification body. Get certified ↓

Overland Park, KS
Joined September 2017
ETF tax efficiency isn’t under attack. Some uses of ETF mechanics are. Treasury and IRS guidance targets aggressive Section 351 conversions, leaving ETF seeding and the creation/redemption mechanism intact. Regulators are looking to draw the line. wealthmanagement.com/etfs/-b…
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SPY has a built-in expiration date: 2118, or 20 years after the last of 11 people named in its trust agreement dies. It’s a quirk of SPY’s legacy UIT structure. Tony Dong, CETF®, explains why the structure matters and why QQQ left it behind. 👇 theetfinstitute.org/the-etfs…
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11 ETF issuer acquisitions in a year sounds like a boom. It’s close to normal: 70 ETF-related deals closed in the seven years through 2018, about 10 a year. What’s different now is what buyers want: active management and options-based income strategies. etf.com/sections/advisor-cen…
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A great look at leveraged ETF returns and why the “daily” matters. A 2x leveraged ETF targets 2x a stock’s daily return, not 2x its return over time. Barron’s points out that Nvidia is up 23.5% in 2026, while its 2x daily ETF is up 28.6%. barrons.com/articles/anthrop…
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Single-stock leveraged ETFs are pushing into new territory, from niche stocks to proposed 4x leverage and hourly resets. As products grow more complex, understanding how leverage, resets and compounding affect returns becomes more important. etftrends.com/equity-etf-con…
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The CETF® exam: 150 questions. 3 hours. 70% to pass. CETF® holders complete 15 hours of CE every two years, and the designation is included in FINRA’s Professional Designations database. Ready to test your ETF knowledge? Try a free CETF® sample exam. theetfinstitute.org/sample-e…
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Oil is up. Oil ETFs are up even more. The difference? The futures curve. Backwardation and roll yield can significantly influence returns in futures-based ETFs, a timely reminder that an ETF’s stated exposure doesn’t always tell the whole story. etf.com/sections/features/oi…
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Same portfolio. Different tax outcomes. An ETF and a mutual fund can hold the same securities, yet treat investors differently at tax time. One reason lies in the ETF creation and redemption process. The CETF® curriculum breaks down how it works. theetfinstitute.org/sample-e…
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"With competition as fierce as ever, the path of least resistance to compete in the ETF Terrordome is crystal clear in my opinion: acquire, rather than build." Could not have said it better ourselves, @NateGeraci. etfdb.com/equity-etf-content…
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ETFs have come a long way since 1993. As the industry grows and evolves, so does the need for expertise. The ETF Institute® provides ETF education and certification through the CETF® designation. Think you know ETFs? Take one of our free sample exams. theetfinstitute.org/sample-e…
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Wall Street wants to turn NHL teams into ETFs, evidence innovation isn't slowing down. @sumitroy2 notes, "the line between investing and gambling has been blurring for years." There's room for creativity, as long as investors know what they're buying. etf.com/sections/features/wa…
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Active ETFs pulled in $457B through July, nearly 40% of all ETF flows in 2026, and a big part of that is from derivative income funds. A @Vetta_Fi survey found 36% of advisors now prioritize income over growth (29%) or volatility management (23%). etftrends.com/equity-etf-con…
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