Todd Sohn
@Todd_Sohn
Chief ETF Strategist at Baird Strategas / Strategas Asset Management @bairdstrategas / @strategasasset
196 Following 6.7K Followers
Let's keep it going
First we had the NHL filings, now starts the MLB filings. When will we see some NFL filings? Some good tickers here too -- i like FENW, WRIG, & FISH
Hey now, thanks very much @TheChartReport
The combination of higher rates + higher oil + higher tech = disappearing consumer exposure.
Tomorrow AM!
Come see your guy @FutureProof_HQ Wednesday morning with a cast of ETF characters. MC @DaveNadig has fun stuff planned.
Nope, absolutely not
It’s risen. 🐉
Take a bird’s-eye view of BAKUNAWA, the record-shattering new coaster coming to Six Flags Great Adventure in 2027!
Shattering 6 WORLD RECORDS, including becoming the world’s TALLEST and FASTEST spinning coaster!
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Come see your guy @FutureProof_HQ Wednesday morning with a cast of ETF characters. MC @DaveNadig has fun stuff planned.
Wowza, what a chart. Amazing author.
BREAKING: US ETFs attracted +$180 billion in inflows in August, the 6th-largest monthly inflow on record.
This was driven by equity ETFs, which posted +$100 billion in inflows.
This also follows +$190 billion in total inflows in July and +$220 billion in June.
In the first 8 months of 2026, US ETFs have seen +$1.4 trillion in inflows, on track for their largest annual intake on record.
Equity funds accounted for ~63%, or +$880 billion, of the total.
Investor risk appetite remains incredibly strong.
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Thanks @dailychartbook for the look
"The intensity of tactical ETF flows has started to calm down ... but the structural case for equity ETFs remains well in place in the second panel, that's a rolling 1-year sum approaching $1.4 trillion"
@Todd_Sohn @BairdStrategas
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"The intensity of tactical ETF flows have started to calm down", @Todd_Sohn in this week's ETFs and Markets:
New month, new records for the ETF universe. More in this week's video below, thanks for watching.
1,000 new ETFs through the End of August - on pace to set the record by the end of October. Are there implications? Find out in this week's ETFs and Markets with @Todd_Sohn:
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New month, new records for the ETF universe. More in this week's video below, thanks for watching.
@EricBalchunas did you say Blue Horeshoe
What have flows into fixed income ETFs looked like as yields have been on the rise, particular the 10yr? Find out in this week’s video with @Todd_Sohn:
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From our weekly video on the ETF universe
Crypto ETF flows peaked almost a YEAR ago – now we’re seeing a comeback for the asset class. Is it the ease of use? Whatever it is, it provides alpha against the rest of the market. Learn more in this week’s video with @Todd_Sohn:
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The shift back into gold and bitcoin:native might just be starting.
Nice charts from @Todd_Sohn.
