Monthly Structured ETF Intelligence

The Monthly Structured ETF Market Report

ETF-by-ETF data, barrier proximity analysis, distribution status, and one focused research piece — published the first Monday of every month.

What’s Inside

Built for advisors who need signal, not noise.

Each report is designed to make the structured ETF category easier to monitor, explain, and evaluate with clients.

ETF-by-ETF barrier proximity and distribution status

Track coupon barrier distance, observation dates, and recent coupon performance across the category.

Category AUM and yield trends

Follow month-over-month changes in AUM, target yield, trailing yield, and product-level momentum.

One research piece — focused and practical

A deep dive on a meaningful structured ETF topic: suitability, missed coupons, stress testing, barriers, or portfolio use.

Designed as a monthly advisor workflow

  • Review category-level market conditions.
  • Identify funds nearing coupon barriers.
  • Monitor distribution status and yield trends.
  • Use the research note for client education and due diligence.