{"url":"https://etfiq.com/research/library/source/issuer/","section":"research","title":"ETF Research from Issuers | ETFIQ","description":"22 public ETF research papers from issuers, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"CollectionPage","name":"ETF research from issuers","description":"As of Oct 21, 2026, 22 papers; 20 carry an ETFIQ take with figures of our own.","url":"https://etfiq.com/research/library/source/issuer/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"ItemList","name":"ETF research from issuers","numberOfItems":22,"itemListElement":[{"@type":"ListItem","position":1,"name":"Guide to ETFs","url":"https://etfiq.com/research/library/j-p-morgan-asset-management-guide-to-etfs/"},{"@type":"ListItem","position":2,"name":"ETF Newsletter - October 2026","url":"https://etfiq.com/research/library/first-trust-etf-newsletter-october-2026/"},{"@type":"ListItem","position":3,"name":"Crypto Market Review (Q4 2026)","url":"https://etfiq.com/research/library/bitwise-crypto-market-review-q4-2026/"},{"@type":"ListItem","position":4,"name":"ETF Data Watch","url":"https://etfiq.com/research/library/first-trust-etf-data-watch/"},{"@type":"ListItem","position":5,"name":"ETF Data Watch Flier - September 2026","url":"https://etfiq.com/research/library/first-trust-etf-data-watch-flier-september-2026/"},{"@type":"ListItem","position":6,"name":"Setting the record straight: The truths about index fund investing","url":"https://etfiq.com/research/library/vanguard-setting-the-record-straight-the-truths-about-index-fund/"},{"@type":"ListItem","position":7,"name":"Why ETF growth is booming","url":"https://etfiq.com/research/library/state-street-why-etf-growth-is-booming/"},{"@type":"ListItem","position":8,"name":"ETF Impact Report 2026-2027: Built for what\u2019s next. Shaping a shared future.","url":"https://etfiq.com/research/library/state-street-etf-impact-report-2026-2027-built-for-whats-next/"},{"@type":"ListItem","position":9,"name":"AllianzIM Buffered ETFs Investor Guide","url":"https://etfiq.com/research/library/allianzim-allianzim-buffered-etfs-investor-guide/"},{"@type":"ListItem","position":10,"name":"Market Forecasts: Q2 2026","url":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/"},{"@type":"ListItem","position":11,"name":"Deconstructing buffered ETFs","url":"https://etfiq.com/research/library/allianzim-deconstructing-buffered-etfs/"},{"@type":"ListItem","position":12,"name":"Jeff Johnson on the rise of active fixed income ETFs","url":"https://etfiq.com/research/library/vanguard-jeff-johnson-on-the-rise-of-active-fixed-income-etfs/"},{"@type":"ListItem","position":13,"name":"ETF flows rumbling along","url":"https://etfiq.com/research/library/state-street-etf-flows-rumbling-along/"},{"@type":"ListItem","position":14,"name":"2026 Trends Shaping Investment Products","url":"https://etfiq.com/research/library/blackrock-2026-trends-shaping-investment-products/"},{"@type":"ListItem","position":15,"name":"The Bitwise/VettaFi 2026 Benchmark Survey","url":"https://etfiq.com/research/library/bitwise-the-bitwise-vettafi-2026-benchmark-survey/"},{"@type":"ListItem","position":16,"name":"Forecasts as of January 2026.","url":"https://etfiq.com/research/library/first-trust-forecasts-as-of-january-2026/"},{"@type":"ListItem","position":17,"name":"Calamos Investment Team Outlooks, January 2026","url":"https://etfiq.com/research/library/calamos-calamos-investment-team-outlooks-january-2026/"},{"@type":"ListItem","position":18,"name":"The Year Ahead: 10 Crypto Predictions for 2026","url":"https://etfiq.com/research/library/bitwise-the-year-ahead-10-crypto-predictions-for-2026/"},{"@type":"ListItem","position":19,"name":"2026 outlook: Economic upside, stock market downside","url":"https://etfiq.com/research/library/vanguard-2026-outlook-economic-upside-stock-market-downside/"},{"@type":"ListItem","position":20,"name":"Target AI and policy-led growth from US to emerging markets","url":"https://etfiq.com/research/library/state-street-target-ai-and-policy-led-growth-from-us-to-emerging/"},{"@type":"ListItem","position":21,"name":"Global Market Outlook 2026: Forward with focus","url":"https://etfiq.com/research/library/state-street-global-market-outlook-2026-forward-with-focus/"},{"@type":"ListItem","position":22,"name":"2026 Investment Outlook: Resilience and Rebalancing","url":"https://etfiq.com/research/library/invesco-2026-investment-outlook-resilience-and-rebalancing/"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Research","item":"https://etfiq.com/research/"},{"@type":"ListItem","position":3,"name":"Library","item":"https://etfiq.com/research/library/"},{"@type":"ListItem","position":4,"name":"Issuers","item":"https://etfiq.com/research/library/source/issuer/"}]},{"@type":"WebPage","name":"ETF Research from Issuers","description":"22 public ETF research papers from issuers, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","url":"https://etfiq.com/research/library/source/issuer/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":7713,"truncated":false,"content":"ETFIQ / Research / Library / Issuers \n \n Index as of Oct 21, 2026 \u00b7 updated when a paper is added.\n Research Library \u00b7 33 papers \u00b7 12 firms\n ETF research from issuers\n Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ\u2019s words with a link to the firm\u2019s own page, and tested against ETFIQ\u2019s data where it can be.\n As of Oct 21, 2026, 22 papers; 20 carry an ETFIQ take with figures of our own.\n Papers by topic\n Flows 16 Bonds 12 Outlooks 9 Themes 8 Crypto 3 Buffer 2 Income 2 By kind of source\n Issuer Bank Industry body Papers\n 1 to 22 of 22\n J.P. Morgan Asset Management \u00b7 Issuer \u00b7 Oct 15, 2026 \u00b7 ETFIQ take\n Guide to ETFs \n J.P. Morgan Asset Management's October 2026 Guide to ETFs counts 5,677 U.S. ETFs holding $16.3 Tn, with data through September 30, 2026.\n Flows Bonds Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Oct 15, 2026 \n ETF Newsletter - October 2026 \n First Trust's October 2026 ETF newsletter reports that its AIRR industrials fund fell 22.5% in the third quarter, as stocks tied to AI data centers weakened.\n Themes Read the paper \u2197 \n Bitwise \u00b7 Issuer \u00b7 Oct 8, 2026 \u00b7 ETFIQ take\n Crypto Market Review (Q4 2026) \n Bitwise's October 2026 market review reports that its 10 Large Cap Crypto Index gained 46.39% in Q3 2026, with every one of its ten holdings up double digits.\n Crypto Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Oct 7, 2026 \u00b7 ETFIQ take\n ETF Data Watch \n First Trust's October 2026 flows monitor shows US-listed ETFs took in $139.9 billion of net inflows in September, lifting total assets to $15.9 trillion.\n Flows Bonds Income Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Sep 8, 2026 \u00b7 ETFIQ take\n ETF Data Watch Flier - September 2026 \n First Trust's September 2026 flows monitor counts $179.6 billion of net new money into US-listed ETFs during August, lifting their assets to $16.1 trillion.\n Flows Bonds Income Read the paper \u2197 \n Vanguard \u00b7 Issuer \u00b7 Aug 14, 2026 \u00b7 ETFIQ take\n Setting the record straight: The truths about index fund investing \n Vanguard's August 2026 study estimates index fund investors have avoided roughly $570 billion in extra fees since 2000 thanks to lower expense ratios.\n Flows Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Jul 16, 2026 \u00b7 ETFIQ take\n Why ETF growth is booming \n State Street Investment Management's July 2026 explainer, citing Morningstar, counts more than 14,000 ETFs worldwide holding $18.49 trillion.\n Flows Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Jun 11, 2026 \u00b7 ETFIQ take\n ETF Impact Report 2026-2027: Built for what\u2019s next. Shaping a shared future. \n State Street Investment Management's June 2026 ETF Impact Report says globally listed ETFs drew US$641 billion in the first quarter of 2026, a record start.\n Flows Read the paper \u2197 \n Allianz Investment Management \u00b7 Issuer \u00b7 May 6, 2026 \u00b7 ETFIQ take\n AllianzIM Buffered ETFs Investor Guide \n Allianz Investment Management's May 2026 investor guide explains its buffered ETFs, which aim to cushion reference asset losses of 5%, 10%, 15% or 20% per outcome period.\n Buffer Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Apr 22, 2026 \u00b7 ETFIQ take\n Market Forecasts: Q2 2026 \n In its April 2026 forecasts, State Street Investment Management expects US economic growth of 2.3% in 2026, a slight cut tied to recent geopolitical events.\n Outlooks Bonds Read the paper \u2197 \n Allianz Investment Management \u00b7 Issuer \u00b7 Apr 22, 2026 \u00b7 ETFIQ take\n Deconstructing buffered ETFs \n In an April 2026 explainer, Allianz Investment Management describes how its buffered ETFs stack three options layers to provide a 10% or 20% cushion against losses.\n Buffer Read the paper \u2197 \n Vanguard \u00b7 Issuer \u00b7 Apr 1, 2026 \u00b7 ETFIQ take\n Jeff Johnson on the rise of active fixed income ETFs \n In an April 2026 podcast summary, Vanguard, citing Morningstar, says fixed income drew approximately $600 billion of flows in 2025, roughly 70% of it into ETFs.\n Bonds Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Feb 3, 2026 \u00b7 ETFIQ take\n ETF flows rumbling along \n State Street Investment Management's February 2026 flows report counts $165 billion of ETF inflows in January, with non-US equity ETFs taking a record $60 billion.\n Flows Bonds Read the paper \u2197 \n BlackRock \u00b7 Issuer \u00b7 Jan 13, 2026 \u00b7 ETFIQ take\n 2026 Trends Shaping Investment Products \n BlackRock's January 2026 trends paper counts more than 4,700 ETFs in the U.S., with over a third launched within the last two years.\n Flows Themes Bonds Read the paper \u2197 \n Bitwise \u00b7 Issuer \u00b7 Jan 13, 2026 \u00b7 ETFIQ take\n The Bitwise/VettaFi 2026 Benchmark Survey \n Bitwise and VettaFi's January 2026 advisor survey found 32% of advisors used crypto in client accounts during 2025, compared with 22% in 2024.\n Crypto Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Jan 7, 2026 \u00b7 ETFIQ take\n Forecasts as of January 2026. \n In its January 2026 forecast, First Trust sets a year-end S&P 500 target of 6,000 and expects real GDP growth of 2% for 2026.\n Outlooks Read the paper \u2197 \n Calamos \u00b7 Issuer \u00b7 Jan 2, 2026 \u00b7 ETFIQ take\n Calamos Investment Team Outlooks, January 2026 \n Calamos, in its January 2026 investment team outlook, reports that global convertible bond issuance topped $166 billion in 2025, close to a record level.\n Outlooks Bonds Read the paper \u2197 \n Bitwise \u00b7 Issuer \u00b7 Dec 15, 2025 \u00b7 ETFIQ take\n The Year Ahead: 10 Crypto Predictions for 2026 \n Bitwise, in its December 2025 outlook, forecasts more than 100 new U.S. crypto-linked ETF launches during 2026, among 10 predictions it calls estimates, not guarantees.\n Crypto Read the paper \u2197 \n Vanguard \u00b7 Issuer \u00b7 Dec 10, 2025 \u00b7 ETFIQ take\n 2026 outlook: Economic upside, stock market downside \n Vanguard's December 2025 outlook expects muted US stock returns over five to 10 years and sets its VEMO portfolio at 60% bonds and 40% stocks.\n Outlooks Bonds Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Dec 3, 2025 \n Target AI and policy-led growth from US to emerging markets \n State Street Investment Management's December 2025 outlook says consensus 2026 capital spending estimates for major hyperscalers have reached $519 billion, up from $314 billion.\n Themes Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Dec 3, 2025 \u00b7 ETFIQ take\n Global Market Outlook 2026: Forward with focus \n State Street Investment Management's December 2025 outlook cites consensus estimates that Magnificent 7 capital spending will reach about $520 billion in 2026, over 30% higher.\n Outlooks Themes Read the paper \u2197 \n Invesco \u00b7 Issuer \u00b7 Dec 1, 2025 \u00b7 ETFIQ take\n 2026 Investment Outlook: Resilience and Rebalancing \n Invesco's December 2025 outlook expects stocks to keep rising in 2026, noting global stocks gained 17.5% in 2025 through October on the MSCI World Index.\n Outlooks Read the paper \u2197 \n Firms in the library\n Investment Company Institute 8 State Street Investment Management 6 First Trust 4 Bitwise 3 Vanguard 3 Allianz Investment Management 2 J.P. Morgan 2 BlackRock 1 Calamos 1 Invesco 1 J.P. Morgan Asset Management 1 UBS 1 How the library works\n Each entry is a summary in ETFIQ\u2019s words and a link to the firm\u2019s own page; ETFIQ does not host the papers. Where a paper makes a claim ETFIQ\u2019s data can test, \"The ETFIQ take\" states the paper\u2019s figure and ETFIQ\u2019s figure side by side, dated, with links to the fund, desk or research page. A summary that fails a check is held, never published. How the library is made \n ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/source/issuer/ Free to use with attribution . Open data \n ETFIQ is not affiliated with any firm listed here; logos identify the source.","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/source/issuer/"}