Latest news with #ETF.comAwards
Business Wire
07-05-2025
- Business
- Business Wire
QQQI Awarded 'Best New Active ETF' at the 2025 ETF.com Awards
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments is proud to announce that the NEOS Nasdaq-100 High Income ETF (Ticker: QQQI) was awarded 'Best New Active ETF' at the 2025 Awards, recognizing its standout approach to seeking high monthly income, tax efficiency, and upside potential within the rapidly growing segment of the options-based ETF market. The recognition from validates QQQI's early success in building investor confidence, with strong adoption and performance since inception. High monthly income through a data-driven call option strategy on the Nasdaq-100 Tax efficiency by utilizing index options classified under Section 1256 and actively implementing portfolio tax-loss harvesting Upside capture in rising markets, allowing investors to pursue strong total returns alongside the Fund's primary goal of tax-efficient monthly income generation 'This award highlights the differentiated value QQQI brings to income-focused investors,' said Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments. 'In addition to seeking high monthly income and upside potential, QQQI stands out for its tax-efficiency — a critical yet often overlooked factor that can significantly enhance after-tax outcomes for investors looking to keep more of what they earn.' The recognition from validates QQQI's early success in building investor confidence, with strong adoption and performance since inception. The fund's strategy has resonated with investors looking for more than traditional covered call exposure to the Nasdaq-100. NEOS Investments, founded in 2022 and headquartered in Westport, CT, was established by a team of options-based ETF pioneers with decades of experience developing and managing some of the industry's most widely used options-based ETFs. NEOS offers a suite of ETFs designed to deliver the next evolution of options-based investing — where seeking income is the outcome. The firm's solutions aim to provide investors with core portfolio building blocks that offer monthly income, tax efficiency, and diversification through a data-driven approach. For more information about QQQI and the full suite of NEOS strategies, visit Important Disclosures: Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or download QQQI's prospectus here. Please read the prospectus carefully before you invest. An investment in NEOS ETFs involve risk, including possible loss of principal. The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund's gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history. The Nasdaq-100 Index (NDX ®) defines today's modern-day industrials—comprised of 100 of the largest and most innovative non-financial companies listed on the Nasdaq Stock Market based on market capitalization. The information on this website or within this press release does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Investments or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.
Yahoo
07-05-2025
- Business
- Yahoo
QQQI Awarded "Best New Active ETF" at the 2025 ETF.com Awards
WESTPORT, Conn., May 07, 2025--(BUSINESS WIRE)--NEOS Investments is proud to announce that the NEOS Nasdaq-100 High Income ETF (Ticker: QQQI) was awarded "Best New Active ETF" at the 2025 Awards, recognizing its standout approach to seeking high monthly income, tax efficiency, and upside potential within the rapidly growing segment of the options-based ETF market. Launched on January 30, 2024, QQQI aims to offer: High monthly income through a data-driven call option strategy on the Nasdaq-100 Tax efficiency by utilizing index options classified under Section 1256 and actively implementing portfolio tax-loss harvesting Upside capture in rising markets, allowing investors to pursue strong total returns alongside the Fund's primary goal of tax-efficient monthly income generation "This award highlights the differentiated value QQQI brings to income-focused investors," said Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments. "In addition to seeking high monthly income and upside potential, QQQI stands out for its tax-efficiency — a critical yet often overlooked factor that can significantly enhance after-tax outcomes for investors looking to keep more of what they earn." The recognition from validates QQQI's early success in building investor confidence, with strong adoption and performance since inception. The fund's strategy has resonated with investors looking for more than traditional covered call exposure to the Nasdaq-100. NEOS Investments, founded in 2022 and headquartered in Westport, CT, was established by a team of options-based ETF pioneers with decades of experience developing and managing some of the industry's most widely used options-based ETFs. NEOS offers a suite of ETFs designed to deliver the next evolution of options-based investing — where seeking income is the outcome. The firm's solutions aim to provide investors with core portfolio building blocks that offer monthly income, tax efficiency, and diversification through a data-driven approach. For more information about QQQI and the full suite of NEOS strategies, visit Important Disclosures: Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or download QQQI's prospectus here. Please read the prospectus carefully before you invest. An investment in NEOS ETFs involve risk, including possible loss of principal. The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund's gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.
Business Wire
25-04-2025
- Business
- Business Wire
WisdomTree's India Hedged Equity Fund (INDH) Wins Best New International Equity ETF at ETF.com Awards 2025
NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced WisdomTree's India Hedged Equity Fund (INDH) has been named 'Best New International Equity ETF' at the Awards 2025, which recognizes excellence in the ETF industry, celebrating funds that are shaping the future of global investing. The Best New International Equity ETF Award is awarded to a fund launched in 2024 that has demonstrated outstanding performance and innovation in the international equity market. It highlights funds that have excelled in tracking or investing in equities that originate outside of the United States. Jarrett Lilien, WisdomTree President and COO, said, 'We are thrilled to see the WisdomTree India Hedged Equity Fund recognized as the Best New International Equity ETF at the Awards 2025. The success of this fund is a testament to the strength of our global expertise and the growing importance of emerging markets like India. As we continue to drive forward with our mission, we remain dedicated to delivering cutting-edge strategies that empower investors to navigate a complex and dynamic investment landscape.' Since its inception in 2011, the Awards have celebrated the most influential and innovative players in the ETF industry. The winners are chosen through a meticulous selection process, where an expert panel of editors and judges assess each nominee's contributions to the ETF market. WisdomTree's win was made possible through a combination of internal votes and feedback from industry participants, who recognize the value of building resilient, diversified portfolios in today's market environment. This year's awards were presented at the winners' award ceremony in New York on April 23, 2025. More information on the Awards 2025 and the voting process can be found here. Investors should carefully consider the investment objective, risks, charges and expenses of the Fund before investing. To obtain a prospectus or, if available, the summary prospectus containing this and other important information, please call 866.909.9473 or visit to view or download a prospectus. Investors should read the prospectus or, if available, the summary prospectus carefully before investing. WisdomTree Funds are distributed by Foreside Fund Services, LLC. Jarrett Lilien is a registered representative of Foreside Fund Services, LLC. Important Risk Information There are risks associated with investing including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. The Fund focuses its investments in India, thereby increasing the impact of events and developments associated with the region that can adversely affect performance. Investments in emerging, offshore or frontier markets such as India are generally less liquid and less efficient than developed markets and are subject to additional risks, such as of adverse governmental regulation and intervention or political developments. Investments in currency involve additional special risks, such as credit risk, interest rate fluctuations and derivative investment risk, which can be volatile and may be less liquid than other securities, and the effect of varied economic conditions. Due to the investment strategy of this Fund, it may make higher capital gain distributions than other ETFs. Please read the Fund's prospectus for specific details regarding the Fund's risk profile. About WisdomTree WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our blockchain-native digital wallet, WisdomTree Prime ®, and institutional platform, WisdomTree Connect™.* * The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit the WisdomTree Prime mobile app or for more information. WisdomTree currently has approximately $114.8 billion in assets under management globally, as of April 24, 2025. For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: Please visit us on X at @WisdomTreeNews. WisdomTree ® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide. PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE PRIME: The products and services available through the WisdomTree Prime app and WisdomTree Connect are not endorsed, indemnified or guaranteed by any regulatory agency. Category: Business Update
