I assume InvestEngine won’t be offering any ETFs or ETCs that have a leveraged component? I’ve not seen any LeveraheShares or GraniteShares ETFs listed on this platform. I assume this is intentional. De-risk. Simple.
Hi Haggis_Mince, this is intentional as we do not believe these instruments are suitable for long-term wealth creation.
The Global X S&P 500 Covered Call (XYLP) is now live on InvestEngine.
This ETF focuses on generating income through a strategy involving the S&P 500 Index. It holds a selection of the 500 largest publicly traded companies in the U.S., mirroring the S&P 500’s composition. To generate income, the ETF employs a covered call strategy. This approach involves selling call options on the stocks it holds, which are financial contracts that give buyers the right to purchase these stocks at a specific price within a certain timeframe. By selling these options, the ETF collects premiums, which can be distributed as income to investors.
This strategy may appeal to investors who seek regular income, particularly in low‑interest‑rate environments, or those looking to benefit from stock ownership while potentially earning extra income from option premiums. However, it may limit the potential for capital gains if the stocks rise significantly, as the call options might be exercised by buyers. It could be suitable for those who prioritize income generation and have a moderate to lower risk tolerance, rather than those primarily seeking growth. This ETF’s performance is influenced by the overall movements of the S&P 500, as well as the effectiveness of its covered call strategy in varying market conditions.
Issuer details
Global X ETFs is a leading provider of specialized thematic and sector‑specific ETFs, with over $50 billion in assets under management as of June 2024. As a subsidiary of Mirae Asset Global Investments, Global X focuses on thematic investing. Founded in 2008 by Bruno del Ama, Global X ETFs is known for its focus on niche and innovative investment themes, allowing investors to access areas of the market experiencing rapid growth and transformation. Notable ETFs include the Global X Robotics & Artificial Intelligence ETF (BOTZ) and the Global X Lithium & Battery Tech ETF (LIT), reflecting Global X’s commitment to providing exposure to cutting‑edge industries and trends.
Index details
The CBOE S&P 500 BuyWrite Index (BXM) is a benchmark index designed to track the performance of a hypothetical buy‑write strategy on the S&P 500 Index.
Because it is partly Options based would XYLP be classified as a “Complex” instrument under MiFID rules? I can’t tell. I’ve read the rules and I’m still unclear. If it were explicitly leveraged (like GraniteShares, LeverageShares etc…) then it would be. But when the leverage is kinda baked in and it kinda “tracks” an index (even if that index is itself partly levered) then I’m really unclear where the “complex” classification boundary is. Any insight? @gmachado
Hi can you add Russell 1000 growth ETF .
GBP ( R1GB)
Hi,
Thanks for new ETF additions.
Could you please add following globally diversified ETF which contains large, medium and small caps securities with global market capitalisation?
SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) (IMID)
Thank you so much.
Hi! Thank you for your suggestion. I have forwarded your request to our investment team, who will review it for potential inclusion in our DIY portfolio option. We appreciate your input!
Surely you can just say no to IMID. It’s quoted in USD. InvestEngine only trade GBP/GBX ETFs, right???
Hey everybody! Be assure that, we are taking notes of all of your suggestions! Thank you for being here to help us grow!
We have just added the following ETFs to the InvestEngine platform, putting the total to over 770 ETFs.
We are listening to all requests and looking to add more in the near future.
Title | Provider | Ticker |
---|---|---|
Amundi MSCI World II | Amundi | WLDL |
Amundi S&P 500 II | Amundi | SP5L |
Amundi Physical Gold | Amundi | GLDA |
Amundi S&P 500 | Amundi | 500G |
Amundi Nasdaq-100 II | Amundi | NASL |
Amundi CAC 40 | Amundi | CACX |
Amundi S&P 500 II | Amundi | LSPX |
Amundi MSCI Emerging Markets II | Amundi | E127 |
Amundi Index MSCI Europe SRI PAB | Amundi | ESRG |
Amundi Index MSCI Europe | Amundi | CEG2 |
Amundi S&P Eurozone PAB Net Zero Ambition | Amundi | PABG |
Amundi MSCI Water ESG Screened | Amundi | WATL |
Amundi Euro Government Bond | Amundi | MTXX |
Fidelity Sustainable Research Enhanced Emerging Markets Equity | Fidelity | FEMS |
iShares Core EUR Corp Bond | iShares | IEBC |
iShares EUR High Yield Corp Bond | iShares | SHYG |
iShares USD Treasury Bond 3-7yr | iShares | CU71 |
iShares Core EUR Govt Bond | iShares | SEGA |
iShares EUR Corp Bond 1-5yr | iShares | SE15 |
iShares USD High Yield Corp Bond | iShares | SHYU |
iShares EUR Ultrashort Bond | iShares | ERN1 |
iShares S&P 500 Equal Weight | iShares | EWSP |
iShares EUR Govt Bond 3-5yr | iShares | IBGX |
iShares EUR Govt Bond 1-3yr | iShares | IBGS |
iShares EUR Aggregate Bond ESG | iShares | SEAG |
iShares EUR Govt Bond 1-3yr | iShares | CE31 |
iShares EUR Inflation Linked Govt Bond | iShares | IBCI |
iShares USD Short Duration Corp Bond | iShares | IGSD |
iShares S&P 500 Swap | iShares | I50D |
iShares USD TIPS | iShares | ITPG |
SPDR S&P 400 U.S. Mid Cap | SPDR | SPX4 |
UBS MSCI United Kingdom | UBS | UC64 |
UBS MSCI USA Socially Responsible | UBS | UC46 |
UBS MSCI Emerging Markets | UBS | UB32 |
WisdomTree Physical Gold | WisdomTree | PHGP |
WisdomTree Physical Swiss Gold | WisdomTree | SGBX |
WisdomTree Gold Bullion Securities | WisdomTree | GBSS |
Xtrackers MSCI World | Xtrackers | XWLD |
Xtrackers MSCI USA ESG | Xtrackers | XESU |
Xtrackers MSCI World ESG | Xtrackers | XESW |
Xtrackers S&P 500 Swap | Xtrackers | XSXG |
Xtrackers MSCI Emerging Markets | Xtrackers | XMMS |
Xtrackers MSCI USA Swap | Xtrackers | XMUS |
Xtrackers MSCI AC World ESG Screened | Xtrackers | XMAW |
Xtrackers MSCI Europe | Xtrackers | XMEU |
Xtrackers Euro Stoxx 50 | Xtrackers | XESC |
Xtrackers Euro Stoxx 50 | Xtrackers | XESX |
Xtrackers MSCI World | Xtrackers | XDWP |
Xtrackers MSCI World Swap | Xtrackers | XWOS |
Xtrackers S&P 500 Equal Weight ESG | Xtrackers | XZES |
Xtrackers MSCI Japan ESG | Xtrackers | XESJ |
Xtrackers MSCI Japan | Xtrackers | XMJP |
Xtrackers MSCI USA Swap | Xtrackers | XUSW |
@gmachado I just wish you would add iShares SP20
Hi, thank you for your ETF suggestion! I’ll ask our Investments team to add it to our ETF range and we’ll let you know once this has been done
AVSG (small cap value) as a priority please
Investengine keep adding ETF’s that are very similar to all the others on the platform - in my opinion priority should be given to those that actually provide diversification options
It has been said by IE that more Avantis products will be added in the next batch of ETFs, but no indication of what ones, or when.
I contacted customer services directly - I was fobbed off again by another ‘watch this space’ reply. (advised to check these community pages). The response stated there were plans to release new ETF’s at the ‘end of the month’ but no information could be given as to what would or would not be included.