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RBC Capital analysts are urging caution with U.S. small-cap stocks, saying it&#39;s best to &#34;stay on the sidelines for now.&#34; UBS says otherwise.

&#39;Stay On The Sidelines With Small Caps For Now,&#39; Says RBC — But UBS Sees Brighter Days Ahead

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The First Trust Small Cap Core AlphaDEX ETF (NASDAQ: FYX) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.

What Are Smart Beta ETFs?

Is First Trust Small Cap Core AlphaDEX ETF a Strong ETF Right Now?

GSSC

SMCI

Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (ARCA:GSSC) is a smart beta exchange traded fund launched on 06/28/2017.

What Are Smart Beta ETFs?

Is Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF a Strong ETF Right Now?

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As the three major bourses are hovering near record highs, investors are rotating to areas like utility and the small-caps, which are cheap and undervalued. These zones have outperformed in May.


Leverage the Power of Utilities &amp; Small-Caps With These ETFs

Marjorie Taylor Greene

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Greene&#39;s filing on Thursday marks her first periodic transaction report since June 2022, adhering to the &#34;Stock Trading on Congressional Knowledge Act.&#34;

Marjorie Taylor Greene Reveals New Stock Trades After 2-Year Gap: Berkshire Hathway, Goldman Sachs And Microsoft Make The List — But Trump&#39;s DJT Doesn&#39;t

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iShares Dow Jones US Oil & Gas Exploration & Production Index Fund

On CNBC’s &#34;Halftime Report Final Trades,&#34; Cerity Partners&#39; Jim Lebenthal picked  Berkshire Hathaway Inc. (NYSE: BRK-B) (NYSE: 

Berkshire Hathaway And More On CNBC&#39;s &#39;Final Trades&#39;

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Small-cap ETFs see record-breaking inflows, driven by retail investors. Bank of America predicts bullish outlook for 2024.

Small-Cap ETFs Enjoy Record Inflows Due To Optimistic Retail Investors: Is This The Decade Of 10% Annual Returns?

NFLX

On CNBC’s &#34;Halftime Report Final Trades,&#34;  Shannon Saccocia of Boston Private named  iShares Core S&amp;P Small-Cap ETF (NYSE: IJR) 

Netflix, Qualcomm, Waste Connections And More: CNBC&#39;s &#39;Final Trades&#39;

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AI-related stocks including industry leaders like Nvidia (NASDAQ: NVDA), cloud computing, and cybersecurity stand out as &#34;naturals that fit together.&#34;

Investment Chief At $48B Global X Forecasts AI Stock Dominance In 2024: Unveils Top Investment Opportunities

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Small cap stocks have been on a tear since the Federal Reserve signaled an end to its cycle of rate hikes at Wednesday&#39;s policy meeting.

US Small Caps Streak Ahead: Interest Rate Euphoria Gives America&#39;s Small Businesses A Boost

CNBC Halftime Report Final Trades: JP Morgan Chase & Co., Dominion Energy, Vistra, IShares Core S&P Small-Cap ETF

RBC Capital analysts are urging caution with U.S. small-cap stocks, saying it&#8217;s best to &#8220;stay on the sidelines for now.&#8221; In a note, the investment bank highlighted a less promising near-term outlook for small caps, <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis">citing several factors</a>.
<figure class="wp-block-image size-full"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="633" height="458" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM.png" alt="" class="wp-image-393716" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM.png 633w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM-300x217.png 300w" sizes="(max-width: 633px) 100vw, 633px" /></a></figure>
<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Chart: Benzinga Pro</a>
Related: <a href="https://www.benzinga.com/news/24/06/39357591/as-small-caps-lag-20-behind-s-p-500-reddit-user-says-market-cap-definitions-should-really-be-readjus">As Small Caps Lag 20% Behind S&amp;P 500, Reddit User Says Market Cap Definitions &#8216;Should Really Be Readjusted For Inflation&#8217;</a>
<h1 class="wp-block-heading">RBC: Decoupling Is Underway, Neutral For Now</h1>
The continued outperformance of mega-cap growth stocks has been logical but somewhat jarring to RBC, especially as Treasury yields have declined, historically benefiting small caps. However, RBC suggests a decoupling is underway, as <a href="https://in.investing.com/news/stock-market-news/rbc-too-early-to-turn-bullish-on-us-small-caps-4257423">reported</a> by the website Investing.
Factors contributing to the outsized performance of large-cap growth stocks (making it more attractive) include:
<ul>
<li>Slowing GDP forecasts,</li>
<li>More positive recent earnings revisions</li>
<li>Reduced crowding in the large-cap growth sector</li>
</ul>
Despite acknowledging the recent weakness in small caps, RBC remains neutral on the sector relative to large caps. 
The company recognizes the historically favorable positioning of small caps based on investor sentiment and valuation metrics. However, RBC cautions these factors are outweighed by the lack of fundamental tailwinds and negative earnings revision trends for small caps.
RBC suggests a wait-and-see approach, stating, &#8220;We see enough that looks interesting to stay neutral for now and think that when it&#8217;s finally time to put on Fed rate cut trades this space will do well.&#8221;
<h1 class="wp-block-heading">UBS: Strong Potential For Small Caps, Expect Outperformance In Near Term</h1>
On the other hand, UBS analysts are more optimistic about the potential for small-cap stocks in the coming months. They predict strong potential for small caps, citing a historical correlation between small-cap performance and Treasury yields, as <a href="https://in.investing.com/news/stock-market-news/ubs-small-caps-to-outperform-over-the-near-term-432SI-4260840">reported</a> by Investing.
Over the past year, small-cap stocks have outperformed when Treasury yields have declined, notes UBS. Conversely, small caps have underperformed during periods of rising yields. Historically, when this relationship deviates, a correction quickly follows.
UBS points to a significant outperformance of small caps in early February following a disconnect, similar to the current situation where large caps are outperforming despite falling interest rates since May.
&#8220;This represents the potential for mid- to high-single-digit small-cap outperformance over the near term,&#8221; concludes UBS, suggesting a significant upswing for small-cap stocks in the near future.
For investors seeking diversified exposure to small cap equity, the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) and the Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) are popular ways.
<hr class="wp-block-separator has-alpha-channel-opacity" />
Don't miss the opportunity to dominate in a volatile market at the&nbsp;<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Benzinga SmallCAP Conference</a>&nbsp;on Oct. 9-10, 2024, at the Chicago Marriott Downtown Magnificent Mile. 
Get exclusive access to CEO presentations, 1:1 meetings with investors and valuable insights from top financial experts. Whether you're a trader, entrepreneur or investor, this event offers unparalleled opportunities to grow your portfolio and network with industry leaders. Secure your spot and get your tickets today!
Read Next: <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis/24/06/39381483/worried-about-market-volatility-benzingas-smallcap-event-has-answers">Worried About Market Volatility? Benzinga&#8217;s SmallCAP Event Has Answers</a>
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'Stay On The Sidelines With Small Caps For Now,' Says RBC — But UBS Sees Brighter Days Ahead

The First Trust Small Cap Core AlphaDEX ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/fyx#NASDAQ">FYX</a>) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.
What Are Smart Beta ETFs?
The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.
This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.
Fund Sponsor &amp; Index
FYX is managed by First Trust Advisors, and this fund has amassed over $836.92 million, which makes it one of the average sized ETFs in the Style Box - Small Cap Blend. This particular fund seeks to match the performance of the Nasdaq AlphaDEX Small Cap Core Index before fees and expenses.
The NASDAQ AlphaDEX Small Cap Core Index is an enhanced index which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 700 Small Cap Index.
Cost &amp; Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF&#39;s expense ratio.
Operating expenses on an annual basis are 0.60% for this ETF, which makes it one of the more expensive products in the space.
It has a 12-month trailing dividend yield of 1.14%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
FYX&#39;s heaviest allocation is in the Financials sector, which is about 22.30% of the portfolio. Its Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Oscar Health, Inc. (class A) (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/oscr#NYSE">OSCR</a>) accounts for about 0.49% of total assets, followed by Modine Manufacturing Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mod#NYSE">MOD</a>) and Sphere Entertainment Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sphr#NYSE">SPHR</a>).
The top 10 holdings account for about 4.32% of total assets under management.
Performance and Risk
The ETF has lost about -2.04% so far this year and is up about 10.73% in the last one year (as of 06/18/2024). In the past 52-week period, it has traded between $74.82 and $94.11.
The ETF has a beta of 1.25 and standard deviation of 22.19% for the trailing three-year period, making it a medium risk choice in the space. With about 526 holdings, it effectively diversifies company-specific risk.
Alternatives
First Trust Small Cap Core AlphaDEX ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 ETF (ARCA:IWM) tracks Russell 2000 Index and the iShares Core S&amp;P Small-Cap ETF (ARCA:IJR) tracks S&amp;P SmallCap 600 Index. IShares Russell 2000 ETF has $59.91 billion in assets, iShares Core S&amp;P Small-Cap ETF has $76.54 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend.
<a href="https://www.zacks.com/stock/news/2289565/is-first-trust-small-cap-core-alphadex-etf-fyx-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2289565">To read this article on Zacks.com click here.</a>

Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (ARCA:GSSC) is a smart beta exchange traded fund launched on 06/28/2017.
What Are Smart Beta ETFs?
For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.
There are some investors, though, who think it&#39;s possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor &amp; Index
The fund is managed by Goldman Sachs Funds. GSSC has been able to amass assets over $482.74 million, making it one of the average sized ETFs in the Style Box - Small Cap Blend. This particular fund seeks to match the performance of the Goldman Sachs ActiveBeta U.S. Small Cap Equity Index before fees and expenses.
The Goldman Sachs ActiveBeta U.S. Small Cap Equity Index is designed to deliver exposure to equity securities of small capitalization U.S. issuers.
Cost &amp; Other Expenses
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.
With on par with most peer products in the space, this ETF has annual operating expenses of 0.20%.
It&#39;s 12-month trailing dividend yield comes in at 1.35%.
Sector Exposure and Top Holdings
Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it&#39;s still important for investors to research a fund&#39;s holdings.
GSSC&#39;s heaviest allocation is in the Industrials sector, which is about 19.90% of the portfolio. Its Financials and Information Technology round out the top three.
When you look at individual holdings, Super Micro Computer Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/smci#NASDAQ">SMCI</a>) accounts for about 1.81% of the fund&#39;s total assets, followed by Jun 24 Cme Eminirus2k (RTYM24) and Comfort Systems Usa Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/fix#NYSE">FIX</a>).
The top 10 holdings account for about 6.02% of total assets under management.
Performance and Risk
The ETF has gained about 0.99% so far this year and is up roughly 13.69% in the last one year (as of 06/07/2024). In the past 52-week period, it has traded between $51.83 and $65.55.
The fund has a beta of 0.98 and standard deviation of 20.98% for the trailing three-year period. With about 1297 holdings, it effectively diversifies company-specific risk.
Alternatives
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 ETF (ARCA:IWM) tracks Russell 2000 Index and the iShares Core S&amp;P Small-Cap ETF (ARCA:IJR) tracks S&amp;P SmallCap 600 Index. IShares Russell 2000 ETF has $59.83 billion in assets, iShares Core S&amp;P Small-Cap ETF has $78.27 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend.
<a href="https://www.zacks.com/stock/news/2285090/is-goldman-sachs-activebeta-u-s-small-cap-equity-etf-gssc-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2285090">To read this article on Zacks.com click here.</a>

As the three major bourses are hovering near record highs, investors are rotating to areas like utility and the small-caps, which are cheap and undervalued. These zones have outperformed in May. 
The Utilities Select Sector SPDR Fund emerged as the top performer among the 11 SPDR ETFs tracking the S&amp;P 500 sectors. It rose nearly 9% last month, logging its largest monthly gain since March 2022, according to FactSet data. Meanwhile, small-cap stocks, as tracked by the Russell 2000 Index, surpassed the S&amp;P 500 and the Dow Jones with a 4.9% monthly gain. It was the small-cap&#39;s best month since February. 
Investors seeking to tap these hottest zones of the stock market could consider ETFs in these spaces. While there is a long list, we have highlighted the five most popular options from these zones. These include Utilities Select Sector SPDR Fund (ARCA:XLU), Vanguard Utilities ETF (ARCA:VPU), iShares Core S&amp;P Small-Cap ETF (ARCA:IJR), iShares Russell 2000 ETF (ARCA:IWM), and Vanguard Small-Cap ETF (ARCA:VB). 
Here, we have cited the reasons for their strong performance. The trend is likely to continue in the weeks ahead.
<h3>Utility</h3>
The utility sector, which tends to outperform when the economy is in a downturn, is making the most of the current volatility and uncertainty triggered by the timing of the Fed rate cuts, slowing economy and geopolitical tension. Being a low-beta sector, utility is relatively protected from large swings (ups and downs) in the stock market and is thus considered a defensive investment or safe haven amid economic or political turmoil. 
Additionally, rising demand for electricity driven by artificial intelligence chips and software has made the traditional defensive sector of the market most appealing.
<h3>Small-Caps</h3>
Small-cap stocks are also considered safer and better plays if political issues or economic turmoil creep into the picture, as the pint-sized stocks generate most of their revenues from the domestic market. The latest survey from the National Federation of Independent Business revealed that small business optimism rebounded 1.2 points from the lowest level since December 2012 to 89.7 in April. 
Small-cap stocks seem attractively valued. According to the recent analysis by the firm&#39;s senior US market strategist, Dave Sekera, &quot;small-cap stocks trade at an 18% discount to fair value, making them the cheapest US asset class across the Morningstar Style Box.&quot; 
Further, the artificial intelligence craze holds the promise of ushering in fresh opportunities for growth. While mega-cap companies are leading the AI world, many small-cap stocks having huge potential in this field remain untapped. According to a new report by Grand View Research, the global artificial intelligence market is expected to witness a CAGR (2024-2030) of 36.6% to reach $811.75 billion by 2030.
<h3>ETFs in Focus</h3>
Utilities Select Sector SPDR 
With an AUM of $14 billion, Utilities Select Sector SPDR seeks to provide exposure to companies from the electric utility, water utility, multi-utility, independent power and renewable electricity producers, and gas utility industries. It follows the Utilities Select Sector Index, holding 31 stocks in its basket. Electric utilities take the top spot among sectors at 65.9%, closely followed by multi utilities (25.9%). Utilities Select Sector SPDR charges 9 bps of annual fees and sees a heavy volume of 13.5 million shares, on average. It has a Zacks ETF Rank #3 (Hold). 
Vanguard Utilities ETF 
Vanguard Utilities ETF follows the MSCI US Investable Market Utilities 25/50 Index, holding 65 securities in its basket, with none accounting for more than 12.4% share. About 62.4% of the portfolio is allocated to electric utilities, closely followed by multi utilities (25.3%). Vanguard Utilities ETF charges 10 bps in annual fees and sees a good volume of around 171,000 shares on average. It has AUM of $5.7 billion and a Zacks ETF Rank #3. 
iShares Core S&amp;P Small-Cap ETF 
iShares Core S&amp;P Small-Cap ETF offers exposure to U.S. small-cap stocks and follows the S&amp;P SmallCap 600 Index. It holds 681 stocks in its basket, with none accounting for more than 2% of the assets. Financials, industrials, consumer discretionary, information technology and healthcare are the top five sectors with double-digit exposure each. iShares Core S&amp;P Small-Cap ETF has AUM of $78.5 billion and trades in an average daily volume of 3 million shares. The product charges investors 6 bps in annual fees. 
iShares Russell 2000 ETF 
iShares Russell 2000 ETF is the largest and most popular ETF in the small-cap space, with an AUM of $59 billion and an average daily volume of 27 million shares. iShares Russell 2000 ETF holds well-diversified 1,937 stocks in its basket and has key holdings in industrials, financials, information technology, healthcare and consumer discretionary. iShares Russell 2000 ETF charges 19 bps in annual fees and has a Zacks ETF Rank #2 (Buy). 
Vanguard Small-Cap ETF 
Vanguard Small-Cap ETF follows the CRSP US Small Cap Index and holds a basket of 1,417 stocks, with none holding more than 0.5% of assets. Vanguard Small-Cap ETF is widely spread across various sectors, with industrials, consumer discretionary, financials, information technology and healthcare being the top five. Vanguard Small-Cap ETF has AUM of $55.3 billion and trades in a solid average daily volume of about 562,000 shares. VB charges 5 bps in fees per year from investors.
<a href="https://www.zacks.com/stock/news/2283438/leverage-the-power-of-utilities-small-caps-with-these-etfs?cid=CS-BENZ-FT-etf_news_and_commentary-2283438">To read this article on Zacks.com click here.</a>

Leverage the Power of Utilities & Small-Caps With These ETFs

Firebrand Republican Congresswoman&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/04/38348258/marjorie-taylor-greene-takes-step-back-in-effort-to-remove-speaker-mike-johnson-but-blasts-him-as-a" rel="noreferrer noopener">Marjorie Taylor Greene</a>&nbsp;(R-GA) made headlines Thursday&nbsp;with a disclosure of&nbsp;her latest financial transactions.
What Happened: Greene&#8217;s filing on Thursday marks her first periodic transaction report since June 2022, adhering to the &#8220;Stock Trading on Congressional Knowledge Act.&#8221; This act mandates U.S. lawmakers to publicly disclose financial transactions within 45 days of occurrence, typically within a value range.
All transactions occurred on either April 25 or 26.
The details of Greene&#8217;s transactions are as follows:
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Company</td>
<td>Value Range</td>
</tr>
<tr>
<td>Berkshire Hathaway, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Schwab US Large-Cap Growth Idx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWLGX#NASDAQ">SWLGX</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>US Treasury Bill</td>
<td>$250,001-$500,000</td>
</tr>
<tr>
<td>Vanguard FTSE Developed Markets Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEA#NYSE">VEA</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Vanguard Mid-Cap Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VO#NYSE">VO</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)</td>
<td>$15,001-$50,000</td>
</tr>
<tr>
<td>Vanguard Small-Cap Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)</td>
<td>$1,001-$15,000</td>
</tr>
</tbody>
</table>
</figure>
Sale transactions:
<ul>
<li>iShares Core MSCI Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMG#NYSE">EMG</a>): $1,001-$15,000 </li>
<li>iShares Core MSCI Total International Stock ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IXUS#NASDAQ">IXUS</a>): $1,001-$15,000 </li>
<li>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>): $1,001-$15,000)</li>
<li>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): $1,001-$15,000)</li>
<li>iShares Core S&amp;P U.S. Growth ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IUSG#NASDAQ">IUSG</a>): $1,001-$15,000)</li>
</ul>
All the exchange-traded funds were part of mutual funds held in Greene&#8217;s managed IRA account.
See Also: <a href="https://www.benzinga.com/money/how-to-invest-in-startups">How To Invest In Startups</a>
No DJT Trades: Greene, an ardent backer of Republican Presidential candidate Donald Trump, incidentally did not do any new transaction in Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>), the former president&#8217;s media company that <a href="https://www.benzinga.com/markets/equities/24/03/37963370/trumps-djt-stock-is-worth-52x-more-than-nvidia-by-1-data-point">came public in late March following its merger with SPAC Digital World Acquisition.</a>
The stock is down about 16% since its public debut.
When Digital World Acquisition announced its decision with Trump Media &amp; Technology Group in 2021, Green was the first Congress member to invest in the SPAC. She then reported that she along with her then-husband Perry Greene bought $15,001-$50,000 worth of the SPAC&#8217;s shares
Greene hasn&#8217;t disclosed any sale of the stock since then.
The stock market has been on a tear this year despite the headwinds. The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), an ETF that tracks the broader S&amp;P 500 Index, rose 0.34% to $506.74, in premarket trading, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga Pro data. </a>It has gained over 6.5% so far this year.
Read Next: <a href="https://www.benzinga.com/news/earnings/24/05/38609896/wall-street-looks-to-feed-off-apples-post-earnings-power-but-key-jobs-data-may-upset-the-cart-analy">Wall Street Looks To Feed Off Apple&#8217;s Post-Earnings Power But Key Jobs Data May Upset The Cart: Analyst Says &#8216;A Lot Of These Clouds Will Lift&#8217; If This Happens</a>

Marjorie Taylor Greene Reveals New Stock Trades After 2-Year Gap: Berkshire Hathway, Goldman Sachs And Microsoft Make The List — But Trump's DJT Doesn't

On CNBC&rsquo;s &quot;<a href="https://www.cnbc.com/video/2024/03/28/final-trades-berkshire-hathaway-ieo-and-ijr.html">Halftime Report Final Trades</a>,&quot; Cerity Partners&#39;&nbsp;Jim Lebenthal picked Berkshire Hathaway Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-b#NYSE">BRK-B</a>) (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-a#NYSE">BRK-A</a>). When it comes to the Warren Buffett-led firm, you &quot;just push the easy button, you don&#39;t have to worry about corrections, <a href="https://www.benzinga.com/news/23/11/35729489/amd-to-surpass-2b-gpu-revenue-target-in-2024-analyst"> challenges or anything,&quot; </a>Lebenthal said<a href="https://www.benzinga.com/news/23/11/35729489/amd-to-surpass-2b-gpu-revenue-target-in-2024-analyst">. </a>
On Feb. 28, UBS analyst Brian Meredith maintained Berkshire Hathaway with a Buy and raised the price target from $435 to $477.
Shannon Saccocia of NB Private Wealth picked iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) saying &quot;small-caps, but profitable ones that are able to grow their earnings against this backdrop.&quot;
Don&rsquo;t forget to check out our <a href="https://www.benzinga.com/premarket/"> premarket coverage here </a> 
Joshua Brown of Ritholtz Wealth Management named iShares U.S. Oil &amp; Gas Exploration &amp; Production ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ieo#NYSE">IEO</a>) as his final trade.
Crude oil inventories in the U.S. increased by 3.165 million barrels in the week ended March 22, compared to market estimates of a 1.275 million decline, the Energy Information Administration said. The total number of active U.S. oil rigs fell by 3 rigs this week, Baker Hughes Inc reported. WTI crude oil for May delivery gained $1.82 to settle at $83.17 per barrel on Thursday.
<h3>Price Action:</h3>
<ul>
<li>Berkshire Hathaway shares gained 0.9% to settle at $420.52 on Thursday.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 0.5% on Thursday.</li>
<li>iShares U.S. Oil &amp; Gas Exploration &amp; Production ETF rose 1.3% during Thursday&rsquo;s session.</li>
</ul>
Check This Out: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/03/37927495/jim-cramer-says-dont-sell-this-beauty-brand-believes-kkr-and-blackstone-can-make-more-mo"> Jim Cramer Says Don&#39;t Sell This Beauty Brand, Believes KKR And Blackstone &#39;Can Make More Money&#39; </a>
Image: Shutterstock

BRK-A

BRK-B

Berkshire Hathaway And More On CNBC's 'Final Trades'

Small-cap exchange-traded funds (ETFs) have witnessed their largest weekly inflows since Bank of America began tracking <a href="https://www.benzinga.com/topic/small-caps">the data in 2017.</a> 
According to a note shared Wednesday, this surge is predominantly fueled by retail investors, marking a significant shift in market dynamics. 
Over the past 23 weeks, 22 have seen positive inflows, culminating in a record-breaking week that attracted over $3.5 billion into small-cap ETFs.
Data derived from Tradingview shows that the Pacer US Small Cap Cash Cows ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALF#NYSE">CALF</a>) has emerged as a frontrunner, drawing in over $3 billion in the last three months, closely followed by the Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) with $2.6 billion of inflows, of which $1.615 billion recorded in the last month alone. 
Despite this record influx of funds, Bank of America highlights that small caps remain undervalued relative to their historical performance.
Top 10 Small-Cap ETF By Inflows Over The Last Three Months
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Small-Cap ETF </td>
<td>1M Flows</td>
<td>3M Flows</td>
</tr>
<tr>
<td>Pacer US Small Cap Cash Cows </td>
<td>1.194B </td>
<td>3.096B</td>
</tr>
<tr>
<td>Vanguard Small-Cap ETF </td>
<td>1.615B </td>
<td>2.608B</td>
</tr>
<tr>
<td>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>)</td>
<td>116.003M </td>
<td>1.651B</td>
</tr>
<tr>
<td>Avantis U.S. Small Cap Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVUV#NYSE">AVUV</a>)</td>
<td>695.473M </td>
<td>1.646B</td>
</tr>
<tr>
<td>Vanguard Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTWO#NYSE">VTWO</a>)</td>
<td>750.154M </td>
<td>1.411B</td>
</tr>
<tr>
<td>SPDR Portfolio S&amp;P 600 Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPSM#NYSE">SPSM</a>)</td>
<td>417.995M</td>
<td>915.308M</td>
</tr>
<tr>
<td>Vanguard Small-Cap Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VBK#NYSE">VBK</a>)</td>
<td>440.327M</td>
<td>741.54M</td>
</tr>
<tr>
<td>Schwab U.S. Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHA#NYSE">SCHA</a>)</td>
<td>520.145M </td>
<td>622.329M</td>
</tr>
<tr>
<td>Dimensional U.S. Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFAS#NYSE">DFAS</a>)</td>
<td>131.079M</td>
<td>507.818M</td>
</tr>
<tr>
<td>SSGA SPDR ETFS EUROPE II PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSEUF#NYSE">SSEUF</a>)</td>
<td>184.185M</td>
<td>484.932M</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">Small Caps: A Bullish Outlook For 2024</h2>
Bank of America&#8217;s analysis suggests a turning tide for small caps. Analyst Jill Carey Hall, CFA, maintains a bullish outlook, predicting that 2024 could mark the year when small caps outperform large caps for the first time in nearly a decade. 
This optimism stems from a resilient small-cap sector, which has priced in a recession that has yet to materialize, as evidenced by the Russell 2000&#8217;s performance.
With investor sentiment improving and valuations becoming more attractive, small caps present a compelling opportunity for long-term investors. The Russell 2000&#8217;s forward P/E ratio has dipped to 14.3x, positioning small caps as the only size segment that is historically inexpensive. 
According to Bank of America, the valuation gap between small and large caps is reminiscent of the disparity seen during the Tech Bubble, which preceded a decade of exceptional returns for small caps.
Bank of America&#8217;s analysis implies potential annualized returns of 10% over the next decade for the Russell 2000, compared to a modest 3% for the Russell 1000.
For 2024, Bank of America reinforces the strategy of focusing on value within the small and mid-cap spaces. This approach favors high-quality stocks over non-earners. Financials, Communication Services, and Industrials are identified as top sector overweights within small caps. 
Read Now: <a href="https://www.benzinga.com/money/best-small-cap-stocks">Best Small Cap Stocks Right Now</a>
Photo: Shutterstock

On CNBC&rsquo;s &quot;<a href="https://www.cnbc.com/video/2024/01/04/final-trades-netflix-qualcomm-waste-connections-and-small-caps.html">Halftime Report Final Trades</a>,&quot; Shannon Saccocia of Boston Private named iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) <a href="https://www.benzinga.com/quote/IJR"> as her final trade. </a>
Joshua Brown of Ritholtz Wealth Management picked Netflix, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nflx#NASDAQ">NFLX</a>).
The Los Gatos, California-based entertainment company closed higher on Thursday, Jan. 4 at $474.67, with a change of 0.94% from the previous day&#39;s close. Tech shares, in general, saw a pullback.
Keybanc analyst Justin Patterson, last month, maintained Netflix with an Overweight and raised the price target from $510 to $525.
The streaming platform, during October, reported better-than-expected results for its third quarter. The company said third-quarter revenue increased 7.8% year-over-year to $8.54 billion, which beat the consensus estimate of $8.53 billion.
Don&rsquo;t forget to check out our <a href="https://www.benzinga.com/premarket/"> premarket coverage here </a> 
Jim Lebenthal of Cerity Partners named QUALCOMM Incorporated (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>) as his final trade.
Qualcomm&rsquo;s Qualcomm Technologies announced the Snapdragon XR2+ Gen 2 Platform, a single-chip architecture that unlocks 4.3K spatial computing at 90 frames per second for to achieve improved <a href="https://www.benzinga.com/news/24/01/36486141/next-gen-ar-and-vr-experiences-qualcomms-latest-snapdragon-xr2-promises-unmatched-visual-fidelity">visual clarity for work and play</a>.
Karen Firestone of Aureus Asset Management picked Waste Connections, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/wcn#NYSE">WCN</a>).
Stifel analyst Michael Hoffman, last month, maintained Waste Connections with a Buy and raised the price target from $168 to $175.
Price Action: iShares Core S&amp;P Small-Cap ETF fell 0.2%, while Netflix shares gained 0.9% to settle at $474.67 on Thursday. QUALCOMM lost 1% to $136.17, while Waste Connections rose slightly by 0.01% to $147.48 during Thursday&rsquo;s session. 
Check This Out: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/01/36488531/top-4-tech-stocks-youll-regret-missing-this-quarter"> Top 4 Tech Stocks You&#39;ll Regret Missing This Quarter </a>
Image: Unsplash

Netflix, Qualcomm, Waste Connections And More: CNBC's 'Final Trades'

Global X&#8217;s investment chief, Jon Maier, reflects on the investment landscape for 2024, which is shaping up to be particularly interesting, thanks to AI-related stocks, cloud computing, cybersecurity, emerging markets, and small caps for potential growth.
What Happened: Maier, who is associated with the  $48 billion award-winning AI exchange-traded fund (ETF) provider Global X, has identified several promising sectors for investors in 2024, <a href="https://www.businessinsider.com/ai-stocks-how-to-invest-2024-artificial-intelligence-global-x-2023-12?IR=T">reported</a> Business Insider. 
Among them, AI-related stocks, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), cloud computing, and cybersecurity, stand out as &#8220;naturals that fit together.&#8221;
Maier suggests investors consider the Global X Cloud Computing ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLOU#NASDAQ">CLOU</a>) and the Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>), or alternatives such as the First Trust Cloud Computing ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYY#NASDAQ">SKYY</a>) and the iShares Cybersecurity and Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHAK#NYSE">IHAK</a>).
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/23/12/36260793/shibu-inu-is-at-the-brink-of-all-time-highs-will-it-roar-when-analysts-expect-a-historic-p?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Shibu Inu Is At The Brink Of All-Time Highs, Will It Roar? When Analysts Expect A Historic Pop</a>
He also sees value in small caps due to their attractive valuations and seasonal trends, recommending ETFs like the Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) and the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>).
Maier also mentioned covered-call products, including Global X&#8217;s S&amp;P 500 Covered Call ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYLD#NYSE">XYLD</a>) and Nasdaq 100 Covered Call ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QYLD#NASDAQ">QYLD</a>). He added that they are a top idea if markets appear range-bound next year.
Moreover, Maier perceives potential in emerging markets, particularly India, due to its demographic changes and appeal to foreign investments.
Why It Matters: This surge in AI-focused ETFs comes amid increased attention on AI in the financial sector. SEC Chairman Gary Gensler has recently <a href="https://www.benzinga.com/news/23/12/36138511/gary-gensler-warns-companies-from-boasting-about-artificial-intelligence-dont-ai-wash">warned companies to refrain from overstating</a> their AI capabilities. While companies explore potential growth opportunities with AI, the SEC is closely monitoring them to ensure transparency. 
Read Next: <a href="https://www.benzinga.com/general/biotech/23/12/36175332/inmeds-nasdaq-inm-latest-research-demonstrates-potential-in-treating-alzheimers-with-a-rare-canna?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">InMed's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INM#NASDAQ">INM</a>) Latest Research Demonstrates Potential In Treating Alzheimer's with a Rare Cannabinoid Analog</a>
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Small cap stocks have been on a tear since the Federal Reserve signaled an end to its cycle of rate hikes at Wednesday&#8217;s policy meeting. 
Smaller listed companies are much more sensitive to interest rates than large caps, mostly because many higher relative levels of debt become more difficult to service when rates are high.
But with Fed rate cuts now expected in the early part of 2024, the Russell 2000 index has shot up to a 16-month high, having jumped 6.8% since the Fed announced its pivot to a more dovish policy stance on Wednesday.
Also Read: <a href="https://www.benzinga.com/markets/equities/23/12/36256020/sec-vs-elon-judge-rules-musk-must-testify-again-about-44b-twitter-takeover">SEC Vs. Elon: Judge Rules Musk Must Testify Again</a>
<h2 class="wp-block-heading">Monetary Policy Euphoria</h2>
&#8220;Nothing screams monetary policy euphoria more than the plethora of markets that have gone from year-to-date lows to now year-to-date highs all in the space of just two months,&#8221; said Barnaby Martin, strategist at Bank of America.
The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>), an exchange traded fund that most closely follows the Russell small cap index, rose 6.4% in the past two days, while the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), the largest and most liquid small cap ETF, was up 6.3% since the Fed meeting.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2023/12/15101406/newplot-16.png" alt="" class="wp-image-162592" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2023/12/15101406/newplot-16.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2023/12/15101406/newplot-16-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Like most equity indices, the Russell 2000 began its ascent in late October as the Fed held its main interest rate at 5.25%-5.5% for a second successive meeting. Increasingly dovish Fed rhetoric and slowing inflation rates helped propel stock markets further throughout November and December.
Since hitting a three-year low in late October, the Russell has jumped 22.4% compared with a 14.6% rise for the S&amp;P 500 over the same period and a 14.9% gain on the mega-cap Dow Industrials.
<h2 class="wp-block-heading">Small Caps Were Oversold</h2>
While small caps have outperformed large caps during the rally over the past two months, they were sold off more heavily during the downturn that preceded the rally. This took small caps into &#8220;oversold&#8221; territory, according to Nicholas Colas, co-founder at DataTrek.
&#8220;Higher interest rates put significant pressure on small, often unprofitable, growth companies because they raise these businesses' cost of capital,&#8221; said Colas.
He added: &#8220;Conversely, the S&amp;P 500 is dominated by large, money-making companies with much less need for incremental capital.&#8221;
Thus, for small caps to continue their rally into 2024, investors would need to be convinced there&#8217;s no recession that could erode balance sheets and interest rates would begin to normalize.
Now Read: <a href="https://www.benzinga.com/markets/equities/23/12/36244348/will-unemployment-spike-in-2024-history-of-fed-rate-cuts-would-suggest-so">Will Unemployment Spike In 2024? History Of Fed Rate Cuts Would Suggest So</a>
Photo: Shutterstock

US Small Caps Streak Ahead: Interest Rate Euphoria Gives America's Small Businesses A Boost

Mega-cap stocks have been <a href="https://www.benzinga.com/news/earnings/23/10/35510696/u-s-stocks-poised-to-extend-gains-as-fed-meeting-gets-underway-why-this-analyst-expects-young-bull-">going through volatility amid the market weakness</a> seen in the past three months. 
What Happened: Charlie Bilello, chief market strategist of Creative Planning Investor, shared a post on X, regarding the total 2023 returns from eight mega-caps, which he labeled &#8220;The Enormous Eight.&#8221;
The pack included Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
These stocks individually generated either triple- or double-digit returns compared to the Invesco S&amp;P 500 Equal Weight ETF&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSP#NYSE">RSP</a>) -3% return for the year and the iShares Core S&amp;P Small-Cap ETF&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) -6% return.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">2023 Total Returns&#8230; The Enormous Eight&#8230;<a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a>: +182%<a href="https://twitter.com/search?q=%24META&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$META</a>: +152%<a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a>: +60%<a href="https://twitter.com/search?q=%24AMZN&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMZN</a>: +58%<a href="https://twitter.com/search?q=%24MSFT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$MSFT</a>: +42%<a href="https://twitter.com/search?q=%24GOOGL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$GOOGL</a>: +41%<a href="https://twitter.com/search?q=%24NFLX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NFLX</a>: +39%<a href="https://twitter.com/search?q=%24AAPL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AAPL</a>: +32% Everyone Else&#8230; S&amp;P 500 Equal Weight ETF <a href="https://twitter.com/search?q=%24RSP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$RSP</a>: -3% S&amp;P Small Cap ETF <a href="https://twitter.com/search?q=%24IJR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$IJR</a>: -6%
&mdash; Charlie Bilello (@charliebilello) <a href="https://twitter.com/charliebilello/status/1719349483383787588?ref_src=twsrc%5Etfw">October 31, 2023</a></blockquote>
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See Also:&nbsp;<a target="_blank" href="https://www.benzinga.com/money/best-tech-stocks" rel="noreferrer noopener">Best Technology Stocks Right Now</a>
Cramer Cautious:&nbsp;CNBC Mad Money host&nbsp;Jim Cramer&#8216;s sentiment toward the &#8220;enormous eight,&#8221; however, is laced with caution.&nbsp;
&#8220;Each one set up like bowling pins,&#8221; he said, apparently referring to the risk of dropping under the slightest whiff of any negative tiding.
The stock picker said, &#8220;The only thing that can stop the ease of short-selling is the equilibrium of sellers to buyers.&#8221;
&#8220;We don&#8217;t have that yet,&#8221; he added.
Stocks such as Tesla and Apple have a very high number of shares held as short. About 93.03 million shares of Apple are shorted as of Oct. 13 and about 84.69 million of Tesla shares are shorted.
Heavy short interest reflects rising negative sentiment toward the stock, which can pull in more short sellers.
The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;slipped 0.45% to $416.32&nbsp;in premarket trading on Wednesday, according to&nbsp;<a target="_blank" href="https://benzinga.grsm.io/lxquj26b2sag" rel="noreferrer noopener">Benzinga Pro data.</a>
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/11/35529483/bearish-tesla-analyst-warns-of-potential-mass-exodus-by-big-institutional-investors">Bearish Tesla Analyst Warns Of Potential Mass Exodus By Big Institutional Investors: &#8216;It&#8217;s Poor Results…That Are Getting Worse&#8217;</a>

AAPL

AMZN

GOOG

GOOGL

Jim Cramer Prefers Caution Despite Impressive Returns From 'The Enormous Eight' Led By Nvidia, Meta: 'Each One Set Up Like Bowling Pins'

On CNBC&rsquo;s &quot;<a href="https://www.cnbc.com/video/2023/06/30/final-trades-visa-transocean-more.html">Halftime Report Final Trades</a>,&quot; Stephen Weiss of Short Hills Capital Partners named Jacobs Solutions Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/j#NYSE">J</a>), saying that it&rsquo;s a <a href="https://www.benzinga.com/news/23/06/33078234/pinterest-costco-and-2-other-stocks-insiders-are-selling"> &quot;long-term trade.&quot; </a>
Jacobs Solutions inked an Engineering Partnering Agreement (EPA) with Fortescue Future Industries (FFI) to aid its global ammonia, green hydrogen&nbsp;and renewable energy project targets.
Bryn Talkington of Requisite Capital Management named Visa Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/v#NYSE">V</a>), saying people will continue to swipe. Earnings for financial stocks will kick off in the next two weeks and will continue to rally over the next two weeks, she said.&nbsp;
Visa announced the acquisition of Pismo. The acquisition of Pismo will strategically position Visa to offer clients core banking and issuer processing capabilities across debit, prepaid, credit&nbsp;and commercial cards by leveraging cloud-native APIs.
Don&rsquo;t forget to check out our <a href="https://www.benzinga.com/premarket/"> premarket coverage here</a>.
Jim Lebenthal of Cerity Partners named Transocean Ltd. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/rig#NYSE">RIG</a>) as his final trade.
Transocean announced a $184-million award for its harsh environment semisubmersible services.
Liz Young of BNY Mellon Investment Management picked iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>).
Price Action: Transocean shares rose 9.2% to settle at $7.01, while Visa shares rose 1.4% to close at $237.48 on Friday. Jacobs shares rose 0.5% to close at $118.89 during the Friday&rsquo;s session. 
Check This Out: <a href="https://www.benzinga.com/trading-ideas/long-ideas/23/06/33077115/top-3-energy-stocks-which-could-rescue-your-portfolio-this-month"> Top 3 Energy Stocks Which Could Rescue Your Portfolio This Month </a>
Photo via Pixabay.&nbsp;

Visa, Transocean, Jacobs Solutions And More: CNBC's 'Final Trades'

The Office of Florida Representative Scott Mr Franklin has reported a sale of iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) stock on March 7, 2023. According to the Periodic Transaction Report the transaction was placed on March 7, 2023.
What Happened: A recent report from the House of Representatives Clerk's Office on March 7, 2023 reveals that Franklin made a sale of <a href="www.benzinga.com/quote/IJR">iShares Core S&amp;P Small-Cap ETF</a> stock valued between $50,001 - $100,000.
iShares Core S&amp;P Small-Cap ETF shares are trading down 0.1% at $100.67 at the time of writing.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be used primarily to make an investing decision, however, they can be an important factor for an investor to consider.
A Congressional transaction is when any Representative or Senator either buys or sells an individual stock. Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
When a Senator or Representative makes a new purchase, that could be an indication that they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean that the seller thinks the stock will go down.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure. 
<h3>Trade Recap</h3>
A March filing states that Florida Representative Scott Mr Franklin sold shares of iShares Core S&amp;P Small-Cap ETF. The exact amount of the transaction remained unknown but the filing states a range of $50,001 - $100,000.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Florida Rep. Scott Mr Franklin Sold Over $50K Worth of iShares Core S&P Small-Cap ETF Stock: Here's What You Should Know

CNBC&rsquo;s &quot;Fast Money: Halftime Report&quot; delivers market-moving news to investors.
The commentary delivered by hosts of the show often moves the stocks mentioned. The information is collected and refined using <a href="https://benzinga.grsm.io/register174">Benzinga Pro&rsquo;s</a> News Tool. Benzinga Pro users can access this information by using the News tool on any workstation.
Call of the day: 
Lululemon Athletica Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/lulu#NASDAQ">LULU</a>)
Final trades: 
Merck &amp; Co., Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mrk#NYSE">MRK</a>) 
iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) 
Wynn Resorts, Limited (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wynn#NASDAQ">WYNN</a>) 
Financial Select Sector SPDR Fund (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/xlf#NYSE">XLF</a>)
Also Read:&nbsp;<a href="https://www.benzinga.com/news/22/07/28018387/homebuyers-are-backing-out-of-sales-at-record-levels-report">Homebuyers Are Backing Out Of Sales At Record Levels: Report</a>

LULU

WYNN

Hot Stocks: 5 Tickers Moved By Traders on 'Fast Money: Halftime Report'

The Russell 2000 small cap stock index recently experienced its first correction of at least 10% since the COVID-19 pandemic&nbsp;began in early 2020.
The index has retreated about 12% from its highs in late November, but investors looking to buy the dip in small cap stocks have several factors to consider.
Small Cap Pullback: On Tuesday, Bank of America analyst Jill Carey Hall discussed the <a href="https://www.benzinga.com/money/best-small-cap-etfs/">small cap</a> correction and why small cap stocks may not yet be in the clear. Hall said one of the reasons small cap stocks have significantly underperformed large-cap stocks in 2021 has been ongoing COVID-19 risks.
Related Link:<a href="https://www.benzinga.com/analyst-ratings/analyst-color/21/09/22849073/this-model-suggests-negative-s-p-500-returns-over-the-next-decade"> This Model Suggests Negative S&amp;P 500 Returns Over The Next Decade</a> 
&ldquo;While our Biopharma team doesn&rsquo;t expect Omicron to change the course of the pandemic, broader shutdowns or any major resurgence that could derail the services recovery would support more caution on small [cap stocks],&rdquo; Hall said.
How To Play It: Biotech stocks have performed particularly poorly in 2021. Hall said there are various reasons why biotech stocks are lagging, including a lack of M&amp;A drivers, disappointing data readouts, investor perception of a tougher FDA and COVID concerns negatively impacting clinical trial enrollment.
Looking ahead, Hal said high-quality <a href="https://www.benzinga.com/money/best-small-cap-etfs/">small cap</a> stocks have outperformed 100% of the time during the late stages of economic cycles. Therefore, Bank of America is more bullish on the S&amp;P 600 small-cap index than the Russell 2000.
Hall said The S&amp;P 600 has a higher percentage of profitable companies. It also has less exposure to the biotech industry and more exposure to her preferred market sectors.
Benzinga&rsquo;s Take: Hall&rsquo;s preference for the S&amp;P 600 over the Russell 2000 has paid off so far in 2021. The iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) has generated a year-to-date total return of 22.2%, roughly double the year-to-date total return of the iShares Russell 2000 ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/iwm#NYSE">IWM</a>).
Also See:&nbsp;<a href="https://www.benzinga.com/markets/cryptocurrency/21/12/24492675/exclusive-shapeways-ceo-highlights-how-small-cap-3d-printing-could-be-an-nft-play">EXCLUSIVE: Shapeways CEO Highlights How Small Cap 3D Printing Could Be An NFT Play</a>

Specialty ETFs

Here's The Best Way To Play The Sell-Off In Small-Cap Stocks

On CNBC&rsquo;s &ldquo;<a href="https://www.cnbc.com/video/2021/11/04/final-trades-pfizer-ebay-amazon-more.html">Halftime Report Final Trades</a>,&rdquo; Rob Sechan of New Edge Capital Group said&nbsp;iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) was behind the curve and rates are &ldquo;headed higher.&rdquo;
Jon Najarian cited eBay Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ebay#NASDAQ">EBAY</a>) after the earnings release. Calls expire next Friday. They&#39;re the 79 calls what the 76 is today,&nbsp;he commented. &ldquo;I&rsquo;ll sell the others as it rallies,&rdquo; Najarian added.
One of the traders named Pfizer Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/pfe#NYSE">PFE</a>), saying&nbsp;the company has &ldquo;all the greatness of Moderna (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/mrna#NASDAQ">MRNA</a>) plus so much more.&rdquo; Pfizer has much more stability and &ldquo;plenty of earnings growth ahead,&rdquo; she added. The stock currently trades at 11x earnings.
Joshua Brown of Ritholtz Wealth Management cited Amazon.com Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/amzn#NASDAQ">AMZN</a>) as his top pick, although &ldquo;it is so boring.&rdquo; &ldquo;Hopefully not for long,&rdquo; he added.

EBAY

MRNA

CNBC's Final Trades: Pfizer, Small Caps And These 2 E-Commerce Giants

On Thursday, shares of iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) saw unusual options activity. After the option alert, the stock price moved up to $111.21. 
<ul>
<li>Sentiment: BEARISH</li>
<li>Option Type: SWEEP</li>
<li>Trade Type: CALL</li>
<li>Expiration Date: 2021-09-17</li>
<li>Strike Price: $115.00</li>
<li>Volume: 261</li>
<li>Open Interest: 22</li>
</ul>
<h2>Three Signs Of Unusual Options Activity</h2>
Exceptionally large volume (compared to historical averages) is one reason for which options market activity can be considered unusual. The volume of options activity refers to the number of contracts traded over a given time period. The number of unsettled contracts that have been traded, but not yet closed, is called open interest. These contracts are not yet closed because a buyer has not purchased the contract, or a seller has not sold it.
Another sign of unusual activity is the trading of a contract with an expiration date in the distant future. Usually, additional time until a contract expires allows more opportunity for it to reach its strike price and grow its time value. Time value is important to consider because it represents the difference between the strike price and the value of the underlying asset. 
"Out of the money" contracts are unusual because they are purchased with a strike price far from the underlying asset price. "Out of the money" occurs when the underlying price is under the strike price on a call option, or above the strike price on a put option. Buyers and sellers try to take advantage of a large profit margin in these instances because they are expecting the value of the underlying asset to change dramatically in the future. 
<h2>Bullish And Bearish Sentiments</h2>
Options are "bullish" when a call is purchased at/near ask price or a put is sold at/near bid price. Options are "bearish" when a call is sold at/near bid price or a put is bought at/near ask price. 
These observations are made without knowing the investor's true intent by purchasing these options contracts. The activity is suggestive of these strategies, but an observer cannot be sure if a bettor is playing the contract outright or if the options bettor is hedging a large underlying position in common stock. For the latter case, bullish options activity may be less meaningful than the exposure a large investor has on their short position in common stock.
<h2>Trading Options With These Strategies</h2>
Unusual options activity is an advantageous strategy that may greatly reward an investor if they are highly skilled, but for the less experienced trader, it should remain as another tool to make an educated investment decision while taking other observations into account.
For more information to understand options alerts, visit <a href="https://pro.benzinga.help/en/articles/1769505-how-do-i-understand-options-alerts" title="https://pro.benzinga.help/en/articles/1769505-how-do-i-understand-options-alerts">https://pro.benzinga.help/en/articles/1769505-how-do-i-understand-options-alerts</a>

Options

Understanding iShares Core S&P Small-Cap ETF's Unusual Options Activity

Middlesex Water Company (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msex#NASDAQ">MSEX</a>) shares are trading higher by 13% at $96.41 Tuesday afternoon after it was announced the company is set to join the S&amp;P 600 (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NASDAQ">IJR</a>).
Middlesex Water Company&nbsp;owns and operates regulated water utility and wastewater systems in the U.S. The firm primarily operates in the eastern states of New Jersey, Delaware&nbsp;and Pennsylvania.
Middlesex Water Company&#39;s regulated business includes collecting and distributing water to residential, commercial, industrial, and fire protection consumers. Middlesex Water Company&#39;s non-regulated business includes contract services for the operation of private water and wastewater systems. The majority of the company&#39;s revenue is derived from the regulated segment and from residential customers.
Middlesex Water Company has a 52-week high of $96.67 and a 52-week low of $59.60.

Movers

MSEX

Why Middlesex Water Shares Are Trading Higher Today

Home to nearly $300 billion in assets under management as of Dec. 19, the SPDR S&amp;P 500 ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/spy#NYSE">SPY</a>) remains the world&#39;s largest and most heavily traded exchange traded fund.
SPY, <a href="https://www.ssga.com/us/en/intermediary/etfs/funds/spdr-sp-500-etf-trust-spy">which debuted in January 1993</a>, is also the oldest U.S.-listed ETF and with an expense ratio of just 0.0945% per year, or $9.45 on a $10,000 investment, the fund fits the bill as inexpensive. However, SPY has faced increased competition in recent years from rival S&amp;P 500 ETFs, namely the iShares Core S&amp;P 500 ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ivv#NYSE">IVV</a>) and the Vanguard S&amp;P 500 ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/voo#NYSE">VOO</a>).
VOO and IVV were two of the fastest-growing ETFs of the soon to be completed and lower fees explain why. VOO, the Vanguard offering, charges just 0.03% per year year while IVV has an annual fee of 0.04%.
<h3>Why It&#39;s Important</h3>
State Street is finally fighting back, but it&#39;s not introducing a new ETF. Rather, the third-largest U.S. ETF sponsor is converting the $3.31 billion SPDR Portfolio Large Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/splg#NYSE">SPLG</a>) to an S&amp;P 500 ETF.
According <a href="https://www.ssga.com/library-content/products/fund-docs/etfs/us/ps/SPTM_SPLG_SPSM_LGLG_SMLV_SHE_Prospectus.pdf">to a statement of addition information</a> (SAI) issued earlier this week, SPLG, which currently tracks the SSGA Large Cap Index, will begin tracking the S&amp;P 500 on Jan. 24. SPLG&#39;s current expense ratio of 0.03% will be maintained, putting it into a tie with VOO for the honor of least expensive S&amp;P 500 ETF.
State Street has previously used a similar strategy with some success. For example, rather than lower the fee of the SPDR Gold Shares (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/gld#NYSE">GLD</a>), a favorite of active traders and professional investors, the firm introduced a lower cost counterpart. The SPDR Gold MiniShares Trust (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/gldm#NYSE">GLDM</a>) debuted in June 2018 and now has nearly $1.1 billion in assets under management.
GLDM charges 0.18% per year, or 22 basis points less than GLD.
<h3>What&#39;s Next</h3>
There&#39;s more.
State Street&#39;s SAI reveals the SPDR Portfolio Total Stock Market ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sptm#NYSE">SPTM</a>) will move to the S&amp;P Composite 1500 Index next month. With SPTM&#39;s current expense ratio of 0.03%, it will be tied with the iShares Core S&amp;P Total U.S. Stock Market ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/itot#NYSE">ITOT</a>) for least expensive ETF tracking that benchmark.
The SPDR Portfolio Small Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/spsm#NYSE">SPSM</a>) is moving to the popular S&amp;P SmallCap 600 Index. With SPSM&#39;s annual fee of 0.05%, the fund undercuts the iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) and the Vanguard S&amp;P Small-Cap 600 ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/vioo#NYSE">VIOO</a>), both of which track the same index.
Related Links:
<a href="https://www.benzinga.com/trading-ideas/long-ideas/19/12/15008189/2-more-esg-etfs-enter-a-growing-competitive-fray">Cheap, New ESG ETFs Launch</a>
<a href="https://www.benzinga.com/node/14992921">Consider These Leveraged ETFs In Q1</a>

GLDM

ITOT

SPLG

SPTM

VIOO

The Famous SPY ETF Is Getting A Low-Cost Stablemate

IJR Could Be Equity Market's Canary In A Coal Mine (Technical Analysis)

How 'The Market' Is Really Doing

The way indexes are constructed makes a big difference in the information you can extract about the economy.

Market Morsel: How "The Market" Is Really Doing

Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead

iShares Core S&P Small-Cap ETF declares quarterly distribution of $0.3857

RBC says it's 'unwise' to move to overweight on small-cap stocks with risks piling up

VTWO Has Outperformed Its Index, It's A Good Time To Sell

Concerned About Market Concentration And Lofty Valuations? Consider Small Caps

With the first half of 2024 now behind us, here is a snapshot of asset class performance across the financial landscape using US-listed ETFs and other exchange-traded products. For each ETF, we provide total returns for the first half, Q2, and June.


Scott FranklinHouse (R-FL)	$1K - $15K	Sale	Oct 12, 2023	Sep 11, 2023	House
Scott FranklinHouse (R-FL)	$1K - $15K	Sale (Partial)	May 23, 2023	Apr 19, 2023	House
Thomas R. CarperSenate (D-DE)	$1K - $15K	Purchase	Mar 01, 2023	Feb 15, 2023	Senate
Scott FranklinHouse (R-FL)	$50K - $100K	Sale (Partial)	Mar 07, 2023	Feb 15, 2023	House
Carol MillerHouse (R-WV)	$1K - $15K	Purchase	Dec 13, 2022	Nov 01, 2022	House

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Government Trades

iShares Core S&P Small-Cap ETF

top performing IJR trades