Unlock Market Insights: A Reporting Suite for Every Strategy

In a world saturated with data, clarity is the ultimate advantage. Our suite of reporting tools cuts through the noise, delivering everything from curated, big-picture market intelligence to granular, on-demand analysis of a single fund. Whether you’re surveying the landscape or stress-testing a model, you’ll find the actionable intelligence you need to make smarter, more confident decisions.

Part 1: Curated Market Intelligence

Your out-of-the-box view across the entire ETF landscape, aggregated at the composite (ETF Channels) and category level.

  • Landscape: Gain a panoramic view of the investment universe. Our Landscape reports provide critical macro-level trends, showing you where capital is flowing (AUM), the velocity of market movements (flows), and which segments are commanding attention (volume).
  • League Tables: Identify the market leaders and rising stars. League Tables rank ETFs, issuers, and fund families by key metrics like AUM, flows, and market share, highlighting shifts in competitive dynamics.
  • Performance & Risk: Evaluate historical performance and risk across the board. Identify top and bottom performers within any channel or composite by analyzing returns, volatility, Sharpe ratio, and other key metrics.
  • Exposures: Understand the collective positioning of the market. This report breaks down holdings across a channel by geography, sector, theme, factors, and size/style to show broad diversification and concentration trends.
  • Fundamentals: Get a read on underlying quality at a macro level. This report details the aggregated fundamentals of underlying securities within a composite, including P/E ratios, growth rates, yields, and credit quality.
  • Ownership: Follow the smart money across the industry. Track aggregated institutional ownership of ETFs to gauge market conviction and understand broad supply/demand dynamics.
  • Category Level Reports & Data Packs: Drill down into more than 100 market segments. Go beyond broad trends with detailed category-level analysis to uncover top-performing funds within a specific sector, theme, or asset class. For deeper dives, our comprehensive data packs provide the granular information needed for your own proprietary analysis.

Part 2: On-Demand Fund & Model Analysis

Precision tools for deep-dive analysis on any fund, portfolio, or model.

  • Fund & Model Fact Sheets: Your all-in-one summary. Instantly generate a comprehensive, presentation-ready fact sheet for any fund or model portfolio, consolidating all essential information into a clean, professional document.
  • Comparison Reports: Make informed choices with side-by-side analysis. Select any two or more funds and instantly compare them across dozens of critical data points, from performance and risk to fees and exposures.
  • Overlap Analysis: Uncover hidden concentrations. Our Overlap Analysis tool reveals the percentage of shared holdings between funds or across an entire portfolio, helping you manage unintended bets and improve diversification.
  • Model Risk Profile: Analyze portfolios from a holistic view. Evaluate model portfolios with the same rigor as individual funds to understand overall factor exposures, potential drawdowns, and suitability for different investor objectives.

Part 3: Enterprise Solutions: Custom Reporting, Automated for You

Collaborate with ETF Action to design and automate bespoke reports tailored to your enterprise needs.

For our enterprise clients, reporting goes beyond standard tools. We partner with you to build proprietary reporting solutions that align perfectly with your workflow, brand, and analytical processes. Our team of experts will work alongside yours to design, automate, and deliver custom reports, transforming raw data into a strategic asset. From unique data visualizations to fully integrated delivery, we provide the infrastructure to scale your insights.