How does a "Tracking ETF" work?

Discussion in 'ETFs' started by Quanto, Mar 3, 2024.

  1. Sekiyo

    Sekiyo

    The law of one price is the only driving force.
    Especially about an ETF replicating an underlying.
     
    #11     Mar 3, 2024
  2. Quanto

    Quanto

    Maybe it's possible when the management of SOXS (ie. its bots etc.) "immediately" reacts to BOTH the underlying index SOX AND to the external trades done on the SOXS... Ie. by doing almost like HFT...
     
    #12     Mar 3, 2024
  3. BMK

    BMK

    Good point. Sometimes it feels like the prices of QQQ and SPY are somewhat disconnected from their target indices. They're not, of course. The ratios are very stable over time. But sometimes the tracking error seems kinda wide. And the mathematical relationship between QQQ and the Nasdaq 100 index is not easy to do in your head LOL

    And I did not realize that the OP was talking about a 3X leveraged ETF on a very narrow index.

    Those things are the Wild West, man. I don't trade that stuff LMAO
     
    #13     Mar 3, 2024
    Sekiyo likes this.
  4. Quanto

    Quanto

    Hmm. it's not that "narrow", IMO:
    SOX index: 52 Week Range 2,861.45 - 4,950.26
    I trade them neither; it was just an example for a "Tracking ETF".
     
    #14     Mar 3, 2024
  5. 2rosy

    2rosy

    The issuer of the etf provides the calculation on its website. Anyone can then consume constituent data and compute indicative nav. 14 years ago Etfs were never out of line. And if they appeared to be there was no liquidity. I assume it's even more efficient today
     
    #15     Mar 3, 2024
  6. Quanto

    Quanto

  7. BMK

    BMK

    It is 30 semiconductor stocks. That is a narrow index in the sense that it is not a broad market index like SPX or DJIA.

    All passive ETFs are tracking something.

    The concept of tracking was, in some sense, part of the original definition of an ETF.

    Only recently have we begun to see active ETFs that are not managed solely by an algorithm.

    All of the old-school ETFs are designed to track a target. The target may be an index or it may be something else, such as the price of the front month corn future.
     
    #17     Mar 3, 2024
  8. nitrene

    nitrene

    I believe most of these leveraged ETFs like SOXS (or SOXL) use swaps and not futures. Sector index futures are pretty illiquid. I remember when ICE offered the FANG+ index future it rarely ever traded.

    There is a new ETN (XXXX) that tracks the S&P 500 Index but is 4X leveraged and it uses swaps and not futures (I think it is created by BMO).
     
    #18     Mar 3, 2024
  9. Well, authorised participants are “involved but not committed”. It’s the manager that actually does rebalancing to follow the index, do whatever else is mandated by the prospectus and, most importantly, monitors risk and makes rare but important risk management decisions. For example, making a decision to rebalance early on Feb 5th, 2018 like the SVXY manager did.

    PS modern actively managed ETFs are actually rebalanced by the manager - especially if there is no clear underlying index
     
    Last edited: Mar 3, 2024
    #19     Mar 3, 2024
  10. The reason to use swaps is primarily a PnL transfer to the delta-1 desk of their mothership. Even if the underlying is perfectly liquid, the d1 desk will handle the operations, take on whatever slippage etc.
     
    #20     Mar 3, 2024