Seeking Alpha
12 Nov 2026, 06:40 UTC · 1h ago
Tradeweb Exchange-Traded Funds Update - October 2026
Impact · against what's priced in
Tradeweb's record U.S. ETF volumes challenge the market's assumption of a growth deceleration to 3.7%, suggesting a positive catalyst. BlackRock's top-tier ETF ranking is negligible as the current price already reflects its record AUM and market dominance.
- TW+0.40
Challenges what's priced in
- The price assumes
Sustained high-teens revenue growth
A 50% year-over-year jump in U.S. ETF notional value to $134.6 billion contradicts the current price's assumption that revenue growth will decelerate to a 3.7% long-term rate.
What TW's price assumes · Sep 24
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