ETF Rebalancing History

Constituent Changes for ETFs: This data set provides historical holdings which can be used to analyzes constituent changes to Exchange Traded Fund (ETF) holdings. It is augmented with index rebalancing information for a subset of key ETFs.

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Historical Holdings Changes

Analyze past constituent changes for U.S.-listed ETFs using historical holdings data.


Underlying Index Rules for Key ETFs

Structured data set with index rebalancing rules for a subset of key ETFs.


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CFRA's ETF and Data Analytics provide research and data to the world’s leading financial institutions, research firms and fintech firms.



Reviews for CFRA's Head of ETF & Data Analytics, Aniket Ullal's book on ETF based Investing (McGraw-Hill):

"A Terrific Read" - Brendan Conway, Barron's

"A Must Read Primer" - Editor, Journal of Investment Management