3 New ETFs That Reflect Emerging 2025 Market Trends

Despite ongoing market volatility in 2025, the ETF industry remains active, with three new ETFs emerging to capitalize on developing trends. KraneShares launched KOID, targeting the humanoid robotics industry, which Nvidia's CEO sees as a potential multi-trillion dollar market. VanEck's GPZ ETF invests in publicly traded alternative asset managers like Blackstone, aiming to capture investor interest in private markets while avoiding liquidity concerns. Tidal Investments introduced FMKT, an AI-driven ETF designed to identify and invest in companies poised to benefit from deregulation policies, particularly in sectors like energy and finance.

Analysis

Despite ongoing market volatility in 2025, the ETF industry exhibits continued dynamism with new launches targeting emerging economic and technological trends. KraneShares' Global Humanoid and Embodied Intelligence Index ETF (KOID) is the first U.S. ETF focusing on the burgeoning humanoid robotics sector, which combines robotics and AI, a field with significant growth forecasts, including Nvidia CEO Jensen Huang's prediction of a 'multitrillion dollar industry' and Morgan Stanley’s estimate of a $5 trillion market cap by 2050. Concurrently, VanEck's Alternative Asset Manager ETF (GPZ) addresses growing investor interest in private markets by investing in publicly-listed alternative asset managers like Blackstone and Apollo, offering exposure to their fundraising capabilities and the distinct return profiles of private equity, credit, real estate, and infrastructure, while mitigating direct private market liquidity concerns. Rounding out these innovations, Tidal Investments' The Free Markets ETF (FMKT) employs an AI-driven process combined with fundamental analysis to identify companies, particularly in energy, financials, and healthcare, set to benefit from deregulation, a trend Tidal estimates could unlock $2.1 trillion annually in economic value. These thematic ETFs collectively aim to provide investors with vehicles to capitalize on the evolution of AI into embodied intelligence, the expanding accessibility of private market strategies, and shifts in the regulatory landscape.

Key Decisions for Investors

• Consider KOID for long-term, high-growth potential in the nascent humanoid robotics sector, viewing it as an extension of the AI investment theme, particularly for portfolios with higher risk tolerance.
• Evaluate GPZ as a liquid means to gain exposure to the growth and return profiles of private markets by investing in established alternative asset managers, potentially diversifying traditional equity holdings.
• Assess FMKT if anticipating benefits from deregulation trends, especially in sectors like energy, financials, and healthcare, noting its AI-driven approach to identifying companies poised for regulatory relief.
• Thoroughly vet these thematic ETFs against individual risk appetite and portfolio strategy, paying attention to their specific methodologies and the prevailing market uncertainty highlighted in the market context.