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COPY ETF Passes in $400M AUM as Value Strategies Surge

BY | ETF Database
10:23 am ET 09/15/26 | 12 VIEWS
Whenever an ETF passes a key threshold for assets under management, it’s worth taking a look at how the fund got to this point. This is certainly the case for the Tweedy Browne Insider + Value ETF (COPY ).Key Takeaways: The Tweedy Browne Insider + Value ETF (COPY) has recently passed the $400 million AUM threshold. COPY’s asset momentum comes as demand grows broadly for value investment approaches, along with the merits of its own unique strategy. Given how macroeconomic conditions are positioned to support value investing in the coming months, the fund could see further growth as the year progresses. Recently, COPY passed the $400 million goalpost for assets under management. Currently, the fund sits at about $421 million in AUM, as of September 14, 2026. Crucially, a significant source of COPY’s inflows have come in throughout 2026. Per ETFDb, COPY has seen about $169 million in net flows between January 1, 2026 and September 14, 2026. Examining how COPY approaches the asset allocation process can help illuminate how the fund has seen such strong momentum this year. Of course, every advisor and investor chooses to invest in a fund for different reasons. However, two factors may be working in COPY’s favor: the growing appeal of value strategies, and COPY’s unique approach to investing in the value space. See More: How ICPY’s Value Approach Is Supercharging Foreign Equities To start, value investing is finally having its moment in the sun, after years of being overshadowed by growth approaches. Valuation disparities have become increasingly extreme, leading many to increasingly respect the merits of a disciplined value approach. Furthermore, uncertainty over interest rates and inflation can certainly favor value investors. With the future of interest rates relatively murky, and inflationary pressures persistent, advisors and investors may want to lean on value companies with stable operations, instead of investing in speculative growth-oriented tech companies.The Insider AdvantageWhen an advisor or investor chooses to pivot towards value investing, it’s certainly important to choose the value approach that makes the most sense to them. COPY has been able to stand out in this regard due to its focus on insider momentum. See More: Tackle Inflation & Uncertainty With an Insider + Value Approach To elaborate, COPY’s portfolio team focuses on value companies in which company insiders are buying up stock of their own company. Alternatively, the fund may also look for value companies that are conducting share buybacks in an opportunistic manner. Tweedy, Browne’s strategy makes plenty of sense on face value alone. No one is more keenly aware of a company’s intrinsic value than its own insiders, so when a corporate officer buys up stock at a discount, it’s likely a good sign for value investors to move in as well. These two factors — the resurgence of value investing and COPY’s dynamic approach — are helping the fund stand out and gain momentum as the year goes on. Considering that value investing will likely not lose its luster any time soon, COPY could end up celebrating a new key AUM milestone in the coming months. For more news, information, and analysis, visit our Portfolio Strategies Content Hub. Tweedy, Browne Company LLC (“Tweedy, Browne”) is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not create, and should not be construed as creating, any legal partnership, agency relationship, affiliation, or similar relationship between VettaFi and Tweedy, Browne. VettaFi LLC is the author and owner of these articles.

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