From Awareness to Allocation

In Q3 2025, Themes ETFs reinforced its U.S. market position across flagship funds such as DRAGON and NATO, delivering one of the brand’s most efficient quarters to date. Through an integrated paid-and-organic framework, Themes ETFs achieved both reach and measurable investor intent—demonstrating how disciplined campaign architecture and analytical precision can convert visibility into sustainable AUM growth.
YoY improvement
0 %
Organic visibility
0 %
Efficiency growth
0 %

Industry

Financial services

Objective

DV360, Paid Search, Social, SEO

Media

Brand awareness, AUM growth

The challenge

Thematic investing is uniquely exposed to sentiment swings: when macro narratives shift, investor interest can surge or decline instantly. Themes ETFs needed to stabilize investor acquisition without losing scale, balancing awareness and efficiency in a competitive environment shaped by volatile flows. The objective was to strengthen the relationship between paid conversions, organic visibility, and fund inflows, ensuring every digital touchpoint contributed to durable portfolio engagement.

Key results

  • ≈ +50% conversion efficiency YoY across leading funds
  • ≈ –30% performance variance YoY, reflecting reallocation toward higher-quality investor flows
  • ≈ +35% organic visibility (Q3 → Q2 2025), driven by SEO–SEM synergy
  • ≈ –1.5% stabilization (Jul → latest), indicating cost efficiency plateau at optimal levels
  • AUM momentum aligned with conversion growth, confirming that investor acquisition translated directly into inflows

The solution

Brand IQ designed a multi-channel activation model centered on cost-efficiency and conversion quality.

  • Google Ads drove high-intent traffic, delivering ≈ +50% conversion efficiency YoY while sustaining consistently low acquisition costs.
  • X Ads expanded brand reach and achieved near-perfect conversion efficiency at the social stage, reinforcing the bridge between awareness and engagement.
  • DV360 scaled thematic visibility using high-viewability inventory, supporting long-term upper-funnel momentum.
  • Reddit enhanced mid-funnel interaction by reaching finance-oriented audiences while maintaining cost-efficient conversion performance.

Paid and organic channels worked in full alignment. Product landing pages — including /etfs/drgn and /etfs/nato — ranked within the top 10 organic positions, supported by an ≈ +35% visibility gain (Q3 → Q2 2025). High-intent keyword clusters such as “defense ETF”, “military stocks ETF”, “Asia innovation ETF” increased click-to-conversion efficiency by ≈ 40%, directly contributing to AUM momentum.

Outcome


Themes ETFs successfully turned digital awareness into measurable investor commitment. With cross-channel precision and synchronized paid-organic execution, the brand created an integrated marketing cycle where every impression contributed to allocation outcomes.

In Q3 2025, Themes ETFs emerged as a benchmark for how thematic ETF issuers can sustain growth in sentiment-driven markets — combining analytical discipline, cost efficiency, and coordinated channel strategy to convert visibility into allocation.

Themes ETFs is a U.S.-based issuer of exchange-traded funds focused on thematic investment strategies. The company provides investors with access to ETFs designed around long-term structural trends, offering transparent exposure and efficient portfolio solutions across selected market themes.

Industry

Financial services

Objective

DV360, Paid Search, Social, SEO

Media

Brand awareness, AUM growth

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