Assets invested in ETFs/ETPs listed globally have broken through the 3 trillion US dollars milestone for the second time at the end of Q1 2016, according to ETFGI

Assets invested in ETFs/ETPs listed globally have broken through the 3 trillion US dollars milestone for the second time at the end of Q1 2016, according to ETFGI

 Assets invested in ETFs/ETPs listed globally have broken through the 3 trillion US dollars milestone for the second time at the end of Q1 2016, according to ETFGI 

  

 
Source: ETFGI data sourced from ETF/ETP sponsors, exchanges, regulatory filings, Thomson Reuters/Lipper, Bloomberg, publicly available sources and data generated in-house.Note: “ETFs” are typically open-end index funds that provide daily portfolio transparency, are listed and traded on exchanges like stocks on a secondary basis as well as utilising a unique creation and redemption process for primary transactions. “ETPs” refers to other products that have similarities to ETFs in the way they trade and settle but they do not use a mutual fund structure. The use of other structures including grantor trusts, partnerships, notes and depositary receipts by ETPs can create different tax and regulatory implications for investors when compared to ETFs which are funds.
 
 
LONDON — April 11, 2016 — assets invested in ETFs/ETPs listed globally have broken through the US$ 3 trillion milestone for the second time at the end of Q1. At the end of May 2015 the assets in  ETFs/ETPs listed globally first exceeded the US$ 3 trillion milestone.   During March ETFs/ETPs listed globally gathered US$45.30 in net new assets.  This marks the 26th consecutive month of net inflows.  The Global ETF/ETP industry had 6,240 ETFs/ETPs, with 12,042 listings, assets of US$3.07 trillion, from 277 providers listed on 64 exchanges in 51 countries, according to preliminary data from ETFGI’s March 2016 global ETF and ETP industry insights report.   

“U.S. equities rebounded in March ending the month up 7%.  Emerging markets and Developed ex US markets also had a strong March ending up 12.5% and 7.2% respectively.  Based on comments from the Fed there is a growing belief that interest rates will be held lower for longer than previously anticipated.  The European Central Bank cut rates and announced additional stimulus will begin in April, accelerating the rate of bond purchases from 60 to 80 billion euros per month" according to Deborah Fuhr, managing partner at ETFGI.

In March 2016, ETFs/ETPs saw net inflows of US$45.30 Bn. Equity ETFs/ETPs gathered the largest net inflows with US$26.30 Bn, followed by fixed income ETFs/ETPs with US$14.80 Bn, and commodity  ETFs/ETPs with US$2.42 Bn.  

In March 2016, 71 new ETFs/ETPs were launched by 27 providers and 30 ETFs/ETPs were closed.

iShares gathered the largest net ETF/ETP inflows in March with US$20.97 Bn, followed by Vanguard with US$9.74 Bn and SPDR ETFs with US$6.25 Bn in net inflows.

YTD, iShares gathered the largest net ETF/ETP inflows YTD with US$24.54 Bn, followed by Vanguard with US$17.82 Bn and SPDR ETFs with US$8.78 Bn net inflows.

S&P Dow Jones has the largest amount of ETF/ETP assets tracking its benchmarks with 27.5% market share; MSCI is second with 14.6% market share, followed by FTSERussell with 12.4% market share.

Please visit our website www.etfgi.com to register for future updates and to find ETFGI Press Releases on ETF/ETP industry trends, daily postings of some of the top articles from financial publications around the world in the Industry News tab, details of upcoming Events, monthly videos on industry trends in Views, our twitter feed@etfgi , and to use our directory of firms in the ETF Ecosystem. You are invited to join our group "ETF Network" on LinkedIn.


Please contact deborah.fuhr@etfgi.com if you would like to discuss subscribing to ETFGI’s research or consulting services. 

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Note to editors

ETFs are typically open-ended, index-based funds, with active ETFs accounting for 1.1% market share. They can be bought and sold like ordinary shares on a stock exchange and offer broad exposure across developed, emerging and frontier markets, equities, fixed income and commodities. ETFs are used widely by institutional investors and increasingly by financial advisors and retail investors to:

  • equitize cash
  • implement diversified exposure to a market
  • comprise a core or satellite investment
  • be a long term strategic investment
  • implement tactical adjustments to portfolios
  • use as building blocks to create entire portfolios
  • allow investors to hedge the market
  • use as an alternative to futures and other derivative products

Exchange Traded Products (ETPs) are products that have similarities to ETFs in the way they trade and settle but do not use an open-end fund structure. The use of other structures including unsecured debt, grantor trusts, partnerships, and commodity pools by ETPs can, in addition to a significantly different risk profile, create different tax and regulatory implications for investors when compared to ETFs, which are funds.

About ETFGI

ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem. Launched in 2012 by Deborah Fuhr and partners in London the firm offers paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report and the Smart Beta ETF Landscape report.
 
Deborah Fuhr is the managing partner and co-founder of ETFGI, she previously served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.  Shane Kelly and Matthew Murray are co-founders and partners in ETFGI.

Four new reports: 1) the ETFGI Active ETF Landscape report, 2) the ETFGI Smart Beta ETF Landscape report, 3) the ETFGI EM and FM Landscape report, and 4) the ETFGI Institutional Users of ETFs and ETPs 2014 report.

The ETFGI annual research subscription service includes:

1)     The detailed ETFGI Global ETF and ETP monthly Insights report containing over 300 pages of charts and analysis on 6,146 ETFs/ETPs, with 11,750 listings, assets of US$2.99 trillion, from 276 providers listed on 64 exchanges in 51 countries.

2)     The ETFGI monthly directory of ETFs and ETPs in pdf approx. 300 pages.

3)     A web tool accessible through our website 2 allows users to have access to the view of ETFs and ETPs listed globally.

Below is a link to a video which provides overviews of our website www.etfgi.com

·       ETFGI Website Tour (7 minutes)

Contact:

Deborah Fuhr

Managing Partner

ETFGI

Mobile: +44 777 5823 111

Email: deborah.fuhr@etfgi.com

Web: www.etfgi.com

Twitter: @deborahfuhr

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