Assets invested in ETFs/ETPs listed globally reach a new record of US$4.103 trillion at the end of May 2017

ETFGI reports assets invested in ETFs/ETPs listed globally reach a new record of 4.103 trillion US dollars at the end of May 2017

Graph of a fund

LONDON — June 12, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in ETFs/ETPs listed globally reached a new record of US$4.103 trillion at the end of May 2017, according to preliminary data from ETFGI’s May 2017 global ETF and ETP industry insights report an annual paid for research subscription service.

The Global ETF/ETP industry had 6,889 ETFs/ETPs, with 12,970 listings, assets of US$4.103 trillion, from 313 providers listed on 68 exchanges in 55 countries at the end of May 2017.

“The performance of US equities was mixed in May. The S&P 500 gained 1.41% while smaller cap equities declined 2.31%. S&P 500 Growth was up 2.83% while the S&P 500 Value index declined 0.32%. In the US Information Technology and Utilities were May's top performing sectors, both up 4%. Energy was the worst performer, down by 3%. International equity markets performed well in May with the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI were up 4% and 2%, respectively.

Political risks remain a focus for investors - the ability of the Trump administration to move forward on policy goals and hearings on Capitol Hill, the U.K. election, North Korea is still an area of concern and the potential Italian election later this year is raising concerns similar to those raised before the French election.” According to Deborah Fuhr, managing partner at ETFGI.

ETFs and ETPs listed globally gathered record net inflows of US$48.26 Bn in May marking the 40th consecutive month of net inflows. Year to date, a record US$283.91 Bn in net new assets have been gathered. At this point last year there were net inflows of US$91.45 Bn.

In May 2017, equity ETFs/ETPs gathered the largest net inflows with US$33.09 Bn, followed by fixed income ETFs/ETPs with US$13.77 Bn, while commodity ETFs/ETPs experienced net outflows of US$1.22 Bn.

YTD through end of May 2017, ETFs/ETPs have seen net inflows of US$283.91 Bn. Equity ETFs/ETPs gathered the largest net inflows YTD with US$201.37 Bn, followed by fixed income ETFs/ETPs with US$63.74 Bn, and commodity ETFs/ETPs with US$5.95 Bn.

The assets in iShares ETFs/ETPs have surpassed the US$1.5 trillion milestone reaching US$1.519 trillion as of the end of May 2017.

iShares gathered the largest net ETF inflows in May with US$22.52 Bn, followed by Vanguard with US$15.67 Bn and Schwab ETFs with US$2.35 Bn net inflows.

YTD, iShares gathered the largest net ETF inflows YTD with US$111.17 Bn, followed by Vanguard with US$68.76 Bn and Schwab ETFs with US$11.56 Bn net inflows.

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Attribution Policy: The information contained herein is proprietary. The media is welcome to use our information and ideas, provided that the following sourcing is included: ETFGI is a  leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, based in London, England. Deborah Fuhr, Managing Partner, co-founder, ETFGI website www.etfgi.com.  

About ETFGI

ETFGI is an independent research and consultancy firm launched in 2012 in London offering consulting services and paid for research subscription services. Our service is the only global offering of monthly reports covering each region of the world where ETFs, ETPs are listed, a monthly directory and monthly fact sheets along with a database covering all global products plus you receive insights from us.   

Previously Deborah Fuhr served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She 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. 

She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. ETFGI is honored to count as our research and consulting clients some of the leading firms in the ETF Ecosystem around the world as well as some new entrants and firms that are considering entering the ETF, ETP industry.

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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.

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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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