ETFGI reports that assets invested in actively-managed ETFs and ETPs listed globally increased by a record US$21.9 billion during 2017, to a new high of US$65.8 billion at the end of October
LONDON — November 29, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in actively-managed ETFs/ETPs listed globally increased by a record US$21.9 billion during the first 10 months of 2017, to reach a new high of US$65.8 billion at the end of October.
According to ETFGI’s October 2017 Active ETF and ETP industry insights report, an annual paid-for research subscription service, assets invested in actively-managed ETFs and ETPs grew by US$21.9 Bn year-to-date, the largest absolute annual increase on record; eclipsing the previous record increase of US$9.40 Bn for the whole of 2016. The increase of 49.9%, from US$43.9 Bn at the end of 2016 to a record high of US$65.8 Bn at the end of October 2017, also represents the greatest proportional annual increase in assets since 2012.
Year-to-date, through end of October 2017, ETFs and ETPs listed in the US saw record net inflows of US$13 Bn; 91% more than net inflows for the whole of 2016, and more than double that of the previous YTD record for the same period of US$5 Bn set in October 2015.
October 2017 also marked the 20st consecutive month of net inflows into US-listed ETFs/ETPs, with nearly $2B gathered during the month.
The majority of these flows can be attributed to the top 20 ETFs by net new assets, which collectively gathered US$10.7 Bn during 2017. The PIMCO Enhanced Short Maturity Strategy Fund on its own accounted for net inflows of more than $2B US.
Top 20 actively managed ETFs globally by net new assets: US
|
Name |
Ticker |
Assets |
ADV |
NNA |
|
PIMCO Enhanced Short Maturity Strategy Fund |
MINT US |
7688.63 |
48.80 |
2019.70 |
|
First Trust Preferred Securities and Income Fund |
FPE US |
3021.63 |
20.30 |
1372.80 |
|
SPDR Blackstone/GSO Senior Loan ETF |
SRLN US |
2315.21 |
25.60 |
1216.34 |
|
InfraCap Active MLP ETF |
AMZA US |
504.87 |
13.60 |
789.90 |
|
First Trust Enhanced Short Maturity Fund |
FTSM US |
1158.34 |
10.90 |
611.80 |
|
iShares Short Maturity Bond ETF |
NEAR US |
2909.48 |
32.30 |
600.07 |
|
SPDR DoubleLine Total Return Tactical ETF |
TOTL US |
3648.11 |
18.00 |
573.64 |
|
First Trust Senior Loan ETF |
FTSL US |
1341.59 |
6.20 |
521.01 |
|
First Trust Low Duration Mortgage Opportunities ETF |
LMBS US |
846.32 |
7.30 |
491.85 |
|
Principal Active Global Dividend Income ETF |
GDVD US |
452.76 |
0.00 |
424.01 |
|
First Trust North American Energy Infrastructure Fund |
EMLP US |
1911.01 |
11.10 |
411.97 |
|
First Trust RiverFront Dynamic Developed International ETF |
RFDI US |
444.52 |
3.50 |
351.91 |
|
Main Sector Rotation ETF |
SECT US |
205.76 |
1.60 |
193.87 |
|
iShares Liquidity Income ETF |
ICSH US |
187.95 |
2.90 |
167.71 |
|
Guggenheim Ultra Short Duration ETF |
GSY US |
1123.53 |
9.80 |
165.66 |
|
ARK Innovation ETF |
ARKK US |
205.23 |
4.20 |
162.83 |
|
Virtus Newfleet Dynamic Credit ETF |
BLHY US |
106.00 |
0.40 |
160.69 |
|
Newfleet Multi-Sector Unconstrained Bond ETF |
NFLT US |
169.28 |
0.60 |
158.46 |
|
PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolio |
PDBC US |
609.90 |
3.50 |
149.18 |
|
FormulaFolios Tactical Income |
FFTI US |
135.32 |
0.70 |
135.06 |
Similarly, the top 10 actively managed ETPs by net new assets collectively gathered US$ 8.6 Bn year-to-date during 2017.
US-listed Equity ETFs/ETPs saw net inflows of $.6 Bn in October, bringing year-to-date net inflows to $3.7 Bn, which is greater than the net inflows of $.10Bn over the same period last year. Fixed income ETFs and ETPs experienced net inflows of $1.2 Bn in October, growing year-to-date net inflows to $9Bn, which is greater than the same period last year, which saw net inflows of $4.3 Bn.
Top 10 actively managed ETPs by net new assets: Globally
|
Name |
Ticker |
Assets |
ADV |
NNA |
|
PIMCO Enhanced Short Maturity Strategy Fund |
MINT US |
7688.63 |
48.80 |
2019.70 |
|
First Trust Preferred Securities and Income Fund |
FPE US |
3021.63 |
20.30 |
1372.80 |
|
SPDR Blackstone/GSO Senior Loan ETF |
SRLN US |
2315.21 |
25.60 |
1216.34 |
|
PIMCO US Dollar Short Maturity ETF |
AMZA US |
2702.58 |
1.50 |
832.37 |
|
InfraCap Active MLP ETF |
FTSM US |
504.87 |
13.60 |
789.90 |
|
First Trust Enhanced Short Maturity Fund |
NEAR US |
1158.34 |
10.90 |
611.80 |
|
iShares Short Maturity Bond ETF |
TOTL US |
2909.48 |
32.30 |
600.07 |
|
SPDR DoubleLine Total Return Tactical ETF |
FTSL US |
3648.11 |
18.00 |
573.64 |
|
Samsung KODEX Active Korea Total Bond Market AA- ETF |
LMBS US |
569.36 |
0.10 |
563.29 |
|
First Trust Senior Loan ETF |
GDVD US |
1341.59 |
6.20 |
521.01 |
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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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ETFGI
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