ETFGI reports that assets invested in Smart Beta ETFs and ETPs listed globally increased by 0.89% during April 2018

LONDON — June 11, 2018 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in Smart Beta ETFs and ETPs listed globally increased by 0.89% during April 2018. The increase in assets of US$5.72 billion, from US$641 billion at the end of March 2018 to US$647 billion at the end of April, represents the first increase since December 2017. (All dollar values in USD unless otherwise noted.)

Highlights

  •         Due to market moves assets invested in Smart Beta ETFs/ETPs listed globally increased by 0.89%, or $5.72 Bn, during April, to $647 Bn

  •          Net new assets gathered by Smart Beta ETFs/ETPs listed globally were $2.90 Bn during April 2018; the second lowest monthly net inflows since April 2016

  •           April 2018 marked the 27th consecutive month of net inflows into Smart Beta ETFs/ETPs listed globally

According to ETFGI’s April 2018 Smart Beta ETF and ETP Insights report, an annual paid-for research subscription service, Smart Beta ETFs and ETPs listed globally gathered $2.90 Bn in net inflows - the second lowest monthly amount since April 2016. Net inflows gathered in March were $4.65 Bn. Still, April 2018 marked the 27th consecutive month of net inflows into Smart Beta ETFs and ETPs.

Comparison of assets in market cap, smart beta, other and active equity products

At the end of April 2018, there were 1,278 Smart Beta ETFs/ETPs, with 2,259 listings, assets of $647.10 Bn, from 156 providers on 40 exchanges in 32 countries.

Year-to-date net inflows are at $20.2 Bn, which is less than the $24.4 Bn in net inflows at this point last year. The majority of these flows can be attributed to the top 20 Smart Beta ETFs/ETPs by net new assets, which collectively gathered $11.8 Bn year-to-date. The iShares Edge MSCI USA Momentum Factor ETF (MTUM US) on its own accounted for net inflows of $2.25 Bn.

Top 20 Smart Beta ETFs/ETPs by net new assets: Global

Value smart beta products gathered the largest net inflows with $831 Mn, followed by growth gactor products with $797 Mn, and Low volatility based products with $451 Mn during April 2018.

Investors have tended to invest in lower cost and momentum factor Smart Beta products in April, with the iShares Edge MSCI USA Momentum Factor ETF (MTUM US) capturing most of the flows.

Please contact [email protected] if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.

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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
 
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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. 

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