ETFGI reports 28th consecutive month of net inflows into Smart Beta ETFs and ETPs listed globally with US$5.28 billion during May 2018

LONDON — July 2, 2018 —  ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported net inflows of US$5.28 billion into Smart Beta ETFs and ETPs listed globally during May 2018, marking the 28th consecutive month of net inflows. (All dollar values in USD unless otherwise noted.)

Highlights 

  • Net new assets gathered by Smart Beta ETFs/ETPs listed globally were $5.28 Bn during May 2018.
  • May 2018 marked the 28th consecutive month of net inflows.
  • Assets invested in Smart Beta ETFs/ETPs listed globally increased by 2.32% or $15 Bn during May, to $662 Bn.

According to ETFGI’s May 2018 Smart Beta ETF and ETP Insights report, an annual paid-for research subscription service, assets invested in Smart Beta ETFs and ETPs listed globally increased by 2.32% during May 2018. The increase in assets of $15 billion, from $647 billion at the end of April 2018 to $662 billion at the end of May, represents the third increase since December 2017.

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

At the end of May 2018, there were 1,281 smart beta equity ETFs/ETPs, with 2,270 listings, assets of $662 Bn, from 156 providers on 40 exchanges in 32 countries. Year-to-date net inflows are at $25.5 Bn, which is less than the $29.5 Bn in net inflows at this point last year.

The majority of flows can be attributed to the top 20 Smart Beta ETFs/ETPs by net new assets, which collectively gathered $18.4 Bn year-to-date.. 

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

Growth smart beta products gathered the largest net inflows during May 2018 with $1.67 Bn, followed by value factor products with $1.29 Bn, and Momentum-based products with $1.18 Bn.

Investors have tended to invest in growth factor Smart Beta products in May, with the iShares Edge MSCI USA Momentum Factor ETF (MTUM US) capturing most of the flows year to date with $2.25 Bn.

Please contact us at deborah.fuhr@etfgi.com if you would like further information on our services. 

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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 by Deborah Fuhr and partners 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. Visit www.etfgi.com to learn more. 

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About Deborah Fuhr 

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. 
 
Past awards for Ms Fuhr include she was the recipient of the 100 Women in Finance 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding contributions to the field of index investing and she named one of the “100 Most Influential Women in Finance” by Financial News over several years, most recently in 2016. 
 
Deborah Fuhr is a founder and board member of Women in ETFs “WE” a not for profit organization to connect, support and inspire Women and Men in the ETF ecosystem. WE has over 4,100 members in chapters around the world. 
 
Contact: 
Deborah Fuhr 
Managing Partner 
ETFGI 
Mobile: +44 777 5823 111 
Email: deborah.fuhr@etfgi.com 
Web: www.etfgi.com 
Twitter: @deborahfuhr 
LinkedIn: ETF Network 
LinkedIn: Women In ETFs