ETFGI reports that assets invested in leveraged and inverse ETFs and ETPs listed globally reached $79.9 billion at the end of June 2018

LONDON — July 31, 2018 —  According to ETFGI’s June 2018 Leveraged and Inversed ETF and ETP industry insights report, a monthly report included in the annual paid-for research subscription service, assets invested in leveraged and inverse ETFs and ETPs listed globally totalled US$79.9 billion at the end of June 2018; decreasing by 2.60% from US$82.1 billion at the end of May. (All dollar values in USD unless otherwise noted).
 
Highlights 

• Assets invested in leveraged and inverse ETFs/ETPs decreased by 2.60% during June 2018 to reach $79.9 Bn
• During June, leveraged and inverse ETFs/ETPs listed globally saw net outflows of $1.65 Bn
• The majority of assets were invested in leveraged ETFs/ETPs with $51.9 Bn, followed by inverse products with assets of $14.3 Bn, then leveraged inverse with $13.8 Bn

The S&P 500 was up 0.62% in June and 2.65% in the first half of 2018. International markets (developed ex US) and Emerging markets posted losses during June and during the first half of 2018, down 1.48% and 3.40% in June and 2.45% and 6.05% in the first half, respectively, driven by a strong dollar, trade concerns, and rising interest rates.

According to ETFGI’s June 2018 Leveraged and Inversed ETF and ETP industry insights report, an annual paid-for research subscription service, assets invested in leveraged and inverse ETFs/ETPs listed globally have decreased by 0.93% year-to-date, from $80.7 Bn at the end of 2017.

The majority of assets were invested in leveraged ETFs/ETPs with $51.9 Bn, followed by inverse ETFs/ETPs with assets of $14.3 Bn, and leveraged inverse ETFs/ETPs with $13.8 Bn. The largest market for leveraged and inverse ETFs/ETPs was in the United States, which, at the end of June 2018, had assets of $46.0 Bn invested in 262 ETFs/ETPs.

Global leveraged/inverse ETF and ETP asset growth as at end of June 2018

During June, globally listed leveraged and inverse ETFs/ETPs saw net outflows of $1.65 Bn. Although June saw net outflows, net inflows year-to-date still amount to $3.56 Bn. A high proportion of these net inflows year-to-date can be attributed to the top 20 ETFs/ETPs by net new assets, which collectively gathered $9.29 Bn.

Top 20 ETFs/ETPs by YTD NNA: Global

Source: ETFGI data sourced from ETF/ETP sponsors, exchanges, regulatory filings, Thomson Reuters/Lipper, Bloomberg, publicly available sources and data generated in-house. Note: This report is based on the most recent data available at the time of publication. Asset and flow data may change slightly as additional data becomes available.

Please contact deborah.fuhr@etfgi.com if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.


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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. 

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. 
 
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