ETFGI reports Smart Beta ETFs and ETPs globally reach new high of 659 billion US dollars at end of July 2018

LONDON — August 23, 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 reached a new high of US$659 billion, following net inflows of US$6.27 billion and market movements during July. (All dollar values in USD unless otherwise noted.) 
 
Highlights

• Assets invested in Smart Beta ETFs and ETPs listed globally reached a new high of $659 Bn at the end of July.

• Smart Beta ETFs and ETPs listed globally gathered net new assets of $6.27 Bn during July.

• There have been 30 consecutive months of net inflows in to Smart Beta Products.

“The S&P 500 gained 3.72%, international markets ex US were up 1.93% and emerging markets up 2.81%.  Investors are still concerned about the impact of trade wars and Brexit,” according to Deborah Fuhr, managing partner and a founder of ETFGI.
 
According to ETFGI’s July 2018 Global Smart Beta ETF and ETP industry insights report, an annual paid-for research subscription service, Smart Beta ETFs and ETPs listed globally gathered net inflows of $6.27 Bn during July. Total assets increased 3.78% from $635 Bn at the end of June and have increased 8.75% from $606 Bn year-to-date.

Growth in Smart Beta ETF and ETP assets as of the end of July 2018


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.

At the end of July 2018, there were 1,235 smart beta equity ETFs/ETPs, with 2,241 listings, assets of $659 Bn, from 148 providers on 40 exchanges in 32 countries. Year-to-date Smart Beta equity products have experienced net inflows are at $35.5 Bn, less than the $37.6 Bn in net inflows at this point last year.
 
A significant portion of net inflows during July can be attributed to the top 20 Smart Beta ETFs/ETPs, ordered by net new assets, which collectively gathered $5.75 Bn. The Vanguard Value (VTV US) and the SPDR Portfolio S&P 500 Growth (SPYG US) gathered the largest net new assets during the month, with $1.54 Bn and $557 Mn, respectively.

Top 20 Smart Beta ETFs/ETPs by net new assets July 2018: 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 us at deborah.fuhr@etfgi.com if you would like further information on our services. 

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The ETFs Global Markets Roundtable events are a series of conferences organised by ETFGI and Capital Markets Strategies. Our first event took place in June 2017 in New York City. In 2018 ETFs Global Markets Roundtable conferences were held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), and Toronto on May 31 (covering Canada).  The events offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions. 

To view the agendas, speakers and sponsors for our prior events in 2018 please click on the city name below: 
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Schedule of Upcoming Conferences in 2019 

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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. 
 
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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