ETFGI reports assets invested in actively managed ETFs and ETPs listed globally rises to US$112 billion, highest on record
Press Release
LONDON — February 21, 2018 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that actively managed ETFs and ETPs gathered net inflows of US$1.48 billion in January. Assets invested in actively managed ETFs/ETPs finished the month up 4.60%, from US$106.90 billion at the end of December, to US$111.83 billion, according to ETFGI's January 2019 Active ETF and ETP industry landscape insights report, an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.)
Highlights
- Assets invested in Actively managed ETFs/ETPs reach US$111.83 Bn in January, the highest on record.
- Assets invested in actively managed ETFs/ETPs rise 4.60% in January.
- Actively managed funds in the US and Canada continue to grow in popularity.
“In January, equity markets rebounded from Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth. Fed chair Powell revised his stance on where he believes the neutral rate of interest lies, easing fears of a dramatic and painful tightening cycle. Energy’s decline during the Q4 rout subdued inflation in developed economies taking hiking pressure off central banks while provided stimulus to consumers and businesses, giving stronger core metrics. The S&P 500 finished January up 8.01%, the best January since 1987, while the S&P Topix 150 gained 7.26% and the S&P Europe 350 gained 6.23%. Emerging and Frontier markets were up 7.77% and 4.61% respectively, hampered by dollar strength.” according to Deborah Fuhr, managing partner and founder of ETFGI.
At the end of January 2019, actively managed ETFs/ETPs had 640 ETFs/ETPs, from 133 providers listed on 20 exchanges in 15 countries. Following net inflows of $1.48 Bn and market moves during the month, assets invested in actively managed ETFs/ETPs increased by 4.60% from $106.90 Bn at the end of December, to $111.83 Bn.
Growth in actively managed ETF and ETP assets as of the end of January 2019
Equity focused actively managed ETFs/ETPs attracted net inflows of $426.38 Mn in January, substantially less than the $1.15 Bn in net inflows equity products had attracted by the end of January 2018. Fixed income focused, actively managed ETFs/ETPs attracted net inflows of $1.22 Bn in January, considerably less than the $1.64 Bn in net inflows fixed income products had attracted by the end of January 2018.
Substantial inflows can be attributed to the top 20 ETFs/ETPs's by net new assets, which collectively gathered $2.47 Bn in January, the PIMCO US Dollar Short Maturity ETF (MINT LN) gathered
$735.99 Mn alone.
Top 20 actively managed ETFs/ETPs by net new assets January 2019
|
Name |
Ticker |
Assets |
NNA |
NNA |
|
PIMCO US Dollar Short Maturity ETF |
MINT LN |
3,153 |
736 |
736 |
|
First Trust Low Duration Mortgage Opportunities ETF |
LMBS US |
2,295 |
250 |
250 |
|
JPMorgan Ultra-Short Income ETF |
JPST US |
5,332 |
193 |
193 |
|
BMO Ultra Short-Term Bond ETF |
ZST CN |
272 |
137 |
137 |
|
Janus Short Duration Income ETF |
VNLA US |
960 |
110 |
110 |
|
Mirae Asset Tiger Money Market Active ETF |
272580 KS |
347 |
95 |
95 |
|
AGFiQ Enhanced Core Global Multi-Sector Bond Etf |
QGB CN |
115 |
94 |
94 |
|
ARK Innovation ETF |
ARKK US |
1,357 |
91 |
91 |
|
iShares Liquidity Income ETF |
ICSH US |
972 |
90 |
90 |
|
iShares Interest Rate Hedged Corporate Bond ETF |
LQDH US |
271 |
87 |
87 |
|
SPDR Blackstone/GSO Senior Loan ETF |
SRLN US |
2,330 |
86 |
86 |
|
PIMCO Total Return Active Exchange-Traded Fund |
BOND US |
2,095 |
77 |
77 |
|
Innovator S&P 500 Power Buffer ETF - January |
PJAN US |
79 |
76 |
76 |
|
RBC Quant U.S. Dividend Leaders ETF |
RUD/U CN |
92 |
58 |
58 |
|
First Trust Managed Municipal ETF |
FMB US |
557 |
53 |
53 |
|
First Trust Enhanced Short Maturity Fund |
FTSM US |
4,128 |
51 |
51 |
|
First Trust Tcw Unconstrained Plus Bond Etf |
UCON US |
186 |
50 |
50 |
|
BMO Ultra Short-Term Bond ETF Acc |
ZST/L CN |
132 |
47 |
47 |
|
First Asset Enhanced Government Bond Etf |
FGO CN |
84 |
45 |
45 |
|
Vanguard Growth ETF Portfolio |
VGRO CN |
435 |
44 |
44 |
Investors have tended to invest short duration, fixed income ETFs during January.
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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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 covering trends in the global ETF/ETP ecosystem, based in London, England. Deborah Fuhr, Managing Partner, Founder, ETFGI website www.etfgi.com.
About ETFGI
ETFGI is an independent research and consultancy firm launched in London offering consulting services and paid for research subscription services. Deborah Fuhr is the Managing Partner and a founder of ETFGI. Our services are unique in their breadth and depth of coverage in 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.
2019 ETFs Global Markets Roundtable events
We are excited to announce that registrations are open for the 2019 series of the ETFs Global Markets Roundtables in New York on May 21, London on June 12, Toronto on Sept 24 and Hong Kong in Oct 2019 at www.etfsglobalmarkets.com
The events were created by Ari Burstein, President, Capital Markets Strategies and Deborah Fuhr, Managing Partner and Founder, ETFGI. The first conference was held in 2017 in New York and expanded in 2018 to 4 events in New York, London, Toronto, and Hong Kong.
The events are designed to be interesting, educational, engaging and relevant forums for substantive discussion of capital markets, business, technological and regulatory developments in the markets impacting ETFs in the respective jurisdictions.
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The schedule for the events is:
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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” the first women’s group for the ETF industry. Founded in January 2014, WE is a non-profit organization that brings together over 4,700 members, including women and men, in chapters in major financial centres around the world to CONNECT, SUPPORT and INSPIRE. WE achieves this by organizing events at our chapters globally that support our goals of education, networking, philanthropy and idea sharing across the industry and beyond. For more information, visit: www.womeninetfs.com
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ETFGI
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