ETFGI reports Smart Beta ETFs and ETPs listed globally gather net inflows of US$7.38 billion during January 2019
Press Release
LONDON — February 28, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that equity-based Smart Beta ETFs and ETPs listed globally gathered net inflows of US$7.38 billion during January. Total assets invested in the global Smart Beta ETF and ETP industry increased 10.1%, from US$618 billion at the end of December, to US$680 billion, according to ETFGI’s January 2019 ETF and ETP Smart Beta industry landscape insights report, an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.)
Highlights
- In January 2019, Smart Beta ETFs/ETPs attracted $7.38 Bn in net new assets.
- During the month, 23 Smart Beta ETFs/ETPs were launched by 19 providers.
- 36th consecutive month of net inflows into Smart Beta ETFs/ETPs.
At the end of January 2019, there were 1,322 Smart Beta classified ETFs/ETPs, with 2,404 listings, assets of $680 Bn, from 164 providers listed on 40 exchanges in 32 countries. Following net inflows of $7.38 Bn and market moves during the month, assets invested in Smart Beta ETFs/ETPs listed globally increased by 10.1%, from $618 Bn at the end of December 2018, to $680 Bn.
Comparison of assets in market cap, smart beta, other and active equity products
Multi factor ETFs and ETPs continued to attract the greatest monthly net inflows, seeing $2.36 Bn in January. Dividend-Factor ETFs and ETPs saw the greatest outflows during the month, amounting to $657 Mn.
Substantial inflows can be attributed to the top 20 Smart Beta ETFs/ETPs's by net new assets, which collectively gathered $8.73 Bn in January, the iShares Edge MSCI USA Quality Factor ETF (QUAL US) gathered $1.76 Bn alone.
Top 20 Smart Beta ETFs/ETPs by net new assets January 2019
|
Name |
Ticker |
Assets |
NNA |
NNA |
|
iShares Edge MSCI USA Quality Factor ETF |
QUAL US |
9,139 |
1,756 |
1,756 |
|
iShares MSCI USA Minimum Volatility ETF |
USMV US |
21,172 |
1,041 |
1,041 |
|
Vanguard Value ETF |
VTV US |
44,965 |
603 |
603 |
|
Invesco S&P 500 High Dividend Low Volatility ETF |
SPHD US |
3,241 |
548 |
548 |
|
iShares Edge MSCI EM Minimum Volatility UCITS ETF |
EMMV LN |
1,063 |
420 |
420 |
|
iShares Core Dividend Growth ETF |
DGRO US |
5,790 |
418 |
418 |
|
iShares MSCI International Developed Quality Factor ETF |
IQLT US |
546 |
410 |
410 |
|
Schwab US Large-Cap Value ETF |
SCHV US |
5,442 |
397 |
397 |
|
XACT Nordic High Dividend Low Volatility UCITS ETF |
XACTHDIV SS |
713 |
382 |
382 |
|
iShares Edge MSCI Minimum Volatility EAFE ETF |
EFAV US |
10,356 |
337 |
337 |
|
iShares Edge MSCI Minimum Volatility Emerging Markets ETF |
EEMV US |
5,552 |
301 |
301 |
|
Invesco S&P 500 Low Volatility ETF |
SPLV US |
8,699 |
265 |
265 |
|
Invesco S&P MidCap Low Volatility ETF |
XMLV US |
2,125 |
265 |
265 |
|
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF |
GSLC US |
4,225 |
262 |
262 |
|
Vanguard Growth ETF |
VUG US |
35,674 |
239 |
239 |
|
SPDR Portfolio S&P 500 Growth ETF |
SPYG US |
3,621 |
236 |
236 |
|
First Trust Capital Strength ETF |
FTCS US |
1,691 |
229 |
229 |
|
Schwab US Dividend Equity ETF |
SCHD US |
8,367 |
227 |
227 |
|
SPDR Portfolio S&P 500 Value ETF |
SPYV US |
2,652 |
221 |
221 |
|
Hartford Multifactor Developed Markets (Ex-US) ETF |
RODM US |
1,643 |
170 |
170 |
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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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.
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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.
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