ETFGI reports Smart Beta ETFs and ETPs listed globally gather net inflows of US$7.38 billion during January 2019

Press Release

LONDONFebruary 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

 

https://etfgi.com/sites/default/files/styles/feature_image/public/source_3.png?itok=sw3zyEon

 

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
(US$ Mn)
 Jan-19

NNA
(US$ Mn)
YTD-19

NNA
(US$ Mn)
Jan-19

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

https://etfgi.com/sites/default/files/styles/feature_image/public/source_3.png?itok=sw3zyEon 

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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. 

 
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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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