ETFGI reports assets invested in Leverage and Inverse ETFs and ETPs listed globally reached a record US$89.64 billion at the end of July 2020
LONDON — August 28, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported that assets invested in Leverage and Inverse ETFs and ETPs listed globally reached a record US$89.64 billion at the end of July. Leveraged and Inverse ETFs and ETPs gathered net inflows of US$203 million during July and YTD gathered net inflows of US$20.56 billion which is significantly more than the YTD net outflows of US$3.4 billion during 2019 and the full year 2019 net outflows of US$4.13 billion, according to ETFGI’s July 2020 Leveraged and Inverse ETF and ETP industry landscape insights report, a monthly report which is part of an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.)
Highlights
- Assets invested in Leverage and Inverse ETFs and ETPs listed globally reach a record $89.64 Bn at end of July.
- YTD Leverage and Inverse ETFs and ETPs listed globally gathered net inflows of $20.56 Bn which is significantly more than the YTD net outflows of US$3.4 Bn during 2019 and the full year 2019 net outflows of US$4.13 Bn.
“The S&P 500 gained 5.5% during July. Totally the market is 1.25% up during the first month of Q3 which overcome the historical collapse of pandemic. During July the tech giants achieved again a great month. Developed markets outside the U.S. were up 3.04%. In July, the three Scandinavian countries Norway (up 10.78), Sweden (up 10.11) and Finland (up 9.18) were the leaders. Emerging markets gained 8.47% in July and are up 19.86% in Q3.” According to Deborah Fuhr, managing partner, founder and owner of ETFGI.
At the end of July 2020, the Global leveraged/inverse ETF/ETP industry had 875 ETFs/ETPs. Of these 875 ETFs/ETPs, 445 were leveraged products, while 213 were inverse listings, and 217 were Leveraged/Inverse.
Global leveraged/inverse ETF and ETP asset growth as at the of end of July 2020
The majority of assets were invested in Leveraged ETFs/ETPs with $53.7 billion, followed by Leveraged/Inverse products with assets of $19.7 billion and Inverse with $16.3 billion.
The largest market for leveraged and inverse ETFs/ETPs is the United States, which, at the end of July 2020, had assets of $54 Bn invested in 243 ETFs/ETPs.
The Samsung KODEX 200 Futures Inverse 2X ETF – Acc gathered $2.22 Bn alone, the largest net inflow year-to-date to July.
Top 20 ETFs/ETPs by YTD net new assets July 2020: Leveraged and Inverse
|
Name |
Country Listed |
Ticker |
Assets |
ADV |
NNA |
Leverage |
|
Samsung KODEX 200 Futures Inverse 2X ETF - Acc |
South Korea |
252670 KS |
2,178.32 |
680.69 |
2,223.14 |
Leveraged Inverse |
|
ProShares Short S&P500 |
US |
SH US |
3,045.25 |
252.50 |
1,995.46 |
Inverse |
|
ProShares Ultra DJ-UBS Crude Oil |
US |
UCO US |
1,431.82 |
208.68 |
1,686.90 |
Leveraged |
|
ProShares UltraPro Short QQQ |
US |
SQQQ US |
1,257.48 |
704.28 |
1,625.64 |
Leveraged Inverse |
|
ProShares UltraPro Short S&P 500 |
US |
SPXU US |
1,050.88 |
340.53 |
1,488.12 |
Leveraged Inverse |
|
YUANTA Daily Taiwan Top 50 -1X Bear ETF |
Taiwan |
00632R TT |
3,014.89 |
57.44 |
1,398.81 |
Inverse |
|
Direxion Daily S&P 500 Bear 3X Shares |
US |
SPXS US |
903.72 |
259.79 |
1,288.58 |
Leveraged Inverse |
|
NEXT NOTES Nikkei JPX Leveraged Crude Oil ETN - Acc |
Japan |
2038 JP |
1,541.82 |
22.80 |
1,282.41 |
Leveraged |
|
VelocityShares 3x Long Crude Oil ETN - Acc |
US |
UWT US |
0.00 |
0.00 |
1,201.97 |
Leveraged |
|
Yuanta S&P GSCI Crude Oil 2X Leveraged ER Futures ETF - Acc |
Taiwan |
00672L TT |
114.57 |
1.63 |
1,104.03 |
Leveraged |
|
ProShares UltraPro Short Dow30 |
US |
SDOW US |
669.60 |
286.54 |
872.43 |
Leveraged Inverse |
|
NEXT FUNDS Nikkei 225 Double Inverse Index Exchange Traded Fund - Acc |
Japan |
1357 JP |
3,427.19 |
413.67 |
848.08 |
Leveraged Inverse |
|
ProShares UltraShort S&P500 |
US |
SDS US |
1,270.59 |
255.49 |
831.38 |
Leveraged Inverse |
|
Direxion Daily Financial Bull 3x Shares |
US |
FAS US |
1,537.70 |
133.16 |
828.34 |
Leveraged |
|
Direxion Daily Small Cap Bear 3x Shares |
US |
TZA US |
664.08 |
589.61 |
737.05 |
Leveraged Inverse |
|
Samsung KODEX Inverse ETF |
South Korea |
114800 KS |
971.60 |
176.99 |
663.61 |
Inverse |
|
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares |
US |
GUSH US |
456.83 |
117.17 |
593.98 |
Leveraged |
|
Direxion Daily MSCI Brazil Bull 2x Shares |
US |
BRZU US |
202.00 |
32.32 |
475.82 |
Leveraged |
|
NEXT FUNDS Nikkei 225 Inverse Index ETF |
Japan |
1571 JP |
739.89 |
14.53 |
459.07 |
Inverse |
|
NEXT FUNDS Nikkei 225 Leveraged Index ETF |
Japan |
1570 JP |
2,003.72 |
1,130.75 |
447.18 |
Leveraged |
Contact deborah.fuhr@etfgi.com if you have any questions or comments on the press release or ETFGI events, research or consulting services.
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