ETFGI reports Active ETFs and ETPs listed globally gather a record US$58.69 billion in YTD net inflows and assets reached a record high of US$234.86 billion at the end of October 2020

 

LONDON November 25, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that actively managed ETFs and ETPs saw net inflows of US$7.28 billion during October, bringing year-to-date net inflows to a record level US$58.69 billion which is significantly more than the US$34.85 billion in net inflows gathered at this point in 2019 as well as significantly more than the US$42.10 billion gathered in all of 2019. Assets invested in actively managed ETFs/ETPs finished the month up to 2.8%, from US$228.41 billion at the end of September to reach a new record high of US$234.86 billion, according to ETFGI's October 2020 Active ETF and ETP industry landscape insights report, the 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 actively managed ETFs/ETPs reached a new record high of $234.86 billion at the end of October.
  • Year-to-date net inflows are a record level of $58.69 billion
  • Fixed Income based actively managed ETFs/ETPs gathered net inflows of $3.99 billion during October.

 

“During October, the S&P 500 decreased by 2.66% due to the uncertainty of US elections and rise in virus infections.  Developed markets outside the US fell 3.56% during October, 21 of 24 countries lost ground as a large portion of Europe announced new lockdown plans. Emerging markets reported positive a return of 2.04% in October.” According to Deborah Fuhr, managing partner, founder and owner of ETFGI.

Growth in actively managed ETF and ETP assets as of the end of October 2020

 

Fixed Income focused actively managed ETFs/ETPs listed globally gathered net inflows of $3.99 billion during  October, bringing net inflows year to date to $34.73 billion, which is more than the $26.47 billion in net inflows Fixed Income products had attracted for the year in 2019. Equity focused actively managed ETFs/ETPs listed globally attracted net inflows of $3.18 billion during October, bringing net inflows for the year to $19.57 billion, which is significantly more than the $7.33 billion in net inflows equity products had attracted YTD in 2019.

 

Substantial inflows can be attributed to the top 20 ETFs/ETPs by net new assets, which collectively gathered $5.46 billion during October. ARK Innovation ETF (ARKK US) gathered $1 billion alone.
 

Top 20 actively managed ETFs/ETPs by net new assets October 2020

Name

Ticker

Assets
(US$ Mn)
Oct-20

NNA
(US$ Mn)
 YTD-20

NNA
(US$ Mn)
 Oct-20

ARK Innovation ETF

ARKK US

9,643.17

5,208.46

1,000.46

iShares Interest Rate Hedged 10+ Year Credit Bond ETF

IGBH US

557.65

507.34

525.45

ARK Genomic Revolution Multi-Sector ETF

ARKG US

2,782.24

1,557.51

438.18

ARK Web x.O ETF

ARKW US

2,825.46

1,561.72

339.90

JPMorgan Ultra-Short Income ETF

JPST US

14,931.73

4,643.29

332.39

First Trust TCW Opportunistic Fixed Income ETF

FIXD US

4,219.26

2,860.56

291.25

Janus Short Duration Income ETF

VNLA US

2,726.53

1,578.75

282.17

First Trust Low Duration Mortgage Opportunities ETF

LMBS US

6,390.09

2,440.54

249.91

TD Q Canadian Dividend ETF

TQCD CN

209.98

221.04

213.71

iShares Liquidity Income ETF

ICSH US

4,922.60

2,279.16

209.72

ARK Fintech Innovation ETF

ARKF US

893.61

683.81

203.91

iShares Interest Rate Hedged Corporate Bond ETF

LQDH US

450.02

335.30

202.29

PIMCO Euro Short Maturity Source UCITS ETF - Acc

PJSR GY

1,430.28

986.75

177.20

PIMCO Enhanced Short Maturity Strategy Fund

MINT US

14,450.31

736.80

164.15

PIMCO Total Return Active Exchange-Traded Fund

BOND US

3,851.20

847.50

150.93

JPMorgan Ultra-Short Municipal Income ETF

JMST US

840.92

691.94

147.79

Amin Yekom

FAYF1

242.93

(1,321.61)

145.76

SPDR Blackstone/GSO Senior Loan ETF

SRLN US

1,689.01

(756.40)

135.90

JPMorgan EUR Ultra-Short Income UCITS ETF

JSET LN

766.59

98.02

123.36

Kian - Acc

FKNF1

184.05

122.49

122.70

 



Investors have tended to invest in Fixed Income actively managed ETFs/ETPs during October.

 


Contact deborah.fuhr@etfgi.com if you have any questions or comments on the press release or ETFGI events, research or consulting services.

##

ETF TV News #47 Dimensional Fund Advisors entered the ETF industry last week launching its first ETFs

This is significant news for retail investors as the firms mutual funds have exclusively been available only to trained advisors. The firm listed 2 ETFs last week, plans to list another ETF in December and is working to convert 6 mutual funds with approx. $20 billion in assets into ETFs in 2021. Dan Barnes ETFtv and Deborah Fuhr ETFGI discuss the trends seen in the 23 new ETFs which were listed globally during the week of November 16, 2020

#PressPlay to hear more  https://bit.ly/33aPygu 

 

ETFGI Weekly Newsletter November 23, 2020 https://bit.ly/39gjufg

 

 

Register now - more speakers added – for the ETFGI Global ETFs Insights Summit - Canada, a virtual event on November 30 & December 1 from 12:30 to 17:30 EST! Register now 

The event is designed to facilitate a substantive and in-depth discussion on the regulatory, trading, and technological developments impacting the use, selection, trading, and development of new ETFs and the impact ETFs have on markets and market structure.  

Exciting line up of speakers, topics, and virtual networking! View the full agenda and see all of the speakers on the event website

Free registration and CPD educational credits are offered to buy side institutional investors and financial advisors. Register Here Cannot attend, register anyway so we can send you the session recordings. 

Attendees will have the opportunity to see and hear speakers the keynote and panel discussions with audience Q&A and visit virtual event booths and network.

Speakers will include:

  • Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute
  • Elmer Atagu, Director, ETF Trading, CIBC Capital Markets
  • Kathleen Bock, Principal and Head of the Americas Region, Vanguard
  • Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
  • Raymond Chan, Director, Investment Funds, Structured Products, Ontario Securities Commission
  • Prerna Chandak, VP, ETF Product & Strategy, Mackenzie Investments
  • Roger Chandhok, Director, Global Equity Derivatives, ETF Sales & Trading, National Bank Financial
  • Pat Chiefalo, Managing Director, Head of iShares Canada, BlackRock
  • Michael Cooke, SVP, Head of Exchange Traded Funds, Mackenzie Investments
  • Michael Craig, Managing Director Head of Asset Allocation & Derivatives, TD Asset Management
  • Jaclyn Daitchman, Vice President, ESG Client Coverage, MSCI Inc.
  • Carol E. Derk, Partner, Borden Ladner Gervais LLP
  • Todd Evans, Managing Director, Investment Industry Association of Canada
  • Linda French, Assistant Chief Counsel, ICI Global
  • Deborah Fuhr, Founder, Managing Director, ETFGI
  • Yann Furic, CFA, Senior Portfolio Manager, Asset Allocation & Alternative Strategies, Financière des Professionnels
  • Kevin Gopaul, President, Exchange Traded Funds, BMO Global Asset Management
  • Michael Greenberg, VP, Portfolio Manager, Franklin Templeton Investment Solutions
  • Katie Gouinlock, Head of Canada ETF Capital Markets, Vanguard Canada
  • Margaret Gunawan, Managing Director, General Counsel & Chief Compliance Officer, BlackRock
  • Mary Hagerman M.Sc.,FCSI,CIM,Pl.Fin., Portfolio Manager, Investment Advisor, Groupe Mary Hagerman de Raymond James
  • John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University  
  • Tara Kennedy, VP, Trading, Wealthsimple
  • Dan Kessous, CEO, Nasdaq Canada
  • Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
  • Kevin Law, ETF Trader, Virtu Financial, Canada
  • Alfred Lee, Director, Portfolio Manager, Investment Strategist, BMO Global Asset Management
  • Jin Li, Vice President, ETF & Quantitative Research Analyst, BMO Capital Markets
  • Graham Mackenzie, Head, Exchange Traded Products, TMX Group
  • Christian Medeiros, Associate - Asset Allocation, TD Asset Management
  • Joseph Micallef, FCPA, FCA, Partner, Tax – National Tax Leader Financial Services & Asset Management Industry, KPMG
  • Mona Naqvi, Head of ESG Index Strategy, North America, S&P Dow Jones Indices
  • Jonathan Needham, Vice President, ETF Distribution, TD Asset Management
  • Alex Perel, Head of ETF Services, Scotiabank Global Banking & Markets
  • Rick Redding, CEO, Index Industry Association
  • Andres Rincon, CMT Director, Head of ETF Sales & Strategy, TD Securities Inc.
  • Erik Sloane, Chief Revenue Officer, NEO Exchange
  • Fred Wang, Associate Portfolio Manager, Portfolio Solutions, Mackenzie Investments


Panel discussions will cover the following topics:

  • Introduction to ETF Landscape in Canada
  • Fireside Chat – Regulatory Initiatives Impacting ETFs  
  • An Appraisal of Market Structure and ETF Trading
  • ETF Trading and Implementation
  • Impact of Regulations on Investor Choice
  • Update on Regulatory Trends in the US ETF Industry
  • Trends in the Use of Fixed Income ETFs
  • Macro Investment Outlook
  • Fireside Chat – Regulatory Trends in ESG and Sustainable Investing
  • How Investors Are Implementing ESG Into Their Portfolios
  • ETF Due Diligence
  • How Are Institutions and Financial Advisors Using ETFs?
  • What Are the Future Trends That Will Impact Investor and ETFs? 

For speaker updates and the full agenda, please visit the event websiteRegister Here

Please contact Deborah Fuhr deborah.fuhr@etfgi.com and Margareta Hricova margareta.hricova@etfgi.com if you have any questions or are interested in sponsoring or speaking at a future event.
 

We look forward to seeing you at the event! 
 

Debbie and Margareta
Deborah Fuhr
Managing Partner, Founder, Owner
ETFGI
London EC2N 1AR United Kingdom

deborah.fuhr@etfgi.com

 

 



Upcoming ETFGI Global ETFs Insights Summits:

2020
Canada, Nov 30 - Dec 1, 
Register Here, Event Website

2021
ESG & Active, Feb 24 & 25 Register HereEvent Website  
USA, May 19 & 20
Europe & MEA, September 15 & 16
Asia Pacific, November 2 & 3
Canada, December 1 & 2



    

 

 

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