LONDON — November 24, 2015 — Assets invested in Active ETFs/ETPs listed globally have reached US$32.9 billion – a new record – at the end of October 2015. In the first ten months of 2015 record levels of net new assets have been gathered by Active ETFs/ETPs listed globally with net inflows of US$8.9 billion marking a 23% increase over the prior record set at this time in 2013.
We are on track to end the year with record net inflows and assets in the global Active ETF/ETP industry.
Global active ETFs/ETPs asset inflows
The Global active ETF/ETP industry had 232 ETFs/ETPs, with 322 listings, assets of US$32.9 billion, from 45 providers on 15 exchanges at the end of October, according to ETFGI’s new Global Active ETF/ETP report for October 2015. Active ETFs/ETPs account for 1.1% of the US$3 trillion invested in the global ETF/ETP industry at the end of October 2015.
The largest market for active ETFs/ETPs is the United States which has US$21.8 billion or 66% of all active ETFs/ETPs assets invested in 133 products, followed by Europe with 19% or US$6.3 billion invested in 20 products, Canada with 12% or US$3.9 billion invested in 65 products and Asia Pacific ex Japan with 2% or US$797 million invested in 14 ETFs/ETPs.
We find that allocations to equity and fixed income exposures in Active ETFs/ETPs at 18% and 73% of total assets are almost a mirror opposite of the allocations to equity and fixed income exposures in index ETFs/ETPs, at 77% and 16% respectively.
“Since 2007 over 80 applications have been filed in the United States with the Securities and Exchange Commission “SEC” for Active ETFs. Currently there are 31 issuers of active ETFs/ETPs in the United States. Many asset managers are waiting to see if/when the SEC allows non-transparent Active ETFs.” according to Deborah Fuhr, managing partner at ETFGI.
Globally, Source gathered the largest net ETF/ETP inflows in October with US$270 Mn, followed by SPDR ETFs with US$170 Mn and First Trust with US$141 Mn net inflows. Year to date, iShares has gathered the largest net ETF/ETP inflows with US$1.9 Bn, followed by SPDR ETFs and Source, each with US$1.5 Bn net inflows.
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ETFGI is an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report and the Smart Beta ETF Landscape report.
Deborah Fuhr is the managing partner and co-founder of ETFGI, she previously served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr 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. Shane Kelly and Matthew Murray are co-founders and partners in ETFGI.
Four new reports: 1) the ETFGI Active ETF Landscape report, 2) the ETFGI Smart Beta ETF Landscape report, 3) the ETFGI EM and FM Landscape report, and 4) the ETFGI Institutional Users of ETFs and ETPs 2014 report.
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