ETFGI reports Smart Beta ETFs and ETPs have gathered 69 billion US dollars in net new assets in the first 11 months of 2017
LONDON — December 21, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today Smart Beta ETFs and ETPs have gathered 69 billion US dollars in net new assets in the first 11 months of 2017.
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According to ETFGI’s November 2017 Smart Beta ETF and ETP industry insights report, an annual paid-for research subscription service, assets invested in Smart Beta ETFs and ETPs grew by 30.1% year-to-date, the greatest annual increase since 2009 when markets recovered following the 2008 financial crisis, and an increase of 3.8% on the previous record of US$661.74 Bn set in October 2017.
Year-to-date, through end of November 2017, Smart Beta ETFs and ETPs listed in globally saw record net inflows of US$68.73 Bn; 22.0% more than net inflows for the whole of 2016, and more than the previous YTD record for the same period of US$45.88 Bn set in November 2016. November 2017 also marked the 21st consecutive month of net inflows into ETFs/ETPs, with US$9.06 Bn gathered during the month.
The majority of these flows can be attributed to the top 20 ETFs by net new assets, which collectively gathered US$33.84 Bn during 2017. The iShares Core S&P Small-Cap ETF (IJR US) on its own accounted for net inflows of US$6.51 Bn.
Top 20 ETFs by net new” assets
|iShares Core S&P Small-Cap ETF||US||IJR US||36,230||213.1||6,510|
|Vanguard Value ETF||US||VTV US||35,523||142.4||4,466|
|iShares MSCI USA Momentum Factor ETF||US||MTUM US||5,877||46.3||3,068|
|Vanguard Growth ETF||US||VUG US||31,171||73.3||2,063|
|iShares MSCI USA Minimum Volatility ETF||US||USMV US||15,770||76.5||1,507|
|Schwab Fundamental US Large Company Index ETF||US||FNDX US||3,594||8.8||1,345|
|Vanguard Small-Cap Value ETF||US||VBR US||12,509||35.7||1,329|
|Global X Funds-Global X Robotics & Artificial Intelligence Thematic Etf||US||BOTZ US||1,404||36.2||1,257|
|iShares S&P 500 Growth ETF||US||IVW US||19,956||72.4||1,232|
|iShares Core Dividend Growth ETF||US||DGRO US||2,470||13.9||1,139|
|iShares Automation & Robotics UCITS ETF||United Kingdom||RBTX LN||1,405||26.7||1,070|
|iShares International Select Dividend ETF||US||IDV US||4,777||17.3||1,068|
|iShares Edge MSCI Europe Value Factor UCITS ETF||United Kingdom||IEFV LN||1,754||9.9||1,047|
|Schwab Fundamental US Small Company Index ETF||US||FNDA US||2,585||7.1||1,008|
|Guggenheim S&P 500 Equal Weight ETF||US||RSP US||14,665||34.4||1,006|
|iShares Edge MSCI USA Value Factor UCITS ETF||United Kingdom||IUVL LN||1,295||6.9||988|
|Schwab US Dividend Equity ETF||US||SCHD US||6,798||24.4||976|
|First Trust Nasdaq Bank ETF||US||FTXO US||1,197||4.6||949|
|iShares U.S. Preferred Stock ETF||US||PFF US||18,044||77.1||909|
|iShares MSCI EAFE Value ETF||US||EFV US||6,001||14.2||903|
Similarly, the top 10 ETPs by net new assets collectively gathered US$654.00 Mn year-to-date during 2017.
Top 10 ETPs by net new assets
|FI Enhanced Global High Yield ETN||US||FIHD US||1,065||3.5||311|
|Psagot Sal Europe WisdomTree Export Oriented (NTR) ILS (40a)||Israel||PSGT304 IT||117||0.4||103|
|Barclays ETN+ Select MLP ETN||US||ATMP US||420||2.8||61|
|TACHLIT S&P AERO & DEFENSE||Israel||TCSP145 IT||54||0.3||45|
|Barclays ETN+ Shiller CAPE ETN||US||CAPE US||92||0.3||37|
|ETRACS Monthly Pay 2xLeveraged U.S. Small Cap High Dividend ETN||US||SMHD US||43||0.8||21|
|Harel Sal S&P 500 Low Volatility||Israel||HRSPL82 IT||80||0.1||21|
|NEXT NOTES Japan Equity High Beta Select 30 Net Total Return ETN||Japan||2068 JP||22||0.2||19|
|NEXT NOTES Japan Equity Low Beta Select 50 Net Total Return ETN||Japan||2069 JP||20||0.1||19|
|NEXT NOTES AI Companies 70 Net Total Return ETN||Japan||2067 JP||32||0.6||18|
Volatility factors ETFs/ETPs saw net inflows of $1.83 Bn in November, bringing year-to-date net inflows to $4.15 Bn, which is less than the net inflows of $13.53 Bn over the same period last year. Multi factor ETFs and ETPs experienced net inflows of $1.73 Bn in November, growing year-to-date net inflows to $11.18 Bn, which is greater than the same period last year which saw net inflows of $9.10 Bn.