Monthly Flow Watch

Strategic Insight’s monthly Flow Watch series provides in-depth rankings and analysis of the mutual fund industry’s competitive landscape, based on SI’s proprietary Simfund databases. The Mutual Fund Management Companies Rankings and Analysis report includes U.S. industry manager rankings, as well as breakouts of intermediary sold and direct sold retail funds, and a section on exchange traded products. ETF Flow Watch provides a global overview of the ETF landscape – including flows across categories by region and top-selling ETFs worldwide.

All reports are in PDF format [download Acrobat Reader]


July 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      8/15/2017
  Mutual Fund Management Companies Rankings & Analysis Open-End Funds, Closed-End Funds, and Exchange-Traded Products
   
Global ETF FlowWatch - June 2017       8/3/2017
 
   
June 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      7/17/2017
  Mutual Fund Management Companies Rankings & Analysis Open-End Funds, Closed-End Funds, and Exchange-Traded Products
   
Global ETF FlowWatch - May 2017      7/7/2017
  During May, worldwide ETFs accumulated $45 billion in net flows amid continued growth of the global stock markets. Equity ETFs led with $28 billion in net new money, followed by bond and commodity (mostly gold ETFs) garnering $15 billion and $2 billion, respectively. ETF assets set a new record and surpassed $4 trillion globally. In the U.S., equity ETFs recorded $18 billion of net flows, while bond products amassed $11 billion in net new cash. Equity US – Large Cap led with $12 billion of inflows, followed by Bond North America with $7 billion in net new money. ETFs in Europe garnered $12 billion of inflows, mainly driven equity products. European bond and commodity (mostly gold ETFs) products saw modest inflows of $3 billion and $1 billion, respectively. Meanwhile, ETFs in Asia received net subscriptions of $300 million due to large net redemptions of $1.2 billion from Alt– Leveraged/Inverse products. iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) was the largest ETF new launch in May, accumulating $519 million in net new money. The ETF is benchmarked to the MSCI Europe Mid Cap Index and is listed on the London Stock Exchange.
   
May 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      6/13/2017
  Includes Open-End Funds, Closed-End Funds, and Exchange-Traded Products.
   
Global ETF FlowWatch - April 2017       6/12/2017
 
   
Global ETF FlowWatch - March 2017       5/12/2017
 
   
April 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      5/11/2017
 
   
March 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      4/20/2017
 
   
Global ETF FlowWatch - February 2017       4/6/2017