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]


Global ETF FlowWatch - October 2017       12/5/2017
  In October, worldwide ETFs soared with $60 billion in net flows amid continued growth of the global stock markets. Equity ETFs led with $50 billion in net new money, followed by bond ETFs accumulating $11 billion. Meanwhile, commodity ETF products experienced net redemptions of nearly $1 billion. ETF assets surged to a record high of nearly $4.575 trillion globally. In the U.S., equity ETFs amassed $44 billion of net flows, more than tripling the amount of the month prior, with Equity US - Large Cap alone contributing $20 billion. Bond ETFs recorded $9 billion, while commodity ETF products remained flat. European ETFs gathered $8 billion in net new cash for the second month in a row, driven by Equity ETFs garnering $7 billion in net new money. ETFs in Asia, however, suffered $4.4 billion in net redemptions largely due to $4.1 billion being pulled out of the Equity Japan category. BMO High Yield US Corporate Bond Index ETF was the largest ETF launch in October, accumulating $921 million in net new cash. The ETF managed by BMO is domiciled in Canada and tracks the performance of the Bloomberg Barclays Capital U.S. High Yield Very Liquid Index. Currently, the ETF is listed and traded on the TSX exchange.
   
October 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      11/14/2017
  Mutual Fund Management Companies Rankings & Analysis on Open-End Funds, Closed-End Funds, and Exchange-Traded Products
   
Global ETF FlowWatch - September 2017       11/3/2017
 
   
September 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      10/12/2017
  Mutual Fund Management Companies Rankings & Analysis on Open-End Funds, Closed-End Funds, and Exchange-Traded Products
   
Globla ETF FlowWatch - August 2017      10/6/2017
 
   
August 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis      9/15/2017
  Mutual Fund Management Companies Rankings & Analysis Open-End Funds, Closed-End Funds, and Exchange-Traded Products
   
Global ETF FlowWatch - July 2017       9/6/2017
 
   
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