Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Bio
X •  LinkedIn
 

  A Snapshot Of The Growth In ETF/ETP Assets
Posted Under: Conceptual Investing
Supporting Image for Blog Post

 
View from the Observation Deck  
  1. As indicated by the data in the table, based on total assets under management, the U.S. is currently dominating the exchange-traded fund/exchange-traded product (ETF/ETP) landscape. 
  2. As of 3/31/20, total assets stood at $3.67 trillion, or 68.3% of the $5.37 trillion global market.   
  3. As of 3/31/20, there were 2,315 ETFs/ETPs listed in the U.S., compared to 7,996 ETFs/ETPs listed globally, according to ETFGI.
  4. Equities are the most popular asset class for investors by far. Data from the Investment Company Institute (ICI) indicated that 74.2% of the capital held by U.S. listed ETFs/ETPs on 3/31/20 was in equity funds. 
  5. One of the prognostications floated years ago was that a notable percentage of the future growth in the U.S. ETF/ETP market, particularly with respect to equity funds, might come at the expense of the mutual fund industry.
  6. From 12/31/08-3/31/20, total assets held by equity mutual funds increased from $3.65 trillion to $8.81 trillion, according to the ICI. Data from the ICI also shows that the number of equity mutual funds currently active has only declined slightly, from 4,785 on 12/31/08 to 4,629 on 3/31/20. While the mass migration from mutual funds to ETFs/ETPs has yet to occur, we'll continue to monitor the situation.
This chart is for illustrative purposes only and not indicative of any actual investment. 

Download a PDF of this post, please click here.
Posted on Thursday, May 28, 2020 @ 1:44 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Search Posts
MARKET ANALYSIS
Market Commentary and Analysis
Market Commentary Video
Monthly Talking Points
Quarterly Newsletter
Market Observations
Subscribe To Receive Email
 


 PREVIOUS POSTS
How Stocks Have Fared Since Donald J. Trump Was Elected President
A Global Snapshot Of Government Bond Yields
A Snapshot of Growth vs. Value Investing
Many Investors Could Be Underweight U.S. Mid- & Small-Cap Stocks
Money Market Fund Assets Still Trending Higher
A Global Snapshot Of Equity Returns During The COVID-19 Pandemic
A Snapshot Of Moving Averages
The Action In The Stock Market Has Been Fast And Furious
Top-Performing S&P 500 Index Subsectors In 2020
S&P 500 Index Stock Prices Relative To Their 52-Week Highs
Archive
Skip Navigation Links.
Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.