Smart Beta ETFs/ETPs gather $69bn in Jan-Nov period, says ETFGI

ETFGI, the research and consultancy firm specialised in exchange traded funds and products, has reported that Smart Beta ETFs/ETPs gathered some $69bn (€58bn) in net new assets over the first 11 months of 2017.

This represented a 30% growth in related assets, and the biggest annual increase since 2009 when markets recovered after the 2008 financial crisis.

The flows are up 22% compared to flows seen through all of 2016. November also became the 21st consecutive month of net inflows, with some $9.06bn.

The bulk of the net new inflows through the year to date have gone to the top 20 ETFs by net new assets, ETFGI’s data further suggests.

Top 20 ETFs by net new” assets

NameCountry listedTickerAssets
(US$ Mn)
(US$ Mn)
(US$ Mn)
YTD 2017
iShares Core S&P Small-Cap ETFUSIJR US36,230213.16,510
Vanguard Value ETFUSVTV US35,523142.44,466
iShares MSCI USA Momentum Factor ETFUSMTUM US5,87746.33,068
Vanguard Growth ETFUSVUG US31,17173.32,063
iShares MSCI USA Minimum Volatility ETFUSUSMV US15,77076.51,507
Schwab Fundamental US Large Company Index ETFUSFNDX US3,5948.81,345
Vanguard Small-Cap Value ETFUSVBR US12,50935.71,329
Global X Funds-Global X Robotics & Artificial Intelligence Thematic EtfUSBOTZ US1,40436.21,257
iShares S&P 500 Growth ETFUSIVW US19,95672.41,232
iShares Core Dividend Growth ETFUSDGRO US2,47013.91,139
iShares Automation & Robotics UCITS ETFUnited KingdomRBTX LN1,40526.71,070
iShares International Select Dividend ETFUSIDV US4,77717.31,068
iShares Edge MSCI Europe Value Factor UCITS ETFUnited KingdomIEFV LN1,7549.91,047
Schwab Fundamental US Small Company Index ETFUSFNDA US2,5857.11,008
Guggenheim S&P 500 Equal Weight ETFUSRSP US14,66534.41,006
iShares Edge MSCI USA Value Factor UCITS ETFUnited KingdomIUVL LN1,2956.9988
Schwab US Dividend Equity ETFUSSCHD US6,79824.4976
First Trust Nasdaq Bank ETFUSFTXO US1,1974.6949
iShares U.S. Preferred Stock ETFUSPFF US18,04477.1909
iShares MSCI EAFE Value ETFUSEFV US6,00114.2903

Top 10 ETPs by net new assets

NameCountry listedTickerAssets
(US$ Mn)
(US$ Mn)
(US$ Mn)
YTD 2017
FI Enhanced Global High Yield ETNUSFIHD US1,0653.5311
Psagot Sal Europe WisdomTree Export Oriented (NTR) ILS (40a)IsraelPSGT304 IT1170.4103
Barclays ETN+ Select MLP ETNUSATMP US4202.861
Barclays ETN+ Shiller CAPE ETNUSCAPE US920.337
ETRACS Monthly Pay 2xLeveraged U.S. Small Cap High Dividend ETNUSSMHD US430.821
Harel Sal S&P 500 Low VolatilityIsraelHRSPL82 IT800.121
NEXT NOTES Japan Equity High Beta Select 30 Net Total Return ETNJapan2068 JP220.219
NEXT NOTES Japan Equity Low Beta Select 50 Net Total Return ETNJapan2069 JP200.119
NEXT NOTES AI Companies 70 Net Total Return ETNJapan2067 JP320.618


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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