ETFGI Reports Assets Invested In Smart Beta Equity ETFs/ETPs Listed Globally Reached A New Record High $560 Billion At The End Of February 2017

by: Deborah Fuhr

Summary

At the end of February, record levels of assets were reached for equity smart beta ETFs/ETPs listed globally with $559.78 Bn.

There were 1,212 smart beta equity ETFs/ETPs, with 2,059 listings, assets of $560 Bn, from 151 providers listed on 38 exchanges in 32 countries, at the end of February 2017.

Year to date through end of February 2017, smart beta equity ETF/ETP assets have increased by 32.8% from $422 Bn to $560 Bn, with a 5-year CAGR of 30.6%.

ETFGI, the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record high $559.78 billion at the end of February surpassing the prior record of $534 billion at the end of January 2017, according to data from ETFGI's January 2017 global smart beta equity ETF and ETP industry insights report (click here to view the ETFGI Smart Beta equity ETF/ETP asset comparison to Market cap chart).

Record levels of assets were reached at the end of February for equity smart beta ETFs/ETPs listed globally with $559.78 Bn, in the United States with $499.03 Bn, in Europe with $39.03 Bn, in Canada with $13.38 Bn and in Asia Pacific (ex-Japan) with $5.20 Bn.

In February 2017, smart beta equity ETFs/ETPs gathered net inflows of $8.82 Bn a record level of flows for February, while year to date there were net inflows of $19.54 Bn. Year to date through end of February 2017, smart beta equity ETF/ETP assets have increased by 32.8% from $422 Bn to $560 Bn, with a 5-year CAGR of 30.6%.

At the end of February 2017, there were 1,212 smart beta equity ETFs/ETPs, with 2,059 listings, assets of $560 Bn, from 151 providers listed on 38 exchanges in 32 countries. According to Deborah Fuhr, managing partner and co-founder of ETFGI:

The U.S. equity market performed strongly in February with the S&P 500 up 3.97% and the DJIA was up 5.17%. International equity markets continued to perform well in February with the S&P Developed Ex-U.S. BMI up 1.42% while the S&P Emerging BMI was up 3.46%. There are significant upcoming political and economic events that investors will be watching in Europe in the next two months: the first round of the French election, a Dutch general election, the beginning of the U.K.'s "Brexit" negotiations and, officials from the EU and the IMF are once again locked in negotiations over the Greek bailout.

iShares gathered the largest 'smart beta' ETF/ETP net inflows in February with $2.45 Bn, followed by Vanguard with $2.25 Bn and Charles Schwab Investment Management with $788 Mn net inflows.

Products tracking S&P Dow Jones 'smart beta' indices gathered the largest net ETF/ETP inflows in February with $2.27 Bn, followed by CRSP with $1.97 Bn and NYSE with $859 Mn net inflows.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.