ETFGI reports assets invested in leveraged and inverse ETFs and ETPs listed globally have increased 14.1 percent in 2017 to reach a new record of 77 billion US dollars at the end of September
LONDON — 9 November, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in leveraged/inverse ETFs/ETPs listed globally have increase 14.1% in the first 9 months of the year to reach a new record of US$77.14 Bn at the end of September, according to ETFGI’s September 2017 Global Leverage and Inverse ETFs and ETPs Landscape report.
The leveraged/inverse ETF/ETP industry had 834 ETFs/ETPs, with 1,287 listings, assets of US$77.14 Bn, from 59 providers on 19 exchanges in 16 countries.
Of these 834 ETFs/ETPs, 419 were leveraged products, with assets of US$43.56 Bn while 228 were inverse listings, with assets of US$16.55 Bn and 187 were leveraged inverse with assets of US$17.03 Bn
Leveraged/inverse ETFs and ETPs gathered US$4.69 Bn in year to date net inflows with leveraged products suffering US$1.01 Bn in year to date net outflows, inverse ETFs/ETPs experiencing US$1.89 Bn in year to date net inflows and finally leveraged inverse gathering US$3.81 Bn in year to date net inflows
“The US market typically has performed poorest during the month of September. This year the S&P 500 was up 2.06% in September and is up 14.24% year to date. The S&P 500 Value outperformed S&P 500 Growth up 3.28% and 1.11% respectively, furthering the perception of stronger economic fundamentals. Energy and Financials were September's top performing sectors, up 9.94% and 5.14%, respectively. The S&P Developed Ex-U.S. BMI gained 2.57% in September and is up 20.76% year to date. Emerging markets declined 0.55% in September due to headwinds including a rising dollar but is up 26.95% year to date. The uncertainty of Brexit negotiations and North Korea are still areas of concern for investors.” According to Deborah Fuhr, Managing Partner and co-founder of ETFGI.
ProShares is the largest leveraged/inverse ETF/ETP provider in terms of assets with US$23.82 Bn; Direxion is second with US$11.01 Bn, followed by Lyxor AM with US$4.81 Bn and Nomura AM with US$4.71 Bn
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Attribution Policy: The information contained herein is proprietary. The media is welcome to use our information and ideas, provided that the following sourcing is included: ETFGI is a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, based in London, England. Deborah Fuhr, Managing Partner, co-founder, ETFGI website www.etfgi.com.
About ETFGI
ETFGI is an independent research and consultancy firm launched in 2012 in London offering consulting services and paid for research subscription services. Our service is the only global offering of monthly reports covering each region of the world where ETFs, ETPs are listed, a monthly directory and monthly fact sheets along with a database covering all global products plus you receive insights from us.
Previously Deborah Fuhr served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. ETFGI is honored to count as our research and consulting clients some of the leading firms in the ETF Ecosystem around the world as well as some new entrants and firms that are considering entering the ETF, ETP industry.
Contact:
Deborah Fuhr
Managing Partner
ETFGI
Mobile: +44 777 5823 111
Email: [email protected]
Web: www.etfgi.com
Twitter: @deborahfuhr
LinkedIn: ETF Network
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ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its regulators and its advisers. ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings from over 200 providers on 50 stock exchanges. ETFGI leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis and offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
ETFGI also offers a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
ETFGI partner Deborah Fuhr is one of the industry's leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our trusted industry partners and our partnership associates, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.
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