Funds

Story

Actively managed ETFs in the US eclipse USD250bn in AUM

Actively managed ETFs in the US eclipse USD250bn in AUM

Industry participants often cite liquidity, costs, transparency, and the relative tax advantages of exchange-traded funds (ETFs) as catalysts for the broad adoption of the structure over the past three decades.  Until recently, actively managed versions of ETFs were scarce, but growth has accelerated since the adoption of Rule 6c-11 (also known as "The ETF Rule") by the SEC in September 2019.

RESEARCH

Mackenzie Investments’ mid-year ETF report finds Canadian industry flourishing

Mackenzie Investments’ mid-year ETF report finds Canadian industry flourishing

Canada’s Mackenzie Investments, with CAD197.3 billion in assets under management, has published its 2021 Mid-Year ETF Report, which finds that CAD25 billion flowed into the Canadian ETF market in first five months of 2021, putting it on the path to beat 2020’s record-breaking CAD41 billion year. The six months also saw a record-breaking CAD billion in inflows to Canadian-listed ESG-focused ETFs between January and March.

FUND FLOWS

Global X’s thematic ETF report finds assets shifting sectors

Global X’s thematic ETF report finds assets shifting sectors

Global X’s European Thematic UCITS Report for May 2021 found that at the end of May 2021, there were 61 thematic UCITS ETFs totalling USD35.6 billion in assets under management (AUM), declining by 0.8 per cent on the month. Disruptive Technologies and People & Demographics recorded a monthly decrease of AUMs in May, -2 per cent and -5 per cent respectively, while Physical Environment thematic UCITS ETFs saw a 3 per cent increase.