ETF News & Research

The Future of ETFs: 2018

(Key Performance Indicators) INDEX PERFORMANCE DATA    1/5/2018 1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception        Toroso ETF Industry Index 4.53% 6.75% 13.59% 22.19% 6.70% 6.70% 34.40% S&P Financial Select Sector Index 2.88% 4.10% 12.46% 18.76% 27.20% 4.71% 4.71% 24.79% Returns as of January 12, 2018. Inception …

Will Bitcoin Become an ETF Industry Growth Factor?

(Key Performance Indicators) INDEX PERFORMANCE DATA  1/5/2018 1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception        Toroso ETF Industry Index 2.07% 3.39% 9.45% 17.06% 2.07% 2.07% 28.57% S&P Financial Select Sector Index 1.79% 2.55% 8.47% 14.47% 23.28% 1.79% 1.79% 21.30% Returns as of January 5, 2018. Inception Date: …

PPLC Whitepaper

The first US-listed ETF targeting the S&P 500 Index began trading in 1993. Today the US ETF market is over $3 trillion, and over 185 ETFs representing almost $800 billion in assets are dedicated to US large caps, most in variations of S&P 500 strategies. These large-cap ETFs are by now quite varied in approach, …

Are You An ETF Nerd?

(Key Performance Indicators) INDEX PERFORMANCE DATA TETF INDEX PERFORMANCE Vs. LEADING FINANCIAL INDEXES ARE YOU AN ETF NERD? You will be if you read the entirety of this week’s TETF index Weekly Review. Each week we look for interesting facts and figures that can illuminate the factors that contribute to the growth of the ETF ecosystem.  Diversification is …

ETFs: Millenials Leading the Way

INDEX PERFORMANCE DATA TETF INDEX PERFORMANCE Vs. LEADING FINANCIAL INDEXES IN ETFs WE TRUST One of the trends supporting the growth of the ETF ecosystem is demographics. Many headlines report Millennials are choosing ETFs as their investment vehicle of choice more than any other generation. CURRENT ETF ADOPTION RATE  BY GENERATION Source: BlackRock Data Most …

How to Navigate the ETFs Rising Tides

In the month of November, US ETFs saw an additional $35.5 billion in flows bringing the total year to date $423 billion in new assets. ETF assets have grown by over 31% so far in 2017, exceeding the 10-year average growth rate which is closer to 20%. Blackrock/iShares has captured $197 billion or 46% of …

Bloomberg: Mike Venuto discussing ETFs on Bloomberg TV

The Effect of Rising Rates in ETFs. The ETF Play for Tax Overhaul. The ETF Index that Tracks ETFs. ESG ETFs. View segment here.

ETF Weekly Updates

There are many factors driving the growth in the ETF industry. At Toroso, we believe that those factors can be bifurcated into two categories: 1. INNOVATION FACTORS: Growth is driven by ETFs that provide unique access, exposures or structures as well as inventive revenue models. Those factors are clear when we look at the key …

Free Beta Isn’t The Only Innovation

Each week we discussed the continued growth of ETF assets which has annualized at about 20% a year. We often discuss record flows or like last week a record number of 35 ETF launches. This week we are addressing a common question as to whether that growth is only driven by fee compression and therefore …

ETF Industry Weekly Highlights

Last week Reggie Brown, the Godfather of ETFs, hosted the Cantor ETF Investment Revolution conference in Austin Texas.  In his key note speech, Reggie projected that global ETF assets will climb to $10 trillion over the next 7 years because they are simply “mutual funds with benefits”. The conference continued with some spectacular presenters including Michael Arone from …

Further Proof We Are Still In The Early Innings Of ETF Flows: A Review Of Fixed Income Assets

ETF assets toped $3.25 trillion dollars, with $385 billion in flows year to date, and $52 billion in flows in October. Of the $3.25 trillion in ETFs, only $558 billion are in fixed income ETFs (18% of ETF assets). There are $4.3 trillion dollars in fixed income assets through ETFs and Mutual funds, with only …

Meet the newest ETF factor with expansion potential: Environmental, Social & Governance (ESG), or Impact Investing

Initially coined SRI (Socially Responsible Investing), ESG / Impact investing is growing beyond just social issues to include how companies treat non-shareholder stakeholders, and overall corporate governance. This trend began in the institutional world and is now penetrating the retail space at an increasing pace! ESG investing is much more popular internationally, and the US …

Investopedia: ETFs aren’t in bubble mode

Exchanged traded funds have enjoyed great popularity recently, raising concerns in some quarters that they may be introducing froth to equities markets.  But not everyone is convinced. With other asset classes seeing upticks in inflows, bulls argue there is a lot more room for ETFs to run, boding well for ETF providers. According to Toroso Investments, …

Introducing ETF Ownership Influence statistic! Because everyone wants to know how much of the stock market ETFs really own

We are proud to introduce a new weekly data point we will provide going forward, the Toroso Ownership Influence statistic!  The Toroso Ownership Influence statistic shows, on average, how much of the US equity market are owned by US Equity ETFs.  When we first began tracking this tool in 2012, it was at 2.25%, and …

While the shift of flows between ETF and Mutual funds have started to tilt in favor of ETFs, it’s still the early innings: A detailed examination of flows to US equity products

There are $17.3 Trillion dollars invested in ETFs & Mutual Funds in US-domiciled products. Only $3.1 trillion of that is in ETFs (18%). While flows have started to favor ETFs over Mutual Funds, decisions between the two products often differ by asset class. Of the $17 trillion in assets, $11.4 trillion is in equities, and …