ETFs

Assets Invested in Smart Beta Equity ETFs/ETPs Reach Record $835 Billion At End of November 2019

LONDON — December 30, 2019  —ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that equity-based Smart Beta ETFs and ETPs listed globally gathered net inflows of US$9.72 billion during November. Year-to-date through to the end of November 2019, Smart Beta Equity ETF/ETP assets have increased by 35.1% from US$618 billion to US$835 billion, with a 5-year CAGR of 19.9%, according to ETFGI’s November 2019 ETFs and ETPs Smart Beta industry landscape insights report, an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.) 

Highlights

  • Assets invested in Smart Beta Equity ETFs/ETPs reached a record of $835 billion.
  • In November, Equity Smart Beta ETFs/ETPs attracted $9.72 billion in net inflows.
  • 46thconsecutive month of net inflows into Smart Beta Equity ETFs/ETPs. 

At the end of November 2019, there were 1,351 smart beta equity ETFs/ETPs, with 2,530 listings, assets of $835 billion, from 167 providers on 41 exchanges in 33 countries. Following net inflows of $9.72 billion and market moves during the month, assets invested in Smart Beta ETFs/ETPs listed globally increased by 4%, from $803 billion at the end of October 2019 to $835 billion.

Comparison of assets in market cap, smart beta, other and active equity products

Comparison of assets in market cap, smart beta, other and active equity products

Value ETFs and ETPs attracted the greatest monthly net inflows, gathering $4 billion in November. Min/low volatility ETFs and ETPs suffered the greatest outflows during the month and amounted to $895 million. 

Substantial inflows can be attributed to the top 20 Smart Beta ETFs/ETPs by net new assets, which collectively gathered $8.33 billion in November, the iShares Edge MSCI USA Quality Factor ETF (QUAL US) gathered $1.2 billion alone.

Top 20 Smart Beta ETFs/ETPs by net new assets November 2019

Top 20 Smart Beta ETFs/ETPs by net new assets November 2019

Contact deborah.fuhr@etfgi.comif you have any questions or comments on the press release or ETFGI events, research or consulting services. 

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Smart Beta

Deborah Fuhr

Deborah Fuhr, Managing Partner and Founder of ETFGI (www.ETFGI.com), a leading independent firm which has for over 10 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events. Prior roles include Global Head of ETF Research and Implementation Strategy and a Managing Director at BlackRock/BGI in London for 3 years and Managing Director and head of the Investment Strategies Group at Morgan Stanley in London for 11 years. Deborah is one of the founders and board members of Women in ETFs and the co-president of Women in ETFs EMEA.

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