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Fund Flow Trends

Apr 03 2019

Flows Muted For Most Equity Categories

  • Apr 3, 2019

As of the end of February, net cash flow into equity fund categories was subdued compared to that logged for the first two months of 2018.

Jan 07 2019

Flows Subdued Y/Y Across Categories

  • Jan 7, 2019

As of November 2018, net cash flows into mutual funds and ETFs are positive but significantly muted compared to those logged at this time in 2017.

Oct 05 2018

Flows Subdued Across Categories

  • Oct 5, 2018

Through August 2018, total net cash flows into mutual funds and ETFs are positive but remain muted compared to those logged at this time in 2017.

Jul 06 2018

2018 Flows Muted Across Categories

  • Jul 6, 2018

In 2017, equity and bond funds captured a staggering net $400+ billion. In 2018, uneasy investors are still buying funds, but at subdued levels compared to the same period last year.

Apr 05 2018

2018 Fund Flows Off To A Slow Start

  • Apr 5, 2018

Volatile markets in 2018 have lent to relatively subdued mutual fund (MF) and ETF inflows.

Jan 06 2018

Fund Flow Trends - January 2018

  • Jan 6, 2018

Cumulatively, mutual funds (MFs) and ETFs (ex-money market funds) captured more money in 2017 YTD than any other year over the same period (data through November).

Oct 06 2017

YTD Fund Inflow Highest On Record

  • Oct 6, 2017

On a cumulative basis, YTD through August, equity and bond funds (ex. money market) have captured more money than ever before over the same period.

Jun 06 2017

YTD Fund Inflow Remains Highest Since 2013

  • Jun 6, 2017

Excluding money market, all equity and bond fund categories have captured cumulative net cash inflow that is more than five times the level seen at this time last year. ETF inflow this year has accounted for nearly 80% of all flows.

Apr 06 2017

YTD Fund Inflow Highest Since 2013

  • Apr 6, 2017

YTD Fund Inflow Highest Since 2013

Jan 06 2017

Fund Inflow Subdued In 2016

  • Jan 6, 2017

Net cash inflow for 2016 (through November) was muted relative to that of the same period in 2015.

Oct 06 2016

Fund Inflows Subdued In 2016

  • Oct 6, 2016

Bond mutual funds, bond ETFs, and domestic-focused equity ETFs are the only categories registering material positive cash flows YTD.

Jul 08 2016

Stock/Bond Market Fund Flow Trends

  • Jul 8, 2016

Bond funds (including ETFs), foreign-focused equity mutual funds and domestic-focused ETFs are the only categories capturing positive cash flows YTD.

Apr 07 2016

Inflows For Bond Funds In 2016, Thanks To ETF Subset

  • Apr 7, 2016

While net cash flows were negative for equity funds through February 2016 (not too surprising given the sharp equity market sell-off), bond funds collected net cash inflows.

Jan 15 2016

Investors Favor Foreign Focused Funds and ETF Products in 2015

  • Jan 15, 2016

Equity funds with a foreign focus remained the most popular fund category in 2015 (through November) as measured by net cash inflows from investors.

Jul 08 2015

Investors Favor Equity Over Bond Funds So Far in 2015

  • Jul 8, 2015

Rising rates have set fund flow trends back on course to those seen over the last two years. Cumulatively, equity funds have now captured more net cash YTD than that collected by bond funds.

Oct 07 2014

Fund Flow Trends Established In 2013 Persist In 2014—Just To A Lesser Extent

  • Oct 7, 2014

As we progress through 2014, a shift in fund flow trends established midway through 2013 is still intact—just more subtly so.

Jul 08 2014

2013 Fund Flow Trends Hold In 2014—Equities Still The Preference

  • Jul 8, 2014

Newfound fund flow trends established midway through 2013 are still unbroken halfway into 2014. Even with net cash inflows resuming to bond mutual funds, the definitive shift in preference for equity funds, although more subtle, is still intact.

Apr 08 2014

2013’s Preference Shift To Equity Funds Holds In 2014

  • Apr 8, 2014

Many fund categories are exhibiting similar but muted net cash flow trends to those recorded at this time last year. However, equity ETF net cash flows, both U.S.- and foreign-focused, remain flat in contrast to last year’s strong start. Nonetheless, the definitive shift in trend from bond to equity funds which began midway through 2013 is still intact.

Jan 08 2014

A Shift In Fund Flow Trends Holds Through Latter Half Of 2013

  • Jan 8, 2014

Both equity and bond categories set all-time nominal net cash flow records.

Oct 08 2013

Supply/Demand Factors - October 2013

  • Oct 8, 2013

YTD net flows have remained in positive territory by about $10 billion.

Jul 09 2013

Record Net Cash Flow Events Continue For Mutual Funds

  • Jul 9, 2013

A variety of records continue to be broken for mutual fund and ETF industry cash flows so far this year in fund genres such as domestic equity ETFs and hybrid mutual funds. Domestic equity mutual funds are managing to hold on to some net cash inflows, while total equity and hybrid fund flows are experiencing levels not seen since 2000. Foreign-focused mutual funds continue raking in the dough, while recently bond funds have experienced unprecedented levels of net outflows. Chart 1 summarizes YTD Net Cash Flows for 2013 compared to 2012 for the broad fund categories. 

Jun 07 2013

Strongest Net Outflows From Bond Funds In Years

  • Jun 7, 2013

Most noteworthy this week was a combined estimated $13.5 billion exiting bond mutual funds and ETFs on a net basis.

Nov 01 2013

Oh What A Difference A Year Makes

  • Nov 1, 2013

All fund subsets followed here saw net cash inflows this week aside from bond mutual fund categories and retail money market funds.

Oct 09 2015

U.S. Focus Equity Mutual Funds: Highest Outflows Ever

  • Oct 9, 2015

U.S. focus equity fund outflows are higher than ever before....while foreign focus fund inflows have surged.

Jan 30 2015

Domestic Equity Mutual Funds YTD Flows Turn Positive

  • Jan 30, 2015

Most broad fund categories experienced positive net cash flows this week, with the exception of money market funds and domestic equity ETFs.

Jan 23 2015

Domestic Equity ETFs Record Net Outflows for Third Straight Week

  • Jan 23, 2015

Domestic equity funds have seen net cash outflows so far in 2015, while bond funds have collected more net cash than any other category.

Jan 16 2015

Fund Flows Mixed in Week Two of 2015

  • Jan 16, 2015

Bond funds and hybrid mutual funds captured estimated net cash inflows this week, while domestic equity mutual funds saw flat net cash flows.

Jan 09 2015

Fund Flows Mostly Negative in First Week of 2015

  • Jan 9, 2015

For the first week of 2015, estimated net cash fund flow trends were mixed but mostly negative for major fund subsets.  Bond and hybrid mutual funds were the exceptions.

Jan 05 2015

Domestic Equity ETF 2014 Inflows Reach 2008’s All-Time High

  • Jan 5, 2015

2013 and 2014 mark the first two years since 2007 in which equity fund nominal annual cash inflow tallies have outweighed those of bond funds.

Dec 29 2014

Domestic Equity ETFs See One Of Largest Weekly Net Cash Inflows Ever

  • Dec 29, 2014

Contrasting last week’s trends, most broad fund categories recorded net cash inflows this week. Domestic equity ETFs brought in the largest weekly net cash inflow of the year for the category.

Dec 19 2014

Net Cash Outflows Recorded Across Nearly All Broad Fund Categories

  • Dec 19, 2014

Negative cash flows were the trend across major fund subsets in the latest week; bond ETFs were the only category to buck the trend.

Dec 12 2014

Domestic Equity ETF Net Flows Continue But Decelerate

  • Dec 12, 2014

Domestic equity ETF net cash inflows continued this week at a decelerated pace; the large cap subset, however, saw net cash outflows.

Dec 05 2014

Domestic Equity ETF Net Inflows Continue

  • Dec 5, 2014

Domestic equity ETF net  cash flows have been positive for the past five of six weeks, while domestic equity mutual fund net flows have been negative in four of the past five.

Dec 01 2014

Net Cash Inflows Resume For Domestic Equity ETFs

  • Dec 1, 2014

Weekly net cash inflows to domestic equity ETFs of $6.8 billion pushed YTD flow tallies ($91.6 billion) above those collected over the same period in 2013.

 

Nov 21 2014

Domestic Equity and Bond ETF Flows Reverse Course This Week

  • Nov 21, 2014

Domestic equity ETF flows transitioned to slight negative net cash flows this week after three straight weeks of robust inflows. Bond ETFs also saw net outflows after six consecutive weeks of net inflows.

Nov 14 2014

Investors Pour Dollars Into Domestic Equity ETFs For Third Consecutive Week

  • Nov 14, 2014

Over the past three weeks investors have plowed a net $35 billion into domestic equity ETFs. Bond ETF flows have also been robust, collecting a net $16 billion over the past six weeks.

Nov 07 2014

Domestic Equity ETFs Capture Highest Ever Weekly Net Cash Inflows

  • Nov 7, 2014

All broad fund categories saw positive net cash flows for the week ended 11/5. Domestic equity ETF flows were particularly noteworthy, capturing a net $15 billion.

Oct 31 2014

Bond Mutual Funds See Five Straight Weeks of Net Cash Outflows

  • Oct 31, 2014

Bond mutual funds have seen persistent negative net cash flows, and YTD flows are now about $40 billion lighter versus tallies recorded just one month ago.

Oct 24 2014

Category Flow Trends Switch Gears Week-Over-Week

  • Oct 24, 2014

Bond mutual funds have seen persistent negative net cash flows, and YTD flows are now about $40 billion lighter versus tallies recorded just one month ago.

Oct 17 2014

Investors Pour $7 Billion into Domestic ETFs

  • Oct 17, 2014

Despite dismal equity market performance, domestic equity ETFs saw positive cash flows for the week ended 10/15. Alternatively, domestic equity mutual funds and foreign-focused equity ETFs experienced net cash outflows.