October 19, 2018

Lipper U.S. Mutual Funds & ETPs Q3 2018 Snapshot

by Tom Roseen.

In this issue of Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q3 2018, comparing the changes to those of prior quarters and highlighting the largest individual gainers and losers of both groups. The Snapshot provides readers a powerful, easy-to-use guide and quick-reference tool to help them discern fund trends during the quarter.

Highlights:

  • TNA in the conventional funds business (not including ETPs and variable insurance products [VIPs]) advanced, climbing $538.8 billion from Q2 2018 to $19.436 trillion for Q3 2018.
  • TNA in U.S. ETPs (including exchange-traded funds, exchange-traded notes, exchange-traded commodities, limited partnership commodity pools, master limited partnerships, and exchange-traded fund unit investment trusts) rose 5.72% from $3.534 trillion for Q2 2018 to a little over $3.736 trillion for Q3 2018.
  • For Q3 actively managed funds, excluding money market funds, handed back $36.2 billion net, while their passively managed counterparts attracted some $114.6 billion.
  • The large-cap funds macro-group witnessed the largest absolute increase (+$112.7 billion) in TNA, rising 5.20% to $2.278 trillion, as investors turned their attention to U.S.-focused large-cap securities.
  • The U.S. diversified equity ETPs macro-group experienced the largest absolute increase (+$62.9 billion) in TNA for Q3, jumping 9.71% to a little less than $710.7 billion under management.

Click here or on the Download Full Report link in the upper right hand column of this page to download the entire FundIndustry Insight Report: Lipper U.S. Mutual Funds & ETPs Q3 2018 Snapshot.

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