January 22, 2019

Lipper U.S. Mutual Funds & ETPs Q4 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 Q4 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]) declined $1.7 trillion from Q3 2018 to $17.732 trillion for Q4 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) dropped 9.29%, from $3.739 trillion for Q3 2018 to a little more than $3.391 trillion for Q4 2018.
  • For Q4 actively managed funds, excluding money market funds, handed back some $285.1 billion net, while their passively managed counterparts attracted some $133.8 billion.
  • The money market funds macro-group witnessed the largest absolute (+$163.3 billion) increase in TNA, rising 6.20% to $2.796 trillion, as investors turned their attention to safe-haven plays.
  • The Short-/Intermediate-Term Municipal Debt ETPs macro-group witnessed the largest absolute (+$35.3 billion) increase (+11.10%) in TNA for Q4, jumping to a little more than $353.0 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 Q4 2018 Snapshot.

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