10 ETF Charts and a Video I Thought You’d Like This Week
Spot Bitcoin, Active, AI, Canada and a lot More!
We Have a 10 Billion Dollar Spot Bitcoin ETF
Blackrock Inc.'s IBIT Spot Bitcoin ETF surpasses $10B in just 7 Weeks since launch, setting a record pace among ETFs. The fund joins the ranks of only 152 out of 3,400 trading US-listed ETFs to hit this milestone.
Funny: Choosing a Spot Bitcoin ETF
Many analysts are advising a 1% allocation to Bitcoin. While high liquidity and low fees are key considerations for large allocators, it's still a tough pick with all those competitive products out there.
iShares: From Acquisition to Cornerstone of BlackRock
In 2009, BlackRock acquired Barclays Global Investors, including the iShares ETF unit, for $15.2 billion. Today, iShares has grown to be a cornerstone of BlackRock, accounting for over a third of the company's total assets under management.
The Half-a-Trillion Dollar ETF
In case you missed it, the SPDR S&P 500 ETF Trust ($SPY) achieved a remarkable feat, surpassing $500 billion in assets on February 22. This surge was largely driven by exceptional performances from tech behemoths such as Nvidia and Amazon.
In early February, its underlying index, the flagship S&P 500 reached a symbolic milestone for investors by hitting the 5,000 mark. The index closed at 5,137 on Friday and has already recorded gains of over 8.3% this year, building on the substantial 24% gains it achieved in 2023.
Discover Global ETF Trends and Investors’ Insights
The Trackinsight Global ETF Report findings show that active ETFs are increasingly popular among professional ETF investors. In the United States, in particular, the category crossed the $500 billion mark in assets under management in 2023.
Learn more about what investors said about Active, Fixed Income, Thematic, ESG, and Crypto in this free report.
Active Equity vs. Active Fixed Income ETFs Flows
U.S. investors are increasingly integrating Active ETFs into their portfolios, with 25% of total ETF flows directed toward these products in 2023. Among asset classes, Equity has experienced a notable surge in its active share of flows, rising to 26% in 2023 from just 2% previously.
In asset under management (AUM), Active Equity holds the lion's share, constituting 62% of all active ETFs AUM in the U.S., compared to 32% for fixed income.
Why Investors are Choosing Active ETFs
In the survey, Trackinsight asked investors about their motivations for investing in actively managed ETFs. The majority of respondents highlighted excess returns, diversification, and the greater advantages of the ETF wrapper compared to active mutual funds as key factors influencing their consideration of active ETFs.
The Most Popular Themes of 2023
Great infographic by Visual Capitalist using Trackinsight data to highlight the most popular ETF themes of 2023! It has been viewed by 400,000 users on their new Voronoi App.
Closer Look at AI & Big Data ETFs
Since the launch of ChatGPT in November 2022, AI & Big Data ETFs have accumulated over $3.4 billion globally.
Europe’s Darling Theme
Europe's darling, the Net Zero 2050 theme, boasts staggering numbers with over EUR 58 billion in assets under management, making it one of the most sought-after ETF themes on the continent.
This trend encompasses 203 PAB and CTB ETFs, totaling significant investments in alignment with the EU's Paris-Aligned and Climate Transition Benchmarks, aiding portfolios in achieving climate objectives.
In the past three years alone, European investors have injected a substantial EUR 29 billion into this flourishing green market.'
Shedding Light on Canada
Canada has been a pioneer in the ETF space, and in many instances, it can claim the title of being 'first.'
Canada brought the first-ever ETF in 1990
Canada brought the first-ever Marijuana ETF in 2017
Canada brought the first spot Bitcoin ETF in the world in 2021
Today, there are 1,419 Canada-listed ETFs from 42 sponsors managing US$ 324 billion in assets. Here are the largest issuers at the Great White North.
Disclaimer
This newsletter is for informational purposes only and is not financial advice. We do not guarantee the accuracy of the information or calculations provided. It is essential to consult a qualified financial advisor before making any investment decisions. We are not responsible for any errors or omissions in the data. Investing in ETFs or any financial instrument involves risk, and you should conduct your own research. Past performance does not guarantee future results. By using this newsletter, you agree to these terms and conditions.
