October 18, 2019

Lipper U.S. Mutual Funds & ETPs Q3 2019 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 2019, 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) rose 1.43%, increasing $286.5 billion from Q2 2019 to just a little less than $20.523 trillion for Q3 2019.
  • TNA in U.S. ETPs rose 1.84% from $3.985 trillion for Q2 2019 to slightly less than $4.058 trillion for Q3 2019.
  • For Q3, actively managed funds—excluding money market funds—handed back some $35.0 billion net, while their passively managed counterparts attracted some $82.8 billion.
  • Individually, the passively managed USDE Funds, Sector Equity Funds, and Commodities Funds macro-groups’ TNAs rose above their actively managed brethren as of September 30, 2019, with a combined sum of $4.956 trillion versus a $4.615 trillion, respectively.
  • Once again, the money market funds (+$229.2 billion) and short-/intermediate-term bond funds (+$43.2 billion) macro-groups had the largest draws of net new money for Q3, while the large-cap funds (-$30.4 billion) and multi-cap funds (-$21.2 billion) macro-groups witnessed the largest net redemptions.

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 2019 Snapshot.

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