Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in three, injecting a net $17.5 billion for the LSEG Lipper fund-flows week ended Wednesday, October 25. However, the headline number is a bit misleading. Fund investors were net purchasers of money market funds (+$22.2 billion) and commodity funds (+$1.0 billion) while being net redeemers of fixed income funds (-$2.0 billion), alternatives funds (-$1.6 million), equity funds (-$1.2 billion), and mixed-assets funds (-$895 million) for the week. The data sourced in this article were derived from the LSEG Lipper Global Fund Flows

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the third week in four, withdrawing a net $2.1 billion for the Refinitiv Lipper fund-flows week ended Wednesday, February 22. Fund investors were net purchasers of money market funds (+$5.4 billion) while being net redeemers of equity funds (-$5.6 billion), tax-exempt fixed income funds (-$1.7 billion), and taxable bond funds (-$295 million) for the week. Market Wrap-Up Hot inflation data, hawkish comments by Federal Reserve officials, and rising interest rates weighed on both equities and fixed income securities during the fund-flows week. On the domestic

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the sixth consecutive week, with equity funds being the primary drain on funds. Investors redeemed a net $4.9 billion for Refinitiv Lipper’s fund-flows week ended July 21, 2021. Fund investors were net purchasers of money market funds (+$1.9 billion), tax-exempt fixed income funds (+$1.7 billion), and taxable bond funds (+$315 million), while being net sellers of equity funds (-$8.8 billion) for the week. Market Wrap-Up The U.S. broad-based indices took a roller coaster ride during the fund-flows week, but ended the week once again

Investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the eighth consecutive week as they injected $62.1 billion into the market during Refinitiv Lipper’s fund-flows week ended March 31, 2021. Money market (+$54.6 billion), taxable bond (+$4.7 billion), equity (+$2.6 billion), and tax-exempt bond (+$161 million) funds all attracted net inflows over the trailing five trading days. The four-week moving average for money market inflows reached its highest level since May 2020. Market Wrap-Up Refinitiv Lipper’s fund-flows week ended with weekly gains among all U.S. broad-based indices as well as the Dax 30 and

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the sixth consecutive week. They injected $22.7 billion for Refinitiv Lipper’s fund-flows week ended March 17, 2021. Fund investors padded the coffers of equity funds (+$18.3 billion), taxable bond funds (+$8.2 billion), and tax-exempt fixed income funds (+$1.3 billion), while being net redeemers of money market funds (-$5.0 billion) for the week. Market Wrap-Up The broad-based U.S. indices ended the fund-flows week in the black after President Joe Biden signs the $1.9 trillion relief package into law, the Federal Reserve Board keeps its easy-money

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fifth consecutive week. They injected $45.4 billion for Refinitiv Lipper’s fund-flows week ended March 10, 2021. Fund investors padded the coffers of money market funds (+$28.9 billion), equity funds (+$14.8 billion), tax-exempt fixed income funds (+$1.1 billion), and taxable bond funds (+$683 million) for the week. Market Wrap-Up The broad-based U.S. indices ended the fund-flows week on the plus side as Treasury yields stabilized, nonfarm payrolls came in better-than-expected, and Congress passed the $1.9 trillion COVID-19 relief package. On the domestic side of

For the fifth week in a row, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $21.8 billion for Refinitiv Lipper’s fund-flows week ended September 9, 2020. The topline number, however, is a little misleading. Fund investors were net purchasers of taxable fixed income funds (+$6.5 billion) and municipal bond funds (+$1.0 billion) while being net redeemers of equity funds (-$1.9 billion) and money market funds (-$27.4 billion) this week. Market Wrap-Up U.S. markets witnessed large declines during the fund-flows week after investors did a little profit taking of FAANG and other stay-at-home

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $10.0 billion for the fund-flows trading week ended Wednesday, July 29. The net negative flows were attributable to money market funds (-$17.4 billion) and equity funds (-$3.8 billion), but taxable and tax-exempt bond funds continued to be a positive story. Taxable bond funds (+$9.4 billion) and municipal debt funds (+$1.8 billion) extended their respective net inflows streaks to 16 weeks and 12 weeks. Pat Keon, CFA, speaks to the highlights in this week’s video.    

For the second week in three, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $34.4 billion for Refinitiv Lipper’s fund-flows week ended July 22, 2020. Fund investors were net purchasers of money market funds (+$20.4 billion), taxable fixed income funds (+$11.1 billion), municipal bond funds (+$2.1 billion), and equity funds (+$746 million) this week. Market Wrap-Up Despite a rising number of reported COVID-19 cases and increasing Sino-American tensions, the U.S. market continued to rally during the fund-flows week as investors focused on bettered-than-feared corporate earnings reports, a recently signed European Union coronavirus

Lipper’s fund asset groups (including both mutual funds and ETFs) suffered net negative flows of $31.3 billion for the fund-flows trading week ended Wednesday, July 1. The net outflows were attributable to money market funds (-$28.0 billion) and equity funds (-$10.0 billion). Money market funds have had net money leave for seven consecutive weeks while equity funds have suffered net outflows in nine of the last 10 weeks. Conversely, bond funds continued to attract net new money. Taxable bond funds (+$5.6 billion) and municipal bond funds (+$1.1 billion) had net positive flows for the twelfth and eighth consecutive weeks, respectively.