{"id":117624,"date":"2021-07-02T17:09:31","date_gmt":"2021-07-02T17:09:31","guid":{"rendered":"https:\/\/fin2me.com\/?p=117624"},"modified":"2021-07-02T17:09:31","modified_gmt":"2021-07-02T17:09:31","slug":"assets-invested-in-smart-beta-etfs-and-etps-listed-globally-reached-a-record-us1-22-trillion-at-the-end-of-may-2021","status":"publish","type":"post","link":"https:\/\/fin2me.com\/markets\/assets-invested-in-smart-beta-etfs-and-etps-listed-globally-reached-a-record-us1-22-trillion-at-the-end-of-may-2021\/","title":{"rendered":"Assets Invested in Smart Beta ETFs and ETPs Listed Globally Reached a Record US$1.22 Trillion at the End of May 2021"},"content":{"rendered":"<p>By ETFGI<\/p>\n<p>ETFGI, an independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem, reports assets invested in Smart Beta ETFs and ETPs listed globally reached a record US$1.22 trillion at the end of May. Smart Beta ETFs and ETPs listed globally gathered net inflows of US$19.39 billion during May, bringing year-to-date net inflows to US$93.28 billion which is higher than the US$12.99 billion gathered at this point last year. Year-to-date through the end of May 2021, Smart Beta Equity ETF\/ETP assets have increased by 3.12% from US$1.19 trillion to US$1.22 trillion, with a 5-year CAGR of 22.8%, according to ETFGI\u2019s May 2021 ETF and ETP Smart Beta industry landscape insights report, the monthly report which is part of an annual paid-for research subscription service.\u202f (All dollar values in USD unless otherwise noted.)<\/p>\n<h2>Highlights<\/h2>\n<ul>\n<li>\n<ul>\n<li>Record $1.22 trillion invested in Smart Beta ETFs and ETPs listed globally at end of May.<\/li>\n<li>Smart Beta ETFs and ETPs listed globally gathered net inflows of $19.39 Bn during May the second highest behind the record $27.92 Bn gathered in March 2021<\/li>\n<li>Year-to-date net inflows are a record $93.28 billion which is higher than the $12.99 billion gathered at this point in 2020 and the prior record of $40.15 Bn gathered year to date in 2015.<\/li>\n<\/ul>\n<p><strong>Comparison of Assets in Market Cap, Smart Beta, Other and Active Equity Products<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/247wallst.com\/wp-content\/uploads\/2021\/07\/ETFGI-6-30-21-smartbeta.png?w=645\"><span>Source: ETFGI<\/span><\/p>\n<p><em>Source: ETFGI data sourced from ETF\/ETP sponsors, exchanges, regulatory filings, Thomson Reuters\/Lipper, Bloomberg, publicly available sources and data generated in-house. Note: This report is based on the most recent data available at the time of publication. Asset and flow data may change slightly as additional data becomes available.<\/em><\/p>\n<p>At the end of May 2021, there were 1,316 smart beta equity ETFs\/ETPs, with 2,601 listings, assets of $1.22 Tn, from 195 providers listed on 45 exchanges in 37 countries.<\/p>\n<p>Substantial inflows can be attributed to the top 20 Smart Beta ETFs\/ETPs by net new assets, which collectively gathered $14.17 Bn during May. Vanguard Value ETF (VTV US) gathered the largest net inflows $2.03 Bn.<\/p>\n<p><strong>Top 20 Smart Beta ETFs\/ETPs by Net New Assets May 2021<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th style=\"padding-left: 1rem;\" align=\"left\">Name<\/th>\n<th style=\"padding-left: 1rem;\" align=\"left\">Ticker<\/th>\n<th style=\"padding-left: 1rem;\" align=\"left\">Assets (US$ Mn) May-21<\/th>\n<th style=\"padding-left: 1rem;\" align=\"left\">NNA (US$ Mn) YTD-21<\/th>\n<th style=\"padding-left: 1rem;\" align=\"left\">NNA (US$ Mn) May-21<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Vanguard Value ETF<\/td>\n<td>VTV US<\/td>\n<td>81,905.63<\/td>\n<td>8,988.94<\/td>\n<td>2,026.87<\/td>\n<\/tr>\n<tr>\n<td>Invesco S&#038;P 500 Equal Weight ETF<\/td>\n<td>RSP US<\/td>\n<td>28,680.03<\/td>\n<td>6,678.31<\/td>\n<td>1,550.49<\/td>\n<\/tr>\n<tr>\n<td>Schwab US Dividend Equity ETF<\/td>\n<td>SCHD US<\/td>\n<td>25,355.80<\/td>\n<td>5,436.54<\/td>\n<td>989.62<\/td>\n<\/tr>\n<tr>\n<td>SPDR Portfolio S&#038;P 500 Value ETF<\/td>\n<td>SPYV US<\/td>\n<td>12,941.47<\/td>\n<td>3,848.02<\/td>\n<td>985.47<\/td>\n<\/tr>\n<tr>\n<td>SPDR Portfolio S&#038;P 500 High Dividend ETF<\/td>\n<td>SPYD US<\/td>\n<td>4,538.85<\/td>\n<td>1,484.85<\/td>\n<td>918.61<\/td>\n<\/tr>\n<tr>\n<td>SPDR S&#038;P 400 Mid Cap Value ETF<\/td>\n<td>MDYV US<\/td>\n<td>2,440.70<\/td>\n<td>523.83<\/td>\n<td>877.87<\/td>\n<\/tr>\n<tr>\n<td>Invesco S&#038;P 500 Pure Value ETF<\/td>\n<td>RPV US<\/td>\n<td>3,184.73<\/td>\n<td>1,669.42<\/td>\n<td>836.03<\/td>\n<\/tr>\n<tr>\n<td>iShares MSCI EAFE Value ETF<\/td>\n<td>EFV US<\/td>\n<td>14,501.80<\/td>\n<td>5,834.72<\/td>\n<td>727.46<\/td>\n<\/tr>\n<tr>\n<td>iShares Edge MSCI USA Value Factor UCITS ETF \u2013 Acc<\/td>\n<td>IUVL LN<\/td>\n<td>6,297.17<\/td>\n<td>3,443.04<\/td>\n<td>666.30<\/td>\n<\/tr>\n<tr>\n<td>iShares Edge MSCI USA Value Factor ETF<\/td>\n<td>VLUE US<\/td>\n<td>16,492.72<\/td>\n<td>4,648.97<\/td>\n<td>653.31<\/td>\n<\/tr>\n<tr>\n<td>First Trust Rising Dividend Achievers ETF<\/td>\n<td>RDVY US<\/td>\n<td>4,485.52<\/td>\n<td>2,052.41<\/td>\n<td>512.61<\/td>\n<\/tr>\n<tr>\n<td>Vanguard Growth ETF<\/td>\n<td>VUG US<\/td>\n<td>73,969.02<\/td>\n<td>977.70<\/td>\n<td>499.81<\/td>\n<\/tr>\n<tr>\n<td>iShares Edge MSCI Europe Value Factor UCITS ETF<\/td>\n<td>IEFV LN<\/td>\n<td>3,690.68<\/td>\n<td>1,354.98<\/td>\n<td>496.12<\/td>\n<\/tr>\n<tr>\n<td>iShares Edge MSCI World Value Factor UCITS ETF \u2013 Acc<\/td>\n<td>IWVL LN<\/td>\n<td>6,062.10<\/td>\n<td>2,119.81<\/td>\n<td>443.20<\/td>\n<\/tr>\n<tr>\n<td>iShares Trust iShares ESG Aware MSCI USA ETF<\/td>\n<td>ESGU US<\/td>\n<td>17,363.46<\/td>\n<td>2,283.56<\/td>\n<td>417.28<\/td>\n<\/tr>\n<tr>\n<td>iShares S&#038;P 500 Value ETF<\/td>\n<td>IVE US<\/td>\n<td>23,001.98<\/td>\n<td>1,148.98<\/td>\n<td>339.26<\/td>\n<\/tr>\n<tr>\n<td>Vanguard Mid-Cap Value ETF<\/td>\n<td>VOE US<\/td>\n<td>14,607.63<\/td>\n<td>1,174.33<\/td>\n<td>332.31<\/td>\n<\/tr>\n<tr>\n<td>Xtrackers S&#038;P 500 Equal Weight UCITS ETF (DR) \u2013 1C \u2013 Acc<\/td>\n<td>XDEW GY<\/td>\n<td>6,329.47<\/td>\n<td>3,148.72<\/td>\n<td>326.92<\/td>\n<\/tr>\n<tr>\n<td>JPMorgan US Value Factor ETF<\/td>\n<td>JVAL US<\/td>\n<td>1,068.10<\/td>\n<td>925.73<\/td>\n<td>308.39<\/td>\n<\/tr>\n<tr>\n<td>Yuanta\/P-shares Taiwan Dividend Plus ETF<\/td>\n<td>0056 TT<\/td>\n<td>2,788.98<\/td>\n<td>(101.19)<\/td>\n<td>263.62<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>Source: ETFGI data sourced from ETF\/ETP sponsors, exchanges, regulatory filings, Thomson Reuters\/Lipper, Bloomberg, publicly available sources and data generated in-house. Note: This report is based on the most recent data available at the time of publication. Asset and flow data may change slightly as additional data becomes available.<\/em><\/p>\n<p>Please contact deborah.fuhr@etfgi.com if you would like to discuss the cost to subscribe to any of ETFGI\u2019s research or consulting services.<\/p>\n<p>Source: <a href=\"https:\/\/247wallst.com\/investing\/2021\/07\/02\/assets-invested-in-smart-beta-etfs-and-etps-listed-globally-reached-a-record-us1-22-trillion-at-the-end-of-may-2021\/\" target=\"_blank\" rel=\"noopener\">Read Full Article<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>By ETFGI ETFGI, an independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem, reports assets invested in Smart Beta ETFs [&#8230;]<\/p>\n","protected":false},"author":3,"featured_media":117623,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - 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