Week in Review - August 22, 2023

Week in Review - August 22, 2023

'Not a Pretty Picture' For Small ETF Shops

Welcome to this week's News Brief. Though ETF assets have skyrocketed in recent years, nearly all that money sits with just a few shops. Of the less than 300 companies that sponsor ETFs, more than 200 have fewer than five, a recent Ignites analysis?found. And over 100 have just one product.

Many of the smaller companies are struggling. "Not a pretty picture for most of these smaller ETF shops," an industry consultant told Ignites.

The founder of?NightShare, an issuer with products that aim to capture gains made during after-hours trading, told Ignites last week that he plans to?close up?shop next month. Until earlier this month, the firm, founded two years ago by an alumnus of?WisdomTree?and?iShares, had three ETFs. All of them struggled to gather assets.

Big sponsors, meanwhile, keep getting bigger. Overall, investors poured a net $536.1 billion into ETFs during the year ended July 31, according to?Morningstar Direct. More than half of that money went to iShares and?Vanguard?ETFs.?BlackRock,?for its part, is not resting on its laurels. The firm?recently?registered?a suite of target-date ETFs. No such products exist in the market, and it's not clear who the products are meant for.

Chart of the Week

Charles Schwab's?integration of TD Ameritrade is costing it client assets, the company?said?last week. The Westlake, Texas-based company brought in significantly lower net new assets in July than it did during most of the last 11 months, a disclosure shows. The firm attributes the lower net flows to clients leaving the platform, including some of TD Ameritrade's former retail clients.

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Keep Reading...

David vs. Goliath: Small ETF Shops Struggle to Stay Afloat

iShares, WisdomTree Alum to Close 'Night Effect' ETF Shop

Target-Date ETFs Could Ease Transition Out of 401(k)s

TD Ameritrade Client Losses Dent Flows: Schwab

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CHESTER SWANSON SR.

Realtor Associate @ Next Trend Realty LLC | HAR REALTOR, IRS Tax Preparer

1 年

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