Metrics 2.0» Financial Markets» Mutual Funds/ETFs:

ETF Assets Jump 1.1% to $422 billion in January; Set to Climb 40% in 2007 

The net amount of money invested in exchange traded funds climbed 1.1% or $4.5 billion in January to $422 billion, according to State Street Global Advisors, reports IBD. 

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U.S. Institutional Investors Control $24.1 trillion and Hold 61% of U.S. equities

U.S. institutional investors (pension funds, investment companies, insurance companies, banks and foundations) control $24.1 trillion in assets in 2005, up from $17.3 trillion in 2002, and held a record 61.2% of total U.S. equities at the end of 2005, according to The Conference Board . 

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U.S. Investors Flood International Stock Funds with $150 billion in 2006

Of the estimated $180 billion that flowed into stock funds of all types in 2006, .U.S. investors flooded international stock funds with an estimated $150 billion, and only $30 billion went to U.S. stock funds, the smallest since 2002, according to TrimTabs.com, (reports USA Today).

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Playing the Long Game in $49 trillion Global Asset Management - BCG Report

The value of global professionally managed assets — those for which a management fee is paid — grew by around 15% to $49.1 trillion in 2005, with capital inflows driven largely by growth in Europe and Asia, according to a new report by The Boston Consulting Group (BCG). 

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US Mutual Funds Assets Increased 1.4% to $9.7 trillion in Sept.

The combined assets of U.S. mutual funds increased by $137.50 billion, or 1.4%, to $9.722 trillion in 8,045 funds in September, according to the Investment Company Institute.

Total Net Assets of U.S. Mutual Funds (billions of dollars)

Mutual Funds

Sept 06

Aug 06

% chg

Dec 05

Stock Funds

5,455.5

5,361.5

1.8

4,939.8

Hybrid Funds

613.0

602.8

1.7

567.3

Bond Funds

1,443.4

1,430.9

0.9

1,357.3

Money Market Funds

2,210.3

2,189.5

0.9

2.040.5

Total

9,722.2

9,584.7

1.4

8,904.8

Source:  Investment Company Institute, October 2006

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Consumer Credit Rose to $2.35 trillion; Money Market MF Assets up to $2.25 trillion

U.S consumer credit outstanding rose $5.0 billion in August to $2.352 trillion, according to the latest report from the Federal Reserve. That followed a revised $8.4 billion consumer credit increase in July. Overall consumer credit grew in August at a seasonally adjusted annual rate of 2.6% following July's 4.3% rise.

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Net cash flow to all mutual funds worldwide reached $437 billion in 1Q 2006

Mutual fund assets worldwide increased 7.5% to $19.11 trillion at the end of the first quarter of 2006. Net cash flow to all funds worldwide reached $437 billion in the first quarter of 2006. Inflows to long-term funds more than doubled in the first quarter, hitting $409 billion. 

In contrast, first-quarter money market fund inflows dropped by two-thirds to $28 billion because of the drop in U.S. money market fund inflows from their rapid fourth quarter pace.

The largest increase occurred in worldwide assets of equity funds, which reached $9.2 trillion at the end of the first quarter of 2006, growing 10.7% over the quarter. Assets of balanced/mixed funds grew 9.6%, holding $1.7 trillion at the end of the first quarter. Bond and money market fund assets grew more slowly, with bond fund assets up 4.1% and money market fund assets up 1.4%.

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Money market mutual fund assets increased by $31.26 billion to $2.095 trillion

$$3.4 trillion

Worldwide Money Market fund assets at the end of 2005, an increase of 2.6%. 

 

Total money market mutual fund assets in US increased by $31.26 billion to $2.095 trillion for the week ended Wednesday, June 7, the Investment Company Institute reported today.
  • Assets of retail money market funds increased by $3.83 billion to $863.52 billion. 

  • Assets of institutional money market funds increased by $27.43 billion to $1.231 trillion. 

 

Assets of US ETFs reached $334.87 billion in April

The combined assets of the nation's exchange-traded funds (ETFs) were $334.87 billion in April, according to ICI. The Institute's monthly statistical collection also includes the value of shares issued and redeemed by exchange-traded funds.

Assets of all exchange-traded funds rose in April by $13.58 billion, or 4.2 percent, to $334.87 billion. Over the past 12 months, ETF assets increased $113.89 billion, or 51.5 percent. Assets in domestic equity ETFs increased $58.49 billion since April 2005, and global equity ETFs assets rose $51.09 billion during this period.

During April, the value of all ETF shares issued exceeded that of shares redeemed by $7.32 billion. In 2006, ETFs have experienced a net issuance of $14.94 billion.


Money market mutual fund assets increased by $17.04 billion to $2.075 trillion

Total money market mutual fund assets increased by $17.04 billion to $2.075 trillion for the week ended Wednesday, May 24, the Investment Company Institute reported today.

Retail: Assets of retail money market funds increased by $6.99 billion to $859.56 billion. Taxable money market fund assets in the retail category increased by $6.16 billion to $653.38 billion, and tax-exempt fund assets increased by $828.2 million to $206.18 billion.

Institutional: Assets of institutional money market funds increased by $10.05 billion to $1.215 trillion. Among institutional funds, taxable money market fund assets increased by $13.50 billion to $1.079 trillion, and tax-exempt fund assets decreased by $3.45 billion to $135.82 billion.

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