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ETF Industry KPI

Posted by Michael Venuto on Jun 7, 2021 11:24:11 AM
Michael Venuto
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Week of May 31, 2021 KPI Summary

This week, the industry experienced 4 new ETF launches and 2 closures, shifting the 2021 YTD Open-to-Close ratio to 1.86 and total US ETFs to 2,524. It has been another positive week for US ETF total assets up 0.91%. There have not been any major jumps in categories in the past few weeks, but a continued growth in assets, expected revenue, total ETFs, and others. Of the 150 total ETF launches in 2021, 81 of those have been Equity ETFs (54%) which slightly trails its universe average of 60.8%. One notable change has been the number of brands up to 194, +24 YTD and +4 in the past month. Both indexes experienced minimal change this week, Toroso ETF Industry Index was up 1.48% while the S&P Financial Select Sector Index trailed at 1.27%. 

KPI-Jun-07-2021-01-42-30-34-PM

 

ETF Launches

Defiance Next Gen Altered Experience ETF (ticker: PSY)
TrueShares Structure Outcome (June) ETF (ticker: JUNZ)
WisdomTree BioRevolution ETF (ticker: WDNA)
Defiance Hotel, Airline, and Cruise ETF (ticker: CRUZ)

ETF Closures

WBI Tactical LCGD Shares (ticker: WBIE)
WBI BullBear Trend Switch US TR ETF (ticker: WBIN)

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of June 4, 2021)

table-Jun-07-2021-01-42-30-35-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through June 4, 2021)

chart-Jun-07-2021-01-42-30-36-PM

Source: Morningstar Direct


Why Follow the ETF Industry KPIs

The team at Toroso Investments began tracking the ETF Industry Key Performance Indicators (KPI's) in the early 2000's and have been consistently reporting on, and analyzing these metrics ever since. The table above was the impetus for the creation of the TETF.Index, the index that tracks the ETF industry. Each week, we will share the statistics we believe to be the most useful for identifying industry trends, in addition to the performance of the TEFT.Index. 


DISCLAIMER

Past performance is no guarantee of future returns. This article is for informational and educational purposes only; is not intended to constitute legal, tax, accounting or investment advice; and does not constitute an offer to sell or a solicitation of an offer to buy any security or service. Furthermore, the Indexes shown above are not investable. While Toroso has gathered the information presented from sources that it believes to be reliable, Toroso cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed are Toroso’s opinions and do not reflect the opinions of any affiliates or related persons. All opinions are current only as of the date of initial publication and are subject to change without notice. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested.

Topics: ETF Industry KPI’s

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