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ETF Industry KPI

Posted by Michael Venuto on Jan 18, 2022 12:42:56 PM
Michael Venuto
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Week of January 10, 2022 KPI Summary
  • This week, the industry experienced 14 ETF launches and no closures, shifting the 1-year Open-to-Close ratio to 4.81 and total US ETFs to 2,826.

  • There are an additional 4 issuers by brand thus far in 2022, totaling 250.

    • That is 100 issuers in the previous 17 months (since 8/23/2020)

      • Since then:

        • 540 more total US ETFs (23% increase)

        • Total assets have grown 50%, from $4.74 Tn to $7.13 Tn

        • Open-to-close ratio has soared nearly 500% from 0.97

  • Although assets have slightly dropped YTD (-1.20%), 12-month revenue rose 300 million dollars.  

  • Both indexes experienced minimal change over the last week, the Toroso ETF Industry Index was down -0.69% while the S&P Financial Select Sector Index trailed at –0.83%.

KPI-Jan-18-2022-05-00-46-41-PM

ETF Launches

Simplify Developed Ex-US PLUS Downside Convexity ETF (ticker: EAFD)
Simplify Emerging Markets Equity PLUS Downside Convexity ETF (ticker: EMGD)
Simplify US Small Cap PLUS Downside Convexity ETF (ticker: RTYD)
SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF (ticker: RDMX)
SPDR Bloomberg SASB Emerging Markets ESG Select ETF (ticker: REMG)
SPDR S&P SmallCap 600 ESG ETF (ticker: ESIX)
Strategy Shares Halt Climate Change ETF (ticker: NZRO)
Avantis® US Small Cap Equity ETF (ticker: AVSC)
Janus Henderson B-BBB CLO ETF (ticker: JBBB)
Kelly CRISPR & Gene Editing Technology ETF (ticker: XDNA)
Kelly Hotel & Lodging Sector ETF (ticker: HOTL)
Kelly Residential & Apartment Real Estate ETF (ticker: RESI)
Dynamic Short Short-Term Volatility Futures ETF (ticker: WEIX)
Goldman Sachs Bloomberg Clean Energy Equity ETF (ticker: GCLN)


ETF Closures

None

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of January 14, 2022)

table-Jan-18-2022-05-00-46-05-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through January 14, 2022)

chart-Jan-18-2022-05-00-47-87-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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