LONDON — December 29, 2021 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that Leveraged and Inverse ETFs and ETPs attracted net inflows of US$1.3 billion during November. Total assets invested in leveraged and inverse ETFs and ETPs decreased from US$122 billion at the end of October to US$121 billion, according to ETFGI’s November 2021 Leveraged and Inverse ETF and ETP industry landscape insights report, the monthly report which is part of an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.)
- Assets of $121 Bn invested in Leveraged and Inverse ETFs and ETPs at the end of November 2021 are the 2nd highest on record.
- Assets have increased 33% YTD in 2021, going from $90.87 Bn at end of 2020, to $121.03 Bn.
- Leveraged and Inverse ETFs and ETPs attracted net inflows of US$1.3 billion during November.
- Year-to-date net inflows were $8.0 Bn which is half the 16.18 billion in net inflows gathered at this point in 2020.
- $5.2 Bn in net inflows gathered in the past 12 months.
- 3rd month of consecutive net inflows
“Due to the growing threat of a new COVID variant Omicron, the S&P 500 declined 0.69% in November, however, the index is up 23.18% year to date. Developed markets, excluding the US, experienced a fall of 4.94% in November. Israel (down 1.03%) and the US (down 1.47%) experienced the smallest losses among the developed markets in November, while Luxembourg suffered the biggest loss of 16.90%. Emerging markets declined 3.53% during November. United Arab Emirates (up 8.15%) and Chile (up 5.51%) gained the most, whilst Turkey (down 13.72%) and Poland (down 11.95%) witnessed the largest declines.” According to Deborah Fuhr, managing partner, founder and owner of ETFGI.
Global leveraged/inverse ETF and ETP asset growth as at the of end of November 2021
During November, globally listed leveraged and inverse ETFs/ETPs attracted net inflows of $1.3 Bn and inflows taking
year-to-date net inflows to $8.0 Bn.
The majority of assets were invested in Leveraged ETFs/ETPs with $91.9 Bn, followed by Leveraged/Inverse products with assets of $17.4 Bn and Inverse with $11.7 Bn. At the end of November 2021, the Global leveraged/inverse ETF/ETP industry had 973 ETFs/ETPs. Of these 973 ETFs/ETPs, 496 were leveraged products, while 233 were inverse products, and 244 were leveraged/inverse. The largest market for leveraged and inverse ETFs/ETPs was in the United States, which, at the end of November 2021, had assets of $84.5 Bn invested in 222 ETFs/ETPs.
The top 20 leveraged and inverse ETFs/ETPs by Year-to-Date net new assets collectively gathered $12.4 Bn year-to-date to November 2021. ProShares UltraPro Short QQQ (SQQQ US) gathered $1.6 Bn alone, the largest net inflow year-to-date to November.
Top 20 ETFs/ETPs by YTD net new assets November 2021: Leveraged and Inverse
|ProShares UltraPro Short QQQ||US||SQQQ US||1,698.26||1,645.79||Leveraged Inverse|
|ProShares Ultra VIX Short-Term Futures||US||UVXY US||1,016.80||1,546.09||Leveraged|
|iPath Series B S&P 500 VIX Short-Term Futures ETN||US||VXX US||1,194.86||1,236.81||Leveraged|
|ProShares UltraShort 20+ Year Treasury||US||TBT US||1,422.36||1,103.40||Leveraged Inverse|
|Direxion Daily S&P Biotech Bull 3X Shares||US||LABU US||951.23||1,070.38||Leveraged|
|MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038||US||FNGU US||2,209.54||708.07||Leveraged|
|Direxion Daily CSI China Internet Index Bull 2x Shares||US||CWEB US||363.85||520.99||Leveraged|
|Yuanta/P-shares CSI 300 2X Bull ETF – Acc||Taiwan||00637L TT||875.59||520.81||Leveraged|
|ProShares Short 20+ Year Treasury||US||TBF US||696.42||463.51||Inverse|
|CSOP Hang Seng TECH Index Daily 2X Leveraged Product||Hong Kong||7226 HK||305.95||444.68||Leveraged|
|Direxion Daily FTSE China Bull 3x Shares||US||YINN US||463.81||439.81||Leveraged|
|Samsung KODEX Leverage ETF – Acc||South Korea||122630 KS||1,559.20||435.49||Leveraged|
|Cathay US Treasury 20+ YR Inv 1X ETF – Acc||Taiwan||00689R TT||376.00||375.11||Inverse|
|ProShares UltraPro Short S&P 500||US||SPXU US||622.75||334.04||Leveraged Inverse|
|ProShares UltraShort DJ-UBS Natural Gas||US||KOLD US||260.29||309.62||Leveraged Inverse|
|Direxion Daily S&P 500 Bull 3X Shares||US||SPXL US||3,291.62||269.37||Leveraged|
|Direxion Daily 20 Year Plus Treasury Bear 3x Shares||US||TMV US||319.78||265.74||Leveraged Inverse|
|Yuanta Daily US Treasury 20+ Year Bond Bear 1X ETF – Acc||Taiwan||00681R TT||433.83||248.97||Inverse|
|MicroSectors FANG Innovation 3X Leveraged ETN||US||BULZ US||308.08||248.26||Leveraged|
|CSOP NASDAQ – 100 Index Daily -2x Inverse Product||Hong Kong||7568 HK||237.02||245.13||Leveraged Inverse|
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Announcing the dates for the 2022 ETFGI Global ETFs Insights Summits!
ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem is excited to announce the dates have been set and registrations are open for our 2022 ETFGI Global ETFs Insights Summits!
Over the past 10 years ETFGI has hosted a number of webinars and events. Our summits have evolved and expanded to provide in-depth discussion on the trends Investment Management and ETFs industry. The 6 annual events cover the global ETF landscape in terms of geography, asset classes, the types of ETFs, the growing categories of investors and the regulatory initiatives that are driving product development and product use and selection.
The events are designed as educational events for financial advisors and traders, portfolio managers, CIOs at buyside institutional investor to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, active, product and trading developments impacting investors.
Exciting line up of speakers in fireside chats and panel discussions on timely and relevant topics with sponsor booths and virtual networking!
Free registration and CPD educational credits are offered to buy side institutional investors and financial advisors. The sessions are recorded so sessions can be watched later or watched again at your convenience.
2022 Virtual Events Schedule:
- 2nd ESG & Active ETFs Trends, March 23 – 24 Register Here
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Click below to see the 2021 Event Agendas and Session Recordings:
- ESG and Active ETFs Trends, March 24th & 25th Session Recordings
- 2nd Annual Latin America, April 14th & 15th Session Recordings
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- 3rd Annual Canada, December 1st & 2nd Session Recordings
ETF TV News #100 Julian Feder, 18, and Eitan Prins-Trachtenberg, 17, founders of ALKALI FINTECH discuss their new ETF, financial education and product needs of GEN Z investors with Margareta Hricova and Deborah Fuhr on ETF TV. The pair are behind the actively managed Generation Z ETF (ticker ZGEN) which was listed last week on NASDAQ. The ETF invests in U.S-listed equities that had their initial public offering after January 1, 1997, the beginning of Generation Z. #PressPlay to watch the interview https://bit.ly/3evGY18
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