LONDON —December 29, 2021 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that currency hedged ETFs and ETPs listed globally reported net inflows of US$2.59 billion during November bringing year to date net inflows to US$32.00 billion. Total assets invested in currency hedged ETFs and ETPs decreased by 1.3% from US$278 billion at the end of October to US$274 billion, with a 5-year CAGR of 15.3%, according to ETFGI’s November 2021 Currency hedged ETFs and ETPs 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.)
- $247 Bn invested in Currency Hedged ETFs and ETPs listed globally at end of November 2021 are the 2nd highest.
- Year-to-date assets invested in Currency Hedged ETFs and ETPs listed globally have increased 15.7% going from $237 Bn at end of 2020 to $274 Bn at the end of November.
- Currency hedged ETFs and ETPs listed globally reported net inflows of $2.59 billion during November.
- Net inflows of $32.00 Bn YTD are the 3rd highest. The record $59.81 Bn was gathered in YTD 2015.
- $32.00 Bn YTD net inflows are $11.46 Bn below the full year 2020 record net inflows $43.46 Bn.
- $38.72 Bn in net inflows gathered in the past 12 months.
- 20th 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.
At the end of November, there were 719 currency hedged ETFs/ETPs, with 1,757 listings, assets of $274 Bn,
from 81 providers listed on 33 exchanges in 25 countries hedging against 15 different currencies. Year to date, 20 new currency hedged ETFs/ETPs were launched, while 46 products were closed from 17 different providers.
The top 10 currency hedged ETFs/ETPs by net new assets collectively gathered $1.32 Bn during November.
Vanguard Total International Bond ETF (BNDX US) gathered $480.39 Mn, the largest individual net inflow for the month.
Top 10 ETFs/ETPs by net new assets November 2021: Currency hedged
|Vanguard Total International Bond ETF||BNDX US||46,131.06||129.62||9,904.85||480.39|
|iShares Global Aggregate Bond ESG UCITS ETF – Eur Hdg Acc||AEGE GY||287.84||0.00||292.71||183.28|
|AMUNDI S&P 500 UCITS ETF – DAILY HEDGED EUR (C) – Acc||500H FP||1,439.41||3.23||(134.36)||105.48|
|BMO S&P 500 Hedged To CAD Index ETF||ZUE CN||1,330.31||6.90||(667.02)||96.38|
|AGFiQ US Market Neutral Anti-Beta CAD-Hedged ETF||QBTL CN||251.20||4.37||259.13||89.50|
|iShares US Small Cap Index ETF (CAD-Hedged)||XSU CN||495.39||13.48||159.49||84.87|
|iShares Global Corp Bond UCITS ETF – EUR Hdg||36B7 GY||441.17||0.93||101.21||78.76|
|UBS ETF (IE) CMCI Composite SF UCITS ETF (EUR) A-acc||CCEUAS SW||485.10||0.36||158.47||76.82|
|iShares Core S&P 500 Index ETF (CAD-Hedged)||XSP CN||6,332.98||31.64||84.41||65.81|
|Xtrackers USD Corporate Bond UCITS ETF (DR) – EUR – EUR Hdg||XDGE GY||326.27||0.41||(273.86)||63.11|
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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
- 3rd Annual Latin America, April 27 – 28 Register Here
- 3rd Annual USA, May 17 – 18 Register Here
- 3rd Annual Europe & MEA, September 20 – 22 Register Here
- 3rd Annual Asia Pacific, October 12 – 13 Register Here
- 4th Annual Canada, November 30 – December 1 Register Here
Please contact Deborah Fuhr firstname.lastname@example.org and Margareta Hricova email@example.com if you interested in speaking, sponsoring or have any questions about any of our upcoming events.
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
- 2nd Annual USA, May 19th & 20th Session Recordings
- 2nd Annual Europe & MEA, September 14, 15th & 16th Session Recordings
- 2nd Annual Asia Pacific, November 2nd & 3rd Session Recordings
- 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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