FundFlows Insight Reports

Lipper FundFlows Insight Reports provide you with critical monthly mutual fund money flow trends and analysis. Fund managers and marketing analysts receive revealing information about which types of funds investors have been putting their money in and why. The reports also provide an important resource that can help market strategists, hedge fund managers, and all types of asset managers to project which asset classes, regions, sectors, and investment styles may potentially see the largest money inflows in coming months, depending on specific future market movements.

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FundFlows
Mar 19, 2015 | Jeff Tjornehoj, Tom Roseen

APs and Retail Investors Pad the Coffers of Long-Term Funds

• For the ninth month in ten mutual fund investors injected net new money into the conventional funds business, plowing $19.6 billion into stock & mixed-asset funds and $18.4 billion into bond funds. Money market funds (-$12.3 billion) experienced the only net outflows of the three broad asset classes for February. 

• The Mixed-Asset Funds macro-classification (+$10.4 billion) took in the largest monthly net inflows of Lipper's five equity macro-classifications.

• For the twelfth month in 13 authorized participants (APs) were net purchasers of exchange-traded fund (ETF) assets (+$33.5 billion), injecting $18.9 billion net into stock & mixed-asset ETFs for February. The World Equity ETFs macro-classification (+$12.5 billion) witnessed the largest equity net inflows for the month. 

• For the fifth month in a row bond ETFs (+$14.7 billion) experienced net purchases, with High Yield ETFs (+$3.8 billion) witnessing the largest net inflows of the classifications.  


FundFlows
Feb 20, 2015 | Tom Roseen, Tom Roseen

Despite Poor Performance in January, Retail Investors Pad the Coffers of Long-Term Mutual Funds

• Mutual fund investors warmed to long-term mutual funds, injecting $24.5 billion into stock & mixed-asset funds and $10.2 billion into bond funds. Money market funds (-$41.0 billion) experienced the only net outflows of the three broad asset classes for January. 

• The Mixed-Asset Funds macro-classification (+$12.7 billion) witnessed its largest monthly net inflows since January 2013.

• For the first month in 12 authorized participants (APs) were net redeemers of exchange-traded fund (ETF) assets (-$2.1 billion), withdrawing $10.1 billion net from stock & mixed-asset ETFs for January. Lipper's S&P 500 Index ETFs classification (-$26.6 billion) suffered the largest net redemptions for the month. 

• For the fourth month in a row bond ETFs (+$8.0 billion) experienced net purchases, with General U.S. Treasury ETFs (+$1.9 billion) witnessing the largest net inflows of the group.  

FundFlows
Jan 21, 2015 | Tom Roseen

Retail Investors Are in Stark Contrast With Authorized Participants in December

• Mutual fund investors turned a cold shoulder to long-term mutual funds, redeeming $32.2 billion from stock & mixed-asset funds (their first net redemptions in 24 months) and $16.1 billion from bond funds. Money market funds (+$79.7 billion) experienced the only net inflows of the three broad asset classes for December. 

• The Mixed-Asset Funds macro-classification (-$4.5 billion) suffered its first month of net redemptions since November 2011.

• Authorized participants injected $38.3 billion net into stock & mixed-asset exchange-traded funds (ETFs) for December. Lipper's S&P 500 Index ETFs classification (+$18.1 billion) attracted the largest net sum for the month. 

• For the third month in a row bond ETFs (+$2.9 billion net) experienced net purchases, with Core Bond ETFs (+$4.7 billion) witnessing the largest net inflows of the group.  

FundFlows
Dec 17, 2014 | Tom Roseen, Tom Roseen

Retail Investors Are Not as Sanguine as Authorized Participants in November

• For the seventh month in a row mutual fund investors were net purchasers of fund assets for November, padding the coffers of stock & mixed-asset funds (+$0.3 billion), money market funds (+$25.2 billion), and for the first month in three they were net purchasers of bond funds (+$17.2 billion). 

• Mixed-Asset Funds (+$9.2 billion) attracted the largest amount of net new money of Lipper's five equity macro-classifications. For the eighth consecutive month USDE Funds suffered net redemptions (-$7.5 billion for November).

• Authorized participants injected a record $41.5 billion into stock & mixed-asset exchange-traded funds (ETFs) for November. Lipper's S&P 500 Index ETFs classification (+$13.3 billion) attracted the largest net sum for the month. 

• For the second month in a row bond ETFs (+$2.2 billion net) experienced net purchases, with Short-Intermediate Investment-Grade Debt ETFs (+$1.2 billion) witnessing the largest net inflows of the group.

FundFlows
Nov 19, 2014 | Jeff Tjornehoj, Tom Roseen

Despite Record Market Highs, Investors Favor Money Market Funds in October

• For the sixth month in a row mutual fund investors were net purchasers of fund assets for October, padding the coffers of stock & mixed-asset funds (+$2.8 billion) and money market funds (+$15.1 billion), while for the second month in a row they were net redeemers of bond funds (-$7.4 billion). Once again, redemptions from PIMCO played a large role in the bond fund outflows. 

• Mixed-Asset Funds (+$5.0 billion) attracted the largest amount of net new money of Lipper's five equity macro-classifications. For the seventh consecutive month USDE Funds suffered net redemptions (-$0.1 billion for October).

• Once again, authorized participants increased their exposure to equity exchange-traded funds (ETFs), injecting a net $5.4 billion for October. Lipper's S&P 500 Index ETF classification (+$6.6 billion) attracted the largest net sum for the month. 

• For the third month in four bond ETFs (+$17.9 billion net) experienced net purchases, with Short U.S. Treasury ETFs (+$6.4 billion) witnessing the largest net inflows of the group. 

FundFlows
Oct 17, 2014 | Tom Roseen

Investors Pad the Coffers of Money Market Funds in September

• For the fifth month in a row mutual fund investors were net purchasers of fund assets for September, padding the coffers of stock & mixed-asset funds (albeit with just +$0.7 billion) and money market funds (+$23.7 billion), while for the first month in nine being net redeemers of bond funds (-$7.2 billion). Mass redemptions from PIMCO played a large role in the bond fund outflows. 

• World Equity Funds (+$9.2 billion) attracted the largest amount of net new money of Lipper's five equity macro-classifications. For the sixth consecutive month USDE Funds suffered net redemptions (-$14.6 billion for September).

• Once again, authorized participants increased their exposure to equity exchange-traded funds (ETFs), injecting a net $17.5 billion for September. Lipper's S&P 500 Index ETF classification (+$12.1 billion) attracted the largest net sum for the month. 

• For the first month in three bond ETFs (-$3.4 billion net) suffered net redemptions, with General U.S. Treasury ETFs (-$3.3 billion) witnessing the largest net redemptions of the group.


FundFlows
Sep 17, 2014 | Tom Roseen

Despite Geopolitical Uncertainties Investors Inject a Net $60 Billion Into Conventional Funds for August

• For the fourth month in a row mutual fund investors were net purchasers of fund assets for August,  padding the coffers of stock & mixed-asset funds (+$19.5 billion), bond funds (+$3.0 billion--for their eighth successive month of net inflows), and money market funds (+$37.5 billion). 

• Once again Mixed-Asset Funds (+$8.5 billion) attracted the largest amount of net new money of Lipper's five equity macro-classifications. For the fifth consecutive month USDE Funds suffered the only net redemptions (-$1.6 billion for August) of the five broad groups.

• Despite ongoing geopolitical concerns, authorized participants increased their exposure to equity exchange-traded funds (ETFs), injecting a net $6.2 billion for August. Lipper's Emerging Markets ETFs classification (+$2.2 billion) attracted the largest net sum for the month. 

• For the first month in four World Equity ETFs (+$5.8 billion net) attracted the largest draw of new money of the five broad-based equity ETF macro-classifications. 


FundFlows
Aug 19, 2014 | Jeff Tjornehoj, Tom Roseen

Wary Fund Investors Remain Engaged but Inject Only a Net $1.3 Billion Into Conventional Funds for July

• For the third month in a row mutual fund investors were net purchasers of fund assets for July,  padding the coffers of stock & mixed-asset funds (+$4.4 billion) and bond funds (+$13.4 billion--for their seventh successive monthly of net inflows). However, money market funds suffered net redemptions to the tune of $16.5 billion for July.

• Once again Mixed-Asset Funds (+$8.5 billion) attracted for the month the largest amount of net new money of Lipper's five equity macro-classifications. For the fourth consecutive month USDE Funds suffered the only net redemptions (-$14.1 billion for July) of the five broad groups.

• Despite ongoing geopolitical concerns, authorized participants increased their exposure to equity exchange-traded funds (ETFs), injecting a net $17.1 billion for July. Lipper's S&P 500 Index ETFs classification (+$8.2 billion) attracted the largest net sum for the month.

• For the second consecutive month USDE ETFs (+$11.5 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications.

FundFlows
Jul 21, 2014 | Tom Roseen

Despite Ongoing Geopolitical Concerns, Investors Inject a Net $19.3 Billion Into Conventional Funds for June

• For the second month in a row mutual fund investors were net purchasers of fund assets for June,  padding the coffers of stock & mixed-asset funds (+$18.2 billion) and bond funds (+$15.5 billion--for their sixth monthly net inflows in a row). However, money market funds suffered net redemptions for June to the tune of $14.5 billion.

• Once again, Mixed-Asset Funds (+$13.6 billion) attracted the largest amount of net new money of Lipper's five equity macro-classifications for the month. For the third consecutive month USDE Funds suffered the only net redemptions (-$11.8 billion for June) of the five broad-based groups.

• Despite ongoing geopolitical concerns, authorized participants increased their exposure to equity exchange-traded funds (ETFs), injecting a net $19.8 billion for June. Lipper’s S&P 500 Index ETFs classification (+$5.9 billion) attracted the largest net sum for the month.

• For the first month in four USDE ETFs (+$12.0 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications.

FundFlows
Jun 17, 2014 | Jeff Tjornehoj, Tom Roseen

Investors Ignore the Old Adage "Sell in May and Go Away" and Inject a Net $30.1 Billion Into Conventional Funds for May

• For the second month in three mutual fund investors were net purchasers of fund assets for May,  padding the coffers of stock & mixed-asset funds (+$9.3 billion), bond funds (+$13.4 billion—for their fifth monthly net inflows in a row), and money market funds (+$7.5 billion, witnessing inflows for the first month in five). 

• Once again, Mixed-Asset Funds (+$10.8 billion) attracted the largest amount of net new money of the five equity macro-groups for the month. USDE Funds suffered the only net redemptions (-$15.2 billion) for the second month in a row.

• Ahead of a slight flight to safety, authorized participants increased their exposure to fixed income exchange-traded funds (ETFs), injecting a net $10.9 billion for May. Lipper's General U.S. Treasury ETFs classification (+$5.1 billion) attracted the largest net sum for the month. 

• For the second consecutive month World Equity ETFs (+$6.4 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications.  


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