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
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.  


FundFlows
May 20, 2014 | Tom Roseen, Tom Roseen

Investors Redeem a Net $31.3 Billion From Conventional Funds for April, but the Headline Numbers Are Misleading

• For the second month in three mutual fund investors were net redeemers of fund assets for April. They padded the coffers of stock & mixed-asset funds (+$17.4 billion) and bond funds (+$9.2 billion--for their fourth monthly net inflows in a row). However, investors were net redeemers of money market funds (-$57.8 billion) for the fourth consecutive month. 

• Once again, Mixed-Asset Funds (+$10.4 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 (-$0.6 billion). 

• With fears of rising interest rates declining during the month, authorized participants increased their exposure to fixed income exchange-traded funds (ETFs), injecting a net $3.4 billion for April. Core Bond ETFs (+$0.8 billion) attracted the largest net sum for the month. 

• For the first month in seven World Equity ETFs (+$8.2 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications. 

FundFlows
Apr 16, 2014 | Tom Roseen

Investors Inject a Net $12.7 Billion Into Conventional Funds for March

• For the eighth month in nine mutual fund investors were net purchasers of fund assets for March, padding the coffers of stock & mixed-asset funds (+$22.4 billion) and bond funds (+$18.2 billion--for their third monthly net inflows in a row). However, investors were net redeemers of money market funds (-$27.9 billion) for the third consecutive month. 

• Mixed-Asset Funds (+$9.9 billion) attracted the largest amount of net new money of the five equity macro-groups for the month. 

• Fixed income exchange-traded funds (ETFs) witnessed their first month of net outflows in three, handing back some $7.3 billion for March. Short-duration and government issues suffered the largest net redemptions. 

• For the first month in three U.S. Diversified Equity (USDE) ETFs (+$8.4 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications for March. 


FundFlows
Mar 18, 2014 | Jeff Tjornehoj, Tom Roseen

Fund Investors Continue to Purchase Long-Term Assets in February

• Breaking a seven-month trend, mutual fund investors were net sellers of fund assets for February. However, the headline numbers were misleading. While padding the coffers of stock & mixed-asset funds (+$37.4 billion) and bond funds (+$11.1 billion--their second monthly net inflows in a row), investors were net redeemers of money market funds (-$50.3 billion--their largest monthly net redemptions in 12 months).

• The U.S. Diversified Equity Funds macro-group, taking in a net $7.6 billion for February, attracted net inflows for the tenth month in a row.  Large-cap funds attracted net new money for a fourth consecutive month, taking in $1.5 billion for February.

• Fixed income exchange-traded funds (ETFs) witnessed their largest net inflows on record, attracting some $16.1 billion for February--much of which was attributed to Good Harbor Financial LLC trades.

• After suffering net redemptions for January, the World Equity ETFs macro-classification (+$1.1 billion) experienced monthly net inflows despite Ukraine worries.

FundFlows
Feb 19, 2014 | Tom Roseen

Despite Market Concerns, Investors Continue to Pad the Coffers of Mutual Funds in January

• For the seventh consecutive month mutual fund investors were net purchasers of fund assets for January. They padded the coffers of stock & mixed-asset funds (+$39.9 billion) and bond funds (+$0.3 billion--their first monthly inflows in eight), while being net redeemers of money market funds (-$13.4 billion).

• The U.S. Diversified Equity Funds macro-group, taking in a net $10.6 billion for January, attracted net inflows for the ninth month in a row. Large-cap funds attracted net new money for a third consecutive month, taking in $4.3 billion for January.

• Exchange-traded funds (ETFs) suffer net redemptions for the first month in five, handing back some $14.2 billion. 

• The World Equity ETFs macro-classification (-$1.8 billion) experienced its first monthly net redemptions in seven. 

FundFlows
Jan 21, 2014 | Tom Roseen

For 2013 Equity Funds Witness Their Strongest One-Year Net Inflows in at Least 21 Years

• For the sixth consecutive month mutual fund investors were net purchasers of fund assets for December, padding the coffers of stock & mixed-asset funds (+$25.4 billion) and money market funds (+$53.4 billion), while being net redeemers of bond funds (-$15.3 billion)--for bond funds' seventh consecutive month of net redemptions. 

• The U.S. Diversified Equity Funds macro-group, taking in a net $9.7 billion for December, attracted net inflows for the eighth month in a row.  Large-cap funds attracted net new money for a second consecutive month, taking in $0.7 billion for December. 

• Exchange-traded funds (ETFs) attracted net inflows for a fourth month in a row, taking in $12.0 billion and pushing up their 2013 net inflows to $158.5 billion.

• The USDE ETFs macro-classification (+$14.2 billion) experienced its fourth consecutive month of net inflows--bringing its 2013 net inflows to $98.1 billion.

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