Hi folks, been a while since doing an update like this but decided to get this off the ground again. It won't be as frequent as the weekly "Exchange Traded Fridays" I was doing before, however, I will do some news updates each time I update the ETFtracker application data (once a month with the ASX updates coming out after the 10th of each month).
First up, let's take a look at the data in ETFtracker here (https://www.etftracker.com.au/the-app) . We only track ASX data as CBOE don't provide the recent monthly data (at least not for free anyway).
What we can see is that total FUM comes up to $145bn on the ASX (and over $150bn if CBOE is taken into account per news below). This has been steadily climbing over the past few months and we saw an increase (over previous month) of average returns (now up to 1.2%) and number of ETFs traded (up to 592k).
Performance wise we can see ETFs like IDEA (+17%), CRYP (+14%), GGUS (12%) and URNM (+11%) as the top performers. Worst performers (at least for the month are below)
We can use the app to dive into more details and see time series trends for particular groups or individual ETFs.
ESG has been popular so let's take a look at that. To get there we click on Performance on the menu then select 1-month returns
We can then click on the sub-menu to get to Thematics and then click on an individual bar to see what ESG looks like.
There were about 35 funds as of June 2023 that were ESG related and we can see monthly and cumulative performances here.
Over to Net Inflows (which we get to from the Size menu) and we can dive into how that grew over the first 6 months of 2023. Clicking on the filters menu on the right and selecting just 2023 from the dates available
We then get this for Net Inflows and can see $4.7bn came into the ASX in 2023
More to explore in the app here https://www.etftracker.com.au/the-app
Additionally, let's take a look at some of the news going on in Aussie ETFs over the last 30 days.
Australian ETF industry crosses $150bn milestone - The ETF industry in Australia has surpassed $150 billion in funds under management, bolstered by net inflows of $4.8 billion. Read more
Global X launches commodities ETF on ASX - ETF provider Global X has launched the Bloomberg Commodity ETF (Synthetic) (BCOM) on the ASX, enabling Australians to gain exposure to the commodities market. Read more
BlackRock's Bitcoin ETF Application Takes Surveillance to the Next Level - Finance giant BlackRock has filed to create a spot bitcoin ETF in the U.S., a move that could potentially change the crypto market. Read more
What's up with the iShares S&P Asia 50 ETF (ASX:IAA)? - The iShares IAA ETF provides exposure to the performance of 50 large, established Asian companies listed on the stock exchanges of China, Hong Kong, South Korea, and Taiwan. Read more
BlackRock and BetaShares slash fees in Australian ETF price war - BlackRock and BetaShares have reduced their fees, making some of the most sought-after investment funds – exchange-traded funds (ETFs) – even more attractive to investors. Read more
Stay tuned next month for another data and news update.
Cheers
Mark