Refinitiv Lipper Analysis

Refinitiv Lipper

Despite a Rally in U.S. Stocks, Equity ETF and Fund Investors Were Net Redeemers By Tom Roseen - Mar 31, 2023 2

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the fifth week in a row, injecting a net $39.8 billion for the Refinitiv Lipper fund-flows week ended...

Investors Embrace Both Fixed Income and Equity ETFs By Tom Roseen - Mar 10, 2023

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row, but they injected only a net $853 million for the Refinitiv Lipper...

Conventional Municipal Bond Funds Record Sixth Straight Weekly Inflow By Refinitiv Lipper - Feb 20, 2023

During Refinitiv Lipper’s fund-flow week that ended February 13, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in...

ETF and Mutual Fund Investors Pad the Coffers of Taxable and Tax-Exempt Bond Funds By Tom Roseen - Jan 13, 2023

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in a row, injecting a net $2.3 billion for the Refinitiv Lipper fund-flows week ended...

ETFs Attract $58.9B in November, While Conventional Funds Hand Back $77.9B By Tom Roseen - Dec 11, 2022

Despite the average equity, taxable bond, and tax-exempt bond funds chalking up eye-popping November performances, market volatility, rising interest rates, only minor declines in inflation...

Investors Sour on Equity ETFs and Mutual Funds for the Fund Flows Week By Tom Roseen - Dec 08, 2022 1

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four, injecting a net $13.8 billion for the Refinitiv Lipper fund-flows week ended...

Bond Fund Investors Benefit From Large Declines in Yields By Tom Roseen - Nov 19, 2022

During the Refinitiv Lipper fund-flows week ended November 16, 2022, fixed income funds and ETFs received a significant boost in returns after the October consumer price index (CPI) and producer price...

Municipal Bond ETFs Witness Their Largest Weekly Net Inflows on Record By Tom Roseen - Nov 18, 2022

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four, injecting a net $14.1 billion for the Refinitiv Lipper fund-flows week ended...

Investors Put Risk-On Padding the Coffers of Emerging Markets By Tom Roseen - Nov 13, 2022

During the Refinitiv Lipper fund-flows week ended November 9, 2022, investors were net redeemers of fund and ETF assets, withdrawing a net $23.4 billion from fund coffers as investors awaited the...

Bond ETFs Attract Investment During Midterm Election Week By Tom Roseen - Nov 11, 2022

Investors were net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $23.3 billion for the Refinitiv Lipper fund-flows week ended...

A Volatile Fund Flows Week By Tom Roseen - Oct 21, 2022

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row, withdrawing a net $6.8 billion for the Refinitiv Lipper fund-flows...

Taxable Bond ETFs Attract Their Largest Weekly Net Inflows Since End Of 2021 By Tom Roseen - Oct 07, 2022 6

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the second week in a row, withdrawing a net $35.4 billion for the Refinitiv Lipper fund-flows...

For the Refinitiv Lipper fund-flows week ended September 21, 2022, money market funds was the only asset class to attract net new money for the week, taking in $30.0 billion, while taxable fixed...

Despite Hawkish Comments, Treasury ETFs Attract Net New Money By Tom Roseen - Sep 04, 2022 1

Equity funds (including ETFs), taxable bond funds, and municipal bond funds took it on their collective chins this week after Federal Reserve Board Chair Jerome Powell made very clear his intent to...

Conventional Fund And ETF Investors Sour On Equities By Tom Roseen - Sep 02, 2022

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three, removing a net $30.2 billion—their largest weekly net outflows...

Are We Out Of The Woods Yet? By Tom Roseen - Aug 23, 2022

Both the Nasdaq Composite and Dow Jones Industrial Average exited bear-market and market-correction territory, respectively, during the Lipper fund-flows week ended August 17, 2022, with peak-to-date...

Can ESG Investing Weather The Recent Storms? By Robert Jenkins - Aug 19, 2022

Is it a fad slated to fade or a needed wakeup call?For the past four to five years, Environmental, Social and Governance performance has dominated the investment conversation. Partly as a result of...