Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Ark Takes the Lead, Proportionately Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, August 20, 2020

Ark Takes the Lead, Proportionately

Reported by Neil Anderson, Managing Editor

A Gotham ETF startup took the lead last month, pound for pound, even as net industry inflows per fund fell.

Catherine "Cathie" Wood
ARK Investment Management, LLC
Founder, Chief Executive Officer
This article draws from Mornignstar Direct on U.S. open-end mutual fund and ETF flows, excluding money market funds and funds of funds, from July 2020.

Ark led the pack proportionately last month, with estimated net inflows of $213 million per fund in July, up from $155 million per fund in June. Other big July inflows winners included: Edgewood, $109 million per fund (up from $95 million per fund); Spyglass Capital Management, $59 million per fund (up from $54 million per fund); Baird, $55 million per fund (up from $41 million per fund); and EMQQ, $53 million per fund (down from $70 million per fund).

In the first seven months of 2020, Edgewood topped the pack with an estimated $1.109 billion per fund in net inflows. Other big YTD inflows winners, as of July 31, included: Edward Jones' Bridge Builder, $803 million per fund; Ark, $636 million per fund; Spyglass, $485 million per fund; and Infinity Q, $305 million per fund.

On the flip side, July was a rough month for Primecap, which suffered an estimated $245 million per fund in net outflows, up from $217 million per fund in June. Other big July outflows sufferers included: Dodge & Cox, $107 million per fund (down from $476 million per fund); IVA, $89 million per fund (up from $71 million per fund); Thompson IM, $52 million per fund (up from $41 million per fund; and Harris' Oakmark, $46 million per fund (up from $41 million per fund).

In the first seven months of 2020, Primecap also led the pack thanks to an estimated $2.161 billion per fund in net outflows. Other big YTD outflows sufferers, as of July 31, included: Dodge & Cox, $1.911 billion per fund; IVA, $434 million per fund; Blackstone, $434 million per fund; and FMI, $404 million per fund.

The whole U.S. mutual fund and ETF industry, excluding money market funds and funds of funds, brought in an estimated $994,000 per fund in net July inflows, down from $1.679 million per fund in June. Yet YTD, as of July 31, the industry suffered an estimated $1.53 million per fund in net outflows. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE PNW Seattle - Holiday Party, December 3
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. IDC Foundations for Fund Directors, Dec 4-5
  5. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  6. WE Denver - 2024 Annual Holiday Party, December 5
  7. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  8. MFDF webinar - BDC Board Service 101, December 10
  9. MFDF webinar - ETF Product Trends: Board Implications, December 11
  10. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  11. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  12. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  13. MFDF webinar - AI and Fund Compliance, January 21, 2025
  14. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  15. FSI OneVoice 2025, January 27 - 29, 2025
  16. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  17. 2025 ICI Innovate, February 3 - 5, 2025
  18. MFDF Director Discussion Series - Open Forum, February 10, 2025
  19. MFDF Director Discussion Series - Open Forum, February 11, 2025
  20. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  21. MFDF Director Discussion Series - Open Forum, April 2, 2025
  22. MFDF Director Discussion Series - Open Forum, April 15, 2025
  23. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  24. Morningstar Investment Conference 2025, June 25 - 26, 2025
  25. MFDF Director Discussion Series - Open Forum, July 9, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use