Now available on @TheTerminal . Passively managed assets in U.S. ETFs and Mutual Funds sit right around 43% market share and passive is increasing at over 2 percentage points per year. Means we're likely to see majority passive by 2026. Likely earlier if there's a bear market...
If you're thinking, "I thought passive was already a majority?" that's probably from domestic equity funds. Which sit around 53.8% passive.
What i'm calling "Non-Domestic" sits around 41.5%. and puts the aggregate equity fund market at about 50.3% passive. But if international equities start offering relative positive performance to domestic, I expect that % to increase as well.
For more detail/color you can read about this here: blinks.bloomberg.com/news/stories/Q…
Have a terminal and would like to analyze the raw data? That's available on our dashboard now and breaks out mutual funds vs ETFs as well:
{BI ETFSG 1099 |1099-2-S-Units|M12||USD<GO>}

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with James Seyffart

James Seyffart Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!