Refinitiv Lipper Analysis

Tech Rally Garners Investor Interest in Select ETF Classifications By Tom Roseen - Jun 06, 2023 1

During the LSEG Lipper fund-flows week ended May 31, 2023, both the S&P 500 and the Nasdaq Composite finished at their highest levels since August 2022 after Nvidia (NASDAQ:NVDA) beat its Q1...

Money Market Funds and Large-Cap ETFs are Main Attractors of Investors’ Assets By Tom Roseen - Jun 02, 2023 2

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in six, redeeming a net $2.1 billion for the LSEG Lipper fund-flows week ended Wednesday,...

Investors Send $3.0 Billion to Investment Grade Corporate Debt Funds By Refinitiv Lipper - May 26, 2023

During Refinitiv Lipper’s fund-flows week that ended May 24, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the sixth week in a row,...

Investors Flock to Money Market Funds and Taxable Bond ETFs By Tom Roseen - May 19, 2023

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row, injecting a net $4.6 billion for the LSEG Lipper fund-flows week ended...

Despite Plus-Side Returns for the Week, ETF and Fund Investors Duck for Cover By Tom Roseen - May 05, 2023 3

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row, injecting a net $5.8 billion for the Refinitiv Lipper fund-flows week ended...

Money Market Funds Witness Their Third Largest Weekly Net Redemption on Record By Tom Roseen - Apr 21, 2023 4

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in eight, withdrawing a net $69.7 billion for the Refinitiv Lipper fund-flows week that...

Despite Equity Rally, Conventional Fund and ETF Investors Stay on the Sidelines This Week By Tom Roseen - Apr 04, 2023

As regional bank liquidity fears recede and the Federal Reserve Board softened its language about future rate hikes after hiking its key lending rate by 25 basis points (bps) on March 22, saying...

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...