Commentary

ETF flows eye record

It will take a big Q4, but 2021's record ETF flows are within reach.

Key Takeaways
  • 2024 ETF flows could set a new annual record.
  • ETFs now have $10 trillion in assets under management.
  • Active ETFs have been a big booster for flows.

Q3 ETF flows surged by $292 billion, bringing year-to-date flows to $698 billion. That’s up 46% compared to this time last year, and it already surpassed the roughly $600 billion in total flows for all of 2023. Across 3,700 products, ETFs have now eclipsed $10 trillion in assets under management for the first time ever.

ETF flow record

Another quarter, another big 3 months for ETF flows. ETFs were responsible for 28% of total US exchange volume during the third quarter, with $10 trillion in traded volume.

It will take another big quarter of flows, but 2021’s all-time record haul of just under $1 trillion in annual flows is reasonably within reach. If ETF flows during the last quarter of 2024 match that of this past quarter, that could set a new yearly record.

The biggest source of momentum this year has been behind US equity (e.g., stock) ETFs. During all of 2023, US equity ETFs accumulated roughly $300 billion in flows. While US stocks continued to broadly make fresh highs in the second half of 2024, equity ETFs saw $177 billion in flows during Q3 alone. Broad-based index funds have been the primary source of strength in terms of flows.

While equity ETF flows have now outpaced fixed income (e.g., bond) flows for 6 straight quarters, the latter have also been strong—especially compared to a relatively weak 2023. Fixed income ETFs saw $100 billion in flows during Q3, led by $40 billion and $23 billion for aggregate bond and government/Treasury categories, respectively. That represents one of the best quarters for fixed income flows in years.

Actively managed, crypto, structured-product ETFs

Several trends have gained traction in 2024, including the ongoing growth of actively managed ETFs as well as the emergence of cryptocurrency ETFs.

Actively managed ETFs accounted for $200 billion (29%) of ETF industry flows year to date, while only representing 8% ($797 billion) of ETF assets. Of the 200 ETFs that were launched in Q3, 156 were actively managed. A record 513 ETFs have launched thus far this year, of which 388 were actively managed.

In crypto, 9 spot bitcoin ETPs launched this year thus far, gathering $5.5 billion in flows during Q3. That brings the year-to-date cume to $39 billion. Additionally, 8 spot ethereum ETPs launched in Q3, gathering $2.4 billion (not including an ethereum trust that converted during the quarter).

In the defined outcome/structured products space, those types of ETFs have seen $3.5 billion in flows during each of the first 3 quarters of 2024. That brings their total assets under management to $54 billion.

Looking for ETFs?

ETF flows can be a useful tool to help identify market trends, and to see where investors are broadly putting their money. You can search for ETFs using a variety of characteristics, like the fund's objectives, fundamentals, technicals, performance, volatility, trading characteristics, tax considerations, and analyst ratings.

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