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Thursday, March 03, 2011

Fund Flows: Equity, Bond & Money Market Yearly Totals

Equity, Bond & Money Market Fund Flows - Yearly Totals & 2011 YTD
Weekly Data through 03/02/2011     

Equity Fund Inflows $2.3 Bil
Taxable Bond Fund Inflows $2.5 Bil
xETFs -
Equity Fund Inflows $233 Mil
Taxable Bond Fund Inflows $2.5 Bil



Fund Flow Totals by Year & 2011 through 3/2/11 
Table 1 Lipper Fund Flows for Full Year - $B
Fund Flows for Equity Tax Bond MM Fund
2003 40.8 40.7 NC
2004 95.0 11.3 (64.3)
2005 71.9 9.3 89.0
2006 52.5 29.9 308.3
2007 111.3 68.8 569.5
2008 3.5 (3.3) 608.0
2009 6.0 172.0 (280.2)
2010 24.8 148.4 (392.3)
201133.733.4(45.2)
  • NC = Data Not Compiled
  •  += Some data points for Money Market Fund flows between March 2010 and July 14, 2010 are missing but the overall trend is clear. 
  • Raw data from Lipper Weekly Fund Flows Report: 
This table shows a summation of the weekly fund flow data. Money Market funds yield next to nothing so people have taken money out to buy bonds as well as live on during the recession and long recovery period with high US unemployment (9.0%)

ExETFs—For the week ended 03/2/2011 all Equity funds report net inflows totaling $0.233 billion, with Domestic Equity funds reporting net inflows of $0.162 billion and Non-Domestic Equity funds reporting net inflows of $0.071 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.045 billion...  Net inflows are reported for All Taxable Bond funds ($2.537 billion), bringing the rate of inflows of the $2.797-trillion sector to $5.118 billion/week...  International & Global Debt funds posted net inflows of $0.927 billion...  Net inflows of $0.900 billion were reported for Corp-Investment Grade funds while Flexible Funds reported net inflows of $1.026 billion…  Money Market funds report net inflows of $1.853 billion…  ExETFs—Municipal Bond funds report net outflows of $0.989 billion, their sixteenth consecutive week of outflows... 

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7 comments:

  1. Weekly Fund Flow data from
    http://www.lipperusfundflows.com

    03/09/2011
    Equity Fund Inflows $6.2 Bil;
    Taxable Bond Fund Inflows $5.4 Bil
    xETFs -
    Equity Fund Inflows $1.5 Bil;
    Taxable Bond Fund Inflows $4.6 Bil

    ExETFs—For the week ended 03/09/2011 all Equity funds report net inflows totaling $1.517 billion, with Domestic Equity funds reporting net inflows of $0.894 billion and Non-Domestic Equity funds reporting net inflows of $0.623 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.462 billion... Net inflows are reported for All Taxable Bond funds ($5.435 billion), bringing the rate of inflows of the $2.811-trillion sector to $4.841 billion/week... International & Global Debt funds posted net inflows of $0.828 billion... Net inflows of $1.549 billion were reported for Corp-Investment Grade funds while Flexible Funds reported net inflows of $2.318 billion… Money Market funds report net outflows of $0.410 billion… ExETFs—Municipal Bond funds report net outflows of $0.512 billion, their seventeenth consecutive week of outflows...

    ReplyDelete
  2. Kenneth Swindell3/16/2011 08:34:00 AM

    It's interesting to see the flight from money market funds as they broke the buck, and then further flight as the stock market exploded, pulling in money from the sidelines. I wonder if this trend will reverse as the markets overheat and people look for stability.

    ReplyDelete
  3. Weekly Fund Flow data from
    http://www.lipperusfundflows.com

    Weekly 03/16/2011
    Equity Fund Outflows -$268 Mil;
    Taxable Bond Fund Inflows $2.7 Bil
    xETFs -
    Equity Fund Inflows $1.2 Bil;
    Taxable Bond Fund Inflows $2.1 Bil

    ExETFs—For the week ended 03/16/2011 all Equity funds report net inflows totaling $1.194 billion, with Domestic Equity funds reporting net inflows of $0.700 billion and Non-Domestic Equity funds reporting net inflows of $0.494 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.179 billion... Net inflows are reported for All Taxable Bond funds ($2.684 billion), bringing the rate of inflows of the $2.803-trillion sector to $4.603 billion/week... International & Global Debt funds posted net inflows of $0.647 billion... Net inflows of $0.789 billion were reported for Corp-Investment Grade funds while Flexible Funds reported net inflows of $1.210 billion… Money Market funds report net outflows of $10.126 billion… ExETFs—Municipal Bond funds report net outflows of $0.551 billion, their eighteenth consecutive week of outflows...

    ReplyDelete
  4. Weekly Fund Flow data from
    http://www.lipperusfundflows.com

    03/23/2011
    Equity Fund Outflows -$2.4 Bil;
    Taxable Bond Fund Inflows $966 Mil
    xETFs -
    Equity Fund Outflows -$124 Mil;
    Taxable Bond Fund Outflows -$454 Mil

    Lipper US Fund Flows Client, Lipper has decided to rerun our net flows data for the period ended March 23, 2011. As our previous communication stated there were questions related to a share class of two separate Fidelity funds: the Fidelity Capital & Inc F share class and the Fidelity High Income F share class. In addition there has been a restatement of the Bank Loan data, as Lipper has received updated assets related to a merger of BlackRock funds. With the help of Fidelity and BlackRock we have adjusted the reporting for this week and clients should not expect any additional changes to previously reported flows. We are sorry for any problems or confusion this issue may have caused. Thank You, The Lipper US Fund Flows Team

    ReplyDelete
  5. Weekly Fund Flow data from
    http://www.lipperusfundflows.com

    Weekly 03/30/2011
    Equity Fund Inflows $6.1 Bil;
    Taxable Bond Fund Inflows $3.9 Bil
    xETFs -
    Equity Fund Inflows $2.2 Bil;
    Taxable Bond Fund Inflows $3.6 Bil

    xETFs—For the week ended 03/30/2011 all Equity funds report net inflows totaling $2.167 billion, with Domestic Equity funds reporting net inflows of $1.286 billion and Non-Domestic Equity funds reporting net inflows of $0.880 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.596 billion... Net inflows are reported for All Taxable Bond funds ($3.939 billion), bringing the rate of inflows of the $2.822-trillion sector to $3.433 billion/week... International & Global Debt funds posted net inflows of $1.045 billion... Net inflows of $1.653 billion were reported for Corp-Investment Grade funds while Flexible Funds reported net inflows of $1.113 billion… Money Market funds report net inflows of $1.141 billion… ExETFs—Municipal Bond funds report net outflows of $0.385 billion, their twentieth consecutive week of outflows...

    ReplyDelete
  6. what does xETFs mean?

    ReplyDelete
  7. xETFs means "not counting ETFs"

    ReplyDelete

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