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Leveraged ETF assets up 14.1 per cent in September


ETF data provider ETFGI reports that assets invested in leveraged/inverse ETFs/ETPs listed globally have increased 14.1 per cent in the first nine months of the year to reach a new record of USD77.14 billion at the end of September.

The leveraged/inverse ETF/ETP industry had 834 ETFs/ETPs, with 1,287 listings, assets of USD77.14 billion, from 59 providers on 19 exchanges in 16 countries.

Of these 834 ETFs/ETPs, 419 were leveraged products, with assets of USD43.56 billion while 228 were inverse listings, with assets of USD16.55 billion and 187 were leveraged inverse with assets of USD17.03 billion.

Leveraged/inverse ETFs and ETPs gathered USD4.69 billion in year to date net inflows with leveraged products suffering USD1.01 billion in year to date net outflows, inverse ETFs/ETPs experiencing USD1.89 billion in year to date net inflows and finally leveraged inverse gathering USD3.81 billion in year to date net inflows.

 “The US market typically has performed poorest during the month of September,” says Deborah Fuhr, managing partner and co-founder of ETFGI. “This year the S&P 500 was up 2.06 per cent in September and is up 14.24 per cent year to date. The S&P 500 Value outperformed S&P 500 Growth up 3.28 per cent and 1.11 per cent respectively, furthering the perception of stronger economic fundamentals. Energy and Financials were September’s top performing sectors, up 9.94 per cent and 5.14 per cent, respectively. The S&P Developed Ex-U.S. BMI gained 2.57 per cent in September and is up 20.76 per cent year to date. Emerging markets declined 0.55 per cent in September due to headwinds including a rising dollar but is up 26.95 per cent year to date. The uncertainty of Brexit negotiations and North Korea are still areas of concern for investors.”

ETFGI calculates that ProShares is the largest leveraged/inverse ETF/ETP provider in terms of assets with USD23.82 billion; Direxion is second with USD11.01 billion, followed by Lyxor AM with USD4.81 billion and Nomura AM with USD4.71 billion.

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