A Snapshot Of Equity Fund Flows

Bob Carey
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A Snapshot Of Equity Fund Flows

Posted Under: Conceptual Investing

View from the Observation Deck

Today's blog post is intended to be an FYI of sorts in that we simply want to show how investors have been positioning their capital with respect to equity style and market capitalization (cap).
Year-to-date through 6/30/21, 14 of the 15 equity fund categories in the table registered estimated net inflows. The only one to report net outflows was Large Growth, with liquidations totaling an estimated $41.51 billion.
For the 12-month period ended 6/30/21, 10 of the 15 equity fund categories in the table registered estimated net inflows. Three categories that endured notable net outflows were Large Growth, Large Blend and MidCap Value, with liquidations estimated at $84.67 billion, $35.34 billion and $12.01 billion, respectively.
The five Blend categories (domestic and foreign) in the table took in a combined $91.06 billion (Est.) in the first half of 2021.
The five Growth categories (domestic and foreign) in the table lost a combined $38.50 billion (Est.) to liquidations in the first half of 2021.
The five Value categories (domestic and foreign) in the table took in a combined $70.76 billion (Est.) in the first half of 2021.
Even though some of the major stock indices, particularly those in the U.S., continue to set new highs, Bank of America's money manger survey in July 2021 revealed that 58% of managers said they are overweight equities, which is considered high, according to Bloomberg.

This chart is for illustrative purposes only and not indicative of any actual investment.

Download a PDF of this post, please click here.

Posted on Tuesday, July 27, 2021 @ 1:05 PM • Post Link

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These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.

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