Active vs. Passive ETF Flows, State Street on ETF Industy’s Future

ETF Market Trends - Global ETF industry reaches $19 trillion [2] - ETF inflows totaled $42 billion in the last week, doubling the year's pace, exceeding last year's record by $100 billion with five weeks remaining, reaching over $12 trillion year-to-date [3] - Vanguard leads with $120 billion inflows year-to-date, a record, and the company's inflows are at $350 billion year-to-date, also a record [4] - Money market funds represent almost half of the entire ETF industry, reaching $45 trillion, with $700 billion inflows this year [6] Active vs Passive Management - Investors show a stronger preference for active management in the ETF vehicle [9] - Active funds are outperforming the S&P by about 5% [13] - Capita Group manages over $32 trillion in assets, with about $2 trillion in retirement portfolios [16] Company Strategy & Innovation - Capita Group has crossed $100 billion in assets under management in the active ETF space [8] - Capita Group focuses on transparent active management [33] - State Street is launching mutual fund share classes off of its ETFs [31] Risks and Opportunities - Bitcoin ETF holders have moved only 4% of assets out, with 96% remaining [5] - A bearish ETF, around since 2011, is up 6% this year [37][38] - The HTG ETF is approximately 20% in cash [47]