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Tuesday, February 25, 2025 Tidal Takes the January Lead An ETF-in-a-box shop pulled ahead last month among midsized fund firms, according to the latest data from the folks at a publicly traded investment research firm.
Tidal (including Fundstrat and Yieldmax) took the lead last month, thanks to an estimated $1.515 billion in net January 2025 inflows, down by $688 million M/M from December 2024. Other big January 2025 inflows winners included: Causeway, $1.333 billion (up by $1.124 billion M/M, up by $1.28 billion Y/Y); Baird (including Strategas), $1.179 billion (down by $1.515 billion M/M, down by $633 million Y/Y); Edward Jones' Bridge Builder, $1.076 billion (down by $358 million M/M, up by $381 million Y/Y); and Graniteshares, $830 million (up by $821 million M/M, up by $755 million Y/Y). For the trailing twelve months ending on January 31, 2025, Baird led the midsize firm inflows pack, thanks to an estimated $19.81 billion in net inflows. Other big TTM inflows winners included: Dodge & Cox, $10.226 billion; and Tidal, $9.521 billion. On the flip side, Pacer took the outflows lead last month, thanks to an estimated $523 million in net January 2025 outflows, up by $369 million M/M from December 2024 and a $2.671-billion net flows drop Y/Y from January 2024. Other big January 2025 outflows sufferers included: Polen, $316 million (up by $111 million M/M, up by $216 million Y/Y); Grayscale, $296 million (down by $1.636 billion M/M, down by $5.62 billion Y/Y); Harding Loevner, $268 million (down by $210 million M/M, up by $73 million Y/Y); and Valic, $266 million (down by $6 million M/M, down by $20 million Y/Y). As of January 31, 2025, Grayscale led the TTM outflows pack among midsize firms, thanks to an estimated $18.484 billion in net outflows. Other big outflows sufferers included: Harding Loevner, $5.358 billion; and Baron, $4.415 billion. As a group, midsize fund firms brought in $9.196 billion in net January 2025 inflows, accounting for 23 percent of overall industry inflows. (That's up by $2.7 billion M/M and an $11.714-billion net flows improvement Y/Y.) As of January 31, 2025, midsize firms accounted for 26.4 percent of industry fund firms and held $1.745 trillion in AUM (down by $71 billion M/M, up by $209 bilion Y/Y) across 5,924 funds (down by 195 M/M, up by 73 Y/Y). As of January 31, 2025, midsize firms brought in $51.096 billion in net TTM inflows. That accounts for 7 percent of industry inflows over those 12 months. Across the whole industry, the 800 firms (down by six M/M but up by 27 Y/Y) brought in $39.92 billion in net January 2025 inflows. (That's down by $56.998 billion M/M but up by $3.979 billion Y/Y.) As of January 31, 2025, the industry had $31.435 trillion in AUM (up by $888 billion M/M and up by $4.812 trillion Y/Y) across 43,279 funds (down by 63 M/M but up by 833 Y/Y). For the 12 months ending January 31, 2025, the industry brought in $732.311 billion in net inflows. Printed from: MFWire.com/story.asp?s=69570 Copyright 2025, InvestmentWires, Inc. All Rights Reserved |