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  1. Modern Alpha Channel
  2. Issuer League: WisdomTree and Dimensional Are Up
Modern Alpha Channel
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Issuer League: WisdomTree and Dimensional Are Up

Nick Peters-GoldenJun 09, 2023
2023-06-09

In this week’s edition of the ETF Issuer League, WisdomTree, Dimensional, Simplify, and Capital Group stood out the most. In each of their respective tiers, those firms saw stand-out inflows or surpassed or neared new milestones. BlackRock’s iShares ETFs series did take in nearly $10 billion for the week, bearing mention for beating its mega-cap rivals. The iShares Russell 2000 ETF (IWM A-) led the way for the firm with $3.4 billion for the week.

WisdomTree led outside of the usual, mega-cap names, however, with its $692 million weekly flows leading its tier. As ever, the firm’s WisdomTree Floating Rate Treasury Fund (USFR A-) led the way, adding $505 million over the last week. That adds to a $3.2 billion YTD inflow total, suggesting continued investor interest in the ETF’s floating rate notes (FRNs). No other WisdomTree strategy added more than $100 million for the week outside of USFR.

See more: As Fed Rate Pause Previews Hikes, Eye USFR

Dimensional sits at nearly $90 billion in total ETF AUM compared to $56 billion for WisdomTree, one tier above. Dimensional added almost $1 billion in total weekly inflows, intriguingly without any one strategy adding more than $150 million. The Dimensional U.S. Core Equity 2 ETF (DFAC A) added $137 million in that time.

Capital Group stands out, meanwhile, for how close it is to $10 billion in ETF AUM. The shop added nearly $200 million for the week, with the Capital Group Growth ETF (CGGR B+) leading at $42 million in that time. Those flows come as the firm has ridden a pretty solid first year in the ETF business.

Finally, one of the smaller ETF issuer firms, Simplify, bears mentioning. Simplify added more weekly inflows than any sub-$10 billion AUM firm except Capital Group. The Simplify Short Term Treasury Futures Strategy ETF (TUA A-) contributed almost all the flows, with $153 million arriving over the week.

IssuerAUM ($, mm)Net Flows ($, mm)
BlackRock Financial Management$2,342,285.20$9,417.10
Vanguard$2,070,139.41$4,310.02
State Street$993,708.58$900.17
Invesco$380,252.65$576.36
Charles Schwab$286,995.04$407.87
First Trust$139,091.05-$51.49
JPMorgan Chase$114,563.44$902.35
Dimensional$89,920.84$968.84
World Gold Council$65,494.21-$233.53
ProShares$64,058.39-$1,218.76
VanEck$58,179.71$113.87
WisdomTree$56,190.16$692.98
Mirae Asset Global Investments Co., Ltd.$40,643.92$204.46
Fidelity$34,553.87$76.43
Rafferty Asset Management$29,209.67-$668.06
Goldman Sachs$29,184.75-$142.09
American Century Investments$25,167.22$99.52
Pacer Advisors$24,196.10-$3.00
Allianz Investment Management LLC$21,473.93$349.38
Northern Trust$20,608.78-$34.46
DWS$17,676.11$75.58
Innovator$13,849.43$40.35
ARK$13,815.06-$108.63
Franklin Templeton$12,060.46$282.44
SS&C$10,578.12$20.81
Capital Group$9,719.16$198.15
TIAA$8,000.72-$22.69
WisdomTree Investments, Inc.$7,856.24-$7.29
CICC$7,718.17-$118.63
Victory Capital$7,656.04-$34.69
Abrdn Plc$7,352.42$6.18
Janus Henderson$7,134.26$68.81
Manulife$5,468.12$20.69
Prudential$5,108.48$8.58
BMO Financial Group$4,897.15$4.38
Exchange Traded Concepts$4,577.52-$50.25
Amplify Investments$4,355.56$1.17
New York Life$4,112.45$16.27
The Hartford$4,044.72-$6.34
Alpha Architect$3,915.84$73.89
ETFMG$3,664.60-$19.42
Marygold$3,642.74-$21.82
Tidal$3,505.06$63.27
BNY Mellon$3,250.65-$3.23
Principal$2,517.29$7.58
Deutsche Bank$2,368.24$8.34
US Global Investors$1,895.38$7.15
Cambria$1,856.91-$18.23
Aptus Capital Advisors$1,711.61-$10.25
Renaissance Health Service Corp.$1,655.12$88.87
Simplify$1,619.83$165.40
Main Management$1,575.14$17.50
Power Corporation of Canada$1,567.16-$7.76
Bondbloxx Investment Management LLC$1,510.61-$153.96
Ameriprise Financial$1,473.85-$8.66
Vident$1,379.34$0.00
GraniteShares$1,361.48-$7.56
Virtus Investment Partners$1,361.07$4.12
Sprott$1,325.58$13.04
Barclays Capital$1,261.72$10.48
Inspire Investing LLC$1,236.59$13.03
UBS$1,203.37-$52.50
The Motley Fool$1,187.14$4.69
Horizon Kinetics$1,127.49-$12.05
Rational Capital LLC$1,107.17-$4.53
Distillate Capital$1,078.99-$1.03
AdvisorShares$1,035.15-$17.09
T. Rowe Price Group, Inc.$1,024.32-$8.87
Davis Advisers$932.22-$1.84
Defiance ETFs$871.39-$4.04
AXS Investments$858.59$12.18
Harbor$857.69$12.85
Focus Financial Partners$832.52$0.00
Equitable$754.89$26.21
Timothy Plan$736.90$2.17
iM Global Partner US LLC$719.29-$22.07
Redwood$689.19$0.80
Roundhill Investments$648.03-$0.01
Engine No. 1$587.78$2.98
Howard Capital Management$568.66$5.97
Credit Suisse Group AG$549.55$1.46
Tortoise$548.34-$1.23
Day Hagan Asset Management$540.15$29.96
Advisors Asset Management$533.94$0.24
Nationwide$493.55$0.00
ClearShares LLC$490.46-$10.03
Anfield Group$460.75-$3.52
Doubleline ETF Adviser LP$458.11$2.75
Aptus Holdings LLC$441.37$26.56
Core Alternative Capital$425.49-$8.68
Liquid Strategies$388.62$0.57
FCF Advisors$376.68-$2.37
Teucrium$374.67-$39.42
AGF$362.22-$13.63
Envestnet$348.77$0.00
Morgan Stanley$331.92$21.14
Neuberger Berman$305.10$0.56
Wahed$291.55$1.02
Adaptive Investments$288.49$0.00
Retireful LLC$278.20-$0.49
Oneascent Holdings LLC$270.07$0.00
Cary Street Partners Financial LLC /VA/$238.43$4.27
Matthews International Capital Management$228.05$10.52
Western & Southern Mutual Holding Co.$219.11$0.00
WBI$203.72-$2.11
AmeriLife$200.99$0.00
Truemark Group$194.96-$7.83
Impact Shares$193.23$1.47
Syntax$189.27$1.60
Little Harbor Advisors$178.00-$5.35
Volatility Shares LLC$169.15$6.42
Stf Management LP$169.03$2.69
Neos Investments LLC$165.21$37.12
CI Financial$162.89-$0.02
CornerCap Investment Counsel, Inc.$155.63$0.00
Truist$155.34$0.00
Renaissance Capital$155.01-$3.14
Kingsview Partners LLC$151.51$0.01
Summit Global Investments, LLC$145.84$0.26
ORIX$144.23$0.00
Thrivent Financial for Lutherans$131.88$0.00
Rayliant$130.26$0.30
SRN Advisors$130.22$0.00
Intangible Capital$128.21-$0.01
Humankind USA LLC$128.06$0.00
Swan Global Investments$125.96$0.00
Mcivy Co. LLC$113.94$0.00
Paralel Technologies LLC$113.06$1.41
Neil Azous Revocable Trust$112.36-$1.28
Federated Hermes, Inc.$108.41-$0.79
IronHorse Holdings$107.34$0.00
Soundwatch Capital LLC$105.21$0.00
Baird Financial Group$102.86-$0.00
Thor Trading Advisors LLC$101.09$0.00
Arrow Funds$98.84$0.00
Absolute Investment Advisers LLC$93.86$0.00
Angel Oak Capital Advisors, LLC$91.38$1.00
Toews Corp.$85.03-$1.48
Natixis Global Asset Management$84.43$0.00
First Manhattan Co.$76.75$0.00
Inverdale Capital Management LLC$76.61$0.00
SEI Investments$72.64-$0.00
Pettee Investors$72.33$0.30
Panagram Structured Asset Management, LLC$70.59$0.00
Exponential ETFs$70.26$0.00
Beyond Investing$69.36$0.00
AB Holding$66.90$0.00
Water Island Capital$66.19$3.76
Alexis Investment Partners LLC$65.37$0.48
The Leuthold Group LLC$64.91$0.00
Capital Impact Advisors$64.55$0.00
Cohanzick Management$64.33$0.00
Clockwise Capital LLC$61.05$0.00
Formidable Asset Management$57.83$0.00
Q3 Asset Management Corp.$57.29$0.00
Logan Capital Management Inc.$50.29$0.00
GeaSphere LLC$50.19$0.00
ProcureAM$49.95-$1.45
Guinness Atkinson Asset Management$49.32$0.00
Client First Investment Management LLC$48.95$0.00
2nd Vote Value Investments, Inc$46.97$0.00
Cambiar Holdings$46.65$0.00
Goose Hollow Capital Management LLC$45.37-$3.83
Ridgeline Research LLC$45.35$1.60
Hennessy Advisors$44.27$0.00
Alger$40.02$0.00
Zacks$39.99$1.21
Valkyrie Funds LLC$37.47$0.81
Acquirers Funds$37.41$0.00
First Pacific Advisors LP$36.04$0.00
Applied Finance Group$32.21$0.65
Sheaff Brock Capital Management LLC$29.83$0.00
GAMCO Investors, Inc. $29.78$0.00
Hull Investments LLC$26.74-$0.00
DoubleLine Capital LP$26.07$0.00
ASYMmetric ETFs$25.47-$0.51
Highland Capital Management$24.76$0.01
AlphaMark Advisors$24.34$0.00
PMV Capital Advisers LLC$24.29-$0.00
Convergence Investment Partners, LLC$24.26-$1.66
Cultivar Capital, Inc.$24.22$0.00
Reflection Asset Management, LLC$23.56$0.00
Faith Investor Services, LLC$23.33$0.00
Alphatrai Funds, Inc.$20.18$0.00
Knights of Columbus$19.45$0.00
Point Bridge Capital$18.99$0.00
Mairs & Power, Inc.$17.93$0.00
Build Asset Management LLC$17.62$0.00
Beacon Capital Management$17.57$3.52
Tema Global Ltd.$16.07$0.76
Advocate Capital Management LLC$15.02-$2.86
Subversive Capital Advisor LLC$13.43$0.00
WealthTrust Asset Management LLC$12.55$0.00
Lifegoal Investments LLC$12.30-$0.22
Democracy Investment Management LLC$11.74-$0.00
Tuttle Tactical Management, LLC$11.54-$0.48
Changebridge Capital LLC$11.39$0.00
The BAD Investment Company$9.39$0.00
Future Fund Advisors$8.96$0.00
Counterpoint Mutual Funds LLC$7.83$0.00
Rcube SAS$7.82$0.00
Spear Advisors LLC$6.58$1.33
Power Financial Corp.$6.25$0.00
Lyrical Partners$5.92$0.00
VegTech LLC$5.25$0.00
Cboe$4.87$0.00
Digital Currency Group, Inc.$4.68$0.00
Kelly Intelligence LLC$3.91$0.00
V-Square Quantitative Management LLC$3.80$0.00
Dynamic Shares LLC$3.55$0.00
Jacob Asset Management$2.98$0.00
Element ETFs LLC$2.62$0.00
Emerge Capital Management, Inc.$2.56-$0.49
Hypatia Capital Advisors LLC$2.31$0.00
Penserra Capital Management LLC$2.22$0.00
Emles Advisors LLC$2.01$0.00
X-Square Capital$1.99$0.00
Convexityshares, LLC$1.34$0.31
Bitwise Asset Management, Inc.$1.33$0.00
Grizzle Investment Management LLC$1.19$0.00
Kingsbarn Capital Management LLC$1.15$0.00
Merk$1.11$0.00
Inherent Wealth Fund LLC$0.91$0.00
Parabla, LLC$0.73$0.00
Tradelegs LLC$0.53$0.00
Calamos Family Partners$0.00$0.00
Driveadvisory LLC$0.00$0.00
Sprott Asset Management$0.00$0.00

For more news, information, and analysis, visit the Modern Alpha Channel.


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