Active Management ETF Overview

The first actively managed ETF came to market in 2008, but 100+ funds later, active management in ETFs has struggled to get much traction in the equity space. Out of more than $2 trillion in U.S.-listed ETF assets as of 2015, less than 1% was tied to actively managed funds. Income-generating investments, on the other hand, such as the PIMCO Total Return (BOND) that Bill Gross launched in 2012 and had $2.6 billion in assets under management in 2015 or master limited partnerships have shown more success.

With 347 ETFs traded in the U.S. markets, Active Management ETFs gather total assets under management of $108.98B. The average expense ratio is 0.67%. Active Management ETFs can be found in the following asset classes:

  • Equity
  • Fixed Income
  • Asset Allocation
  • Alternatives
  • Commodities
  • Currency

The largest Active Management ETF is the PIMCO Enhanced Short Maturity Active ETF MINT with $14.78B in assets. In the last trailing year, the best performing Active Management ETF was the IETC at 26.49%. The most-recent ETF launched in the Active Management space was the FT Cboe Vest U.S. Equity Deep Buffer ETF - February DFEB in 02/21/20.

Top ETF Performers

DWSH AdvisorShares Dorsey Wright Short ETF 12.37%
HDGE AdvisorShares Ranger Equity Bear ETF 6.27%
TAIL Cambria Tail Risk ETF 4.62%
LGOV First Trust Long Duration Opportunities ETF 4.15%
IAUF iShares Gold Strategy ETF 3.93%

Bottom ETF Performers

AMZA InfraCap MLP ETF -20.95%
CNBS Amplify Seymour Cannabis ETF -16.33%
TOKE Cambria Cannabis ETF -15.98%
YOLO AdvisorShares Pure Cannabis ETF -15.11%
OILK ProShares K-1 Free Crude Oil Strategy ETF -11.02%

Top Creations

LMBS First Trust Low Duration Opportunities ETF 778.83
MINT PIMCO Enhanced Short Maturity Active ETF 619.75
JPST JPMorgan Ultra-Short Income ETF 436.55
FPE First Trust Preferred Securities & Income ETF 253.27
FBND Fidelity Total Bond ETF 234.41

Top Redemptions

ARKW ARK Next Generation Internet ETF -102.50
SRLN SPDR Blackstone / GSO Senior Loan ETF -32.73
TBND Tactical Income ETF -23.70
BNOV Innovator S&P 500 Buffer ETF - November -23.45
RFDI First Trust RiverFront Dynamic Developed International -17.98

AUM Winners

BFEB Innovator S&P 500 Buffer ETF - February 1,222.20%
PFEB Innovator S&P 500 Power Buffer ETF - February 1,008.57%
FFEB FT Cboe Vest U.S. Equity Buffer ETF - February 498.51%
UFEB Innovator S&P 500 Ultra Buffer ETF - February 445.06%
FLSP Franklin Liberty Systematic Style Premia ETF 443.68%

AUM Losers

FLIO Franklin Liberty International Opportunities ETF -86.54%
DAUG FT Cboe Vest U.S. Equity Deep Buffer ETF - August -50.82%
PSMM Invesco Moderately Conservative Multi-Asset Allocation ETF -34.43%
FAUG FT Cboe Vest U.S. Equity Buffer ETF - August -26.70%
FCEF First Trust CEF Income Opportunity ETF -25.57%

Daily ETF Watch

Active Thematic ETFs Debut

Franklin Templeton delves into a new area.

Podcasts

ETF Prime Podcast: RIA Fees, Transparency & Tech

Plus, ESG due diligence and actively managed ETFs.

Features and News

Hartford’s Active Approach In Index ETFs

Hartford’s Ted Lucas on the firm’s active fixed income and self-indexed multifactor equity ETFs.

Features and News

What To Expect From Semi-Transparent ETFs

ACI’s Matt Lewis talks about the firm’s plans for ActiveShares and other semi-transparent models.

Features and News

Why Semi-Transparent ETFs Protect Investors

Legg Mason’s Rick Genoni dives into the investment case for an ETF wrapper that isn’t fully transparent.

Features and News

What’s Ahead For Fixed Income Investors

Rieger Report’s JR Rieger breaks down the outlook and the opportunities in fixed income this year.

Daily ETF Watch

Active Core Bond ETF Debuts

Hartford Funds rolls out a bond ETF that complements its existing core plus bond fund. 

Features and News

Defined Outcome ETFs Find Quick Traction

Innovator’s Graham Day dives into why these types of strategies have found a following with advisors.

Features and News

Value & Int’l ETFs Among Top Picks

Jay Pelosky, co-founder and CIO of TPW Investment Management, shares his outlook for financial markets and his top ETF picks.