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 403 ETFs traded in the U.S. markets, Active Management ETFs gather total assets under management of $130.55B. The average expense ratio is 0.69%. Active Management ETFs can be found in the following asset classes:

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

The largest Active Management ETF is the PIMCO Enhanced Short Maturity Active ETF MINT with $14.22B in assets. In the last trailing year, the best performing Active Management ETF was the ARKW at 96.07%. The most-recent ETF launched in the Active Management space was the T. Rowe Price Blue Chip Growth ETF TCHP in 08/04/20.

Top ETF Performers

VAMO Cambria Value and Momentum ETF 13.60%
AVUV Avantis U.S. Small Cap Value ETF 13.06%
OVS Overlay Shares Small Cap Equity ETF 12.92%
YOLO AdvisorShares Pure Cannabis ETF 12.32%
IAUF iShares Gold Strategy ETF 12.17%

Bottom ETF Performers

DWSH AdvisorShares Dorsey Wright Short ETF -9.31%
HDGE AdvisorShares Ranger Equity Bear ETF -9.13%
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund -2.88%
CCOR Core Alternative ETF -1.45%
GVAL Cambria Global Value ETF -1.38%

Top Creations

ARKK ARK Innovation ETF 742.81
JPST JPMorgan Ultra-Short Income ETF 570.75
ARKW ARK Next Generation Internet ETF 387.53
FIXD First Trust TCW Opportunistic Fixed Income ETF 366.94
GSY Invesco Ultra Short Duration ETF 267.34

Top Redemptions

GDVD Principal Active Global Dividend Income ETF -136.69
NEAR iShares Short Maturity Bond ETF -85.06
FFTI FormulaFolios Tactical Income ETF -77.22
FLTB Fidelity Limited Term Bond ETF -68.22
DAUG FT Cboe Vest U.S. Equity Deep Buffer ETF - August -54.71

AUM Winners

KRBN KFA Global Carbon ETF 15,052,146.00%
RISN Inspire Tactical Balanced ESG ETF 2,598.77%
ESGA American Century Sustainable Equity ETF 1,575.16%
KJAN Innovator Russell 2000 Power Buffer ETF - January 275.05%
DJUL FT Cbobe Vest U.S. Equity Deep Buffer ETF - July 203.95%

AUM Losers

OVF Overlay Shares Foreign Equity ETF -63.71%
OVS Overlay Shares Small Cap Equity ETF -59.84%
BNOV Innovator S&P 500 Buffer ETF - November -43.80%
BJUN Innovator S&P 500 Buffer ETF - June -40.88%
PSMM Invesco Moderately Conservative Multi-Asset Allocation ETF -37.71%

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